Hardman Johnston Global Advisors portfolio
Hardman Johnston Global Advisors · SEC CIK 1006364
Global growth, bottom up.
This filing is 94 days old. Hardman Johnston Global Advisors keeps roughly 94% of its positions in a typical quarter, so about 94% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 77 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| CAMECO CORP | CCJ | $429.39M | 15.1% | |
| TECHNIPFMC PLC | $385.82M | 13.5% | n/a | |
| ASML HLDG NV | $224.20M | 7.9% | n/a | |
| ICICI BANK LIMITED | IBN | $213.97M | 7.5% | |
| MERCADOLIBRE INC | MELI | $130.14M | 4.6% | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $125.71M | 4.4% | |
| HOWMET AEROSPACE INC | HWM | $108.27M | 3.8% | |
| VERTIV HOLDINGS CO | VRT | $104.29M | 3.7% | |
| NVIDIA CORPORATION | NVDA | $98.20M | 3.5% | |
| ALPHABET INC | GOOGL | $95.45M | 3.4% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was CCJ (shares up 24%), now $429.39M; the largest trim was HWM (shares down 4%). All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
None of the previous quarter's 40 largest positions disappeared from the latest filing.
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Hardman Johnston's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Hardman Johnston Global Advisors are CCJ (15.1% of the book), TECHNIPFMC PLC (13.5% of the book), ASML HLDG NV (7.9% of the book).
How big is Hardman Johnston Global Advisors's portfolio?
The latest 13F reports $2.85B across 77 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Hardman Johnston still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Hardman Johnston Global Advisors's own filing history, the fund keeps roughly 94% of positions in a typical quarter, so at 94 days since the period end roughly 94% of this book is likely intact. The snapshot half-life for this fund is about 1104 days.
What did Hardman Johnston buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was CCJ (shares up 24%), now $429.39M; the largest trim was HWM (shares down 4%). All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Hardman Johnston Global Advisors, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.