StockDriftsStockDriftsTop 50 Harding Loevner LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.68% | 2.88M | $1.35B | -17.62%(-616.87K) | $63.70(+570.14%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.97% | 1.60M | $741.5M | new | $467.07(+8.77%) | 2026-06-30 | |
| FMX | FOMENTO ECONOMICO MEXICANO S | 6.48% | 5.38M | $688.7M | -3.15%(-175.03K) | $91.74(+28.93%) | 2026-06-30 | |
| CNI | CANADIAN NATL RY CO | 6.1% | 5.39M | $648.4M | +89.72%(+2.55M) | $97.77(+29.74%) | 2026-06-30 | |
| BAP | CREDICORP LTD | 4.7% | 1.28M | $500.4M | -3.53%(-46.73K) | $138.11(+179.74%) | 2026-06-30 | |
| RYAAY | RYANAIR HOLDINGS PLC | 3.59% | 5.95M | $381.4M | -3.86%(-238.84K) | $54.61(+6.12%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 2.99% | 184.3K | $318.1M | -1.20%(-2.23K) | $1595.26(+11.59%) | 2026-06-30 | |
| SE | SEA LTD | 2.92% | 3.20M | $311.0M | +133.77%(+1.83M) | $122.26(-0.26%) | 2026-06-30 | |
| NTES | NETEASE COM INC | 2.74% | 2.26M | $291.4M | -2.82%(-65.56K) | $117.06(+6.88%) | 2026-06-30 | |
| HDB | HDFC BANK LTD | 2.7% | 11.21M | $286.9M | -24.56%(-3.65M) | $28.63(-18.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.49% | +5.79% | +32.50% |
| Top 20 Holdings Unweighted | +10.72% | +35.73% | +2.10% | +10.96% |
Harding Loevner LP reports $10.64B in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are TSM (12.7%), SPOT (7.0%) and FMX (6.5%). The top 20 holdings account for 72.66% of reported assets. Its disclosed equity book has returned +56.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harding Loevner LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 928196). View Harding Loevner LP’s 13F filings on SEC