Hardman Johnston Global Advisors LLC — 13F Holdings & Portfolio
CIK 1006364 · latest 13F-HR filed 2026-05-13
Hardman Johnston Global Advisors LLC manages $2.10B in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CCJ (17.55%), ASML (7.44%), MELI (6.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 5, added to 20, and trimmed 39.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.10B
Long-equity book
73
Distinct positions
2026-03-31
Filed 2026-05-13
+7 / −5 / ↑20 / ↓39
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CAMECO CORP$361.6M +4661.8%
- VERTIV HOLDINGS CO$24.9M +36.5%
- SLB LIMITED$11.4M +448.4%
- ADVANCED ENERGY INDS$10.3M +40.4%
- STMICROELECTRONICS N V$9.1M +93.9%
Top Trims
- ICICI BANK LIMITED-$87.4M -53.1%
- MICROSOFT CORP-$30.7M -39.9%
- MERCADOLIBRE INC-$22.9M -14.8%
- ALPHABET INC-$19.2M -19.6%
- PAYPAL HLDGS INC-$15.1M -90.2%
New Positions
- TECHNIPFMC PLC$121.8M
- SPDR SERIES TRUST$15.4M
- WATERS CORP$2.2M
- EOG RES INC$2.0M
- PFIZER INC$775.0K
Exited Positions
- HDFC BANK LTD$161.8M
- ASTRAZENECA PLC$50.3M
- BANK AMERICA CORP$30.7M
- ATLASSIAN CORPORATION$5.7M
- VANGUARD TAX-MANAGED FDS$1.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CAMECO CORP | CCJ | 13321L108 | $369.4M | 17.55% | 3,401,119 | SH |
| 2 | ASML HLDG NV | ASML | N07059210 | $156.6M | 7.44% | 118,526 | SH |
| 3 | MERCADOLIBRE INC | MELI | 58733R102 | $131.7M | 6.26% | 76,178 | SH |
| 4 | TECHNIPFMC PLC | FTI | G87110105 | $121.8M | 5.79% | 1,761,612 | SH |
| 5 | HOWMET AEROSPACE INC | HWM | 443201108 | $96.8M | 4.60% | 419,965 | SH |
| 6 | VERTIV HOLDINGS CO | VRT | 92537N108 | $93.1M | 4.42% | 371,396 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $85.7M | 4.07% | 491,240 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $85.1M | 4.04% | 251,742 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $78.9M | 3.75% | 274,454 | SH |
| 10 | ICICI BANK LIMITED | IBN | 45104G104 | $77.3M | 3.67% | 2,984,885 | SH |
| 11 | CURTISS WRIGHT CORP | CW | 231561101 | $53.3M | 2.53% | 78,267 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $46.9M | 2.23% | 93,812 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $46.3M | 2.20% | 125,120 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $39.0M | 1.85% | 153,836 | SH |
| 15 | ADVANCED ENERGY INDS | AEIS | 007973100 | $35.9M | 1.70% | 111,130 | SH |
| 16 | ELI LILLY & CO | LLY | 532457108 | $29.3M | 1.39% | 31,819 | SH |
| 17 | LAUDER ESTEE COS INC | EL | 518439104 | $29.1M | 1.38% | 404,922 | SH |
| 18 | SCHWAB CHARLES CORP | SCHW | 808513105 | $28.3M | 1.35% | 301,580 | SH |
| 19 | CORTEVA INC | CTVA | 22052L104 | $26.6M | 1.26% | 317,318 | SH |
| 20 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $26.1M | 1.24% | 58,357 | SH |
| 21 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $25.5M | 1.21% | 354,580 | SH |
| 22 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $23.5M | 1.12% | 135,391 | SH |
| 23 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $23.2M | 1.10% | 289,606 | SH |
| 24 | ALBEMARLE CORP | ALB | 012653101 | $22.2M | 1.05% | 123,541 | SH |
| 25 | CITIGROUP INC | C | 172967424 | $21.4M | 1.02% | 189,080 | SH |
| 26 | SHARKNINJA INC | SN | G8068L108 | $20.4M | 0.97% | 192,519 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $19.5M | 0.93% | 93,833 | SH |
| 28 | STMICROELECTRONICS N V | STM | 861012102 | $18.7M | 0.89% | 542,045 | SH |
| 29 | HEXCEL CORP NEW | HXL | 428291108 | $17.7M | 0.84% | 218,982 | SH |
| 30 | IQVIA HLDGS INC | IQV | 46266C105 | $17.4M | 0.82% | 101,825 | SH |
| 31 | ILLUMINA INC | ILMN | 452327109 | $17.0M | 0.81% | 137,781 | SH |
| 32 | MEDTRONIC PLC | MDT | G5960L103 | $16.6M | 0.79% | 191,504 | SH |
| 33 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $16.6M | 0.79% | 81,484 | SH |
| 34 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $15.9M | 0.75% | 223,484 | SH |
| 35 | SPDR SERIES TRUST | BIL | 78468R663 | $15.4M | 0.73% | 168,020 | SH |
| 36 | ELANCO ANIMAL HEALTH INC | ELAN | 28414H103 | $14.9M | 0.71% | 622,670 | SH |
| 37 | UNIVERSAL DISPLAY CORP | OLED | 91347P105 | $14.8M | 0.70% | 161,715 | SH |
| 38 | SLB LIMITED | SLB | 806857108 | $13.9M | 0.66% | 270,913 | SH |
| 39 | ADOBE INC | ADBE | 00724F101 | $12.2M | 0.58% | 50,121 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $12.0M | 0.57% | 20,945 | SH |
| 41 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $10.4M | 0.49% | 166,024 | SH |
| 42 | COMCAST CORP NEW | CMCSA | 20030N101 | $10.4M | 0.49% | 361,655 | SH |
| 43 | BECTON DICKINSON & CO | BDX | 075887109 | $8.4M | 0.40% | 53,450 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $8.0M | 0.38% | 25,858 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $6.9M | 0.33% | 24,082 | SH |
| 46 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $6.6M | 0.31% | 24,308 | SH |
| 47 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $5.5M | 0.26% | 144,671 | SH |
| 48 | ABBOTT LABORATORIES | ABT | 002824100 | $3.8M | 0.18% | 36,548 | SH |
| 49 | PROLOGIS INC. | PLD | 74340W103 | $3.0M | 0.14% | 22,871 | SH |
| 50 | PROCTER & GAMBLE CO | PG | 742718109 | $2.4M | 0.11% | 16,700 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $2.10B | 73 | 0001172661-26-001808 |
| 2025-12-31 | 2026-01-23 | $2.10B | 71 | 0001172661-26-000276 |
| 2025-09-30 | 2025-10-27 | $2.04B | 72 | 0001172661-25-004431 |