Hardman Johnston International Growth Fund
Manager Directed Portfolios
+30
New
30
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | AstraZeneca PLC | AZN | Apr 2024 | 19,400 | $2.9M | 5.57% | EC |
| 2 | Novo Nordisk A/S | NOVOB | Apr 2024 | 22,220 | $2.8M | 5.41% | EC |
| 3 | Airbus SE | AIR | Apr 2024 | 16,435 | $2.7M | 5.14% | EC |
| 4 | Safran SA | SAF | Apr 2024 | 12,315 | $2.7M | 5.07% | EC |
| 5 | Prosus NV | PRX | Apr 2024 | 78,709 | $2.6M | 5.00% | EC |
| 6 | MercadoLibre Inc | MELI | Apr 2024 | 1,787 | $2.6M | 4.95% | EC |
| 7 | Rheinmetall AG | RHM | Apr 2024 | 4,720 | $2.6M | 4.94% | EC |
| 8 | TSMC | 2330 | Apr 2024 | 107,000 | $2.6M | 4.87% | EC |
| 9 | Suzuki Motor Corp | 7269 | Apr 2024 | 212,000 | $2.5M | 4.69% | EC |
| 10 | ASML Holding NV | ASML | Apr 2024 | 2,790 | $2.4M | 4.62% | EC |
| 11 | Deutsche Telekom AG | DTE | Apr 2024 | 104,410 | $2.4M | 4.54% | EC |
| 12 | Dai-ichi Life Holdings Inc | 8750 | Apr 2024 | 102,400 | $2.4M | 4.50% | EC |
| 13 | LVMH Moet Hennessy Louis Vuitt | MC | Apr 2024 | 2,880 | $2.4M | 4.49% | EC |
| 14 | Prysmian SpA | PRY | Apr 2024 | 42,335 | $2.3M | 4.36% | EC |
| 15 | TechnipFMC PLC | FTI | Apr 2024 | 82,180 | $2.1M | 4.00% | EC |
| 16 | ICICI Bank Ltd | IBN | Apr 2024 | 54,310 | $1.5M | 2.84% | EC |
| 17 | Daifuku Co Ltd | 6383 | Apr 2024 | 68,575 | $1.4M | 2.67% | EC |
| 18 | AIA Group Ltd | 1299 | Apr 2024 | 178,160 | $1.3M | 2.48% | EC |
| 19 | First American Government Obli | FGXXX | Apr 2024 | 1,296,805 | $1.3M | 2.46% | STIV |
| 20 | HDFC Bank Ltd | HDB | Apr 2024 | 20,210 | $1.2M | 2.21% | EC |
| 21 | Standard Chartered PLC | STAN | Apr 2024 | 132,580 | $1.1M | 2.16% | EC |
| 22 | Genmab A/S | GMAB | Apr 2024 | 4,070 | $1.1M | 2.15% | EC |
| 23 | T&D Holdings Inc | 8795 | Apr 2024 | 68,500 | $1.1M | 2.12% | EC |
| 24 | Grifols SA | GRF | Apr 2024 | 105,940 | $970K | 1.84% | EC |
| 25 | Nordic Semiconductor ASA | NOD | Apr 2024 | 88,607 | $969K | 1.84% | EC |
| 26 | Mitsubishi Heavy Industries Lt | 7011 | Apr 2024 | 101,900 | $911K | 1.73% | EC |
| 27 | Atlassian Corp | TEAM | Apr 2024 | 4,882 | $841K | 1.60% | EC |
| 28 | Alkermes PLC | ALKS | Apr 2024 | 21,450 | $526K | 1.00% | EC |
| 29 | UCB SA | UCB | Apr 2024 | 3,250 | $431K | 0.82% | EC |
| 30 | Melco Resorts & Entertainment | MLCO | Apr 2024 | 52,790 | $345K | 0.66% | EC |