Hardman Johnston Global Advisors Llc Portfolio Stock Holdings
Hardman Johnston Global Advisors Llc disclosed 73 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include CAMECO CORP, ASML HLDG NV, and MERCADOLIBRE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 73
- Portfolio Value
- $2.1B
Holdings by Sector
Hardman Johnston Global Advisors Llc Portfolio Holdings in Q1 2026
71 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAMECO CORP | CCJ | Energy | 17.55% | 3,401,119 | +3,316,329 | +3911.23% | $369,395,535 |
| ASML HLDG NV | ASML | Other | 7.44% | 118,526 | -37,478 | -24.02% | $156,552,697 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 6.26% | 76,178 | -563 | -0.73% | $131,713,286 |
| TECHNIPFMC PLC | G87110105 | Other | 5.79% | 1,761,612 | +1,761,612 | +100.00% | $121,780,238 |
| HOWMET AEROSPACE INC | HWM | Industrials | 4.60% | 419,965 | -79,541 | -15.92% | $96,785,134 |
| VERTIV HOLDINGS CO | VRT | Industrials | 4.42% | 371,396 | -49,545 | -11.77% | $93,064,410 |
| NVIDIA CORPORATION | NVDA | Technology | 4.07% | 491,240 | -31,516 | -6.03% | $85,672,256 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.04% | 251,742 | -57,050 | -18.48% | $85,076,209 |
| ALPHABET INC | GOOGL | Communication Services | 3.75% | 274,454 | -39,178 | -12.49% | $78,921,992 |
| ICICI BANK LIMITED | IBN | Financial Services | 3.67% | 2,984,885 | -2,541,732 | -45.99% | $77,308,522 |
| CURTISS WRIGHT CORP | CW | Industrials | 2.53% | 78,267 | -7,182 | -8.41% | $53,309,219 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.23% | 93,812 | -4,958 | -5.02% | $46,874,104 |
| MICROSOFT CORP | MSFT | Technology | 2.20% | 125,120 | -34,100 | -21.42% | $46,315,670 |
| APPLE INC | AAPL | Technology | 1.85% | 153,836 | -17,961 | -10.45% | $39,042,038 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 1.70% | 111,130 | -10,854 | -8.90% | $35,862,762 |
| ELI LILLY & CO | LLY | Healthcare | 1.39% | 31,819 | -380 | -1.18% | $29,266,162 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 1.38% | 404,922 | -5,742 | -1.40% | $29,061,252 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.35% | 301,580 | -28,299 | -8.58% | $28,342,488 |
| CORTEVA INC | CTVA | Basic Materials | 1.26% | 317,318 | -15,540 | -4.67% | $26,562,690 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.24% | 58,357 | -5,449 | -8.54% | $26,058,735 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.21% | 354,580 | -7,130 | -1.97% | $25,504,939 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 1.12% | 135,391 | -8,579 | -5.96% | $23,483,569 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.10% | 289,606 | -27,164 | -8.58% | $23,191,648 |
| ALBEMARLE CORP | ALB | Basic Materials | 1.05% | 123,541 | +18,043 | +17.10% | $22,179,316 |
| CITIGROUP INC | C | Financial Services | 1.02% | 189,080 | -10,370 | -5.20% | $21,443,563 |
| SHARKNINJA INC | SN | Other | 0.97% | 192,519 | -14,243 | -6.89% | $20,387,762 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.93% | 93,833 | -48,325 | -33.99% | $19,542,599 |
| STMICROELECTRONICS N V | STM | Technology | 0.89% | 542,045 | +169,614 | +45.54% | $18,727,655 |
| HEXCEL CORP NEW | HXL | Industrials | 0.84% | 218,982 | -20,565 | -8.58% | $17,722,213 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.82% | 101,825 | -8,082 | -7.35% | $17,365,236 |
| ILLUMINA INC | ILMN | Healthcare | 0.81% | 137,781 | +10,545 | +8.29% | $16,982,886 |
