Q1 2026 · 13F-HR
Hardman Johnston Global Advisors LLCholdings as filed
Filed 2026-05-13 · accession 0001172661-26-001808
$2.10B
Reported value
73
Positions
2026-03-31
Period end
The Brief · Hardman Johnston Global Advisors LLC · Q1 2026
AI · grounded in 13F
Hardman Johnston Global Advisors LLC closed its position in HDB for a reduction of $161.8M. The fund established a new position in FTI worth $121.8M and added a new position in BIL totaling $15.4M. Other notable exits included closing positions in AZNN for $50.3M and BAC for $30.7M. The fund also accumulated shares of CCJ, increasing its holding by 3,911%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 13321L108 | CCJ | CAMECO CORP | $369.4M | 17.5% | 3,401,119 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $156.6M | 7.44% | 118,526 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $131.7M | 6.26% | 76,178 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $121.8M | 5.79% | 1,761,612 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $96.8M | 4.60% | 419,965 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $93.1M | 4.42% | 371,396 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $85.7M | 4.07% | 491,240 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.1M | 4.04% | 251,742 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $78.9M | 3.75% | 274,454 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $77.3M | 3.67% | 2,984,885 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $53.3M | 2.53% | 78,267 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $46.9M | 2.23% | 93,812 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $46.3M | 2.20% | 125,120 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $39.0M | 1.85% | 153,836 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $35.9M | 1.70% | 111,130 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $29.3M | 1.39% | 31,819 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $29.1M | 1.38% | 404,922 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $28.3M | 1.35% | 301,580 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $26.6M | 1.26% | 317,318 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $26.1M | 1.24% | 58,357 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $25.5M | 1.21% | 354,580 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $23.5M | 1.12% | 135,391 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $23.2M | 1.10% | 289,606 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $22.2M | 1.05% | 123,541 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $21.4M | 1.02% | 189,080 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $20.4M | 0.97% | 192,519 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $19.5M | 0.93% | 93,833 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $18.7M | 0.89% | 542,045 | Common | SOLE |
| 428291108 | HXL | HEXCEL CORP NEW | $17.7M | 0.84% | 218,982 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $17.4M | 0.82% | 101,825 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $17.0M | 0.81% | 137,781 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $16.6M | 0.79% | 191,504 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $16.6M | 0.79% | 81,484 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $15.9M | 0.75% | 223,484 | Common | SOLE |
| 78468R663 | BIL | SPDR SERIES TRUST | $15.4M | 0.73% | 168,020 | Common | NONE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $14.9M | 0.71% | 622,670 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $14.8M | 0.70% | 161,715 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $13.9M | 0.66% | 270,913 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $12.2M | 0.58% | 50,121 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.0M | 0.57% | 20,945 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $10.4M | 0.49% | 166,024 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $10.4M | 0.49% | 361,655 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $8.4M | 0.40% | 53,450 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $8.0M | 0.38% | 25,858 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $6.9M | 0.33% | 24,082 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $6.6M | 0.31% | 24,308 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $5.5M | 0.26% | 144,671 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $3.8M | 0.18% | 36,548 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $3.0M | 0.14% | 22,871 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $2.4M | 0.11% | 16,700 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $2.2M | 0.10% | 10,630 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $2.2M | 0.10% | 7,226 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $2.1M | 0.10% | 10,230 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $2.0M | 0.09% | 13,580 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $1.9M | 0.09% | 9,335 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.6M | 0.08% | 36,310 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.5M | 0.07% | 8,883 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.3M | 0.06% | 11,210 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.3M | 0.06% | 14,357 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $952,998 | 0.05% | 14,750 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $831,360 | 0.04% | 12,000 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $775,008 | 0.04% | 27,600 | Common | SOLE |
| 529043408 | LXP | LXP INDUSTRIAL TRUST | $763,290 | 0.04% | 16,500 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $664,583 | 0.03% | 6,405 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $602,881 | 0.03% | 2,900 | Common | SOLE |
| 097023105 | BA | BOEING CO | $522,454 | 0.02% | 2,625 | Common | SOLE |
| 925283103 | VSNT | VERSANT MEDIA GROUP INC | $512,986 | 0.02% | 13,857 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $465,000 | 0.02% | 5,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $446,052 | 0.02% | 511 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $317,376 | 0.02% | 3,600 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $286,293 | 0.01% | 5,750 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $268,446 | 0.01% | 946 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $207,677 | 0.01% | 9,700 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.