Institutions / Hardman Johnston Global Advisors LLC
Hardman Johnston Global Advisors LLC
CIK 1006364 · Institution · as of Mar 31, 2026
Portfolio value
$2.10B
Positions
73
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.10B+0.3%Positions
73+2.8%Top holdings
Mar 31, 2026View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| Cameco Corp | $369.40M | 17.5% |
| Asml Hldg NV | $156.55M | 7.4% |
| MercadoLibre, Inc. | $131.71M | 6.3% |
| TechnipFMC plc | $121.78M | 5.8% |
| Howmet Aerospace Inc. | $96.79M | 4.6% |
| Vertiv Holdings Co | $93.06M | 4.4% |
| NVIDIA Corp | $85.67M | 4.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $85.08M | 4.0% |
| Alphabet Inc. | $78.92M | 3.7% |
| Icici Bank LtdIBN | $77.31M | 3.7% |
| Curtiss Wright Corp | $53.31M | 2.5% |
| Mastercard Inc | $46.87M | 2.2% |
| Microsoft Corp | $46.32M | 2.2% |
| Apple Inc. | $39.04M | 1.9% |
| Advanced Energy Industries Inc | $35.86M | 1.7% |
| ELI LILLY & Co | $29.27M | 1.4% |
| Estee Lauder Cos Inc/The | $29.06M | 1.4% |
| Schwab Charles Corp | $28.34M | 1.3% |
| Corteva, Inc. | $26.56M | 1.3% |
| Vertex Pharmaceuticals Inc / Ma | $26.06M | 1.2% |
| Uber Technologies, Inc | $25.50M | 1.2% |
| Marsh & McLennan Companies, Inc. | $23.48M | 1.1% |
| Edwards Lifesciences Corp | $23.19M | 1.1% |
| Albemarle Corp | $22.18M | 1.1% |
| Citigroup Inc | $21.44M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 13321L108 | $360.19M | +3.3M +3911.23% | 3,401,119 17.55% of portfolio | high |
| Q1 2026 as of | Exit | HDB Hdfc Bank Ltd ADR | $-161.82M | -4.4M -100.00% | — | high |
| Q1 2026 as of | New | TechnipFMC plc | $121.78M | +1.8M | 1,761,612 5.79% of portfolio | high |
| Q1 2026 as of | Trim | IBN Icici Bank Ltd ADR | $-65.83M | -2.5M -45.99% | 2,984,885 3.67% of portfolio | high |
| Q1 2026 as of | Exit | 046353108 | $-50.28M | -547K -100.00% | — | high |
| Q1 2026 as of | Trim | N07059210 | $-49.50M | -37K -24.02% | 118,526 7.44% of portfolio | medium |
| Q1 2026 as of | Exit | Bank of America Corp /De | $-30.69M | -558K -100.00% | — | medium |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-19.28M | -57K -18.48% | 251,742 4.04% of portfolio | medium |
| Q1 2026 as of | Trim | Howmet Aerospace Inc. | $-18.33M | -80K -15.92% | 419,965 4.60% of portfolio | medium |
| Q1 2026 as of | New | 78468R663 | $15.40M | +168K | 168,020 0.73% of portfolio | medium |