Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hardman Johnston Global Advisors LLC (CIK 1006364) reported $2.10B across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CCJ ($369.4M, 17.55%), ASML ($156.6M, 7.44%), MELI ($131.7M, 6.26%), FTI ($121.8M, 5.79%), HWM ($96.8M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | $369.4M | 17.55% | 3.4M | Added |
| 2 | ASML | ASML HLDG NV | $156.6M | 7.44% | 118,526 | Trimmed |
| 3 | MELI | MERCADOLIBRE INC | $131.7M | 6.26% | 76,178 | Trimmed |
| 4 | FTI | TECHNIPFMC PLC | $121.8M | 5.79% | 1.8M | New |
| 5 | HWM | HOWMET AEROSPACE INC | $96.8M | 4.60% | 419,965 | Trimmed |
| 6 | VRT | VERTIV HOLDINGS CO | $93.1M | 4.42% | 371,396 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $85.7M | 4.07% | 491,240 | Trimmed |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.1M | 4.04% | 251,742 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $78.9M | 3.75% | 274,454 | Trimmed |
| 10 | IBN | ICICI BANK LIMITED | $77.3M | 3.67% | 3.0M | Trimmed |
| 11 | CW | CURTISS WRIGHT CORP | $53.3M | 2.53% | 78,267 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $46.9M | 2.23% | 93,812 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $46.3M | 2.20% | 125,120 | Trimmed |
| 14 | AAPL | APPLE INC | $39.0M | 1.85% | 153,836 | Trimmed |
| 15 | AEIS | ADVANCED ENERGY INDS | $35.9M | 1.70% | 111,130 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $29.3M | 1.39% | 31,819 | Trimmed |
| 17 | EL | LAUDER ESTEE COS INC | $29.1M | 1.38% | 404,922 | Trimmed |
| 18 | SCHW | SCHWAB CHARLES CORP | $28.3M | 1.35% | 301,580 | Trimmed |
| 19 | CTVA | CORTEVA INC | $26.6M | 1.26% | 317,318 | Trimmed |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $26.1M | 1.24% | 58,357 | Trimmed |
| 21 | UBER | UBER TECHNOLOGIES INC | $25.5M | 1.21% | 354,580 | Trimmed |
| 22 | MMC | MARSH & MCLENNAN COS INC | $23.5M | 1.12% | 135,391 | Trimmed |
| 23 | EW | EDWARDS LIFESCIENCES CORP | $23.2M | 1.10% | 289,606 | Trimmed |
| 24 | ALB | ALBEMARLE CORP | $22.2M | 1.05% | 123,541 | Added |
| 25 | C | CITIGROUP INC | $21.4M | 1.02% | 189,080 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31