Harding Loevner LP
- SEC CIK
- 0000928196
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 68
- +1 vs. Q1 2025
- Portfolio value
- $14.9B
- +$1.80B (+13.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 3,158 | $282.4K | <0.1% | −15,449−83.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,578 | $1.34M | <0.1% | −2,579−9.9% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 14,287 | $1.84M | <0.1% | −20,305−58.7% | Reduced | – |
| IBNIcici Bank Ltd | ADR | 76,478 | $2.57M | <0.1% | −5,313−6.5% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 40,538 | $7.17M | <0.1% | −10,028−19.8% | Reduced | History |
| CIBGrupo Cibest S.A. | SPON ADS | 189,494 | $8.75M | 0.1% | +5,833+3.2% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 157,699 | $8.78M | 0.1% | 00.0% | Unchanged | – |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 1,747,688 | $11.9M | 0.1% | −482,857−21.6% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 151,360 | $12.8M | 0.1% | −34,947−18.8% | Reduced | History |
| TSTenaris SA | SPONSORED ADS | 450,593 | $16.9M | 0.1% | −145,053−24.4% | Reduced | History |
| NVSNovartis AG | ADR | 313,527 | $37.9M | 0.3% | +313,527 | New | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 649,338 | $43.6M | 0.3% | −273,175−29.6% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 179,859 | $49.0M | 0.3% | −559,721−75.7% | Reduced | History |
| GMABGenmab A/S | SPONSORED ADS | 2,923,439 | $60.4M | 0.4% | +42,613+1.5% | Added | History |
| GLOBGlobant S.A. | COM | 769,843 | $69.9M | 0.5% | −98,535−11.3% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 151,207 | $75.6M | 0.5% | +2,829+1.9% | Added | History |
| SLBSLB Limited | Stock | 2,305,795 | $77.9M | 0.5% | +508,703+28.3% | Added | History |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 5,015,102 | $85.0M | 0.6% | +552,636+12.4% | Added | History |
| HONHoneywell International Inc | COM | 372,417 | $86.7M | 0.6% | +6,403+1.7% | Added | History |
| JNJJohnson & Johnson | Stock | 579,182 | $88.5M | 0.6% | +579,182 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 229,531 | $93.1M | 0.6% | −187,050−44.9% | Reduced | History |
| PGRProgressive Corp | Stock | 349,554 | $93.3M | 0.6% | +349,554 | New | History |
| ATKRAtkore Inc. | COM | 1,338,162 | $94.4M | 0.6% | +41,129+3.2% | Added | History |
| VVisa Inc. | Stock | 281,841 | $100.1M | 0.7% | +281,841 | New | History |
| AMEAmetek Inc | COM | 577,923 | $104.6M | 0.7% | +10,527+1.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 592,388 | $110.0M | 0.7% | +9,833+1.7% | Added | History |
| RIORio Tinto PLC | ADR | 1,903,949 | $111.1M | 0.7% | −68,652−3.5% | Reduced | History |
| DHRDanaher Corp | Stock | 570,834 | $112.8M | 0.8% | +10,170+1.8% | Added | History |
| CSGPCostar Group, Inc. | COM | 1,467,080 | $118.0M | 0.8% | +26,981+1.9% | Added | History |
| ACNAccenture plc | Stock | 429,388 | $128.3M | 0.9% | −276,920−39.2% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 1,791,295 | $129.0M | 0.9% | +35,324+2.0% | Added | History |
| AMATApplied Materials Inc | Stock | 712,217 | $130.4M | 0.9% | +9,037+1.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 130,575 | $134.2M | 0.9% | +2,134+1.7% | Added | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 8,868,895 | $136.4M | 0.9% | −171,805−1.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 360,066 | $139.3M | 0.9% | +124,610+52.9% | Added | History |
| APHAmphenol Corp | CL A | 1,443,477 | $142.6M | 1.0% | +27,036+1.9% | Added | History |
| SNPSSynopsys Inc | COM | 281,564 | $144.4M | 1.0% | +88,524+45.9% | Added | History |
| HEIHeico Corp | COM | 442,150 | $145.0M | 1.0% | +6,587+1.5% | Added | History |
| NVDANVIDIA Corp | Stock | 1,019,781 | $161.1M | 1.1% | +321,109+46.0% | Added | History |
| MFCManulife Financial Corp | COM | 6,137,932 | $196.1M | 1.3% | −1,270,933−17.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 34,926 | $202.2M | 1.4% | +690+2.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 764,985 | $210.9M | 1.4% | −139,534−15.4% | Reduced | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,321,785 | $218.8M | 1.5% | −885,787−6.7% | Reduced | History |
| ASMLASML Holding NV | ADR | 276,554 | $221.5M | 1.5% | +1,943+0.7% | Added | History |
| DEDeere & Co | Stock | 454,468 | $231.1M | 1.6% | +9,910+2.2% | Added | History |
| SHELShell plc | ADR | 3,312,679 | $233.3M | 1.6% | −43,447−1.3% | Reduced | History |
| HLNHaleon plc | ADR | 22,551,041 | $233.8M | 1.6% | −520,880−2.3% | Reduced | History |
| CNICanadian National Railway Co | Stock | 2,325,177 | $241.9M | 1.6% | −70,287−2.9% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 9,631,000 | $250.6M | 1.7% | −199,162−2.0% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 4,387,970 | $253.1M | 1.7% | +4,387,970 | New | History |
| CMECME Group Inc. | COM | 946,808 | $261.0M | 1.8% | +17,444+1.9% | Added | History |
| TWTradeweb Markets Inc. | Stock | 1,782,816 | $261.0M | 1.8% | +531,715+42.5% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 711,611 | $316.8M | 2.1% | +13,152+1.9% | Added | History |
| NTESNetEase, Inc. | SPONSORED ADS | 2,582,636 | $347.6M | 2.3% | +2,512,165+3,564.8% | Added | History |
| BAPCredicorp Ltd | COM | 1,577,714 | $352.7M | 2.4% | −55,665−3.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 480,942 | $355.0M | 2.4% | +8,696+1.8% | Added | History |
| BHPBHP Group Ltd | ADR | 7,932,302 | $381.5M | 2.6% | −254,016−3.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,854,371 | $406.8M | 2.7% | +32,078+1.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,317,026 | $408.4M | 2.7% | +41,611+1.8% | Added | History |
| NFLXNetflix Inc | Stock | 306,655 | $410.6M | 2.8% | −72,875−19.2% | Reduced | History |
| LINLinde PLC | Stock | 948,412 | $445.0M | 3.0% | −29,096−3.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 970,400 | $482.7M | 3.2% | +20,068+2.1% | Added | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 5,408,814 | $556.9M | 3.7% | −220,432−3.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 223,680 | $584.7M | 3.9% | −9,429−4.0% | Reduced | History |
| ALCAlcon Inc | Stock | 7,007,181 | $618.6M | 4.2% | −117,331−1.6% | Reduced | History |
| SAPSAP SE | ADR | 2,465,593 | $749.7M | 5.0% | −47,558−1.9% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 14,156,272 | $1.09B | 7.3% | −368,410−2.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,614,431 | $1.27B | 8.6% | −135,531−2.4% | Reduced | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 487,113 | $255.1M | 2.0% | History |
| BABAAlibaba Group Holding Ltd | ADR | 33,058 | $4.37M | <0.1% | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,990 | $899.0K | <0.1% | – |
| ABEVAmbev S.A. | SPONSORED ADR | 38,686 | $90.1K | <0.1% | History |