Institutional
Hardman Johnston Global Advisors LLC
CIK 0001006364
$2.10B
Reported AUM
73
Positions
Q1 2026
Period
2026-05-13
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | $84.57 | -2.75% | 15.82% | 360.83% | $369.4M | 17.55% | — | HELD |
| 2 | ASML | ASML HLDG NV | $1550.69 | -2.04% | 130.99% | 99.17% | $156.6M | 7.44% | — | HELD |
| 3 | MELI | MERCADOLIBRE INC | $1863.31 | 0.04% | -21.62% | -0.28% | $131.7M | 6.26% | — | HELD |
| 4 | FTI | TECHNIPFMC PLC | $71.73 | -0.91% | 105.79% | 1014.08% | $121.8M | 5.79% | — | HELD |
| 5 | HWM | HOWMET AEROSPACE INC | $272.79 | -4.63% | 48.38% | 771.25% | $96.8M | 4.60% | — | HELD |
| 6 | VRT | VERTIV HOLDINGS CO | $223.04 | -17.26% | 90.59% | 861.48% | $93.1M | 4.42% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $85.7M | 4.07% | — | HELD |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | 61.05% | 241.53% | $85.1M | 4.04% | — | HELD |
| 9 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $78.9M | 3.75% | — | HELD |
| 10 | IBN | ICICI BANK LIMITED | $29.76 | -1.65% | -9.33% | 59.02% | $77.3M | 3.67% | — | HELD |
| 11 | CW | CURTISS WRIGHT CORP | $679.41 | -6.78% | 47.89% | 509.06% | $53.3M | 2.53% | — | HELD |
| 12 | MA | MASTERCARD INCORPORATED | $563.32 | 0.10% | 1.24% | 67.59% | $46.9M | 2.23% | — | HELD |
| 13 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $46.3M | 2.20% | — | HELD |
| 14 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $39.0M | 1.85% | — | HELD |
| 15 | AEIS | ADVANCED ENERGY INDS | $252.49 | -7.65% | 87.01% | 184.74% | $35.9M | 1.70% | — | HELD |
| 16 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $29.3M | 1.39% | — | HELD |
| 17 | EL | LAUDER ESTEE COS INC | $84.13 | -0.73% | -6.24% | -73.40% | $29.1M | 1.38% | — | HELD |
| 18 | SCHW | SCHWAB CHARLES CORP | $104.47 | -1.42% | 12.19% | 54.86% | $28.3M | 1.35% | — | HELD |
| 19 | CTVA | CORTEVA INC | $90.51 | 1.75% | 28.41% | 116.63% | $26.6M | 1.26% | — | HELD |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $483.33 | -1.44% | 4.59% | 141.32% | $26.1M | 1.24% | — | HELD |
| 21 | UBER | UBER TECHNOLOGIES INC | $71.20 | 0.65% | -19.24% | 79.33% | $25.5M | 1.21% | — | HELD |
| 22 | MRSH | MARSH & MCLENNAN COS INC | $197.59 | 2.81% | -0.83% | 32.18% | $23.5M | 1.12% | — | HELD |
| 23 | EW | EDWARDS LIFESCIENCES CORP | $85.76 | 2.49% | 5.91% | -28.30% | $23.2M | 1.10% | — | HELD |
| 24 | ALB | ALBEMARLE CORP | $113.88 | 0.64% | 69.99% | -48.95% | $22.2M | 1.05% | — | HELD |
| 25 | C | CITIGROUP INC | $127.13 | -4.03% | 47.53% | 117.40% | $21.4M | 1.02% | — | HELD |
| 26 | SN | SHARKNINJA INC | $159.22 | -0.39% | 42.46% | 369.12% | $20.4M | 0.97% | — | HELD |
| 27 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $19.5M | 0.93% | — | HELD |
| 28 | STM | STMICROELECTRONICS N V | $48.36 | -3.59% | 94.44% | 13.16% | $18.7M | 0.89% | — | HELD |
| 29 | HXL | HEXCEL CORP NEW | $105.61 | -4.02% | 78.39% | 92.98% | $17.7M | 0.84% | — | HELD |
| 30 | IQV | IQVIA HLDGS INC | $247.56 | 1.90% | 33.15% | -6.46% | $17.4M | 0.82% | — | HELD |
| 31 | ILMN | ILLUMINA INC | $194.82 | 0.95% | — | — | $17.0M | 0.81% | — | HELD |
| 32 | MDT | MEDTRONIC PLC | $87.54 | 0.76% | — | — | $16.6M | 0.79% | — | HELD |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | — | — | $16.6M | 0.79% | — | HELD |
| 34 | SWK | STANLEY BLACK & DECKER INC | $93.05 | -1.21% | — | — | $15.9M | 0.75% | — | HELD |
| 35 | BIL | SPDR SERIES TRUST | $91.64 | 0.01% | — | — | $15.4M | 0.73% | — | HELD |
