HARDING LOEVNER LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings67 positions
Taiwan Semiconductor Manufactu | 6.1M | $1.2B | 8.1% | $64.60 | +199.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD ADR | 15.2M | $969.2M | 6.5% | $28.38 | +11.11% | 24 qtrssince 2019-Q1 | Decreased 0 |
Alcon Inc | 8.5M | $719.5M | 4.9% | $84.75 | -0.36% | 16 qtrssince 2021-Q1 | Decreased 0 |
SAP SE SPONSORED ADR | 2.7M | $664.3M | 4.5% | $124.83 | +92.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 892,184 | $522.4M | 3.5% | $136.12 | +327.68% | 24 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 2.7M | $507.8M | 3.4% | $62.00 | +203.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
Fomento Economico Mexicano SAB | 5.8M | $498.2M | 3.4% | $74.14 | +6.68% | 24 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.1M | $475.7M | 3.2% | $234.07 | +77.63% | 24 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2.1M | $462.4M | 3.1% | $144.25 | +52.09% | 19 qtrssince 2020-Q2 | Decreased 0 |
Linde PLC | 1M | $425.8M | 2.9% | $363.28 | +13.44% | 8 qtrssince 2023-Q1 | Decreased 0 |
MercadoLibre Inc | 243,395 | $413.9M | 2.8% | $1,550.86 | +9.65% | 4 qtrssince 2024-Q1 | Increased 66 |
BHP GROUP LTD - SPONSORED ADR | 8.3M | $404.9M | 2.7% | $45.00 | +2.08% | 17 qtrssince 2020-Q4 | Decreased 0 |
Netflix Inc | 447,190 | $398.6M | 2.7% | $50.02 | +78.20% | 14 qtrssince 2021-Q3 | Decreased 0 |
Vertex Pharmaceuticals Inc | 823,627 | $331.7M | 2.2% | $187.90 | +114.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
Credicorp Ltd | 1.7M | $311.9M | 2.1% | $117.99 | +40.45% | 13 qtrssince 2021-Q4 | Decreased 0 |
Accenture PLC | 834,501 | $293.6M | 2.0% | $358.14 | -2.96% | 16 qtrssince 2021-Q1 | Increased 61 |
salesforce.com Inc | 873,303 | $292M | 2.0% | $208.72 | +59.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 572,405 | $289.6M | 2.0% | $420.87 | +17.76% | 24 qtrssince 2019-Q1 | Increased 60 |
ZTO Express Cayman Inc | 14.2M | $276.9M | 1.9% | $20.24 | -6.58% | 21 qtrssince 2019-Q4 | Decreased 0 |
CME Group Inc | 1.1M | $255.4M | 1.7% | $160.01 | +38.38% | 18 qtrssince 2020-Q3 | Decreased 0 |
HARDING LOEVNER LP manages $14.8B across 67 positions as of Q4 2024. Top holdings: TSM (8.1%), HDB (6.5%), ALC (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 4 new positions, exited 4, increased 9, trimmed 53. Top move: MELI (INCREASED, conviction 66). Portfolio: $14.8B across 67 positions.
Top holdings by portfolio weight
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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