Hardman Johnston Global Advisors LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
CAMECO CORP	—	$369.40M	3,401,119	17.5%
ASML HLDG NV	—	$156.55M	118,526	7.4%
MercadoLibre, Inc.	—	$131.71M	76,178	6.3%
TechnipFMC plc	—	$121.78M	1,761,612	5.8%
Howmet Aerospace Inc.	—	$96.79M	419,965	4.6%
Vertiv Holdings Co	—	$93.06M	371,396	4.4%
NVIDIA Corp	—	$85.67M	491,240	4.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$85.08M	251,742	4.0%
Alphabet Inc.	—	$78.92M	274,454	3.7%
ICICI BANK LTDIBN	ADR	$77.31M	2,984,885	3.7%
CURTISS WRIGHT CORP	—	$53.31M	78,267	2.5%
Mastercard Inc	—	$46.87M	93,812	2.2%
MICROSOFT CORP	—	$46.32M	125,120	2.2%
Apple Inc.	—	$39.04M	153,836	1.9%
ADVANCED ENERGY INDUSTRIES INC	—	$35.86M	111,130	1.7%
ELI LILLY & Co	—	$29.27M	31,819	1.4%
Estee Lauder Cos Inc/The	—	$29.06M	404,922	1.4%
SCHWAB CHARLES CORP	—	$28.34M	301,580	1.3%
Corteva, Inc.	—	$26.56M	317,318	1.3%
VERTEX PHARMACEUTICALS INC / MA	—	$26.06M	58,357	1.2%
Uber Technologies, Inc	—	$25.50M	354,580	1.2%
MARSH & MCLENNAN COMPANIES, INC.	—	$23.48M	135,391	1.1%
Edwards Lifesciences Corp	—	$23.19M	289,606	1.1%
ALBEMARLE CORP	—	$22.18M	123,541	1.1%
CITIGROUP INC	—	$21.44M	189,080	1.0%
SHARKNINJA INC	—	$20.39M	192,519	1.0%
Amazon.com Inc	—	$19.54M	93,833	0.9%
STMICROELECTRONICS N V	—	$18.73M	542,045	0.9%
HEXCEL CORP /DE	—	$17.72M	218,982	0.8%
IQVIA HOLDINGS INC.	—	$17.37M	101,825	0.8%
Illumina Inc	—	$16.98M	137,781	0.8%
Medtronic plc	—	$16.59M	191,504	0.8%
AUTOMATIC DATA PROCESSING INC	—	$16.56M	81,484	0.8%
STANLEY BLACK & DECKER, INC.	—	$15.88M	223,484	0.8%
SPDR SERIES TRUST	—	$15.40M	168,020	0.7%
Elanco Animal Health Inc	—	$14.90M	622,670	0.7%
Universal Display Corp	—	$14.82M	161,715	0.7%
SLB LIMITED/NV	—	$13.92M	270,913	0.7%
ADOBE INC.	—	$12.18M	50,121	0.6%
Meta Platforms Inc	—	$11.98M	20,945	0.6%
BOSTON SCIENTIFIC CORP	—	$10.42M	166,024	0.5%
Comcast Corp.	—	$10.38M	361,655	0.5%
Becton Dickinson & Co	—	$8.40M	53,450	0.4%
Broadcom Inc.	—	$8.00M	25,858	0.4%
Alphabet Inc.	—	$6.91M	24,082	0.3%
UNITEDHEALTH GROUP INC	—	$6.58M	24,308	0.3%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$5.47M	144,671	0.3%
ABBOTT LABORATORIES	—	$3.75M	36,548	0.2%
Prologis Inc	—	$3.02M	22,871	0.1%
PROCTER & GAMBLE Co	—	$2.41M	16,700	0.1%