Hardman Johnston Global Advisors LLC
Q2 2026 13F filing
Updated 29 days ago77 disclosed positions worth $2.9B
Full holdings
Every line item disclosed in 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%) |
| 21 | S SN SHARKNINJA INC | $29.4M | 193.2K | 1.03% | Added(+0.4%) |
| 22 | V VRTX VERTEX PHARMACEUTICALS INC | $28.7M | 57.7K | 1.01% | Trimmed(-1.1%) |
| 23 | I ILMN ILLUMINA INC | $28.1M | 160.0K | 0.99% | Added(+16.1%) |
| 24 | S SCHW-PJ SCHWAB CHARLES CORP | $27.5M | 298.5K | 0.97% | Trimmed(-1.0%) |
| 25 | E EW EDWARDS LIFESCIENCES CORP | $26.3M | 291.1K | 0.92% | Added(+0.5%) |
| 26 | C CTVA CORTEVA INC | $26.1M | 308.1K | 0.92% | Trimmed(-2.9%) |
| 27 | U UBER UBER TECHNOLOGIES INC | $26M | 360.9K | 0.91% | Added(+1.8%) |
| 28 | S STMEF STMICROELECTRONICS N V | $24.2M | 322.7K | 0.85% | Trimmed(-40.5%) |
| 29 | S SWK STANLEY BLACK & DECKER INC | $22.9M | 243.5K | 0.80% | Added(+9.0%) |
| 30 | M MRSH MARSH & MCLENNAN COS INC | $22.4M | 134.7K | 0.79% | Trimmed(-0.5%) |
| 31 | H HXL HEXCEL CORP NEW | $21.9M | 218.8K | 0.77% | Trimmed(-0.1%) |
| 32 | A AVGO BROADCOM INC | $21M | 55.7K | 0.74% | Added(+115.4%) |
| 33 | I IQV IQVIA HLDGS INC | $19.5M | 101.1K | 0.69% | Trimmed(-0.7%) |
| 34 | A ADP AUTOMATIC DATA PROCESSING IN | $18M | 80.3K | 0.63% | Trimmed(-1.4%) |
| 35 | A ALB-PA ALBEMARLE CORP | $16.2M | 120.3K | 0.57% | Trimmed(-2.6%) |
| 36 | S STT-PG SPDR SERIES TRUST | $15.7M | 171.2K | 0.55% | Added(+1.9%) |
| 37 | E ELAN ELANCO ANIMAL HEALTH INC | $15.6M | 635.7K | 0.55% | Added(+2.1%) |
| 38 | M MDT MEDTRONIC PLC | $14.9M | 190.8K | 0.52% | Trimmed(-0.3%) |
| 39 | U UNH UNITEDHEALTH GROUP INC | $12.1M | 29.2K | 0.43% | Added(+20.1%) |
| 40 | O OLED UNIVERSAL DISPLAY CORP | $11.5M | 132.7K | 0.40% | Trimmed(-17.9%) |
| 41 | A ADBE ADOBE INC | $10.1M | 49.5K | 0.36% | Trimmed(-1.3%) |
| 42 | C CCZ COMCAST CORP NEW | $8.7M | 354.5K | 0.31% | Trimmed(-2.0%) |
| 43 | B BDX BECTON DICKINSON & CO | $8M | 52.8K | 0.28% | Trimmed(-1.2%) |
| 44 | G GOOGN ALPHABET INC | $8M | 22.6K | 0.28% | Trimmed(-6.2%) |
| 45 | N NFLX NETFLIX INC. | $7.3M | 102.7K | 0.26% | — |
| 46 | B BSX BOSTON SCIENTIFIC CORP | $7.2M | 168.4K | 0.25% | Added(+1.4%) |
| 47 | J JAZZ JAZZ PHARMACEUTICALS PLC | $6.9M | 28.8K | 0.24% | — |
| 48 | E EPDU ENTERPRISE PRODS PARTNERS L | $5.2M | 140.3K | 0.18% | Trimmed(-3.0%) |
| 49 | A ARGX ARGENX SE | $3.9M | 4.2K | 0.14% | — |
| 50 | A ABT ABBOTT LABORATORIES | $3.2M | 35.6K | 0.11% | Trimmed(-2.6%) |