Hardman Johnston Global Advisors LLC — Q2 2021 13F 持股

Name: Hardman Johnston Global Advisors LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001006364

申報總市值

US$21.0億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	TEAM	Atlassian Corporation	股票-科技	10.72%	—	+3.24%
2	APTV	Aptiv PLC	股票-循環性消費	10.67%	—	+3.24%
3	IBN	Icici Bank Ltd-spon Adr	股票-金融	9.54%	-4.18%	+3.21%
4	TSM	Taiwan Semiconductor-sp Adr	股票-科技	9.27%	-0.43%	+44.37%
5	MLCO	Melco Resorts & Entert-adr	股票-其他	8.53%	—	+3.35%
6	ASML	ASML Holding N.V.	股票-科技	5.12%	-0.51%	-14.12%
7	SE	Sea Ltd-adr	股票-通訊服務	3.71%	—	+1443.46%
8	NVDA	Nvidia CORP	股票-科技	2.49%	-0.58%	-4.26%
9	ADBE	Adobe INC	股票-科技	2.27%	-0.36%	+16.21%
10	MSFT	Microsoft CORP	股票-科技	2.10%	-1.47%	-1.69%
11	IQV	Iqvia Holdings INC	股票-醫療保健	1.93%	-0.36%	-9.05%
12	EW	Edwards Lifesciences CORP	股票-醫療保健	1.87%	-0.19%	+4.98%
13	MA	Mastercard INC - A	股票-金融	1.82%	-0.46%	-1.74%
14	VRT	Vertiv Holdings Co-a	股票-工業	1.81%	+1.17%	+18.70%
15	GOOGL	Alphabet Inc-cl A	股票-通訊服務	1.67%	-0.93%	-2.97%
16	AZNN	Astrazeneca Plc-spons Adr	股票-其他	1.62%	-2.40%	EXIT
17	OLED	Universal Display CORP	股票-科技	1.47%	-0.21%	-0.72%
18	AAPL	Apple INC	股票-科技	1.11%	-0.38%	-3.72%
19	GMAB	Genmab A/s -sp Adr	股票-其他	1.06%	—	+49.20%
20	UNH	Unitedhealth Group INC	股票-醫療保健	1.04%	-0.09%	+2.68%
21	ADP	Automatic Data Processing	股票-科技	1.03%	-0.34%	-2.58%
22	MRSH	Marsh & Mclennan Cos	股票-金融	1.01%	-0.15%	-4.90%
23	AEIS	Advanced Energy Industries	股票-工業	0.94%	+0.48%	-15.60%
24	VRTX	Vertex Pharmaceuticals INC	股票-醫療保健	0.94%	-0.14%	-2.05%
25	CMCSA	Comcast Corp-class A	股票-通訊服務	0.93%	—	-4.96%
26	ALB	Albemarle CORP	股票-原物料	0.90%	+0.34%	-4.15%
27	TMUS	T-mobile US INC	股票-通訊服務	0.85%	—	+2.56%
28	BSX	Boston Scientific CORP	股票-醫療保健	0.83%	-0.55%	+2.44%
29	SWK	Stanley Black & Decker INC	股票-工業	0.82%	+0.37%	-3.74%
30	MDT	Medtronic plc	股票-醫療保健	0.77%	-0.12%	-2.64%
31	XRAY	Dentsply Sirona INC	股票-醫療保健	0.77%	—	-2.66%
32	TJX	Tjx Companies INC	股票-循環性消費	0.74%	—	+2.55%
33	AMZN	Amazon.com INC	股票-循環性消費	0.67%	-0.63%	+2.49%
34	MU	Micron Technology INC	股票-科技	0.66%	—	-22.91%
35	HWM	Howmet Aerospace INC	股票-工業	0.66%	-0.28%	—
36	JNJ	Johnson & Johnson	股票-醫療保健	0.65%	—	-0.41%
37	BDX	Becton Dickinson And Co	股票-醫療保健	0.65%	-0.12%	-4.74%
38	FMC	Fmc CORP	股票-原物料	0.61%	—	-2.42%
39	PINS	Pinterest Inc- Class A	股票-通訊服務	0.59%	—	+2.68%
40	CERNCHF	Cerner CORP	股票-其他	0.58%	—	-2.83%
41	PYPL	Paypal Holdings INC	股票-金融	0.58%	-0.72%	—
42	ATVIEUR	Activision Blizzard INC	股票-通訊服務	0.56%	—	+2.58%
43	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.53%	-0.15%	+3.31%
44	✓	Cree INC	股票-其他	0.44%	—	-2.69%
45	ALKS	Alkermes plc	股票-醫療保健	0.36%	—	-5.33%
46	RCL	Royal Caribbean Cruises Ltd.	股票-循環性消費	0.34%	—	+59.60%
47	LDOS	Leidos Holdings INC	股票-科技	0.33%	—	+3.44%
48	KTOS	Kratos Defense & Security	股票-工業	0.31%	—	+3.23%
49	HDB	Hdfc Bank Ltd-adr	股票-金融	0.30%	-7.71%	EXIT
50	ABT	Abbott Laboratories	股票-醫療保健	0.13%	-0.08%	-0.08%

1–50 of 77

本季持股變動

Hardman Johnston Global Advisors LLC 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	MLCO	Melco Resorts & Entert-adr	—	EXIT	清倉
2	APTV	Aptiv PLC	—	EXIT	清倉
3	IBN	Icici Bank Ltd-spon Adr	—	EXIT	清倉
4	TEAM	Atlassian Corporation	—	EXIT	清倉
5	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	清倉
6	ASML	ASML Holding N.V.	—	EXIT	清倉
7	MSFT	Microsoft CORP	—	EXIT	清倉
8	MA	Mastercard INC - A	—	EXIT	清倉
9	NVDA	Nvidia CORP	—	EXIT	清倉
10	IQV	Iqvia Holdings INC	—	EXIT	清倉
11	ADBE	Adobe INC	—	EXIT	清倉
12	OLED	Universal Display CORP	—	EXIT	清倉
13	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
14	EW	Edwards Lifesciences CORP	—	EXIT	清倉
15	VRT	Vertiv Holdings Co-a	—	EXIT	清倉
16	AEIS	Advanced Energy Industries	—	EXIT	清倉
17	AAPL	Apple INC	—	EXIT	清倉
18	VRTX	Vertex Pharmaceuticals INC	—	EXIT	清倉
19	ADP	Automatic Data Processing	—	EXIT	清倉
20	UNH	Unitedhealth Group INC	—	EXIT	清倉
21	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清倉
22	CMCSA	Comcast Corp-class A	—	EXIT	清倉
23	MRSH	Marsh & Mclennan Cos	—	EXIT	清倉
24	MU	Micron Technology INC	—	EXIT	清倉
25	SWK	Stanley Black & Decker INC	—	EXIT	清倉
26	ALB	Albemarle CORP	—	EXIT	清倉
27	XRAY	Dentsply Sirona INC	—	EXIT	清倉
28	VAREUR	Varian Medical Systems INC	—	EXIT	清倉
29	MDT	Medtronic plc	—	EXIT	清倉
30	BSX	Boston Scientific CORP	—	EXIT	清倉
31	TMUS	T-mobile US INC	—	EXIT	清倉
32	TJX	Tjx Companies INC	—	EXIT	清倉
33	BDX	Becton Dickinson And Co	—	EXIT	清倉
34	JNJ	Johnson & Johnson	—	EXIT	清倉
35	FMC	Fmc CORP	—	EXIT	清倉
36	AMZN	Amazon.com INC	—	EXIT	清倉
37	GMAB	Genmab A/s -sp Adr	—	EXIT	清倉
38	CERNCHF	Cerner CORP	—	EXIT	清倉
39	PINS	Pinterest Inc- Class A	—	EXIT	清倉
40	ATVIEUR	Activision Blizzard INC	—	EXIT	清倉
41	✓	Cree INC	—	EXIT	清倉
42	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
43	HDB	Hdfc Bank Ltd-adr	—	EXIT	清倉
44	LDOS	Leidos Holdings INC	—	EXIT	清倉
45	ALKS	Alkermes plc	—	EXIT	清倉
46	KTOS	Kratos Defense & Security	—	EXIT	清倉
47	RCL	Royal Caribbean Cruises Ltd.	—	EXIT	清倉
48	SE	Sea Ltd-adr	—	EXIT	清倉
49	ABT	Abbott Laboratories	—	EXIT	清倉
50	EPD	Enterprise Products Partners	—	EXIT	清倉