Hardman Johnston
Hardman Johnston Global Advisors · SEC CIK 1006364
Global growth, bottom up.
Q1 2026
Latest 13F
$2.10B
Filed US book
73
Positions
Largest holdings, as filed
Top 15 of 73 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| CAMECO CORP | CCJ | $369.40M | 17.6% |
| ASML HLDG NV | $156.55M | 7.4% | |
| MERCADOLIBRE INC | MELI | $131.71M | 6.3% |
| TECHNIPFMC PLC | $121.78M | 5.8% | |
| HOWMET AEROSPACE INC | HWM | $96.79M | 4.6% |
| VERTIV HOLDINGS CO | VRT | $93.06M | 4.4% |
| NVIDIA CORPORATION | NVDA | $85.67M | 4.1% |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $85.08M | 4.0% |
| ALPHABET INC | GOOGL | $78.92M | 3.8% |
| ICICI BANK LIMITED | IBN | $77.31M | 3.7% |
| CURTISS WRIGHT CORP | CW | $53.31M | 2.5% |
| MASTERCARD INCORPORATED | MA | $46.87M | 2.2% |
| MICROSOFT CORP | MSFT | $46.32M | 2.2% |
| APPLE INC | AAPL | $39.04M | 1.9% |
| ADVANCED ENERGY INDS | AEIS | $35.86M | 1.7% |
Inside the app: the full book for Hardman Johnston Global Advisors, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.