| MEDTRONIC PLC | MDT | Other | 0.79% | 191,504 | -7,360 | -3.70% | $16,593,822 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.79% | 81,484 | -10,323 | -11.24% | $16,555,919 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 0.75% | 223,484 | +114,916 | +105.85% | $15,880,773 |
| SPDR SERIES TRUST | BIL | Other | 0.73% | 168,020 | +168,020 | +100.00% | $15,397,353 |
| ELANCO ANIMAL HEALTH INC | ELAN | Healthcare | 0.71% | 622,670 | -8,170 | -1.30% | $14,900,493 |
| UNIVERSAL DISPLAY CORP | OLED | Technology | 0.70% | 161,715 | -1,571 | -0.96% | $14,822,797 |
| SLB LIMITED | SLB | Energy | 0.66% | 270,913 | +204,770 | +309.59% | $13,922,219 |
| ADOBE INC | ADBE | Technology | 0.58% | 50,121 | -6,058 | -10.78% | $12,183,413 |
| META PLATFORMS INC | META | Communication Services | 0.57% | 20,945 | -660 | -3.05% | $11,983,263 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.49% | 166,024 | -62,240 | -27.27% | $10,418,006 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.49% | 361,655 | -39,706 | -9.89% | $10,383,115 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.40% | 53,450 | -3,247 | -5.73% | $8,403,944 |
| BROADCOM INC | AVGO | Technology | 0.38% | 25,858 | +15,030 | +138.81% | $8,003,310 |
| ALPHABET INC | GOOG | Communication Services | 0.33% | 24,082 | -7,948 | -24.81% | $6,908,163 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.31% | 24,308 | -803 | -3.20% | $6,577,502 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.26% | 144,671 | -34,214 | -19.13% | $5,474,351 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.18% | 36,548 | -7,163 | -16.39% | $3,752,383 |
| PROLOGIS INC. | PLD | Real Estate | 0.14% | 22,871 | -3,436 | -13.06% | $3,023,089 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 16,700 | - | - | $2,412,148 |
| M & T BK CORP | MTB | Financial Services | 0.10% | 10,630 | - | - | $2,197,434 |
| WATERS CORP | WAT | Healthcare | 0.10% | 7,226 | +7,226 | +100.00% | $2,151,903 |
| T-MOBILE US INC | TMUS | Communication Services | 0.10% | 10,230 | -1,025 | -9.11% | $2,148,607 |
| EOG RES INC | EOG | Energy | 0.09% | 13,580 | +13,580 | +100.00% | $1,963,261 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 9,335 | +3,935 | +72.87% | $1,931,412 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.08% | 36,310 | -250,605 | -87.34% | $1,642,301 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 8,883 | - | - | $1,507,090 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 11,210 | -1,540 | -12.08% | $1,348,451 |
| ONEOK INC NEW | OKE | Energy | 0.06% | 14,357 | +3,494 | +32.16% | $1,297,729 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 0.05% | 14,750 | +8,850 | +150.00% | $952,998 |
| EVERSOURCE ENERGY | ES | Utilities | 0.04% | 12,000 | +9,000 | +300.00% | $831,360 |
| PFIZER INC | PFE | Healthcare | 0.04% | 27,600 | +27,600 | +100.00% | $775,008 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.03% | 6,405 | +1,740 | +37.30% | $664,583 |
| HERSHEY CO | HSY | Consumer Defensive | 0.03% | 2,900 | - | - | $602,881 |
| BOEING CO | BA | Industrials | 0.02% | 2,625 | +70 | +2.74% | $522,454 |
| SHELL PLC | SHEL | Energy | 0.02% | 5,000 | - | - | $465,000 |
| GE VERNOVA INC | GEV | Utilities | 0.02% | 511 | - | - | $446,052 |
| ISHARES GOLD TR | IAU | Other | 0.02% | 3,600 | - | - | $317,376 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.01% | 5,750 | - | - | $286,293 |
| GE AEROSPACE | GE | Industrials | 0.01% | 946 | -200 | -17.45% | $268,446 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 0.01% | 9,700 | - | - | $207,677 |