← Back to Discover
Hardman Johnston Global Advisors LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,850,046,269
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CAMECO CORP · COM · 13321L108 · shares: $429,393,377
- TECHNIPFMC PLC · COM · G87110105 · shares: $385,816,805
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $224,199,941
- ICICI BANK LIMITED · ADR · 45104G104 · shares: $213,974,295
- MERCADOLIBRE INC · COM · 58733R102 · shares: $130,143,983
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $125,709,318
- HOWMET AEROSPACE INC · COM · 443201108 · shares: $108,272,611
- VERTIV HOLDINGS CO · COM CL A · 92537N108 · shares: $104,287,055
- NVIDIA CORPORATION · COM · 67066G104 · shares: $98,197,169
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $95,450,668
Reported holdings
77 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CAMECO CORP | COM | 13321L108 | — | 4,215,525 shares | $429,393,377 |
| TECHNIPFMC PLC | COM | G87110105 | — | 5,819,258 shares | $385,816,805 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 112,695 shares | $224,199,941 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 7,370,799 shares | $213,974,295 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 76,673 shares | $130,143,983 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 263,227 shares | $125,709,318 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 402,710 shares | $108,272,611 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 311,472 shares | $104,287,055 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 490,765 shares | $98,197,169 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 267,092 shares | $95,450,668 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 76,411 shares | $57,901,199 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 94,184 shares | $48,372,902 |
| APPLE INC | COM | 037833100 | — | 151,706 shares | $43,897,648 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 108,893 shares | $40,602,933 |
| ELI LILLY & CO | COM | 532457108 | — | 32,461 shares | $38,934,697 |
| MICROSOFT CORP | COM | 594918104 | — | 101,524 shares | $37,870,482 |
| CITIGROUP INC | COM NEW | 172967424 | — | 263,040 shares | $36,815,078 |
| AMAZON COM INC | COM | 023135106 | — | 143,758 shares | $34,263,282 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 409,592 shares | $32,337,288 |
| SLB LIMITED | COM STK | 806857108 | — | 694,803 shares | $32,301,391 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 193,216 shares | $29,421,000 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 57,683 shares | $28,652,877 |
| ILLUMINA INC | COM | 452327109 | — | 159,994 shares | $28,131,745 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 298,535 shares | $27,545,824 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 291,072 shares | $26,330,373 |
| CORTEVA INC | COM | 22052L104 | — | 308,077 shares | $26,091,041 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 360,920 shares | $26,043,987 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 322,724 shares | $24,168,800 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 243,515 shares | $22,919,632 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 134,677 shares | $22,446,616 |
| HEXCEL CORP NEW | COM | 428291108 | — | 218,772 shares | $21,890,326 |
| BROADCOM INC | COM | 11135F101 | — | 55,702 shares | $21,041,431 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 101,130 shares | $19,540,339 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 80,332 shares | $17,990,351 |
| ALBEMARLE CORP | COM | 012653101 | — | 120,281 shares | $16,241,543 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 171,220 shares | $15,690,601 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 635,690 shares | $15,644,331 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 190,834 shares | $14,928,944 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 29,181 shares | $12,128,499 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | — | 132,685 shares | $11,489,194 |
| ADOBE INC | COM | 00724F101 | — | 49,489 shares | $10,146,235 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 354,500 shares | $8,702,975 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 52,806 shares | $7,991,132 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 22,586 shares | $7,980,311 |
| NETFLIX INC. | COM | 64110L106 | — | 102,740 shares | $7,335,636 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 168,360 shares | $7,185,605 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 28,817 shares | $6,944,032 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 140,264 shares | $5,156,105 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 4,185 shares | $3,882,717 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 35,578 shares | $3,228,348 |
| EOG RES INC | COM | 26875P101 | — | 24,460 shares | $3,173,196 |
| PROLOGIS INC. | COM | 74340W103 | — | 22,352 shares | $3,028,025 |
| WATERS CORP | COM | 941848103 | — | 7,702 shares | $2,888,558 |
| META PLATFORMS INC | CL A | 30303M102 | — | 4,802 shares | $2,704,919 |
| M & T BK CORP | COM | 55261F104 | — | 10,630 shares | $2,530,046 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 16,700 shares | $2,448,888 |
| ONEOK INC NEW | COM | 682680103 | — | 27,487 shares | $2,389,720 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 36,310 shares | $1,567,866 |
| CHEVRON CORPORATION | COM | 166764100 | — | 9,335 shares | $1,547,370 |
| MERCK & CO INC | COM | 58933Y105 | — | 11,210 shares | $1,440,485 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 14,650 shares | $1,336,080 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 8,883 shares | $1,214,484 |
| LXP INDUSTRIAL TRUST | COM | 529043408 | — | 19,500 shares | $1,050,660 |
| NEWELL BRANDS INC | COM | 651229106 | — | 150,000 shares | $921,000 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 3,260 shares | $900,314 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 12,000 shares | $867,240 |
| PFIZER INC | COM | 717081103 | — | 27,600 shares | $664,608 |
| BOEING CO | COM | 097023105 | — | 2,625 shares | $568,234 |
| HERSHEY CO | COM | 427866108 | — | 2,900 shares | $508,805 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 13,738 shares | $494,705 |
| GE VERNOVA INC | COM | 36828A101 | — | 411 shares | $482,867 |
| GE AEROSPACE | COM NEW | 369604301 | — | 946 shares | $353,549 |
| SHELL PLC | SPON ADS | 780259305 | — | 4,300 shares | $333,422 |
| HIGHWOODS PPTYS INC | COM | 431284108 | — | 9,700 shares | $292,552 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 3,600 shares | $271,836 |
| TRIP COM GROUP LTD | ADS | 89677Q107 | — | 5,750 shares | $229,080 |
| UNION PAC CORP | COM | 907818108 | — | 754 shares | $205,088 |