Holders — by stockHoldings — by fund
Hardman Johnston Global Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001006364
$2.85B
disclosed book value
77
positions
15.1%
largest position share
Positions, as of 2026-06-30
top 77 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CCJCAMECO CORP | 4.2M | $429.4M | 15.1% |
| 2 | FTITECHNIPFMC PLC | 5.8M | $385.8M | 13.5% |
| 3 | ASMLASML HLDG NV | 112,695 | $224.2M | 7.9% |
| 4 | IBNICICI BANK LIMITED | 7.4M | $214.0M | 7.5% |
| 5 | MELIMERCADOLIBRE INC | 76,673 | $130.1M | 4.6% |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 263,227 | $125.7M | 4.4% |
| 7 | HWMHOWMET AEROSPACE INC | 402,710 | $108.3M | 3.8% |
| 8 | VRTVERTIV HOLDINGS CO | 311,472 | $104.3M | 3.7% |
| 9 | NVDANVIDIA CORPORATION | 490,765 | $98.2M | 3.4% |
| 10 | GOOGLALPHABET INC | 267,092 | $95.5M | 3.3% |
| 11 | CWCURTISS WRIGHT CORP | 76,411 | $57.9M | 2% |
| 12 | MAMASTERCARD INCORPORATED | 94,184 | $48.4M | 1.7% |
| 13 | AAPLAPPLE INC | 151,706 | $43.9M | 1.5% |
| 14 | AEISADVANCED ENERGY INDS | 108,893 | $40.6M | 1.4% |
| 15 | LLYELI LILLY & CO | 32,461 | $38.9M | 1.4% |
| 16 | MSFTMICROSOFT CORP | 101,524 | $37.9M | 1.3% |
| 17 | CCITIGROUP INC | 263,040 | $36.8M | 1.3% |
| 18 | AMZNAMAZON COM INC | 143,758 | $34.3M | 1.2% |
| 19 | ELLAUDER ESTEE COS INC | 409,592 | $32.3M | 1.1% |
| 20 | SLBSLB LIMITED | 694,803 | $32.3M | 1.1% |
| 21 | SNSHARKNINJA INC | 193,216 | $29.4M | 1% |
| 22 | VRTXVERTEX PHARMACEUTICALS INC | 57,683 | $28.7M | 1% |
| 23 | ILMNILLUMINA INC | 159,994 | $28.1M | 1% |
| 24 | SCHWSCHWAB CHARLES CORP | 298,535 | $27.5M | 1% |
| 25 | EWEDWARDS LIFESCIENCES CORP | 291,072 | $26.3M | 0.9% |
| 26 | CTVACORTEVA INC | 308,077 | $26.1M | 0.9% |
| 27 | UBERUBER TECHNOLOGIES INC | 360,920 | $26.0M | 0.9% |
| 28 | STMSTMICROELECTRONICS N V | 322,724 | $24.2M | 0.8% |
| 29 | SWKSTANLEY BLACK & DECKER INC | 243,515 | $22.9M | 0.8% |
| 30 | MRSHMARSH & MCLENNAN COS INC | 134,677 | $22.4M | 0.8% |
| 31 | HXLHEXCEL CORP NEW | 218,772 | $21.9M | 0.8% |
| 32 | AVGOBROADCOM INC | 55,702 | $21.0M | 0.7% |
| 33 | IQVIQVIA HLDGS INC | 101,130 | $19.5M | 0.7% |
| 34 | ADPAUTOMATIC DATA PROCESSING IN | 80,332 | $18.0M | 0.6% |
| 35 | ALBALBEMARLE CORP | 120,281 | $16.2M | 0.6% |
| 36 | BILSPDR SERIES TRUST | 171,220 | $15.7M | 0.6% |
| 37 | ELANELANCO ANIMAL HEALTH INC | 635,690 | $15.6M | 0.5% |
| 38 | MDTMEDTRONIC PLC | 190,834 | $14.9M | 0.5% |
| 39 | UNHUNITEDHEALTH GROUP INC | 29,181 | $12.1M | 0.4% |
| 40 | OLEDUNIVERSAL DISPLAY CORP | 132,685 | $11.5M | 0.4% |
| 41 | ADBEADOBE INC | 49,489 | $10.1M | 0.4% |
| 42 | CMCSACOMCAST CORP NEW | 354,500 | $8.7M | 0.3% |
| 43 | BDXBECTON DICKINSON & CO | 52,806 | $8.0M | 0.3% |
| 44 | GOOGALPHABET INC | 22,586 | $8.0M | 0.3% |
| 45 | NFLXNETFLIX INC. | 102,740 | $7.3M | 0.3% |
| 46 | BSXBOSTON SCIENTIFIC CORP | 168,360 | $7.2M | 0.3% |
| 47 | JAZZJAZZ PHARMACEUTICALS PLC | 28,817 | $6.9M | 0.2% |
| 48 | EPDENTERPRISE PRODS PARTNERS L | 140,264 | $5.2M | 0.2% |
| 49 | ARGXARGENX SE | 4,185 | $3.9M | 0.1% |
| 50 | ABTABBOTT LABORATORIES | 35,578 | $3.2M | 0.1% |
| 51 | EOGEOG RES INC | 24,460 | $3.2M | 0.1% |
| 52 | PLDPROLOGIS INC. | 22,352 | $3.0M | 0.1% |
| 53 | WATWATERS CORP | 7,702 | $2.9M | 0.1% |
| 54 | METAMETA PLATFORMS INC | 4,802 | $2.7M | 0.1% |
| 55 | MTBM & T BK CORP | 10,630 | $2.5M | 0.1% |
| 56 | PGPROCTER & GAMBLE CO | 16,700 | $2.4M | 0.1% |
| 57 | OKEONEOK INC NEW | 27,487 | $2.4M | 0.1% |
| 58 | PYPLPAYPAL HLDGS INC | 36,310 | $1.6M | 0.1% |
| 59 | CVXCHEVRON CORPORATION | 9,335 | $1.5M | 0.1% |
| 60 | MRKMERCK & CO INC | 11,210 | $1.4M | 0.1% |
| 61 | MCHPMICROCHIP TECHNOLOGY INC. | 14,650 | $1.3M | 0% |
| 62 | XOMEXXON MOBIL CORP | 8,883 | $1.2M | 0% |
| 63 | LXPLXP INDUSTRIAL TRUST | 19,500 | $1.1M | 0% |
| 64 | NWLNEWELL BRANDS INC | 150,000 | $921,000 | 0% |
| 65 | NBISNEBIUS GROUP N.V. | 3,260 | $900,314 | 0% |
| 66 | ESEVERSOURCE ENERGY | 12,000 | $867,240 | 0% |
| 67 | PFEPFIZER INC | 27,600 | $664,608 | 0% |
| 68 | BABOEING CO | 2,625 | $568,234 | 0% |
| 69 | HSYHERSHEY CO | 2,900 | $508,805 | 0% |
| 70 | VSNTVERSANT MEDIA GROUP INC | 13,738 | $494,705 | 0% |
| 71 | GEVGE VERNOVA INC | 411 | $482,867 | 0% |
| 72 | GEGE AEROSPACE | 946 | $353,549 | 0% |
| 73 | SHELSHELL PLC | 4,300 | $333,422 | 0% |
| 74 | HIWHIGHWOODS PPTYS INC | 9,700 | $292,552 | 0% |
| 75 | IAUISHARES GOLD TR | 3,600 | $271,836 | 0% |
| 76 | TCOMTRIP COM GROUP LTD | 5,750 | $229,080 | 0% |
| 77 | UNPUNION PAC CORP | 754 | $205,088 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.