Hardman Johnston Global Advisors LLC
Hardman Johnston Global Advisors LLC reported 77 holdings worth US$2.85B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Hardman Johnston Global Advisors LLC reported 77 holdings worth US$2.85B as of Jun 30, 2026. Largest: Cameco Corporation, Asml Holding Nv and Icici Bank Limited. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$2.85B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Cameco Corporation | 4.22M | US$429M | 15.1% |
| Asml Holding Nv | 113K | US$224M | 7.9% |
| Icici Bank Limited | 7.37M | US$214M | 7.5% |
| Mercadolibre, Inc. | 76,673 | US$130M | 4.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 263K | US$126M | 4.4% |
| Howmet Aerospace Inc. | 403K | US$108M | 3.8% |
| Vertiv Holdings, Llc | 311K | US$104M | 3.7% |
| Alphabet Inc (google) Class C | 289K | US$103M | 3.6% |
| Nvidia Corporation | 491K | US$98.2M | 3.4% |
| Curtiss-wright Corporation | 76,411 | US$57.9M | 2.0% |
| Mastercard Incorporated | 94,184 | US$48.4M | 1.7% |
| Apple Inc | 152K | US$43.9M | 1.5% |
| Advanced Energy Industries, Inc. | 109K | US$40.6M | 1.4% |
| Eli Lilly And Company | 32,461 | US$38.9M | 1.4% |
| Microsoft Corp. | 102K | US$37.9M | 1.3% |
| Citigroup, Inc. | 263K | US$36.8M | 1.3% |
| Amazon.com, Inc. | 144K | US$34.3M | 1.2% |
| Estee Lauder Companies, Inc. (the) | 410K | US$32.3M | 1.1% |
| Sharkninja, Inc. | 193K | US$29.4M | 1.0% |
| Vertex Pharmaceuticals Incorporated | 57,683 | US$28.7M | 1.0% |
| Illumina, Inc. | 160K | US$28.1M | 0.99% |
| Charles Schwab Corporation (the) | 299K | US$27.5M | 0.97% |
| Edwards Lifesciences Corporation | 291K | US$26.3M | 0.92% |
| Corteva, Inc. | 308K | US$26.1M | 0.92% |
| Uber Technologies, Inc. | 361K | US$26M | 0.91% |
| Stmicroelectronics Nv | 323K | US$24.2M | 0.85% |
| Stanley Black & Decker, Inc. | 244K | US$22.9M | 0.80% |
| Marsh | 135K | US$22.4M | 0.79% |
| Hexcel Corporation | 219K | US$21.9M | 0.77% |
| Broadcom Inc. | 55,702 | US$21M | 0.74% |
| Iqvia Holdings, Inc. | 101K | US$19.5M | 0.69% |
| Automatic Data Processing, Inc. | 80,332 | US$18M | 0.63% |
| Albemarle Corporation | 120K | US$16.2M | 0.57% |
| Elanco Animal Health Incorporated | 636K | US$15.6M | 0.55% |
| Unitedhealth Group Incorporated | 29,181 | US$12.1M | 0.43% |
| Universal Display Corporation | 133K | US$11.5M | 0.40% |
| Adobe Inc. | 49,489 | US$10.1M | 0.36% |
| Comcast Corporation | 355K | US$8.7M | 0.31% |
| Becton, Dickinson And Company | 52,806 | US$7.99M | 0.28% |
| Netflix, Inc. | 103K | US$7.34M | 0.26% |
| Boston Scientific Corporation | 168K | US$7.19M | 0.25% |
| Enterprise Products Partners L.p. | 140K | US$5.16M | 0.18% |
| Argenx Se | 4,185 | US$3.88M | 0.14% |
| Abbott Laboratories | 35,578 | US$3.23M | 0.11% |
| Eog Resources, Inc. | 24,460 | US$3.17M | 0.11% |
| Prologis, Inc. | 22,352 | US$3.03M | 0.11% |
| Waters Corporation | 7,702 | US$2.89M | 0.10% |
| Meta Platforms, Inc. | 4,802 | US$2.7M | 0.09% |
| M&t Bank Corporation | 10,630 | US$2.53M | 0.09% |
| Procter & Gamble Company (the) | 16,700 | US$2.45M | 0.09% |
| Oneok, Inc. | 27,487 | US$2.39M | 0.08% |
| Paypal Holdings, Inc. | 36,310 | US$1.57M | 0.06% |
| Chevron Corporation | 9,335 | US$1.55M | 0.05% |
| Merck & Company, Inc. | 11,210 | US$1.44M | 0.05% |
| Microchip Technology Incorporated | 14,650 | US$1.34M | 0.05% |
| Exxon Mobil Corporation | 8,883 | US$1.21M | 0.04% |
| Lxp Industrial Trust | 19,500 | US$1.05M | 0.04% |
| Newell Brands Inc. | 150K | US$921K | 0.03% |
| Eversource Energy (d/b/a) | 12,000 | US$867K | 0.03% |
| Pfizer, Inc. | 27,600 | US$665K | 0.02% |
| Boeing Company (the) | 2,625 | US$568K | 0.02% |
| The Hershey Company | 2,900 | US$509K | 0.02% |
| Versant Media Group, Inc. | 13,738 | US$495K | 0.02% |
| Ge Vernova Inc. | 411 | US$483K | 0.02% |
| Ge Aerospace | 946 | US$354K | 0.01% |
| Shell Plc | 4,300 | US$333K | 0.01% |
| Highwoods Properties, Inc. | 9,700 | US$293K | 0.01% |
| Trip.com Group Ltd. | 5,750 | US$229K | <0.01% |
| Union Pacific Corporation | 754 | US$205K | <0.01% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related