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Hardman Johnston Global Advisors LLC

CIK 1006364 · latest 13F filed 12 August 2026 · Read the filing on EDGAR

Hardman Johnston Global Advisors LLC reported 77 US-listed holdings worth $2.85 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Cameco Corp. (15.1%), TechnipFMC plc (13.5%) and ASML Holding N.V. (7.9%). Against the quarter before, it opened 5 positions, added to 25, trimmed 31 and sold out of 1.

Reported holdings$2.85B+35.4% on Q1 2026
Positions77+4 on Q1 2026
The largest ten67.2%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Where the money is
Added toHeldTrimmed
CCJ15.1%FTI13.5%ASML7.9%IBN7.5%MELI4.6%TSM4.4%HWM3.8%VRT3.7%NVDA3.4%GOOGL3.3%CW2.0%MA1.7%AAPL1.5%AEIS1.4%63 more26.1%

The 14 largest of its 77 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.55 billion in 77 positions$2.55BQ3 24Q4 2024: $2.42 billion in 80 positions$2.42BQ4 24Q1 2025: $2.09 billion in 73 positions$2.09BQ1 25Q2 2025: $2.26 billion in 73 positions$2.26BQ2 25Q3 2025: $2.04 billion in 72 positions$2.04BQ3 25Q4 2025: $2.10 billion in 71 positions$2.10BQ4 25Q1 2026: $2.10 billion in 73 positions$2.10BQ1 26Q2 2026: $2.85 billion in 77 positions$2.85BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 25Held 16Trimmed 31Sold out 1
Opened: 5Added: 25Held: 16Trimmed: 31Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Netflix Inc. NFLX$7.3 million
  2. Jazz Pharmaceuticals plc JAZZ$6.9 million
  3. argenx SE ARGX$3.9 million
  4. Newell Brands Inc. NWL$921,000
  5. Union Pacific Corp. UNP$205,088

Added to 25

  1. TechnipFMC plc FTI+4.1 million shares · +230%
  2. Icici Bank ADR IBN+4.4 million shares · +147%
  3. Cameco Corp. CCJ+814,406 shares · +24%
  4. SLB Limited SLB+423,890 shares · +156%
  5. Amazon.com Inc. AMZN+49,925 shares · +53%
  6. Broadcom Inc. AVGO+29,844 shares · +115%
  7. Citigroup Inc. C+73,960 shares · +39%
  8. Taiwan Semiconductor Manufacturing Company Limited TSM+11,485 shares · +5%

and 17 more in the table below

Trimmed 31

  1. Vertiv Holdings Co. VRT-59,924 shares · -16%
  2. STMicroelectronics N.V. STM-219,321 shares · -40%
  3. ASML Holding N.V. ASML-5,831 shares · -5%
  4. Meta Platforms, Inc. META-16,143 shares · -77%
  5. Microsoft Corp. MSFT-23,596 shares · -19%
  6. Howmet Aerospace Inc. HWM-17,255 shares · -4%
  7. Alphabet Inc. GOOGL-7,362 shares · -3%
  8. Universal Display Corp. \Pa\ OLED-29,030 shares · -18%

