account_balance
Investment manager · 13F filer · SEC CIK 928196
Harding Loevner LP
Reported value$10.6Bas of Jun 30, 2026
Positions82 15 new, 6 sold out
Top 10 weight51.9%TSM alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufac
12.7%Trimmed −18%
SPOTSpotify Technology S A
7.0%New
FMXFomento Economico Mexicano S
6.5%Trimmed −3%
CNICanadian Natl Ry Co
6.1%Added +90%
BAPCredicorp Ltd
4.7%Trimmed −4%
RYAAYRyanair Holdings PLC
3.6%Trimmed −4%
MELIMercadolibre Inc
3.0%
SESea Ltd
2.9%Added +134%
NTESNetease Com Inc
2.7%Trimmed −3%
HDBHDFC Bank Ltd
2.7%Trimmed −25%
ASMLAsml HLDG NV
2.6%Trimmed −28%
SHELShell PLC
2.2%
TSMTaiwan Semiconductor Manufac
12.7%Trimmed −18%
SPOT7.0%FMX6.5%CNI6.1%BAPCredicorp Ltd
4.7%Trimmed −4%
RYAAY3.6%MELI3.0%SE2.9%NTES2.7%HDB2.7%ASML2.6%SHEL2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufac 12.7% Trimmed −18%SPOT Spotify Technology S A 7.0% NewFMX Fomento Economico Mexicano S 6.5% Trimmed −3%CNI Canadian Natl Ry Co 6.1% Added +90%BAP Credicorp Ltd 4.7% Trimmed −4%RYAAY Ryanair Holdings PLC 3.6% Trimmed −4%MELI Mercadolibre Inc 3.0% HeldSE Sea Ltd 2.9% Added +134%NTES Netease Com Inc 2.7% Trimmed −3%HDB HDFC Bank Ltd 2.7% Trimmed −25%ASML Asml HLDG NV 2.6% Trimmed −28%SHEL Shell PLC 2.2% Held
What changed