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 | $87.05 | -1.34% | 19.46% | 375.31% | $369.4M | 17.55% | — | HELD |
| 2 | ASML | ASML HLDG NV | $1654.44 | 0.18% | 140.98% | 107.78% | $156.6M | 7.44% | — | HELD |
| 3 | MELI | MERCADOLIBRE INC | $1880.03 | -0.30% | -20.88% | 0.67% | $131.7M | 6.26% | — | HELD |
| 4 | FTI | TECHNIPFMC PLC | $71.20 | 3.31% | 95.93% | 960.67% | $121.8M | 5.79% | — | HELD |
| 5 | HWM | HOWMET AEROSPACE INC | $283.74 | 2.33% | 50.82% | 785.59% | $96.8M | 4.60% | — | HELD |
| 6 | VRT | VERTIV HOLDINGS CO | $244.06 | 7.28% | 60.85% | 711.46% | $93.1M | 4.42% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $85.7M | 4.07% | — | HELD |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $407.33 | 1.00% | 73.36% | 267.64% | $85.1M | 4.04% | — | HELD |
| 9 | GOOGL | ALPHABET INC | $354.58 | 6.27% | 85.11% | 143.37% | $78.9M | 3.75% | — | HELD |
| 10 | IBN | ICICI BANK LIMITED | $30.06 | -0.68% | -9.75% | 58.29% | $77.3M | 3.67% | — | HELD |
| 11 | CW | CURTISS WRIGHT CORP | $726.83 | 1.42% | 45.43% | 498.91% | $53.3M | 2.53% | — | HELD |
| 12 | MA | MASTERCARD INCORPORATED | $571.41 | -1.03% | 3.76% | 71.76% | $46.9M | 2.23% | — | HELD |
| 13 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | -13.24% | 55.41% | $46.3M | 2.20% | — | HELD |
| 14 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $39.0M | 1.85% | — | HELD |
| 15 | AEIS | ADVANCED ENERGY INDS | $292.19 | 6.54% | 103.14% | 209.30% | $35.9M | 1.70% | — | HELD |
| 16 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | 50.85% | 361.96% | $29.3M | 1.39% | — | HELD |
| 17 | EL | LAUDER ESTEE COS INC | $84.42 | -0.55% | -5.40% | -73.17% | $29.1M | 1.38% | — | HELD |
| 18 | SCHW | SCHWAB CHARLES CORP | $105.41 | 1.04% | 10.97% | 53.18% | $28.3M | 1.35% | — | HELD |
| 19 | CTVA | CORTEVA INC | $79.04 | -11.53% | 26.75% | 113.83% | $26.6M | 1.26% | — | HELD |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $473.94 | -1.61% | 4.23% | 140.50% | $26.1M | 1.24% | — | HELD |
| 21 | UBER | UBER TECHNOLOGIES INC | $69.96 | -0.58% | -19.56% | 78.62% | $25.5M | 1.21% | — | HELD |
| 22 | MRSH | MARSH & MCLENNAN COS INC | $190.20 | -0.68% | -1.87% | 30.80% | $23.5M | 1.12% | — | HELD |
| 23 | EW | EDWARDS LIFESCIENCES CORP | $85.79 | -1.31% | 7.64% | -27.13% | $23.2M | 1.10% | — | HELD |
| 24 | ALB | ALBEMARLE CORP | $117.04 | -0.61% | 75.78% | -47.21% | $22.2M | 1.05% | — | HELD |
| 25 | C | CITIGROUP INC | $133.13 | 0.61% | 47.36% | 117.15% | $21.4M | 1.02% | — | HELD |
| 26 | SN | SHARKNINJA INC | $162.93 | -0.25% | 42.67% | 369.81% | $20.4M | 0.97% | — | HELD |
| 27 | AMZN | AMAZON COM INC | $270.97 | 15.06% | 9.66% | 35.70% | $19.5M | 0.93% | — | HELD |
| 28 | STM | STMICROELECTRONICS N V | $52.85 | -0.40% | 111.44% | 23.05% | $18.7M | 0.89% | — | HELD |
| 29 | HXL | HEXCEL CORP NEW | $103.25 | 0.33% | 75.45% | 89.79% | $17.7M | 0.84% | — | HELD |
| 30 | IQV | IQVIA HLDGS INC | $233.54 | -1.79% | 28.14% | -9.99% | $17.4M | 0.82% | — | HELD |
| 31 | ILMN | ILLUMINA INC | $200.14 | -2.41% | — | — | $17.0M | 0.81% | — | HELD |
| 32 | MDT | MEDTRONIC PLC | $85.02 | -0.81% | — | — | $16.6M | 0.79% | — | HELD |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | $264.82 | 0.36% | — | — | $16.6M | 0.79% | — | HELD |
| 34 | SWK | STANLEY BLACK & DECKER INC | $95.39 | -0.17% | — | — | $15.9M | 0.75% | — | HELD |
| 35 | BIL | SPDR SERIES TRUST | $91.68 | 0.03% | — | — | $15.4M | 0.73% | — | HELD |
| 36 | ELAN | ELANCO ANIMAL HEALTH INC | $26.18 | -1.04% | — | — | $14.9M | 0.71% | — | HELD |
| 37 | OLED | UNIVERSAL DISPLAY CORP | $78.33 | -2.52% | — | — | $14.8M | 0.70% | — | HELD |
| 38 | SLB | SLB LIMITED | $49.42 | 1.03% | — | — | $13.9M | 0.66% | — | HELD |
| 39 | ADBE | ADOBE INC | $247.68 | -0.09% | — | — | $12.2M | 0.58% | — | HELD |
| 40 | META | META PLATFORMS INC | $549.42 | 1.93% | — | — | $12.0M | 0.57% | — | HELD |
| 41 | BSX | BOSTON SCIENTIFIC CORP | $45.45 | -1.20% | — | — | $10.4M | 0.49% | — | HELD |
| 42 | CMCSA | COMCAST CORP NEW | $23.98 | 1.30% | — | — | $10.4M | 0.49% | — | HELD |
| 43 | BDX | BECTON DICKINSON & CO | $164.61 | -0.51% | — | — | $8.4M | 0.40% | — | HELD |
| 44 | AVGO | BROADCOM INC | $388.14 | 0.08% | — | — | $8.0M | 0.38% | — | HELD |
| 45 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $6.9M | 0.33% | — | HELD |
| 46 | UNH | UNITEDHEALTH GROUP INC | $420.63 | -0.20% | — | — | $6.6M | 0.31% | — | HELD |
| 47 | EPD | ENTERPRISE PRODS PARTNERS L | $37.94 | -0.47% | — | — | $5.5M | 0.26% | — | HELD |
| 48 | ABT | ABBOTT LABORATORIES | $105.32 | -0.27% | — | — | $3.8M | 0.18% | — | HELD |
| 49 | PLD | PROLOGIS INC. | $144.51 | -1.15% | — | — | $3.0M | 0.14% | — | HELD |
| 50 | PG | PROCTER & GAMBLE CO | $143.82 | -0.10% | — | — | $2.4M | 0.11% | — | HELD |
| 51 | MTB | M & T BK CORP | $248.14 | 0.46% | — | — | $2.2M | 0.10% | — | HELD |
| 52 | WAT | WATERS CORP | $376.82 | -0.92% | — | — | $2.2M | 0.10% | — | HELD |
| 53 | TMUS | T-MOBILE US INC | $172.05 | -0.74% | — | — | $2.1M | 0.10% | — | HELD |
| 54 | EOG | EOG RES INC | $146.49 | 0.68% | — | — | $2.0M | 0.09% | — | HELD |
| 55 | CVX | CHEVRON CORPORATION | $195.43 | 1.62% | — | — | $1.9M | 0.09% | — | HELD |
| 56 | PYPL | PAYPAL HLDGS INC | $57.06 | -1.03% | — | — | $1.6M | 0.08% | — | HELD |
| 57 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | — | — | $1.5M | 0.07% | — | HELD |
| 58 | MRK | MERCK & CO INC | $130.79 | 0.77% | — | — | $1.3M | 0.06% | — | HELD |
| 59 | OKE | ONEOK INC NEW | $89.50 | 0.48% | — | — | $1.3M | 0.06% | — | HELD |
| 60 | MCHP | MICROCHIP TECHNOLOGY INC. | $75.03 | 0.03% | — | — | $953K | 0.05% | — | HELD |
| 61 | ES | EVERSOURCE ENERGY | $72.52 | -1.79% | — | — | $831K | 0.04% | — | HELD |
| 62 | PFE | PFIZER INC | $25.09 | 0.72% | — | — | $775K | 0.04% | — | HELD |
| 63 | LXP | LXP INDUSTRIAL TRUST | $60.57 | -0.26% | — | — | $763K | 0.04% | — | HELD |
| 64 | NBIS | NEBIUS GROUP N.V. | $187.29 | -0.60% | — | — | $665K | 0.03% | — | HELD |
| 65 | HSY | HERSHEY CO | $174.84 | -1.35% | — | — | $603K | 0.03% | — | HELD |
| 66 | BA | BOEING CO | $215.06 | -2.64% | — | — | $522K | 0.02% | — | HELD |
| 67 | VSNT | VERSANT MEDIA GROUP INC | $36.02 | 0.36% | — | — | $513K | 0.02% | — | HELD |
| 68 | SHEL | SHELL PLC | $91.32 | 0.89% | — | — | $465K | 0.02% | — | HELD |
| 69 | GEV | GE VERNOVA INC | $995.97 | 1.43% | — | — | $446K | 0.02% | — | HELD |
| 70 | IAU | ISHARES GOLD TR | $76.13 | -1.51% | — | — | $317K | 0.02% | — | HELD |
| 71 | TCOM | TRIP COM GROUP LTD | $46.89 | 0.88% | — | — | $286K | 0.01% | — | HELD |
| 72 | GE | GE AEROSPACE | $361.14 | 1.72% | — | — | $268K | 0.01% | — | HELD |
| 73 | HIW | HIGHWOODS PPTYS INC | $33.24 | -1.66% | — | — | $208K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001808. 13F discloses long positions only — shorts, foreign equities, and options are excluded.