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Size ($ in 1000's)
At 12/31/2023: $17,836,373
At 09/30/2023: $15,234,494
Harding Loevner LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harding Loevner LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Harding Loevner LP top holdings by largest position size, as per the latest 13f filing made by Harding Loevner LP.
In the Harding Loevner LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Harding Loevner LP in that top holding, then the share count change between reporting periods, and finally the Harding Loevner LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TAIWAN SEMICONDUCTOR MFG LTD |
11,616,715 |
+2,008,043 |
$1,222,768 | | TSM | 11,616,715 | +2,008,043 | $1,222,768 | | FOMENTO ECONOMICO MEXICANO S |
7,501,421 |
-283,731 |
$983,426 | | FMX | 7,501,421 | -283,731 | $983,426 | | SAP SE |
5,432,890 |
-114,939 |
$855,414 | | SAP | 5,432,890 | -114,939 | $855,414 | | BHP GROUP LTD |
10,703,882 |
-335,539 |
$719,582 | | BHP | 10,703,882 | -335,539 | $719,582 | | ALCON AG |
8,695,437 |
-230,337 |
$676,592 | | ALC | 8,695,437 | -230,337 | $676,592 | | HDFC BANK LTD |
9,456,666 |
+2,276,203 |
$621,646 | | HDB | 9,456,666 | +2,276,203 | $621,646 | | VERTEX PHARMACEUTICALS INC |
1,321,229 |
-25,522 |
$538,552 | | VRTX | 1,321,229 | -25,522 | $538,552 | | ALPHABET INC |
3,661,391 |
-84,324 |
$511,505 | | GOOGL | 3,661,391 | -84,324 | $511,505 | | LINDE PLC |
1,173,709 |
-30,577 |
$481,136 | | LIN | 1,173,709 | -30,577 | $481,136 | | META PLATFORMS INC |
1,312,905 |
-22,951 |
$466,237 | | META | 1,312,905 | -22,951 | $466,237 | | AMAZON COM INC |
2,959,023 |
-89,348 |
$449,879 | | AMZN | 2,959,023 | -89,348 | $449,879 | | BIONTECH SE |
3,944,474 |
+3,944,474 |
$410,984 | | BNTX | 3,944,474 | +3,944,474 | $410,984 | | MICROSOFT CORP |
967,430 |
-23,328 |
$364,303 | | MSFT | 967,430 | -23,328 | $364,303 | | DEERE & CO |
906,102 |
-15,261 |
$362,153 | | DE | 906,102 | -15,261 | $362,153 | | CANADIAN NATL RY CO |
2,865,864 |
-94,415 |
$359,427 | | CNI | 2,865,864 | -94,415 | $359,427 | | ICICI BANK LIMITED |
14,610,340 |
-374,545 |
$349,454 | | IBN | 14,610,340 | -374,545 | $349,454 | | XP INC |
13,115,121 |
+732,614 |
$339,443 | | XP | 13,115,121 | +732,614 | $339,443 | | THERMO FISHER SCIENTIFIC INC |
628,055 |
-11,639 |
$333,528 | | TMO | 628,055 | -11,639 | $333,528 | | AMBEV SA |
109,577,457 |
-3,603,688 |
$303,985 | | ABEV | 109,577,457 | -3,603,688 | $303,985 | | CREDICORP LTD |
1,998,107 |
-21,743 |
$299,171 | | BAP | 1,998,107 | -21,743 | $299,171 | | ACCENTURE PLC IRELAND |
795,793 |
-14,954 |
$279,564 | | ACN | 795,793 | -14,954 | $279,564 | | DANAHER CORPORATION |
1,184,586 |
-19,266 |
$274,334 | | DHR | 1,184,586 | -19,266 | $274,334 | | UNITEDHEALTH GROUP INC |
