Harding Loevner LP 13F Holdings · Q2 2026
Harding Loevner LP reported 82 securities worth $10.64B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (12.68%), SPOT (6.97%), FMX (6.48%). Among its top 25 positions this quarter: 1 new, 4 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.35B | 12.68% | 2.9M | Trimmed |
| 2 | SPOT | SPOTIFY TECHNOLOGY S A | $741.5M | 6.97% | 1.6M | New |
| 3 | FMX | FOMENTO ECONOMICO MEXICANO S | $688.7M | 6.48% | 5.4M | Trimmed |
| 4 | CNI | CANADIAN NATL RY CO | $648.4M | 6.10% | 5.4M | Added |
| 5 | BAP | CREDICORP LTD | $500.4M | 4.70% | 1.3M | Trimmed |
| 6 | RYAAY | RYANAIR HOLDINGS PLC | $381.4M | 3.59% | 6.0M | Trimmed |
| 7 | MELI | MERCADOLIBRE INC | $318.1M | 2.99% | 184,269 | Trimmed |
| 8 | SE | SEA LTD | $311.0M | 2.92% | 3.2M | Added |
| 9 | NTES | NETEASE COM INC | $291.4M | 2.74% | 2.3M | Trimmed |
| 10 | HDB | HDFC BANK LTD | $286.9M | 2.70% | 11.2M | Trimmed |
| 11 | ASML | ASML HLDG NV | $281.6M | 2.65% | 154,841 | Trimmed |
| 12 | MFC | MANULIFE FINL CORP | $236.7M | 2.23% | 5.6M | Added |
| 13 | SHEL | SHELL PLC | $237.4M | 2.23% | 2.8M | Trimmed |
| 14 | NICE | NICE LTD | $233.5M | 2.20% | 2.5M | Trimmed |
| 15 | GOOGL | ALPHABET INC | $232.0M | 2.18% | 649,331 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $225.3M | 2.12% | 1.1M | Trimmed |
| 17 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | $222.2M | 2.09% | 8.4M | Added |
| 18 | AMZN | AMAZON COM INC | $207.5M | 1.95% | 870,587 | Trimmed |
| 19 | RIO | RIO TINTO PLC | $186.1M | 1.75% | 1.9M | Trimmed |
| 20 | HLN | HALEON PLC | $147.8M | 1.39% | 15.4M | Trimmed |
| 21 | SONY | SONY GROUP CORP | $139.5M | 1.31% | 6.5M | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $137.5M | 1.29% | 368,533 | Trimmed |
| 23 | META | META PLATFORMS INC | $133.7M | 1.26% | 237,407 | Trimmed |
| 24 | APH | AMPHENOL CORP | $125.0M | 1.18% | 709,282 | Trimmed |
| 25 | RGA | REINSURANCE GROUP AMER INC | $116.4M | 1.09% | 547,439 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR