Hardman Johnston Global Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Hardman Johnston Global Advisors LLC reported 77 stock positions worth $2.9 billion. Its top holding was Cameco (CCJ) at 15.1% of the portfolio, followed by Technipfmc (FTI, 13.5%) and ASML Holding NV-NY Reg SHS (ASML, 7.9%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 25 and reduced 33. The biggest buy was Technipfmc (FTI, shares +230%) and the biggest sale Microsoft (MSFT, shares −19%).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0001006364
Portfolio Value
$2.9B (Q2 2026)
SEC Filing
0001172661-26-003309 ↗ filed Aug 12, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.9B Q1 2024 Q2 2024: $2.6B Q2 2024 Q3 2024: $2.6B Q3 2024 Q4 2024: $2.4B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.9B $2.9B Q2 2026

Holdings 77 stocks · $2.9B
CCJ Cameco Corp. 15.07% 4,215,525 $429.4M Add +23.9%
FTI Technipfmc PLC 13.54% 5,819,258 $385.8M Add +230.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 7.87% 112,695 $224.2M Reduce -4.9%
IBN Icici Bank Ltd.-Spon ADR 7.51% 7,370,799 $214.0M Add +146.9%
MELI MercadoLibre Inc. 4.57% 76,673 $130.1M Add +0.7%
TSM Taiwan Semiconductor-SP ADR 4.41% 263,227 $125.7M Add +4.6%
HWM Howmet Aerospace Inc. 3.80% 402,710 $108.3M Reduce -4.1%
VRT Vertiv Holdings Co. Class A 3.66% 311,472 $104.3M Reduce -16.1%
NVDA Nvidia Corp. 3.45% 490,765 $98.2M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.35% 267,092 $95.5M Reduce -2.7%
CW Curtiss-Wright Corp. 2.03% 76,411 $57.9M Reduce -2.4%
MA Mastercard Inc. Class A 1.70% 94,184 $48.4M Add +0.4%
AAPL Apple Inc. 1.54% 151,706 $43.9M Reduce -1.4%
AEIS Advanced Energy Industries 1.42% 108,893 $40.6M Reduce -2.0%
LLY Eli Lilly & Co. 1.37% 32,461 $38.9M Add +2.0%
MSFT Microsoft Corp. 1.33% 101,524 $37.9M Reduce -18.9%
C Citigroup Inc. 1.29% 263,040 $36.8M Add +39.1%
AMZN Amazon.com Inc. 1.20% 143,758 $34.3M Add +53.2%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 1.13% 409,592 $32.3M Add +1.1%
SLB SLB Ltd. filed as SLB LIMITED 1.13% 694,803 $32.3M Add +156.5%
SN Sharkninja Inc. 1.03% 193,216 $29.4M Add +0.4%
VRTX Vertex Pharmaceuticals Inc. 1.01% 57,683 $28.7M Reduce -1.1%
ILMN Illumina Inc. 0.99% 159,994 $28.1M Add +16.1%
SCHW Schwab (charles) Corp. 0.97% 298,535 $27.5M Reduce -1.0%
EW Edwards Lifesciences Corp. 0.92% 291,072 $26.3M Add +0.5%
CTVA Corteva Inc. 0.92% 308,077 $26.1M Reduce -2.9%
UBER Uber Technologies Inc. 0.91% 360,920 $26.0M Add +1.8%
STM Stmicroelectronics NV-NY SHS 0.85% 322,724 $24.2M Reduce -40.5%
SWK Stanley Black & Decker Inc. 0.80% 243,515 $22.9M Add +9.0%
MRSH Marsh & McLennan Cos 0.79% 134,677 $22.4M Reduce -0.5%
HXL Hexcel Corp. 0.77% 218,772 $21.9M Reduce -0.1%
AVGO Broadcom Inc. 0.74% 55,702 $21.0M Add +115.4%
IQV Iqvia Holdings Inc. 0.69% 101,130 $19.5M Reduce -0.7%
ADP Automatic Data Processing 0.63% 80,332 $18.0M Reduce -1.4%
ALB Albemarle Corp. 0.57% 120,281 $16.2M Reduce -2.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.55% 171,220 $15.7M Add +1.9%
ELAN Elanco Animal Health Inc. 0.55% 635,690 $15.6M Add +2.1%
MDT Medtronic PLC 0.52% 190,834 $14.9M Reduce -0.3%
UNH Unitedhealth Group Inc. 0.43% 29,181 $12.1M Add +20.1%
OLED Universal Display Corp. 0.40% 132,685 $11.5M Reduce -17.9%
ADBE Adobe Inc. 0.36% 49,489 $10.1M Reduce -1.3%
CMCSA Comcast Corp. Class A 0.31% 354,500 $8.7M Reduce -2.0%
BDX Becton Dickinson and Co. 0.28% 52,806 $8.0M Reduce -1.2%
GOOG Alphabet Inc. Class C 0.28% 22,586 $8.0M Reduce -6.2%
NFLX Netflix Inc. 0.26% 102,740 $7.3M New
BSX Boston Scientific Corp. 0.25% 168,360 $7.2M Add +1.4%
JAZZ Jazz Pharmaceuticals PLC 0.24% 28,817 $6.9M New
EPD Enterprise Products Partners 0.18% 140,264 $5.2M Reduce -3.0%
ARGX Argenx SE - ADR 0.14% 4,185 $3.9M New
ABT Abbott Laboratories 0.11% 35,578 $3.2M Reduce -2.6%
EOG EOG Resources Inc. 0.11% 24,460 $3.2M Add +80.1%
PLD Prologis Inc. 0.11% 22,352 $3.0M Reduce -2.3%
WAT Waters Corp. 0.10% 7,702 $2.9M Add +6.6%
META Meta Platforms Inc. Class A 0.09% 4,802 $2.7M Reduce -77.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.09% 10,630 $2.5M No change
PG The Procter & Gamble Co. 0.09% 16,700 $2.4M No change
OKE Oneok Inc. 0.08% 27,487 $2.4M Add +91.5%
PYPL PayPal Holdings Inc. 0.06% 36,310 $1.6M No change
CVX Chevron Corp. 0.05% 9,335 $1.5M No change
MRK Merck & Co. Inc. 0.05% 11,210 $1.4M No change
MCHP Microchip Technology Inc. 0.05% 14,650 $1.3M Reduce -0.7%
XOM Exxon Mobil Corp. 0.04% 8,883 $1.2M No change
LXP LXP Industrial Trust 0.04% 19,500 $1.1M Add +18.2%
NWL Newell Brands Inc. 0.03% 150,000 $921K New
NBIS Nebius Group NV 0.03% 3,260 $900K Reduce -49.1%
ES Eversource Energy 0.03% 12,000 $867K No change
PFE Pfizer Inc. 0.02% 27,600 $665K No change
BA The Boeing Co. 0.02% 2,625 $568K No change
HSY The Hershey Co. 0.02% 2,900 $509K No change
VSNT Versant Media Group Inc. 0.02% 13,738 $495K Reduce -0.9%
GEV GE Vernova Inc. 0.02% 411 $483K Reduce -19.6%
GE General Electric filed as GE AEROSPACE 0.01% 946 $354K No change
SHEL Shell PLC-ADR 0.01% 4,300 $333K Reduce -14.0%
HIW Highwoods Properties Inc. 0.01% 9,700 $293K No change
IAU iShares Gold Trust 0.01% 3,600 $272K No change
TCOM Trip.com Group Ltd.-ADR 0.01% 5,750 $229K No change
UNP Union Pacific Corp. 0.01% 754 $205K New

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -18.9% 1.33% −0.87
HWM Howmet Aerospace Inc. Reduce -4.1% 3.80% −0.80
VRT Vertiv Holdings Co. Class A Reduce -16.1% 3.66% −0.76
NVDA Nvidia Corp. Reduce -0.1% 3.45% −0.62
CW Curtiss-Wright Corp. Reduce -2.4% 2.03% −0.50
ALB Albemarle Corp. Reduce -2.6% 0.57% −0.48
META Meta Platforms Inc. Class A Reduce -77.1% 0.09% −0.47
GOOGL Alphabet Inc. Class A Reduce -2.7% 3.35% −0.40
SCHW Schwab (charles) Corp. Reduce -1.0% 0.97% −0.38
CTVA Corteva Inc. Reduce -2.9% 0.92% −0.35
MRSH Marsh & McLennan Cos Reduce -0.5% 0.79% −0.33
AAPL Apple Inc. Reduce -1.4% 1.54% −0.31
OLED Universal Display Corp. Reduce -17.9% 0.40% −0.30
