HARDING LOEVNER LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings82 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.9M | $1.3B | 12.7% | $65.08 | +541.81% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 1.6M | $741.5M | 7.0% | $459.13 | +19.80% | 1 qtr | New 98 |
FOMENTO ECONOMICO MEXICANO SAB /1 ADR REPRS 10 UT CONS 10 SERB &20 SER D-B SHS &20 SER D-L/ | 5.4M | $688.7M | 6.5% | $76.14 | +61.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 5.4M | $648.4M | 6.1% | $103.18 | +23.61% | 30 qtrssince 2019-Q1 | Increased 96 |
CREDICORP LTD | 1.3M | $500.4M | 4.7% | $117.99 | +224.23% | 19 qtrssince 2021-Q4 | Decreased 0 |
RYANAIR HOLDINGS-SP ADR | 6M | $381.4M | 3.6% | $57.87 | -2.03% | 5 qtrssince 2025-Q2 | Decreased 0 |
MERCADOLIBRE INC | 184,269 | $318.1M | 3.0% | $1,555.27 | +25.41% | 10 qtrssince 2024-Q1 | Decreased 0 |
SEA LTD-ADR | 3.2M | $311M | 2.9% | $132.46 | -10.07% | 4 qtrssince 2025-Q3 | Increased 86 |
NETEASE INC-ADR | 2.3M | $291.4M | 2.7% | $130.67 | -5.54% | 6 qtrssince 2025-Q1 | Decreased 0 |
HDFC BANK LTD-ADR | 11.2M | $286.9M | 2.7% | $31.36 | -26.13% | 30 qtrssince 2019-Q1 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 154,841 | $281.6M | 2.6% | $694.32 | +151.42% | 6 qtrssince 2025-Q1 | Decreased 0 |
SHELL PLC-ADR | 2.8M | $237.4M | 2.2% | $63.87 | +42.64% | 18 qtrssince 2022-Q1 | Decreased 0 |
MANULIFE FINANCIAL CORP | 5.6M | $236.7M | 2.2% | $26.76 | +61.53% | 19 qtrssince 2021-Q4 | Increased 64 |
NICE LTD - SPON ADR | 2.5M | $233.5M | 2.2% | $141.66 | -28.63% | 4 qtrssince 2025-Q3 | Decreased 0 |
ALPHABET INC-CL A | 649,331 | $232M | 2.2% | $95.37 | +258.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.1M | $225.3M | 2.1% | $155.58 | +34.76% | 7 qtrssince 2024-Q4 | Decreased 0 |
BANCO BILBAO VIZCAYA-SP ADR | 8.4M | $222.2M | 2.1% | $12.23 | +137.44% | 30 qtrssince 2019-Q1 | Increased 67 |
AMAZON.COM INC | 870,587 | $207.5M | 2.0% | $119.38 | +118.02% | 25 qtrssince 2020-Q2 | Decreased 0 |
RIO TINTO PLC-SPON ADR | 1.9M | $186.1M | 1.8% | $56.32 | +85.90% | 29 qtrssince 2019-Q2 | Decreased 0 |
HALEON PLC-ADR COM STK | 15.4M | $147.8M | 1.4% | $7.90 | +28.70% | 14 qtrssince 2023-Q1 | Decreased 0 |
HARDING LOEVNER LP manages $10.6B across 82 positions as of Q2 2026. Top holdings: TSM (12.7%), SPOT (7.0%), FMX (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 15 new positions, 6 exits, 10 increased. Top move: SPOT (NEW, conviction 98). Portfolio: $10.6B across 82 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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