Investor
Harding Loevner LP
CIK 0000928196 · filed 2026-05-15 · SEC filing
13F book
$9.72B
Positions
73
3 new · 6 sold
Largest name
12.2%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$383.8M
Price effect on 70 names still held. Flow −$1.26B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 3.5M | $1.18B | 12.2% | $119.4M | Cut−$134.6M |
| Fomento Economico Mexicano S | — | 5.56M | $617.4M | 6.4% | $55.5M | Cut$17.6M |
| Credicorp Ltd | BAP | 1.33M | $449.6M | 4.6% | $69.1M | Cut$41.5M |
| Hdfc Bank Ltd | HDB | 14.9M | $369.7M | 3.8% | −$173.2M | Cut−$550.6M |
| Ryanair Holdings Plc | — | 6.19M | $357.8M | 3.7% | −$71.5M | Added−$747.6K |
| Mercadolibre Inc | MELI | 186.5K | $322.6M | 3.3% | −$53.2M | Cut−$73.4M |
| Canadian Natl Ry Co | — | 2.84M | $292.1M | 3.0% | $8.44M | Added$80.2M |
| Asml Holding N V | — | 216.3K | $285.8M | 2.9% | $54.2M | Cut−$37.4M |
| Nice Ltd | — | 2.53M | $279.3M | 2.9% | −$7.11M | Cut−$12.5M |
| Shell Plc | — | 2.87M | $266.4M | 2.7% | $55.9M | Cut$43.8M |
| Alphabet Inc | — | 908.3K | $261.2M | 2.7% | −$23.1M | Cut−$53.6M |
| Netease Inc | — | 2.32M | $260.1M | 2.7% | −$59.7M | Cut−$80.7M |
| Amazon Com Inc | AMZN | 1.12M | $234.1M | 2.4% | −$25.3M | Cut−$34.6M |
| Nvidia Corp | NVDA | 1.27M | $221.8M | 2.3% | −$10.4M | Added$61.6M |
| Microsoft Corp | MSFT | 540.6K | $200.1M | 2.1% | −$61.3M | Cut−$89.3M |
| Rio Tinto Plc | — | 1.97M | $184M | 1.9% | $26.2M | Cut$19.5M |
| Netflix Inc | NFLX | 1.86M | $179.1M | 1.8% | $4.45M | Cut−$1.31M |
| Meta Platforms, Inc. | META | 297.7K | $170.4M | 1.8% | −$26.2M | Cut−$35.1M |
| Haleon Plc | — | 15.7M | $157.2M | 1.6% | −$1.59M | Cut−$10.7M |
| Manulife Finl Corp | — | 4.48M | $154.4M | 1.6% | −$8.17M | Cut−$17.1M |
| Reinsurance Grp Of America I | — | 696.8K | $142.3M | 1.5% | — | New |
| Vertex Pharmaceuticals Inc | — | 313.5K | $140M | 1.4% | −$2.14M | Cut−$37.7M |
| Banco Bilbao Vizcaya Argenta | — | 6.4M | $138.5M | 1.4% | −$10.6M | Cut−$23.8M |
| Sony Group Corp | — | 6.64M | $137.4M | 1.4% | −$32.5M | Cut−$42.9M |
| Tradeweb Mkts Inc | — | 1.09M | $127.7M | 1.3% | $11M | Cut$7.09M |
| Broadcom Inc. | AVGO | 381.4K | $118.1M | 1.2% | −$13.9M | Cut−$18.2M |
| Sea Ltd | SE | 1.37M | $113.3M | 1.2% | −$61.2M | Cut−$77.9M |
| Progressive Corp | — | 570.5K | $113.1M | 1.2% | −$16.8M | Cut−$20.6M |
| Amphenol Corp New | — | 892.7K | $112.8M | 1.2% | −$7.84M | Cut−$16.2M |
| Vanguard Intl Equity Index F | — | 1.4M | $105.1M | 1.1% | $2.16M | Cut−$36M |
| Visa Inc. | V | 331K | $100M | 1.0% | −$11.6M | Added$16M |
| Cme Group Inc. | CME | 338.3K | $99.9M | 1.0% | $7.53M | Cut−$62.1M |
| Slb Limited/Nv | SLB | 1.89M | $97.3M | 1.0% | $24.1M | Added$26.3M |
| Honeywell Intl Inc | — | 408.2K | $92.3M | 0.9% | $12.6M | Cut$6.78M |
| Novartis Ag | — | 584.3K | $89.2M | 0.9% | $8.66M | Cut$6.02M |
