$2.67 Billion is the total value of Hardman Johnston Global Advisors LLC's 99 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $308,326,000 | +240.9% | 1,696,057 | +238.0% | 11.54% | +189.6% |
| IBN | Buy | ICICI BANK LIMITEDadr | $154,040,000 | +8.1% | 15,670,426 | +2.1% | 5.77% | -8.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $57,294,000 | +22.5% | 717,789 | +6.1% | 2.14% | +4.1% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $51,727,000 | +7.4% | 943,927 | +3.7% | 1.94% | -8.7% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $50,352,000 | +45.5% | 278,587 | +20.5% | 1.88% | +23.7% |
| AEIS | Buy | ADVANCED ENERGY INDS | $43,784,000 | -6.1% | 695,640 | +1.1% | 1.64% | -20.2% |
| SAP | Buy | SAP SEspon adr | $41,974,000 | +18.4% | 269,390 | +6.4% | 1.57% | +0.6% |
| AAPL | Buy | APPLE INC | $41,867,000 | +4.8% | 361,512 | +230.2% | 1.57% | -11.0% |
| GMAB | Buy | GENMAB A/Ssponsored ads | $38,536,000 | +66.0% | 1,052,596 | +53.6% | 1.44% | +41.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $37,901,000 | +4.0% | 25,860 | +0.6% | 1.42% | -11.6% |
| ALB | Buy | ALBEMARLE CORP | $27,797,000 | +15.8% | 311,342 | +0.2% | 1.04% | -1.6% |
| TMUS | Buy | T-MOBILE US INC | $24,398,000 | +126.2% | 213,350 | +106.0% | 0.91% | +92.2% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $23,411,000 | +25.5% | 612,670 | +15.3% | 0.88% | +6.6% |
| CERN | Buy | CERNER CORP | $22,827,000 | +5.9% | 315,772 | +0.4% | 0.85% | -10.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $20,585,000 | -7.2% | 438,350 | +1.8% | 0.77% | -21.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $20,451,000 | +7.2% | 65,596 | +1.4% | 0.77% | -8.8% |
| FLIR | Buy | FLIR SYS INC | $17,352,000 | -11.4% | 484,016 | +0.2% | 0.65% | -24.7% |
| TJX | New | TJX COS INC NEW | $12,586,000 | – | 226,170 | +100.0% | 0.47% | – |
| LDOS | Buy | LEIDOS HOLDINGS INC | $10,805,000 | -3.2% | 121,200 | +1.7% | 0.40% | -17.9% |
| SE | Buy | SEA LTDsponsord ads | $9,312,000 | +58.4% | 60,450 | +10.3% | 0.35% | +34.7% |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $6,715,000 | -11.8% | 68,980 | +11.2% | 0.25% | -25.1% |
| KMB | New | KIMBERLY CLARK CORP | $203,000 | – | 1,375 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ASML HOLDING N V | 42 | Q3 2023 | 8.1% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.3% |
| AUTOMATIC DATA PROCESSING IN | 42 | Q3 2023 | 2.7% |
| EDWARDS LIFESCIENCES CORP | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 2.3% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 1.9% |
| DIAGEO PLC | 42 | Q3 2023 | 10.6% |
| COMCAST CORP NEW | 42 | Q3 2023 | 2.1% |
| STANLEY BLACK & DECKER INC | 42 | Q3 2023 | 2.5% |
View Hardman Johnston Global Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR/A | 2022-03-23 |
View Hardman Johnston Global Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.