Harding Loevner LP 13F holdings
Harding Loevner LP reported 75 positions with a total reported value of $10.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TSM TAIWAN SEMICONDUCTOR MANUFAC (12.7%), SPOT SPOTIFY TECHNOLOGY S A (7.0%), FOMENTO ECONOMICO MEXICANO S (6.5%), CANADIAN NATL RY CO (6.1%), BAP CREDICORP LTD (4.7%). Against 2026-03-31 it opened 10 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2,884,195 | $1.3B | 12.7% |
| SPOT SPOTIFY TECHNOLOGY S A | 1,598,173 | $741.5M | 7.0% |
| FOMENTO ECONOMICO MEXICANO S | 5,383,731 | $688.7M | 6.5% |
| CANADIAN NATL RY CO | 5,390,831 | $648.4M | 6.1% |
| BAP CREDICORP LTD | 1,278,788 | $500.4M | 4.7% |
| RYAAY RYANAIR HOLDINGS PLC | 5,951,510 | $381.4M | 3.6% |
| MELI MERCADOLIBRE INC | 184,269 | $318.1M | 3.0% |
| SE SEA LTD | 3,198,265 | $311.0M | 2.9% |
| NTES NETEASE COM INC | 2,258,205 | $291.4M | 2.7% |
| HDB HDFC BANK LTD | 11,208,475 | $286.9M | 2.7% |
| ASML ASML HLDG NV | 154,841 | $281.6M | 2.6% |
| SHEL SHELL PLC | 2,810,624 | $237.4M | 2.2% |
| MANULIFE FINL CORP | 5,575,714 | $236.7M | 2.2% |
| NICE NICE LTD | 2,523,392 | $233.5M | 2.2% |
| GOOGL ALPHABET INC | 649,331 | $232.0M | 2.2% |
| NVDA NVIDIA CORPORATION | 1,125,966 | $225.3M | 2.1% |
| BANCO BILBAO VIZCAYA ARGENTA | 8,391,515 | $222.2M | 2.1% |
| AMZN AMAZON COM INC | 870,587 | $207.5M | 2.0% |
| RIO RIO TINTO PLC | 1,941,326 | $186.1M | 1.8% |
| HLN HALEON PLC | 15,414,796 | $147.8M | 1.4% |
| SONY SONY GROUP CORP | 6,468,686 | $139.5M | 1.3% |
| MSFT MICROSOFT CORP | 368,533 | $137.5M | 1.3% |
| META META PLATFORMS INC | 237,407 | $133.7M | 1.3% |
| APH AMPHENOL CORP | 709,282 | $125.0M | 1.2% |
| REINSURANCE GROUP AMER INC | 547,439 | $116.4M | 1.1% |
New positions this quarter
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPOT SPOTIFY TECHNOLOGY S A | 1,598,173 | $741.5M | 7.0% |
| AAPL APPLE INC | 259,985 | $75.2M | 0.7% |
| JPM JPMORGAN CHASE & CO | 181,377 | $59.4M | 0.6% |
| NEE NEXTERA ENERGY INC | 516,580 | $45.3M | 0.4% |
| HONA HONEYWELL AEROSPACE INC | 156,581 | $34.6M | 0.3% |
| XP XP INC | 162,616 | $2.6M | <0.1% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 34,131 | $2.2M | <0.1% |
| SPDR SERIES TRUST | 5,609 | $1.0M | <0.1% |
| APPLIED MATLS INC | 432 | $312.4K | <0.1% |
| FIDELITY COVINGTON TRUST | 3,625 | $293.9K | <0.1% |
Sold out
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CANADIAN NATL RY CO | 2,841,460 | 5,390,831 | +89.7% | $648.4M |
| SE SEA LTD | 1,368,108 | 3,198,265 | +133.8% | $311.0M |
| ITUB ITAU UNIBANCO HLDG S A | 1,233,594 | 9,944,372 | +706.1% | $81.2M |
| BKNG BOOKING HOLDINGS INC | 18,639 | 388,556 | +1,984.6% | $69.3M |
| BANCO BILBAO VIZCAYA ARGENTA | 6,395,509 | 8,391,515 | +31.2% | $222.2M |
| MANULIFE FINL CORP | 4,479,701 | 5,575,714 | +24.5% | $236.7M |
| TMO THERMO FISHER SCIENTIFIC INC | 139,791 | 169,255 | +21.1% | $84.9M |
| JNJ JOHNSON & JOHNSON | 352,800 | 377,680 | +7.1% | $95.9M |
| AZN ASTRAZENECA PLC | 410,787 | 442,676 | +7.8% | $79.9M |
| BHP BHP BILLITON LIMITED | 44,656 | 85,095 | +90.6% | $7.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 3,501,069 | 2,884,195 | -17.6% | $1.3B |
| VERX VERTEX PHARMACEUTICALS INC | 313,546 | 1,163 | -99.6% | $577.7K |
| ASML ASML HLDG NV | 216,309 | 154,841 | -28.4% | $281.6M |
| VANGUARD INTL EQUITY INDEX F | 1,401,016 | 74,574 | -94.7% | $6.3M |
| HDB HDFC BANK LTD | 14,857,557 | 11,208,475 | -24.6% | $286.9M |
| GOOGL ALPHABET INC | 908,305 | 649,331 | -28.5% | $232.0M |
| FN FABRINET | 137,874 | 5,103 | -96.3% | $2.9M |
| MSFT MICROSOFT CORP | 540,564 | 368,533 | -31.8% | $137.5M |
| AMZN AMAZON COM INC | 1,123,897 | 870,587 | -22.5% | $207.5M |
| HONEYWELL INTL INC | 408,185 | 156,577 | -61.6% | $35.1M |
| AVGO BROADCOM INC | 381,392 | 253,500 | -33.5% | $95.8M |
| META META PLATFORMS INC | 297,709 | 237,407 | -20.3% | $133.7M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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