Hardman Johnston Global Advisors LLC

CIK 0001006364 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Hardman Johnston Global Advisors LLC reported 77 positions worth $2.85B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: CCJ (15.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.85B
2026 Q2
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.2%
Est. Net Flow (Q)
2026 Q2
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CCJCAMECO CORPSH$429.4M15.07%4,215,525
2FTITECHNIPFMC PLCSH$385.8M13.54%5,819,258
3ASMLASML HLDG NVSH$224.2M7.87%112,695
4IBNICICI BANK LIMITEDSH$214.0M7.51%7,370,799
5MELIMERCADOLIBRE INCSH$130.1M4.57%76,673
6TSMTAIWAN SEMICONDUCTOR MANUFACSH$125.7M4.41%263,227
7HWMHOWMET AEROSPACE INCSH$108.3M3.80%402,710
8VRTVERTIV HOLDINGS COSH$104.3M3.66%311,472
9NVDANVIDIA CORPORATIONSH$98.2M3.45%490,765
10GOOGLALPHABET INCSH$95.5M3.35%267,092

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hardman Johnston Global Advisors LLC hold as of Q2 2026?

Hardman Johnston Global Advisors LLC reported 77 positions worth $2.85B in its Q2 2026 13F filing. Largest positions: CCJ (15.1%), FTI (13.5%), ASML (7.9%), IBN (7.5%) and MELI (4.6%).

What did Hardman Johnston Global Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hardman Johnston Global Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.