515,117 |
-9,085 |
$270,963 | | UNH | 515,117 | -9,085 | $270,963 | | CME GROUP INC |
1,254,739 |
-22,669 |
$264,071 | | CME | 1,254,739 | -22,669 | $264,071 | | ROCKWELL AUTOMATION INC |
850,425 |
-13,238 |
$262,635 | | ROK | 850,425 | -13,238 | $262,635 | | PINTEREST INC |
6,969,047 |
-98,648 |
$258,223 | | PINS | 6,969,047 | -98,648 | $258,223 | | NETFLIX INC |
525,832 |
-3,196 |
$257,443 | | NFLX | 525,832 | -3,196 | $257,443 | | BROADCOM INC |
219,797 |
-4,102 |
$245,836 | | AVGO | 219,797 | -4,102 | $245,836 | | AMETEK INC |
1,437,045 |
-37,895 |
$236,847 | | AME | 1,437,045 | -37,895 | $236,847 | | ASML HOLDING N V |
296,112 |
-4,581 |
$225,145 | | ASML | 296,112 | -4,581 | $225,145 | | ADOBE INC |
375,812 |
-6,446 |
$224,457 | | ADBE | 375,812 | -6,446 | $224,457 | | MANULIFE FINL CORP |
10,120,232 |
-162,583 |
$223,706 | | MFC | 10,120,232 | -162,583 | $223,706 | | APPLE INC |
1,146,218 |
-23,205 |
$220,400 | | AAPL | 1,146,218 | -23,205 | $220,400 | | SONY GROUP CORP |
2,280,016 |
+2,181,169 |
$219,419 | | SONY | 2,280,016 | +2,181,169 | $219,419 | | NVIDIA CORPORATION |
386,724 |
-5,993 |
$192,916 | | NVDA | 386,724 | -5,993 | $192,916 | | SERVICENOW INC |
271,479 |
-4,181 |
$192,271 | | NOW | 271,479 | -4,181 | $192,271 | | BANCO BILBAO VIZCAYA ARGENTA |
20,030,926 |
-362,179 |
$184,640 | | BBVA | 20,030,926 | -362,179 | $184,640 | | HALEON PLC |
22,372,190 |
-110,998 |
$183,791 | | HLN | 22,372,190 | -110,998 | $183,791 | | COSTCO WHSL CORP NEW |
275,887 |
-17,401 |
$182,386 | | COST | 275,887 | -17,401 | $182,386 | | TRADEWEB MKTS INC |
1,995,697 |
-33,331 |
$181,659 | | TW | 1,995,697 | -33,331 | $181,659 | | SCHLUMBERGER LTD |
3,337,368 |
-77,924 |
$173,288 | | SLB | 3,337,368 | -77,924 | $173,288 | | SHELL PLC |
2,677,943 |
-42,206 |
$172,512 | | SHEL | 2,677,943 | -42,206 | $172,512 | | RIO TINTO PLC |
2,345,925 |
-37,074 |
$168,679 | | RIO | 2,345,925 | -37,074 | $168,679 | | INTUITIVE SURGICAL INC |
497,792 |
-7,346 |
$168,578 | | ISRG | 497,792 | -7,346 | $168,578 | | SALESFORCE INC |
603,237 |
-7,830 |
$159,065 | | CRM | 603,237 | -7,830 | $159,065 | | COSTAR GROUP INC |
1,731,445 |
-28,301 |
$151,101 | | CSGP | 1,731,445 | -28,301 | $151,101 | | APPLIED MATLS INC |
931,611 |
-13,563 |
$151,064 | | AMAT | 931,611 | -13,563 | $151,064 | | SYNOPSYS INC |
291,138 |
-3,617 |
$150,102 | | SNPS | 291,138 | -3,617 | $150,102 | | ABBVIE INC |
954,637 |
-13,719 |
$148,204 | | ABBV | 954,637 | -13,719 | $148,204 | | REPLIGEN CORP |
716,299 |
-9,109 |
$128,992 | | RGEN | 716,299 | -9,109 | $128,992 |
See Full List: All Stocks Held By Harding Loevner LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Harding Loevner LP
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