Hardman Johnston Global Advisors LLC — 13F Holdings & Portfolio
CIK 1006364 · latest 13F-HR filed 2026-08-12
Hardman Johnston Global Advisors LLC manages $2.85B in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CCJ (15.07%), FTI (13.54%), ASML (7.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 41, and trimmed 17.
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.
SUITE 601
STAMFORD, CT 06901
$2.85B
Long-equity book
77
Distinct positions
2026-06-30
Filed 2026-08-12
+5 / −1 / ↑41 / ↓17
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TECHNIPFMC PLC$264.0M +216.8%
- ICICI BANK LIMITED$136.7M +176.8%
- ASML HLDG NV$67.6M +43.2%
- CAMECO CORP$60.0M +16.2%
- TAIWAN SEMICONDUCTOR MANUFAC$40.6M +47.8%
Top Trims
- META PLATFORMS INC-$9.3M -77.4%
- MICROSOFT CORP-$8.4M -18.2%
- ALBEMARLE CORP-$5.9M -26.8%
- UNIVERSAL DISPLAY CORP-$3.3M -22.5%
- BOSTON SCIENTIFIC CORP-$3.2M -31.0%
New Positions
- NETFLIX INC.$7.3M
- JAZZ PHARMACEUTICALS PLC$6.9M
- ARGENX SE$3.9M
- NEWELL BRANDS INC$921.0K
- UNION PAC CORP$205.1K
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 | $429.4M | 15.07% | 4,215,525 | SH |
| 2 | TECHNIPFMC PLC | FTI | G87110105 | $385.8M | 13.54% | 5,819,258 | SH |
| 3 | ASML HLDG NV | ASML | N07059210 | $224.2M | 7.87% | 112,695 | SH |
| 4 | ICICI BANK LIMITED | IBN | 45104G104 | $214.0M | 7.51% | 7,370,799 | SH |
| 5 | MERCADOLIBRE INC | MELI | 58733R102 | $130.1M | 4.57% | 76,673 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $125.7M | 4.41% | 263,227 | SH |
| 7 | HOWMET AEROSPACE INC | HWM | 443201108 | $108.3M | 3.80% | 402,710 | SH |
| 8 | VERTIV HOLDINGS CO | VRT | 92537N108 | $104.3M | 3.66% | 311,472 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $98.2M | 3.45% | 490,765 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $95.5M | 3.35% | 267,092 | SH |
| 11 | CURTISS WRIGHT CORP | CW | 231561101 | $57.9M | 2.03% | 76,411 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $48.4M | 1.70% | 94,184 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $43.9M | 1.54% | 151,706 | SH |
| 14 | ADVANCED ENERGY INDS | AEIS | 007973100 | $40.6M | 1.42% | 108,893 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $38.9M | 1.37% | 32,461 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $37.9M | 1.33% | 101,524 | SH |
| 17 | CITIGROUP INC | C | 172967424 | $36.8M | 1.29% | 263,040 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $34.3M | 1.20% | 143,758 | SH |
| 19 | LAUDER ESTEE COS INC | EL | 518439104 | $32.3M | 1.13% | 409,592 | SH |
| 20 | SLB LIMITED | SLB | 806857108 | $32.3M | 1.13% | 694,803 | SH |
| 21 | SHARKNINJA INC | SN | G8068L108 | $29.4M | 1.03% | 193,216 | SH |
| 22 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $28.7M | 1.01% | 57,683 | SH |
| 23 | ILLUMINA INC | ILMN | 452327109 | $28.1M | 0.99% | 159,994 | SH |
| 24 | SCHWAB CHARLES CORP | SCHW | 808513105 | $27.5M | 0.97% | 298,535 | SH |
| 25 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $26.3M | 0.92% | 291,072 | SH |
| 26 | CORTEVA INC | CTVA | 22052L104 | $26.1M | 0.92% | 308,077 | SH |
| 27 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $26.0M | 0.91% | 360,920 | SH |
| 28 | STMICROELECTRONICS N V | STM | 861012102 | $24.2M | 0.85% | 322,724 | SH |
| 29 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $22.9M | 0.80% | 243,515 | SH |
| 30 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $22.4M | 0.79% | 134,677 | SH |
| 31 | HEXCEL CORP NEW | HXL | 428291108 | $21.9M | 0.77% | 218,772 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $21.0M | 0.74% | 55,702 | SH |
| 33 | IQVIA HLDGS INC | IQV | 46266C105 | $19.5M | 0.69% | 101,130 | SH |
| 34 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $18.0M | 0.63% | 80,332 | SH |
| 35 | ALBEMARLE CORP | ALB | 012653101 | $16.2M | 0.57% | 120,281 | SH |
| 36 | SPDR SERIES TRUST | BIL | 78468R663 | $15.7M | 0.55% | 171,220 | SH |
| 37 | ELANCO ANIMAL HEALTH INC | ELAN | 28414H103 | $15.6M | 0.55% | 635,690 | SH |
| 38 | MEDTRONIC PLC | MDT | G5960L103 | $14.9M | 0.52% | 190,834 | SH |
| 39 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $12.1M | 0.43% | 29,181 | SH |
| 40 | UNIVERSAL DISPLAY CORP | OLED | 91347P105 | $11.5M | 0.40% | 132,685 | SH |
| 41 | ADOBE INC | ADBE | 00724F101 | $10.1M | 0.36% | 49,489 | SH |
| 42 | COMCAST CORP NEW | CMCSA | 20030N101 | $8.7M | 0.31% | 354,500 | SH |
| 43 | BECTON DICKINSON & CO | BDX | 075887109 | $8.0M | 0.28% | 52,806 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $8.0M | 0.28% | 22,586 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $7.3M | 0.26% | 102,740 | SH |
| 46 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $7.2M | 0.25% | 168,360 | SH |
| 47 | JAZZ PHARMACEUTICALS PLC | JAZZ | G50871105 | $6.9M | 0.24% | 28,817 | SH |
| 48 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $5.2M | 0.18% | 140,264 | SH |
| 49 | ARGENX SE | ARGX | 04016X101 | $3.9M | 0.14% | 4,185 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $3.2M | 0.11% | 35,578 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $2.85B | 77 | 0001172661-26-003309 |
| 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 |