HARDING LOEVNER LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings73 positions
TAIWAN SEMICONDUCTOR MANUFAC | 3.5M | $1.2B | 12.2% | $64.60 | +420.50% | 29 qtrssince 2019-Q1 | Decreased 0 |
FOMENTO ECONOMICO MEXICANO S | 5.6M | $617.4M | 6.4% | $75.02 | +41.63% | 29 qtrssince 2019-Q1 | Decreased 0 |
Credicorp LTD | 1.3M | $449.6M | 4.6% | $117.99 | +174.50% | 18 qtrssince 2021-Q4 | Decreased 0 |
HDFC BANK LTD | 14.9M | $369.7M | 3.8% | $28.38 | -12.34% | 29 qtrssince 2019-Q1 | Decreased 0 |
RYANAIR HOLDINGS PLC | 6.2M | $357.8M | 3.7% | $56.94 | +0.67% | 4 qtrssince 2025-Q2 | Increased 70 |
MERCADOLIBRE INC | 186,499 | $322.6M | 3.3% | $1,550.86 | +11.49% | 9 qtrssince 2024-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 2.8M | $292.1M | 3.0% | $88.29 | +15.15% | 29 qtrssince 2019-Q1 | Increased 72 |
ASML HLDG NV | 216,309 | $285.8M | 2.9% | $694.32 | +89.57% | 5 qtrssince 2025-Q1 | Decreased 0 |
NICE LTD | 2.5M | $279.3M | 2.9% | $140.29 | -21.40% | 3 qtrssince 2025-Q3 | Decreased 0 |
SHELL PLC | 2.9M | $266.4M | 2.7% | $63.87 | +43.04% | 17 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC | 908,305 | $261.2M | 2.7% | $64.04 | +348.50% | 29 qtrssince 2019-Q1 | Decreased 0 |
NETEASE COM INC | 2.3M | $260.1M | 2.7% | $129.99 | -14.73% | 5 qtrssince 2025-Q1 | Decreased 0 |
AMAZON COM INC | 1.1M | $234.1M | 2.4% | $145.55 | +43.09% | 24 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORPORATION | 1.3M | $221.8M | 2.3% | $151.97 | +14.50% | 6 qtrssince 2024-Q4 | Increased 72 |
MICROSOFT CORP | 540,564 | $200.1M | 2.1% | $239.42 | +53.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
RIO TINTO PLC | 2M | $184M | 1.9% | $56.32 | +62.09% | 28 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC. | 1.9M | $179.1M | 1.8% | $50.02 | +92.23% | 19 qtrssince 2021-Q3 | Decreased 0 |
META PLATFORMS INC | 297,709 | $170.4M | 1.8% | $146.95 | +288.66% | 29 qtrssince 2019-Q1 | Decreased 0 |
HALEON PLC | 15.7M | $157.2M | 1.6% | $7.90 | +24.20% | 13 qtrssince 2023-Q1 | Decreased 0 |
MANULIFE FINL CORP | 4.5M | $154.4M | 1.6% | $23.48 | +44.12% | 18 qtrssince 2021-Q4 | Decreased 0 |
HARDING LOEVNER LP manages $9.7B across 73 positions as of Q1 2026. Top holdings: TSM (12.2%), FMX (6.4%), BAP (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 3 new positions, 6 exits, 10 increased. Top move: CNI (INCREASED, conviction 72). Portfolio: $9.7B across 73 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR