Institutional
Hardman Johnston Global Advisors LLC
CIK 0001006364
$2.10B
Reported AUM
73
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Hardman Johnston Global Advisors LLC · Q1 2026
AI · grounded in 13F
Hardman Johnston Global Advisors LLC closed its position in HDB for a reduction of $161.8M. The fund established a new position in FTI worth $121.8M and added a new position in BIL totaling $15.4M. Other notable exits included closing positions in AZNN for $50.3M and BAC for $30.7M. The fund also accumulated shares of CCJ, increasing its holding by 3,911%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | $369.4M | 17.55% | +3,316,329 | +3911.2% |
| 2 | ASML | ASML HLDG NV | $156.6M | 7.44% | -37,478 | -24.0% |
| 3 | MELI | MERCADOLIBRE INC | $131.7M | 6.26% | -563 | -0.7% |
| 4 | FTI | TECHNIPFMC PLC | $121.8M | 5.79% | +1,761,612 | NEW |
| 5 | HWM | HOWMET AEROSPACE INC | $96.8M | 4.60% | -79,541 | -15.9% |
| 6 | VRT | VERTIV HOLDINGS CO | $93.1M | 4.42% | -49,545 | -11.8% |
| 7 | NVDA | NVIDIA CORPORATION | $85.7M | 4.07% | -31,516 | -6.0% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.1M | 4.04% | -57,050 | -18.5% |
| 9 | GOOGL | ALPHABET INC | $78.9M | 3.75% | -39,178 | -12.5% |
| 10 | IBN | ICICI BANK LIMITED | $77.3M | 3.67% | -2,541,732 | -46.0% |
| 11 | CW | CURTISS WRIGHT CORP | $53.3M | 2.53% | -7,182 | -8.4% |
| 12 | MA | MASTERCARD INCORPORATED | $46.9M | 2.23% | -4,958 | -5.0% |
| 13 | MSFT | MICROSOFT CORP | $46.3M | 2.20% | -34,100 | -21.4% |
| 14 | AAPL | APPLE INC | $39.0M | 1.85% | -17,961 | -10.5% |
| 15 | AEIS | ADVANCED ENERGY INDS | $35.9M | 1.70% | -10,854 | -8.9% |
| 16 | LLY | ELI LILLY & CO | $29.3M | 1.39% | -380 | -1.2% |
| 17 | EL | LAUDER ESTEE COS INC | $29.1M | 1.38% | -5,742 | -1.4% |
| 18 | SCHW | SCHWAB CHARLES CORP | $28.3M | 1.35% | -28,299 | -8.6% |
| 19 | CTVA | CORTEVA INC | $26.6M | 1.26% | -15,540 | -4.7% |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $26.1M | 1.24% | -5,449 | -8.5% |
| 21 | UBER | UBER TECHNOLOGIES INC | $25.5M | 1.21% | -7,130 | -2.0% |
| 22 | MRSH | MARSH & MCLENNAN COS INC | $23.5M | 1.12% | -8,579 | -6.0% |
| 23 | EW | EDWARDS LIFESCIENCES CORP | $23.2M | 1.10% | -27,164 | -8.6% |
| 24 | ALB | ALBEMARLE CORP | $22.2M | 1.05% | +18,043 | +17.1% |
| 25 | C | CITIGROUP INC | $21.4M | 1.02% | -10,370 | -5.2% |
| 26 | SN | SHARKNINJA INC | $20.4M | 0.97% | -14,243 | -6.9% |
| 27 | AMZN | AMAZON COM INC | $19.5M | 0.93% | -48,325 | -34.0% |
| 28 | STM | STMICROELECTRONICS N V | $18.7M | 0.89% | +169,614 | +45.5% |
| 29 | HXL | HEXCEL CORP NEW | $17.7M | 0.84% | -20,565 | -8.6% |
| 30 | IQV | IQVIA HLDGS INC | $17.4M | 0.82% | -8,082 | -7.4% |
| 31 | ILMN | ILLUMINA INC | $17.0M | 0.81% | +10,545 | +8.3% |
| 32 | MDT | MEDTRONIC PLC | $16.6M | 0.79% | -7,360 | -3.7% |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | $16.6M | 0.79% | -10,323 | -11.2% |
| 34 | SWK | STANLEY BLACK & DECKER INC | $15.9M | 0.75% | +114,916 | +105.8% |
| 35 | BIL | SPDR SERIES TRUST | $15.4M | 0.73% | +168,020 | NEW |
| 36 | ELAN | ELANCO ANIMAL HEALTH INC | $14.9M | 0.71% | -8,170 | -1.3% |
| 37 | OLED | UNIVERSAL DISPLAY CORP | $14.8M | 0.70% | -1,571 | -1.0% |
| 38 | SLB | SLB LIMITED | $13.9M | 0.66% | +204,770 | +309.6% |
| 39 | ADBE | ADOBE INC | $12.2M | 0.58% | -6,058 | -10.8% |
| 40 | META | META PLATFORMS INC | $12.0M | 0.57% | -660 | -3.1% |
| 41 | BSX | BOSTON SCIENTIFIC CORP | $10.4M | 0.49% | -62,240 | -27.3% |
| 42 | CMCSA | COMCAST CORP NEW | $10.4M | 0.49% | -39,706 | -9.9% |
| 43 | BDX | BECTON DICKINSON & CO | $8.4M | 0.40% | -3,247 | -5.7% |
| 44 | AVGO | BROADCOM INC | $8.0M | 0.38% | +15,030 | +138.8% |
| 45 | GOOG | ALPHABET INC | $6.9M | 0.33% | -7,948 | -24.8% |
| 46 | UNH | UNITEDHEALTH GROUP INC | $6.6M | 0.31% | -803 | -3.2% |
| 47 | EPD | ENTERPRISE PRODS PARTNERS L | $5.5M | 0.26% | -34,214 | -19.1% |
| 48 | ABT | ABBOTT LABORATORIES | $3.8M | 0.18% | -7,163 | -16.4% |
| 49 | PLD | PROLOGIS INC. | $3.0M | 0.14% | -3,436 | -13.1% |
| 50 | PG | PROCTER & GAMBLE CO | $2.4M | 0.11% | — | HELD |
| 51 | MTB | M & T BK CORP | $2.2M | 0.10% | — | HELD |
| 52 | WAT | WATERS CORP | $2.2M | 0.10% | +7,226 | NEW |
| 53 | TMUS | T-MOBILE US INC | $2.1M | 0.10% | -1,025 | -9.1% |
| 54 | EOG | EOG RES INC | $2.0M | 0.09% | +13,580 | NEW |
| 55 | CVX | CHEVRON CORPORATION | $1.9M | 0.09% | +3,935 | +72.9% |
| 56 | PYPL | PAYPAL HLDGS INC | $1.6M | 0.08% | -250,605 | -87.3% |
| 57 | XOM | EXXON MOBIL CORP | $1.5M | 0.07% | — | HELD |
| 58 | MRK | MERCK & CO INC | $1.3M | 0.06% | -1,540 | -12.1% |
| 59 | OKE | ONEOK INC NEW | $1.3M | 0.06% | +3,494 | +32.2% |
| 60 | MCHP | MICROCHIP TECHNOLOGY INC. | $953K | 0.05% | +8,850 | +150.0% |
| 61 | ES | EVERSOURCE ENERGY | $831K | 0.04% | +9,000 | +300.0% |
| 62 | PFE | PFIZER INC | $775K | 0.04% | +27,600 | NEW |
| 63 | LXP | LXP INDUSTRIAL TRUST | $763K | 0.04% | +16,500 | NEW |
| 64 | NBIS | NEBIUS GROUP N.V. | $665K | 0.03% | +1,740 | +37.3% |
| 65 | HSY | HERSHEY CO | $603K | 0.03% | — | HELD |
| 66 | BA | BOEING CO | $522K | 0.02% | +70 | +2.7% |
| 67 | VSNT | VERSANT MEDIA GROUP INC | $513K | 0.02% | +13,857 | NEW |
| 68 | SHEL | SHELL PLC | $465K | 0.02% | — | HELD |
| 69 | GEV | GE VERNOVA INC | $446K | 0.02% | — | HELD |
| 70 | IAU | ISHARES GOLD TR | $317K | 0.02% | — | HELD |
| 71 | TCOM | TRIP COM GROUP LTD | $286K | 0.01% | — | HELD |
| 72 | GE | GE AEROSPACE | $268K | 0.01% | -200 | -17.5% |
| 73 | HIW | HIGHWOODS PPTYS INC | $208K | 0.01% | — | HELD |
| 74 | HDB | HDFC BANK LTD | — | — | -4,428,563 | EXITED |
| 75 | AZNN | ASTRAZENECA PLC | — | — | -546,923 | EXITED |
| 76 | BAC | BANK AMERICA CORP | — | — | -557,970 | EXITED |
| 77 | TEAM | ATLASSIAN CORPORATION | — | — | -35,447 | EXITED |
| 78 | VEA | VANGUARD TAX-MANAGED FDS | — | — | -26,640 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001808. 13F discloses long positions only — shorts, foreign equities, and options are excluded.