Hardman Johnston Global Advisors LLC 13F Holdings · Q2 2026
Hardman Johnston Global Advisors LLC reported 77 securities worth $2.85B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CCJ (15.07%), FTI (13.54%), ASML (7.87%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | $429.4M | 15.07% | 4.2M | Added |
| 2 | FTI | TECHNIPFMC PLC | $385.8M | 13.54% | 5.8M | Added |
| 3 | ASML | ASML HLDG NV | $224.2M | 7.87% | 112,695 | Trimmed |
| 4 | IBN | ICICI BANK LIMITED | $214.0M | 7.51% | 7.4M | Added |
| 5 | MELI | MERCADOLIBRE INC | $130.1M | 4.57% | 76,673 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $125.7M | 4.41% | 263,227 | Added |
| 7 | HWM | HOWMET AEROSPACE INC | $108.3M | 3.80% | 402,710 | Trimmed |
| 8 | VRT | VERTIV HOLDINGS CO | $104.3M | 3.66% | 311,472 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $98.2M | 3.45% | 490,765 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $95.5M | 3.35% | 267,092 | Trimmed |
| 11 | CW | CURTISS WRIGHT CORP | $57.9M | 2.03% | 76,411 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $48.4M | 1.70% | 94,184 | Added |
| 13 | AAPL | APPLE INC | $43.9M | 1.54% | 151,706 | Trimmed |
| 14 | AEIS | ADVANCED ENERGY INDS | $40.6M | 1.42% | 108,893 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $38.9M | 1.37% | 32,461 | Added |
| 16 | MSFT | MICROSOFT CORP | $37.9M | 1.33% | 101,524 | Trimmed |
| 17 | C | CITIGROUP INC | $36.8M | 1.29% | 263,040 | Added |
| 18 | AMZN | AMAZON COM INC | $34.3M | 1.20% | 143,758 | Added |
| 19 | EL | LAUDER ESTEE COS INC | $32.3M | 1.13% | 409,592 | Added |
| 20 | SLB | SLB LIMITED | $32.3M | 1.13% | 694,803 | Added |
| 21 | SN | SHARKNINJA INC | $29.4M | 1.03% | 193,216 | Added |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | $28.7M | 1.01% | 57,683 | Trimmed |
| 23 | ILMN | ILLUMINA INC | $28.1M | 0.99% | 159,994 | Added |
| 24 | SCHW | SCHWAB CHARLES CORP | $27.5M | 0.97% | 298,535 | Trimmed |
| 25 | CTVA | CORTEVA INC | $26.1M | 0.92% | 308,077 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR