Hardman Johnston Global Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Hardman Johnston Global Advisors Llc disclosed 77 stock positions valued at approximately $2.85B as of quarter-end June 30, 2026. The largest holdings include CAMECO CORP, TECHNIPFMC PLC, and ASML HLDG NV.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $2.85B
Holdings by Sector
Hardman Johnston Global Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAMECO CORP | CCJ | Energy | 15.07% | 4,215,525 | +814,406 | +23.95% | $429,393,377 |
| TECHNIPFMC PLC | FTI | Energy | 13.54% | 5,819,258 | +4,057,646 | +230.34% | $385,816,805 |
| ASML HLDG NV | ASML | Other | 7.87% | 112,695 | -5,831 | -4.92% | $224,199,941 |
| ICICI BANK LIMITED | IBN | Financial Services | 7.51% | 7,370,799 | +4,385,914 | +146.94% | $213,974,295 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 4.57% | 76,673 | +495 | +0.65% | $130,143,983 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.41% | 263,227 | +11,485 | +4.56% | $125,709,318 |
| HOWMET AEROSPACE INC | HWM | Industrials | 3.80% | 402,710 | -17,255 | -4.11% | $108,272,611 |
| VERTIV HOLDINGS CO | VRT | Industrials | 3.66% | 311,472 | -59,924 | -16.13% | $104,287,055 |
| NVIDIA CORPORATION | NVDA | Technology | 3.45% | 490,765 | -475 | -0.10% | $98,197,169 |
| ALPHABET INC | GOOGL | Communication Services | 3.35% | 267,092 | -7,362 | -2.68% | $95,450,668 |
| CURTISS WRIGHT CORP | CW | Industrials | 2.03% | 76,411 | -1,856 | -2.37% | $57,901,199 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.70% | 94,184 | +372 | +0.40% | $48,372,902 |
| APPLE INC | AAPL | Technology | 1.54% | 151,706 | -2,130 | -1.38% | $43,897,648 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 1.42% | 108,893 | -2,237 | -2.01% | $40,602,933 |
| ELI LILLY & CO | LLY | Healthcare | 1.37% | 32,461 | +642 | +2.02% | $38,934,697 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 101,524 | -23,596 | -18.86% | $37,870,482 |
| CITIGROUP INC | C | Financial Services | 1.29% | 263,040 | +73,960 | +39.12% | $36,815,078 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.20% | 143,758 | +49,925 | +53.21% | $34,263,282 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 1.13% | 409,592 | +4,670 | +1.15% | $32,337,288 |
| SLB LIMITED | SLB | Energy | 1.13% | 694,803 | +423,890 | +156.47% | $32,301,391 |
| SHARKNINJA INC | SN | Other | 1.03% | 193,216 | +697 | +0.36% | $29,421,000 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.01% | 57,683 | -674 | -1.15% | $28,652,877 |
| ILLUMINA INC | ILMN | Healthcare | 0.99% | 159,994 | +22,213 | +16.12% | $28,131,745 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.97% | 298,535 | -3,045 | -1.01% | $27,545,824 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.92% | 291,072 | +1,466 | +0.51% | $26,330,373 |
| CORTEVA INC | CTVA | Basic Materials | 0.92% | 308,077 | -9,241 | -2.91% | $26,091,041 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.91% | 360,920 | +6,340 | +1.79% | $26,043,987 |
| STMICROELECTRONICS N V | STM | Technology | 0.85% | 322,724 | -219,321 | -40.46% | $24,168,800 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 0.80% | 243,515 | +20,031 | +8.96% | $22,919,632 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.79% | 134,677 | -714 | -0.53% | $22,446,616 |
Showing 30 of 77 holdings in the latest reporting period.