HARDING LOEVNER LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings71 positions
TAIWAN SEMICONDUCTOR MFG LTD | 5.2M | $1.4B | 10.6% | $64.60 | +327.79% | 27 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD | 27.1M | $925.1M | 6.8% | $28.38 | +20.35% | 27 qtrssince 2019-Q1 | Increased 98 |
SAP SE | 2.3M | $614.7M | 4.5% | $124.83 | +110.40% | 27 qtrssince 2019-Q1 | Decreased 0 |
FOMENTO ECONOMICO MEXICANO S | 5.7M | $565.4M | 4.1% | $75.37 | +27.07% | 27 qtrssince 2019-Q1 | Increased 61 |
MERCADOLIBRE INC | 213,349 | $498.6M | 3.7% | $1,550.86 | +50.69% | 7 qtrssince 2024-Q1 | Decreased 0 |
LINDE PLC | 936,014 | $444.6M | 3.3% | $363.28 | +30.68% | 11 qtrssince 2023-Q1 | Decreased 0 |
BHP GROUP LTD | 7.8M | $435.8M | 3.2% | $45.00 | +18.89% | 20 qtrssince 2020-Q4 | Decreased 0 |
CREDICORP LTD | 1.5M | $411.1M | 3.0% | $117.99 | +115.50% | 16 qtrssince 2021-Q4 | Decreased 0 |
ALCON AG | 5.5M | $408.5M | 3.0% | $84.75 | -12.56% | 19 qtrssince 2021-Q1 | Decreased 0 |
NETEASE INC | 2.5M | $386.3M | 2.8% | $129.99 | +14.16% | 3 qtrssince 2025-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $358.6M | 2.6% | $64.04 | +278.64% | 27 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 686,547 | $355.6M | 2.6% | $239.42 | +114.57% | 27 qtrssince 2019-Q1 | Decreased 0 |
RYANAIR HOLDINGS PLC | 5.3M | $321.8M | 2.4% | $56.84 | +4.36% | 2 qtrssince 2025-Q2 | Increased 64 |
NICE LTD | 2.2M | $320.7M | 2.4% | $144.78 | 0.00% | 1 qtr | New 80 |
AMAZON COM INC | 1.4M | $297.4M | 2.2% | $145.55 | +50.85% | 22 qtrssince 2020-Q2 | Decreased 0 |
SEA LTD | 1.6M | $279.3M | 2.0% | $178.73 | 0.00% | 1 qtr | New 80 |
NETFLIX INC | 224,123 | $268.7M | 2.0% | $50.02 | +139.70% | 17 qtrssince 2021-Q3 | Decreased 0 |
ASML HOLDING N V | 273,194 | $264.6M | 1.9% | $655.58 | +46.70% | 3 qtrssince 2025-Q1 | Decreased 0 |
META PLATFORMS INC | 352,919 | $259.2M | 1.9% | $146.95 | +398.05% | 27 qtrssince 2019-Q1 | Decreased 0 |
SHELL PLC | 3.3M | $234M | 1.7% | $63.87 | +7.97% | 15 qtrssince 2022-Q1 | Decreased 0 |
HARDING LOEVNER LP manages $13.6B across 71 positions as of Q3 2025. Top holdings: TSM (10.6%), HDB (6.8%), SAP (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 5 new positions, exited 2, increased 11, trimmed 54. Top move: HDB (INCREASED, conviction 98). Portfolio: $13.6B across 71 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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