and 23 more in the table below

Sold out of 1

  1. T-Mobile US, Inc. TMUS$2.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Cameco Corp. CCJ4,215,525$429.4 million15.07%+814,406
TechnipFMC plc FTI5,819,258$385.8 million13.54%+4,057,646
ASML Holding N.V. ASML112,695$224.2 million7.87%-5,831
Icici Bank ADR IBN7,370,799$214.0 million7.51%+4,385,914
MercadoLibre, Inc. MELI76,673$130.1 million4.57%+495
Taiwan Semiconductor Manufacturing Company Limited TSM263,227$125.7 million4.41%+11,485
Howmet Aerospace Inc. HWM402,710$108.3 million3.80%-17,255
Vertiv Holdings Co. VRT311,472$104.3 million3.66%-59,924
NVIDIA Corp. NVDA490,765$98.2 million3.45%-475
Alphabet Inc. GOOGL267,092$95.5 million3.35%-7,362
Curtiss Wright Corp. CW76,411$57.9 million2.03%-1,856
Mastercard Inc. MA94,184$48.4 million1.70%+372
Apple Inc. AAPL151,706$43.9 million1.54%-2,130
Advanced Energy Industries Inc. AEIS108,893$40.6 million1.42%-2,237
Eli Lilly & Co. LLY32,461$38.9 million1.37%+642
Microsoft Corp. MSFT101,524$37.9 million1.33%-23,596
Citigroup Inc. C263,040$36.8 million1.29%+73,960
Amazon.com Inc. AMZN143,758$34.3 million1.20%+49,925
Estee Lauder Companies Inc. EL409,592$32.3 million1.13%+4,670
SLB Limited SLB694,803$32.3 million1.13%+423,890
SharkNinja, Inc. SN193,216$29.4 million1.03%+697
Vertex Pharmaceuticals Inc. VRTX57,683$28.7 million1.01%-674
Illumina, Inc. ILMN159,994$28.1 million0.99%+22,213
Charles Schwab Corp. SCHW298,535$27.5 million0.97%-3,045
Edwards Lifesciences Corp. EW291,072$26.3 million0.92%+1,466
Corteva, Inc. CTVA308,077$26.1 million0.92%-9,241
Uber Technologies, Inc. UBER360,920$26.0 million0.91%+6,340
STMicroelectronics N.V. STM322,724$24.2 million0.85%-219,321
Stanley Black & Decker, Inc. SWK243,515$22.9 million0.80%+20,031
Marsh & McLennan Companies, Inc. MRSH134,677$22.4 million0.79%-714
Hexcel Corp. HXL218,772$21.9 million0.77%-210
Broadcom Inc. AVGO55,702$21.0 million0.74%+29,844
IQVIA Holdings Inc. IQV101,130$19.5 million0.69%-695
Automatic Data Processing Inc. ADP80,332$18.0 million0.63%-1,152
Albemarle Corp. ALB120,281$16.2 million0.57%-3,260
SPDR Ser Trust BIL171,220$15.7 million0.55%+3,200
Elanco Animal Health Inc. ELAN635,690$15.6 million0.55%+13,020
Medtronic plc MDT190,834$14.9 million0.52%-670
UnitedHealth Group Inc. UNH29,181$12.1 million0.43%+4,873
Universal Display Corp. \Pa\ OLED132,685$11.5 million0.40%-29,030
Adobe Inc. ADBE49,489$10.1 million0.36%-632
Comcast Corp. CMCSA354,500$8.7 million0.31%-7,155
Becton Dickinson & Co. BDX52,806$8.0 million0.28%-644
Alphabet Inc. GOOG22,586$8.0 million0.28%-1,496
Netflix Inc. NFLX102,740$7.3 million0.26%new
Boston Scientific Corp. BSX168,360$7.2 million0.25%+2,336
Jazz Pharmaceuticals plc JAZZ28,817$6.9 million0.24%new
Enterprise Products Partners LP EPD140,264$5.2 million0.18%-4,407
argenx SE ARGX4,185$3.9 million0.14%new
Abbott Laboratories ABT35,578$3.2 million0.11%-970
EOG Resources Inc. EOG24,460$3.2 million0.11%+10,880
Prologis, Inc. PLD22,352$3.0 million0.11%-519
Waters Corp. WAT7,702$2.9 million0.10%+476
Meta Platforms, Inc. META4,802$2.7 million0.09%-16,143
M&T Bank Corp. MTB10,630$2.5 million0.09%no change
Procter & Gamble Co. PG16,700$2.4 million0.09%no change
ONEOK Inc. OKE27,487$2.4 million0.08%+13,130
PayPal Holdings, Inc. PYPL36,310$1.6 million0.06%no change
Chevron Corp. CVX9,335$1.5 million0.05%no change
Merck & Co., Inc. MRK11,210$1.4 million0.05%no change
Microchip Technology Inc. MCHP14,650$1.3 million0.05%-100
ExxonMobil Holdings Corp. XOM8,883$1.2 million0.04%no change
LXP Industrial Trust LXP19,500$1.1 million0.04%+3,000
Newell Brands Inc. NWL150,000$921,0000.03%new
Yandex N V NBIS3,260$900,3140.03%-3,145
Eversource Energy ES12,000$867,2400.03%no change
Pfizer Inc. PFE27,600$664,6080.02%no change
Boeing Co. BA2,625$568,2340.02%no change
Hershey Co. HSY2,900$508,8050.02%no change
Versant Media Group, Inc. VSNT13,738$494,7050.02%-119
GE Vernova Inc. GEV411$482,8670.02%-100
General Electric Co. GE946$353,5490.01%no change
Shell plc SHEL4,300$333,4220.01%-700
Highwoods Properties, Inc. HIW9,700$292,5520.01%no change
iShares Gold Trust IAU3,600$271,8360.01%no change
Trip.com Group Limited TCOM5,750$229,0800.01%no change
Union Pacific Corp. UNP754$205,0880.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.