HARDING LOEVNER LP

Portfolio Overview

Harding Loevner LP reported a significant contraction in portfolio assets for the quarter ended September 30, 2025. The total portfolio value decreased by 56.0%, dropping from $14.86 billion to $6.54 billion. This drastic reduction is attributed to a combination of realized capital distributions, aggressive divestment, and a sharp reduction in the number of holdings, which fell to 33 positions. The fund's activity level was exceptionally high this quarter, with 25 positio...