HARDING LOEVNER LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings82 positions
Taiwan Semiconductor Manufacturing Co Ltd | 2.9M | $1.3B | 12.7% | $64.60 | +565.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 1.6M | $741.5M | 7.0% | $459.13 | +14.12% | 1 qtr | New 98 |
Fomento Economico Mexicano SAB de CV | 5.4M | $688.7M | 6.5% | $75.02 | +60.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
Canadian National Railway Co | 5.4M | $648.4M | 6.1% | $102.62 | +16.79% | 30 qtrssince 2019-Q1 | Increased 96 |
Credicorp Ltd | 1.3M | $500.4M | 4.7% | $117.99 | +225.41% | 19 qtrssince 2021-Q4 | Decreased 0 |
Ryanair Holdings PLC | 6M | $381.4M | 3.6% | $56.94 | -9.85% | 5 qtrssince 2025-Q2 | Decreased 0 |
MercadoLibre Inc | 184,269 | $318.1M | 3.0% | $1,550.86 | +18.59% | 10 qtrssince 2024-Q1 | Decreased 0 |
Sea Ltd | 3.2M | $311M | 2.9% | $131.29 | -27.41% | 4 qtrssince 2025-Q3 | Increased 86 |
NetEase Inc | 2.3M | $291.4M | 2.7% | $129.99 | -4.82% | 6 qtrssince 2025-Q1 | Decreased 0 |
HDFC Bank Ltd | 11.2M | $286.9M | 2.7% | $28.38 | -20.27% | 30 qtrssince 2019-Q1 | Decreased 0 |
ASML Holding NV | 154,841 | $281.6M | 2.6% | $694.32 | +137.64% | 6 qtrssince 2025-Q1 | Decreased 0 |
SHELL PLC-ADR | 2.8M | $237.4M | 2.2% | $63.87 | +62.16% | 18 qtrssince 2022-Q1 | Decreased 0 |
MANULIFE FINL CORP | 5.6M | $236.7M | 2.2% | $26.76 | +61.05% | 19 qtrssince 2021-Q4 | Increased 64 |
NICE LTD | 2.5M | $233.5M | 2.2% | $140.29 | -20.88% | 4 qtrssince 2025-Q3 | Decreased 0 |
Alphabet Inc | 649,331 | $232M | 2.2% | $64.04 | +442.88% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 1.1M | $225.3M | 2.1% | $151.97 | +45.62% | 7 qtrssince 2024-Q4 | Decreased 0 |
BANCO BILBAO VIZCAYA ARGENTA | 8.4M | $222.2M | 2.1% | $12.03 | +114.07% | 30 qtrssince 2019-Q1 | Increased 67 |
Amazon.com Inc | 870,587 | $207.5M | 2.0% | $145.55 | +74.56% | 25 qtrssince 2020-Q2 | Decreased 0 |
RIO TINTO PLC-SPON ADR | 1.9M | $186.1M | 1.8% | $56.32 | +62.02% | 29 qtrssince 2019-Q2 | Decreased 0 |
HALEON PLC | 15.4M | $147.8M | 1.4% | $7.90 | +22.50% | 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: Balanced Allocator. HoldingsIntel Score: 4/5.0.
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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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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