| Genmab A/S | — | 3.23M | $86.7M | 0.9% | −$12.9M | Cut−$17.1M |
| Johnson & Johnson | JNJ | 352.8K | $86.2M | 0.9% | $13.2M | Cut$10.7M |
| Ametek Inc/ | AME | 378.7K | $81.2M | 0.8% | $3.43M | Cut−$5.4M |
| Astrazeneca Plc Ord | AZN | 410.8K | $80.5M | 0.8% | — | New |
| Heico Corp New | — | 287.7K | $78.9M | 0.8% | −$14.1M | Added−$13.2M |
| Booking Holdings Inc. | BKNG | 18.6K | $78.5M | 0.8% | −$21.3M | Cut−$95.1M |
| P T Telekomunikasi Indonesia | — | 4.2M | $78.4M | 0.8% | −$10M | Cut−$15.8M |
| AbbVie Inc. | ABBV | 357.8K | $77.8M | 0.8% | −$3.94M | Cut−$6.91M |
| Accenture Plc Ireland | — | 389.5K | $77.2M | 0.8% | −$27.3M | Cut−$32.7M |
| Adobe Inc. | ADBE | 314.6K | $76.5M | 0.8% | −$33.6M | Cut−$38.5M |
| Deere & Co | DE | 132.3K | $74.5M | 0.8% | $12.9M | Cut$8.23M |
| Nvent Electric Plc | NVT | 624.7K | $73.9M | 0.8% | — | New |
| Fabrinet | FN | 137.9K | $71.9M | 0.7% | $9.15M | Cut$8.32M |
| Thermo Fisher Scientific Inc. | TMO | 139.8K | $68.7M | 0.7% | −$12.3M | Cut−$15.3M |
| Danaher Corporation | — | 345.6K | $65.5M | 0.7% | −$13.6M | Cut−$17.1M |
| Elevance Health Inc Formerly | — | 211.8K | $62M | 0.6% | −$12.2M | Cut−$15.4M |
| Sap Se | — | 359.2K | $61.5M | 0.6% | −$25.8M | Cut−$32.5M |
| Equifax Inc | EFX | 325K | $58.5M | 0.6% | −$11.9M | Added−$11.2M |
| Northrop Grumman Corp | — | 80.4K | $54.9M | 0.6% | $9M | Cut$3.65M |
| Atkore Inc. | ATKR | 704.9K | $41.5M | 0.4% | −$3.05M | Cut−$4.81M |
| Trade Desk, Inc. | TTD | 1.07M | $24.3M | 0.3% | −$16.3M | Cut−$17.4M |
| Tenaris S A | — | 292.9K | $17M | 0.2% | $5.78M | Cut$5.07M |
| Ishares Tr | — | 95.5K | $13.2M | 0.1% | −$172K | Added$5.42M |
| Itau Unibanco Hldg S A | — | 1.23M | $10.3M | 0.1% | $1.5M | Cut$977.3K |
| Grupo Cibest Sa | — | 127.1K | $9.25M | 0.1% | $1.17M | Cut$189.3K |
| Kaspi Kz Jsc | — | 118.9K | $8.81M | 0.1% | −$482.9K | Cut−$800.3K |
| Ishares Tr | — | 146.1K | $6.84M | 0.1% | −$1.05M | Cut−$6.83M |
| Epam Sys Inc | — | 36.8K | $4.98M | 0.1% | −$2.13M | Added−$1.29M |
| Bhp Group Ltd | — | 44.7K | $3.25M | 0.0% | $552.4K | Cut−$982.9K |
| Ishares Tr | — | 44.5K | $3.05M | 0.0% | $59.6K | Cut−$16M |
| Linde Plc | LIN | 5.5K | $2.73M | 0.0% | $381.5K | Cut−$1.45M |
| Icici Bank Limited | — | 72.3K | $1.87M | 0.0% | −$281.8K | Cut−$7.05M |
| Alcon Inc | ALC | 22.6K | $1.71M | 0.0% | −$78.4K | Cut−$377.5M |
| Vanguard Tax-Managed Fds | — | 25.5K | $1.63M | 0.0% | $41.1K | Cut−$8.88M |
| Globant S.A. | GLOB | 21.6K | $995.9K | 0.0% | −$416K | Cut−$5.88M |
| Ishares Tr | — | 3.95K | $383.9K | 0.0% | $4.35K | Cut−$1.44M |
| Ishares Tr | — | 3.24K | $360.4K | 0.0% | −$4.57K | Added$156K |
| Vanguard Intl Equity Index F | — | 1.64K | $227.2K | 0.0% | −$4.45K | Cut−$298.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.