| 36 | ELAN | ELANCO ANIMAL HEALTH INC | $26.39 | 3.41% | — | — | $14.9M | 0.71% | — | HELD |
| 37 | OLED | UNIVERSAL DISPLAY CORP | $80.16 | -2.59% | — | — | $14.8M | 0.70% | — | HELD |
| 38 | SLB | SLB LIMITED | $48.96 | -2.04% | — | — | $13.9M | 0.66% | — | HELD |
| 39 | ADBE | ADOBE INC | $263.43 | 5.72% | — | — | $12.2M | 0.58% | — | HELD |
| 40 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $12.0M | 0.57% | — | HELD |
| 41 | BSX | BOSTON SCIENTIFIC CORP | $46.04 | -0.04% | — | — | $10.4M | 0.49% | — | HELD |
| 42 | CMCSA | COMCAST CORP NEW | $24.61 | 1.74% | — | — | $10.4M | 0.49% | — | HELD |
| 43 | BDX | BECTON DICKINSON & CO | $168.40 | 1.24% | — | — | $8.4M | 0.40% | — | HELD |
| 44 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $8.0M | 0.38% | — | HELD |
| 45 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $6.9M | 0.33% | — | HELD |
| 46 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | — | — | $6.6M | 0.31% | — | HELD |
| 47 | EPD | ENTERPRISE PRODS PARTNERS L | $38.67 | 0.10% | — | — | $5.5M | 0.26% | — | HELD |
| 48 | ABT | ABBOTT LABORATORIES | $108.00 | 0.68% | — | — | $3.8M | 0.18% | — | HELD |
| 49 | PLD | PROLOGIS INC. | $145.47 | -1.12% | — | — | $3.0M | 0.14% | — | HELD |
| 50 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | — | — | $2.4M | 0.11% | — | HELD |
| 51 | MTB | M & T BK CORP | $250.33 | -0.90% | — | — | $2.2M | 0.10% | — | HELD |
| 52 | WAT | WATERS CORP | $379.48 | -1.15% | — | — | $2.2M | 0.10% | — | HELD |
| 53 | TMUS | T-MOBILE US INC | $181.52 | -0.48% | — | — | $2.1M | 0.10% | — | HELD |
| 54 | EOG | EOG RES INC | $145.94 | 4.51% | — | — | $2.0M | 0.09% | — | HELD |
| 55 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $1.9M | 0.09% | — | HELD |
| 56 | PYPL | PAYPAL HLDGS INC | $58.35 | 0.05% | — | — | $1.6M | 0.08% | — | HELD |
| 57 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $1.5M | 0.07% | — | HELD |
| 58 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $1.3M | 0.06% | — | HELD |
| 59 | OKE | ONEOK INC NEW | $90.00 | 1.35% | — | — | $1.3M | 0.06% | — | HELD |
| 60 | MCHP | MICROCHIP TECHNOLOGY INC. | $71.37 | -5.73% | — | — | $953K | 0.05% | — | HELD |
| 61 | ES | EVERSOURCE ENERGY | $74.76 | -0.84% | — | — | $831K | 0.04% | — | HELD |
| 62 | PFE | PFIZER INC | $25.15 | -0.40% | — | — | $775K | 0.04% | — | HELD |
| 63 | LXP | LXP INDUSTRIAL TRUST | $60.67 | -0.30% | — | — | $763K | 0.04% | — | HELD |
| 64 | NBIS | NEBIUS GROUP N.V. | $148.22 | -12.65% | — | — | $665K | 0.03% | — | HELD |
| 65 | HSY | HERSHEY CO | $183.91 | 0.28% | — | — | $603K | 0.03% | — | HELD |
| 66 | BA | BOEING CO | $214.01 | -3.41% | — | — | $522K | 0.02% | — | HELD |
| 67 | VSNT | VERSANT MEDIA GROUP INC | $36.95 | -0.78% | — | — | $513K | 0.02% | — | HELD |
| 68 | SHEL | SHELL PLC | $86.20 | -0.20% | — | — | $465K | 0.02% | — | HELD |
| 69 | GEV | GE VERNOVA INC | $900.28 | -4.57% | — | — | $446K | 0.02% | — | HELD |
| 70 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $317K | 0.02% | — | HELD |
| 71 | TCOM | TRIP COM GROUP LTD | $46.00 | 1.52% | — | — | $286K | 0.01% | — | HELD |
| 72 | GE | GE AEROSPACE | $350.63 | -3.56% | — | — | $268K | 0.01% | — | HELD |
| 73 | HIW | HIGHWOODS PPTYS INC | $34.40 | 2.26% | — | — | $208K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001808. 13F discloses long positions only — shorts, foreign equities, and options are excluded.