AEIS Advanced Energy Industries Reduce -2.0% 1.42% −0.28
MDT Medtronic PLC Reduce -0.3% 0.52% −0.26
VRTX Vertex Pharmaceuticals Inc. Reduce -1.1% 1.01% −0.23
ADBE Adobe Inc. Reduce -1.3% 0.36% −0.22
CMCSA Comcast Corp. Class A Reduce -2.0% 0.31% −0.19
ADP Automatic Data Processing Reduce -1.4% 0.63% −0.16
IQV Iqvia Holdings Inc. Reduce -0.7% 0.69% −0.14
BDX Becton Dickinson and Co. Reduce -1.2% 0.28% −0.12
TMUS T-Mobile US Inc. Sold out 0.00% −0.10
EPD Enterprise Products Partners Reduce -3.0% 0.18% −0.08
HXL Hexcel Corp. Reduce -0.1% 0.77% −0.07
ABT Abbott Laboratories Reduce -2.6% 0.11% −0.07
GOOG Alphabet Inc. Class C Reduce -6.2% 0.28% −0.05
STM Stmicroelectronics NV-NY SHS Reduce -40.5% 0.85% −0.04
PLD Prologis Inc. Reduce -2.3% 0.11% −0.04
SHEL Shell PLC-ADR Reduce -14.0% 0.01% −0.01
VSNT Versant Media Group Inc. Reduce -0.9% 0.02% −0.01
GEV GE Vernova Inc. Reduce -19.6% 0.02% −0.00
NBIS Nebius Group NV Reduce -49.1% 0.03% 0.00
MCHP Microchip Technology Inc. Reduce -0.7% 0.05% +0.00
ASML ASML Holding NV-NY Reg SHS Reduce -4.9% 7.87% +0.43

Portfolio Buys Q1 2026 → Q2 2026
FTI Technipfmc PLC Add +230.3% 13.54% +7.75
IBN Icici Bank Ltd.-Spon ADR Add +146.9% 7.51% +3.83
SLB SLB Ltd. Add +156.5% 1.13% +0.47
TSM Taiwan Semiconductor-SP ADR Add +4.6% 4.41% +0.37
AVGO Broadcom Inc. Add +115.4% 0.74% +0.36
AMZN Amazon.com Inc. Add +53.2% 1.20% +0.27
C Citigroup Inc. Add +39.1% 1.29% +0.27
NFLX Netflix Inc. New 0.26% +0.26
JAZZ Jazz Pharmaceuticals PLC New 0.24% +0.24
ILMN Illumina Inc. Add +16.1% 0.99% +0.18
ARGX Argenx SE - ADR New 0.14% +0.14
UNH Unitedhealth Group Inc. Add +20.1% 0.43% +0.11
SN Sharkninja Inc. Add +0.4% 1.03% +0.06
SWK Stanley Black & Decker Inc. Add +9.0% 0.80% +0.05
NWL Newell Brands Inc. New 0.03% +0.03
OKE Oneok Inc. Add +91.5% 0.08% +0.02
EOG EOG Resources Inc. Add +80.1% 0.11% +0.02
UNP Union Pacific Corp. New 0.01% +0.01
LXP LXP Industrial Trust Add +18.2% 0.04% +0.00
WAT Waters Corp. Add +6.6% 0.10% −0.00
LLY Eli Lilly & Co. Add +2.0% 1.37% −0.02
ELAN Elanco Animal Health Inc. Add +2.1% 0.55% −0.16
EW Edwards Lifesciences Corp. Add +0.5% 0.92% −0.18
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.9% 0.55% −0.18
BSX Boston Scientific Corp. Add +1.4% 0.25% −0.24
EL Estee Lauder Companies Class A Add +1.1% 1.13% −0.25
UBER Uber Technologies Inc. Add +1.8% 0.91% −0.30
MA Mastercard Inc. Class A Add +0.4% 1.70% −0.53
MELI MercadoLibre Inc. Add +0.7% 4.57% −1.69
CCJ Cameco Corp. Add +23.9% 15.07% −2.48

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$2.9BCCJ, FTI, ASML, IBN, MELI
Q1 2026 73$2.1BCCJ, ASML, MELI, FTI, HWM
Q4 2025 71$2.1BASML, IBN, HDB, MELI, HWM
Q3 2025 72$2.0BMELI, IBN, HDB, ASML, NVDA
Q2 2025 73$2.3BMELI, IBN, HDB, ASML, NVDA
Q1 2025 73$2.1BIBN, HDB, MELI, TEAM, ASML
Q4 2024 80$2.4BMELI, HDB, IBN, FTI, TEAM
Q3 2024 77$2.6BMELI, FTI, HDB, IBN, HWM
Q2 2024 74$2.6BMELI, FTI, HDB, IBN, ASML
Q1 2024 76$2.9BMELI, FTI, IBN, TEAM, ASML