$3.06 Billion is the total value of Hardman Johnston Global Advisors LLC's 73 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALKS | Buy | ALKERMES PLC | $169,518,338 | +16.6% | 6,013,421 | +8.1% | 5.54% | -2.7% |
| MELI | Buy | MERCADOLIBRE INC | $152,568,081 | +1672.2% | 115,752 | +1037.8% | 4.99% | +1379.5% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $145,621,010 | – | 1,425,142 | +100.0% | 4.76% | – |
| SE | Buy | SEA LTDsponsord ads | $141,365,404 | +155.6% | 1,633,338 | +53.6% | 4.62% | +113.3% |
| New | ATLASSIAN CORPORATIONcl a | $129,166,423 | – | 754,609 | +100.0% | 4.22% | – | |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $44,666,116 | +44.5% | 287,927 | +0.6% | 1.46% | +20.6% |
| VRT | Buy | VERTIV HOLDINGS CO | $41,997,775 | +9.4% | 2,934,855 | +4.5% | 1.37% | -8.7% |
| COTY | Buy | COTY INC | $30,107,790 | +201.1% | 2,496,500 | +113.7% | 0.98% | +151.0% |
| XRAY | Buy | DENTSPLY SIRONA INC | $19,064,037 | +45.1% | 485,337 | +17.6% | 0.62% | +21.2% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $12,744,613 | +15.5% | 158,161 | +7.7% | 0.42% | -3.7% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $8,887,736 | – | 91,400 | +100.0% | 0.29% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $4,202,176 | -1.7% | 42,910 | +1.3% | 0.14% | -18.0% |
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 2023-05-05
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.