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Hardman Johnston Global Advisors LLC
hedge fundUpdated 29 days agoManaged by Hardman Johnston Global Advisors Llc • Latest filing Q2 2026
Portfolio value
$2.9B
Q2 2026
Filings
16
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 16 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2022 | $2.2B |
| Q4 2022 | $2.6B |
| Q1 2023 | $3.1B |
| Q2 2023 | $3.1B |
| Q3 2023 | $3B |
| Q4 2023 | $3.1B |
| Q1 2024 | $2.9B |
| Q2 2024 | $2.6B |
| Q3 2024 | $2.6B |
| Q4 2024 | $2.4B |
| Q1 2025 | $2.1B |
| Q2 2025 | $2.3B |
| Q3 2025 | $2B |
| Q4 2025 | $2.1B |
| Q1 2026 | $2.1B |
| Q2 2026 | $2.9B |
Top holdings
77 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CCJ CAMECO CORP | $429.4M | 4.22M | 15.07% | Added(+23.9%) |
| 2 | F FTI TECHNIPFMC PLC | $385.8M | 5.82M | 13.54% | Added(+230.3%) |
| 3 | A ASMLF ASML HLDG NV | $224.2M | 112.7K | 7.87% | Trimmed(-4.9%) |
| 4 | I IBN ICICI BANK LIMITED | $214M | 7.37M | 7.51% | Added(+146.9%) |
| 5 | M MELI MERCADOLIBRE INC | $130.1M | 76.7K | 4.57% | Added(+0.7%) |
| 6 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $125.7M | 263.2K | 4.41% | Added(+4.6%) |
| 7 | H HWM HOWMET AEROSPACE INC | $108.3M | 402.7K | 3.80% | Trimmed(-4.1%) |
| 8 | V VRT VERTIV HOLDINGS CO | $104.3M | 311.5K | 3.66% | Trimmed(-16.1%) |
| 9 | N NVDA NVIDIA CORPORATION | $98.2M | 490.8K | 3.45% | Trimmed(-0.1%) |
| 10 | G GOOGN ALPHABET INC | $95.5M | 267.1K | 3.35% | Trimmed(-2.7%) |
| 11 | C CW CURTISS WRIGHT CORP | $57.9M | 76.4K | 2.03% | Trimmed(-2.4%) |
| 12 | M MA MASTERCARD INCORPORATED | $48.4M | 94.2K | 1.70% | Added(+0.4%) |
| 13 | A AAPL APPLE INC | $43.9M | 151.7K | 1.54% | Trimmed(-1.4%) |
| 14 | A AEIS ADVANCED ENERGY INDS | $40.6M | 108.9K | 1.42% | Trimmed(-2.0%) |
| 15 | L LLY ELI LILLY & CO | $38.9M | 32.5K | 1.37% | Added(+2.0%) |
| 16 | M MSFT MICROSOFT CORP | $37.9M | 101.5K | 1.33% | Trimmed(-18.9%) |
| 17 | C C-PR CITIGROUP INC | $36.8M | 263.0K | 1.29% | Added(+39.1%) |
| 18 | A AMZN AMAZON COM INC | $34.3M | 143.8K | 1.20% | Added(+53.2%) |
| 19 | E EL LAUDER ESTEE COS INC | $32.3M | 409.6K | 1.13% | Added(+1.1%) |
| 20 | R RPRX SLB LIMITED | $32.3M | 694.8K | 1.13% | Added(+156.5%) |