HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Harding Loevner

Harding Loevner Global Equity model portfolio

Global Mega-cap

Jul 2026 → Jul 2026

Our archive holds 1 letter from this strategy and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Harding Loevner for every strategy.

Also held

  • TSMC
  • ASML
  • Tencent
  • Fabrinet
  • Schneider Electric
  • Adobe
  • Broadcom
  • Sony
  • Netflix
  • NVIDIA
  • Microsoft
  • Amazon.com
  • Accenture
  • RGA
  • Alphabet
  • Meta Platforms
  • Samsung Electronics
  • Infineon Technologies

Every letter

2026

  • July 2026

Other Harding Loevner strategies

  • Harding Loevner International Equity12
  • Harding Loevner Global Developed Markets Equity8
  • Harding Loevner Emerging Markets Equity6
  • Harding Loevner Global Equity6
  • Harding Loevner International Developed Markets Equity5
  • Harding Loevner International Small Companies Equity5
  • Harding Loevner Frontier Emerging Markets Equity4
  • Harding Loevner Global Small Companies Equity3
  • Harding Loevner Chinese Equity2
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