Hardman Johnston Global Advisors 13F, Q1 2026
Hardman Johnston · quarter ending 31 March 2026 · filed 13 May 2026 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 73 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| CAMECO CORP | CCJ | $369.40M | 17.6% | +3911% shares |
| ASML HLDG NV | $156.55M | 7.4% | -24% shares | |
| MERCADOLIBRE INC | MELI | $131.71M | 6.3% | unchanged |
| TECHNIPFMC PLC | $121.78M | 5.8% | new | |
| HOWMET AEROSPACE INC | HWM | $96.79M | 4.6% | -16% shares |
| VERTIV HOLDINGS CO | VRT | $93.06M | 4.4% | -12% shares |
| NVIDIA CORPORATION | NVDA | $85.67M | 4.1% | -6% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $85.08M | 4.0% | -19% shares |
| ALPHABET INC | GOOGL | $78.92M | 3.8% | -13% shares |
| ICICI BANK LIMITED | IBN | $77.31M | 3.7% | -46% shares |
| CURTISS WRIGHT CORP | CW | $53.31M | 2.5% | -8% shares |
| MASTERCARD INCORPORATED | MA | $46.87M | 2.2% | -5% shares |
| MICROSOFT CORP | MSFT | $46.32M | 2.2% | -21% shares |
| APPLE INC | AAPL | $39.04M | 1.9% | -11% shares |
| ADVANCED ENERGY INDS | AEIS | $35.86M | 1.7% | -9% shares |
| ELI LILLY & CO | LLY | $29.27M | 1.4% | unchanged |
| LAUDER ESTEE COS INC | EL | $29.06M | 1.4% | unchanged |
| SCHWAB CHARLES CORP | SCHW | $28.34M | 1.4% | -9% shares |
| CORTEVA INC | CTVA | $26.56M | 1.3% | -5% shares |
| VERTEX PHARMACEUTICALS INC | VRTX | $26.06M | 1.2% | -9% shares |
| UBER TECHNOLOGIES INC | UBER | $25.50M | 1.2% | unchanged |
| MARSH & MCLENNAN COS INC | MRSH | $23.48M | 1.1% | -6% shares |
| EDWARDS LIFESCIENCES CORP | EW | $23.19M | 1.1% | -9% shares |
| ALBEMARLE CORP | ALB | $22.18M | 1.1% | +17% shares |
| CITIGROUP INC | C | $21.44M | 1.0% | -5% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Hardman Johnston Global Advisors opened 7 new positions, added to 13, trimmed 38, left 15 unchanged and exited 5. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-001808, filed by Hardman Johnston Global Advisors LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.