Skip to main content

Harding Loevner LP

SEC CIK
0000928196
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
67
0 vs. Q3 2024
Portfolio value
$14.8B
−$2.54B (−14.6%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Harding Loevner LP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,080,961$1.20B8.1%−1,371,678−18.4%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS15,177,318$969.2M6.5%−1,137,111−7.0%ReducedHistory
ALCAlcon IncStock8,475,128$719.5M4.9%−795,849−8.6%ReducedHistory
SAPSAP SEADR2,698,078$664.3M4.5%−595,393−18.1%ReducedHistory
METAMeta Platforms, Inc.Stock892,184$522.4M3.5%−188,568−17.4%ReducedHistory
GOOGLAlphabet Inc.Stock2,682,292$507.8M3.4%−506,954−15.9%ReducedHistory
FMXMexican Economic Development IncSPON ADR UNITS5,827,844$498.2M3.4%−510,061−8.0%ReducedHistory
MSFTMicrosoft CorpStock1,128,624$475.7M3.2%−229,714−16.9%ReducedHistory
AMZNAmazon Com IncStock2,107,595$462.4M3.1%−805,663−27.7%ReducedHistory
LINLinde PLCStock1,017,112$425.8M2.9%−48,572−4.6%ReducedHistory
MELIMercadolibre IncCOM243,395$413.9M2.8%+50,233+26.0%AddedHistory
BHPBHP Group LtdADR8,291,208$404.9M2.7%−547,740−6.2%ReducedHistory
NFLXNetflix IncStock447,190$398.6M2.7%−89,244−16.6%ReducedHistory
VRTXVertex Pharmaceuticals IncStock823,627$331.7M2.2%−328,998−28.5%ReducedHistory
BAPCredicorp LtdCOM1,701,527$311.9M2.1%−99,714−5.5%ReducedHistory
ACNAccenture plcStock834,501$293.6M2.0%+190,579+29.6%AddedHistory
CRMSalesforce, Inc.Stock873,303$292.0M2.0%−164,400−15.8%ReducedHistory
UNHUnitedHealth Group IncStock572,405$289.6M2.0%+122,403+27.2%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A14,165,047$276.9M1.9%−1,251,360−8.1%ReducedHistory
CMECME Group Inc.COM1,099,875$255.4M1.7%−219,288−16.6%ReducedHistory
CNICanadian National Railway CoStock2,478,657$251.6M1.7%−140,403−5.4%ReducedHistory
AVGOBroadcom Inc.Stock1,073,315$248.8M1.7%−220,811−17.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock474,940$247.1M1.7%−93,562−16.5%ReducedHistory
MFCManulife Financial CorpCOM7,786,566$239.1M1.6%−1,587,109−16.9%ReducedHistory
HLNHaleon plcADR24,126,342$230.2M1.6%−761,666−3.1%ReducedHistory
DEDeere & CoStock524,321$222.2M1.5%−104,963−16.7%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,737,079$214.5M1.4%+2,726,479+269.8%Added–
SONYSony Group CorpSPONSORED ADR10,135,178$214.5M1.4%−15,889,492−61.1%ReducedConverted for a 5-for-1 splitHistory
SHELShell plcADR3,288,445$206.0M1.4%−146,323−4.3%ReducedHistory
BKNGBooking Holdings Inc.Stock40,675$202.1M1.4%−8,650−17.5%ReducedHistory
TWTradeweb Markets Inc.Stock1,471,875$192.7M1.3%−271,854−15.6%ReducedHistory
ROKRockwell Automation, IncStock627,067$179.2M1.2%−117,346−15.8%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR17,608,905$171.2M1.2%−924,722−5.0%ReducedHistory
ABEVAmbev S.A.SPONSORED ADR87,819,164$162.5M1.1%−48,099,253−35.4%ReducedHistory
NOWServiceNow, Inc.Stock151,815$160.9M1.1%−84,597−35.8%ReducedHistory
GLOBGlobant S.A.COM740,085$158.7M1.1%−11,717−1.6%ReducedHistory
AAPLApple Inc.Stock615,811$154.2M1.0%−115,329−15.8%ReducedHistory
DHRDanaher CorpStock659,486$151.4M1.0%−117,145−15.1%ReducedHistory
AMATApplied Materials IncStock836,110$136.0M0.9%−161,931−16.2%ReducedHistory
ADBEAdobe Inc.Stock277,034$123.2M0.8%−50,361−15.4%ReducedHistory
ABBVAbbVie Inc.Stock690,322$122.7M0.8%−140,658−16.9%ReducedHistory
CSGPCostar Group, Inc.COM1,688,680$120.9M0.8%−309,558−15.5%ReducedHistory
RIORio Tinto PLCADR1,998,265$117.5M0.8%−146,015−6.8%ReducedHistory
NVDANVIDIA CorpStock825,923$110.9M0.7%+825,923NewHistory
SNPSSynopsys IncCOM212,024$102.9M0.7%−35,633−14.4%ReducedHistory
HONHoneywell International IncCOM434,864$98.2M0.7%−93,872−17.8%ReducedHistory
NOCNorthrop Grumman CorpStock178,669$83.8M0.6%−37,417−17.3%ReducedHistory
SLBSLB LimitedStock2,163,426$82.9M0.6%−508,236−19.0%ReducedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR4,209,919$69.3M0.5%−1,276,779−23.3%ReducedHistory
ATKRAtkore Inc.COM639,136$53.3M0.4%−45,488−6.6%ReducedHistory
RGENRepligen CorpCOM340,083$49.0M0.3%−576,059−62.9%ReducedHistory
GMABGenmab A/SSPONSORED ADS2,243,392$46.8M0.3%−823,550−26.9%ReducedHistory
TSTenaris SASPONSORED ADS842,990$31.9M0.2%−60,877−6.7%ReducedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF427,258$22.3M0.2%+427,258New–
PINSPinterest, Inc.CL A1,652,644$19.3M0.1%−4,279,309−72.1%ReducedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS197,160$18.7M0.1%−65,453−24.9%ReducedHistory
EPAMEPAM Systems, Inc.COM56,885$13.3M0.1%−18,895−24.9%ReducedHistory
iShares Tr464288257MSCI ACWI ETF98,088$11.5M0.1%+64,886+195.4%Added–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,085,964$10.3M0.1%−881,233−29.7%ReducedHistory
CIBGrupo Cibest S.A.SPON ADR PREF262,055$8.26M0.1%−97,342−27.1%ReducedHistory
iShares MSCI India ETF46429B598ETF140,139$7.38M<0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF124,980$5.98M<0.1%+84,759+210.7%Added–
IBNIcici Bank LtdADR123,108$3.68M<0.1%+112+0.1%AddedHistory
BABAAlibaba Group Holding LtdADR35,778$3.03M<0.1%−14,480−28.8%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF28,418$2.75M<0.1%+28,418New–
iShares MSCI Eafe ETF464287465ETF20,065$1.52M<0.1%+17,556+699.7%Added–
Vanguard Total World Stock ETF922042742ETF7,709$905.6K<0.1%+7,709New–

Sold out since Q3 2024 (4)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Harding Loevner LP sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ISRGIntuitive Surgical IncCOM NEW423,619$208.1M1.2%History
NBISNebius Group N.V.Stock480,240$5.36M<0.1%History
XPXP Inc.CL A148,706$2.67M<0.1%History
BNTXBioNTech SESPONSORED ADS2,325$276.2K<0.1%History