HARDING LOEVNER LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings68 positions
Taiwan Semiconductor Manufactu | 5.6M | $1.3B | 8.6% | $64.60 | +245.83% | 26 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD ADR | 14.2M | $1.1B | 7.3% | $28.38 | +33.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
SAP SE SPONSORED ADR | 2.5M | $749.7M | 5.0% | $124.83 | +139.45% | 26 qtrssince 2019-Q1 | Decreased 0 |
Alcon Inc | 7M | $618.6M | 4.2% | $84.75 | +3.61% | 18 qtrssince 2021-Q1 | Decreased 0 |
MercadoLibre Inc | 223,680 | $584.7M | 3.9% | $1,550.86 | +68.53% | 6 qtrssince 2024-Q1 | Decreased 0 |
Fomento Economico Mexicano SAB | 5.4M | $556.9M | 3.7% | $74.14 | +32.20% | 26 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 970,400 | $482.7M | 3.2% | $239.42 | +105.72% | 26 qtrssince 2019-Q1 | Increased 59 |
Linde PLC | 948,412 | $445M | 3.0% | $363.28 | +26.80% | 10 qtrssince 2023-Q1 | Decreased 0 |
Netflix Inc | 306,655 | $410.6M | 2.8% | $50.02 | +167.73% | 16 qtrssince 2021-Q3 | Decreased 0 |
Alphabet Inc | 2.3M | $408.4M | 2.7% | $64.04 | +174.25% | 26 qtrssince 2019-Q1 | Increased 54 |
Amazon.com Inc | 1.9M | $406.8M | 2.7% | $145.55 | +50.73% | 21 qtrssince 2020-Q2 | Increased 54 |
BHP GROUP LTD - SPONSORED ADR | 7.9M | $381.5M | 2.6% | $45.00 | +2.56% | 19 qtrssince 2020-Q4 | Decreased 0 |
Facebook Inc | 480,942 | $355M | 2.4% | $146.95 | +400.22% | 26 qtrssince 2019-Q1 | Increased 54 |
Credicorp Ltd | 1.6M | $352.7M | 2.4% | $117.99 | +80.89% | 15 qtrssince 2021-Q4 | Decreased 0 |
NetEase Inc | 2.6M | $347.6M | 2.3% | $129.99 | +0.66% | 2 qtrssince 2025-Q1 | Increased 86 |
Vertex Pharmaceuticals Inc | 711,611 | $316.8M | 2.1% | $192.66 | +131.08% | 26 qtrssince 2019-Q1 | Increased 54 |
Tradeweb Markets Inc | 1.8M | $261M | 1.8% | $83.57 | +73.07% | 20 qtrssince 2020-Q3 | Increased 65 |
CME Group Inc | 946,808 | $261M | 1.8% | $161.95 | +63.81% | 20 qtrssince 2020-Q3 | Increased 49 |
RYANAIR HOLDINGS PLC | 4.4M | $253.1M | 1.7% | $56.30 | 0.00% | 1 qtr | New 70 |
SONY CORPORATION-SPONSORED ADR | 9.6M | $250.6M | 1.7% | $18.46 | +41.00% | 9 qtrssince 2023-Q2 | Decreased 0 |
HARDING LOEVNER LP manages $14.9B across 68 positions as of Q2 2025. Top holdings: TSM (8.6%), HDB (7.3%), SAP (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 6 new positions, 5 exits, 29 increased. Top move: NTES (INCREASED, conviction 86). Portfolio: $14.9B across 68 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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