Hardman Johnston Global Advisors 13F, Q2 2026
Hardman Johnston · quarter ending 30 June 2026 · filed 12 August 2026 · SEC CIK 1006364
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 77 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| CAMECO CORP | CCJ | $429.39M | 15.1% | +24% shares |
| TECHNIPFMC PLC | $385.82M | 13.5% | +230% shares | |
| ASML HLDG NV | $224.20M | 7.9% | -5% shares | |
| ICICI BANK LIMITED | IBN | $213.97M | 7.5% | +147% shares |
| MERCADOLIBRE INC | MELI | $130.14M | 4.6% | unchanged |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $125.71M | 4.4% | +5% shares |
| HOWMET AEROSPACE INC | HWM | $108.27M | 3.8% | -4% shares |
| VERTIV HOLDINGS CO | VRT | $104.29M | 3.7% | -16% shares |
| NVIDIA CORPORATION | NVDA | $98.20M | 3.5% | unchanged |
| ALPHABET INC | GOOGL | $95.45M | 3.4% | -3% shares |
| CURTISS WRIGHT CORP | CW | $57.90M | 2.0% | -2% shares |
| MASTERCARD INCORPORATED | MA | $48.37M | 1.7% | unchanged |
| APPLE INC | AAPL | $43.90M | 1.5% | unchanged |
| ADVANCED ENERGY INDS | AEIS | $40.60M | 1.4% | -2% shares |
| ELI LILLY & CO | LLY | $38.93M | 1.4% | +2% shares |
| MICROSOFT CORP | MSFT | $37.87M | 1.3% | -19% shares |
| CITIGROUP INC | C | $36.82M | 1.3% | +39% shares |
| AMAZON COM INC | AMZN | $34.26M | 1.2% | +53% shares |
| LAUDER ESTEE COS INC | EL | $32.34M | 1.1% | unchanged |
| SLB LIMITED | SLB | $32.30M | 1.1% | +157% shares |
| SHARKNINJA INC | $29.42M | 1.0% | unchanged | |
| VERTEX PHARMACEUTICALS INC | VRTX | $28.65M | 1.0% | unchanged |
| ILLUMINA INC | ILMN | $28.13M | 1.0% | +16% shares |
| SCHWAB CHARLES CORP | SCHW | $27.55M | 1.0% | unchanged |
| EDWARDS LIFESCIENCES CORP | EW | $26.33M | 0.9% | unchanged |
What changed since Q1 2026
Against the Q1 2026 filing, Hardman Johnston Global Advisors opened 5 new positions, added to 17, trimmed 19, left 36 unchanged and exited 1. 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 0001172661-26-003309, 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.