Hardman Johnston Global Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Hardman Johnston Global Advisors LLC reported 71 stock positions worth $2.1 billion. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 8.0% of the portfolio, followed by Icici Bank Ltd.-Spon ADR (IBN, 7.8%) and HDFC Bank Ltd.-ADR (HDB, 7.7%). Compared with Q3 2025, it opened 3 new positions, sold out of 4, added to 21 and reduced 32. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +21%) and the biggest sale MercadoLibre (MELI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001172661-26-000276 ↗ filed Jan 23, 2026
Holdings Value
Holdings 71 stocks · $2.1B
| ASML ASML Holding NV-NY Reg SHS | 7.95% | 156,004 | $166.9M | Add +21.1% |
| IBN Icici Bank Ltd.-Spon ADR | 7.85% | 5,526,617 | $164.7M | Reduce -3.6% |
| HDB HDFC Bank Ltd.-ADR | 7.71% | 4,428,563 | $161.8M | Add +3.7% |
| MELI MercadoLibre Inc. | 7.37% | 76,741 | $154.6M | Reduce -1.1% |
| HWM Howmet Aerospace Inc. | 4.88% | 499,506 | $102.4M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 4.68% | 313,632 | $98.2M | Add +4.6% |
| NVDA Nvidia Corp. | 4.65% | 522,756 | $97.5M | Reduce -9.6% |
| TSM Taiwan Semiconductor-SP ADR | 4.47% | 308,792 | $93.8M | Add +1.2% |
| MSFT Microsoft Corp. | 3.67% | 159,220 | $77.0M | Add +0.8% |
| VRT Vertiv Holdings Co. Class A | 3.25% | 420,941 | $68.2M | Add +19.5% |
| MA Mastercard Inc. Class A | 2.69% | 98,770 | $56.4M | Reduce -11.0% |
| AZN Astrazeneca PLC-Spons ADR | 2.40% | 546,923 | $50.3M | Reduce -2.6% |
| CW Curtiss-Wright Corp. | 2.24% | 85,449 | $47.1M | Reduce -11.6% |
| AAPL Apple Inc. | 2.23% | 171,797 | $46.7M | Reduce -8.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.05% | 410,664 | $43.0M | Add +62.9% |
| LLY Eli Lilly & Co. | 1.65% | 32,199 | $34.6M | Add +181.3% |
| SCHW Schwab (charles) Corp. | 1.57% | 329,879 | $33.0M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 1.56% | 142,158 | $32.8M | Add +55.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.46% | 557,970 | $30.7M | Add +16.8% |
| UBER Uber Technologies Inc. | 1.41% | 361,710 | $29.6M | Add +3.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.38% | 63,806 | $28.9M | Reduce -19.4% |
| EW Edwards Lifesciences Corp. | 1.29% | 316,770 | $27.0M | Reduce -9.7% |
| MRSH Marsh & McLennan Cos | 1.27% | 143,970 | $26.7M | Reduce -10.0% |
| AEIS Advanced Energy Industries | 1.22% | 121,984 | $25.5M | Reduce -12.8% |
| IQV Iqvia Holdings Inc. | 1.18% | 109,907 | $24.8M | Reduce -8.2% |
| ADP Automatic Data Processing | 1.13% | 91,807 | $23.6M | Reduce -5.6% |
| C Citigroup Inc. | 1.11% | 199,450 | $23.3M | New |
| SN Sharkninja Inc. | 1.10% | 206,762 | $23.1M | Reduce -8.2% |
| CTVA Corteva Inc. | 1.06% | 332,858 | $22.3M | Reduce -46.1% |
| BSX Boston Scientific Corp. | 1.04% | 228,264 | $21.8M | Reduce -3.8% |
| ADBE Adobe Inc. | 0.94% | 56,179 | $19.7M | Reduce -4.8% |
| MDT Medtronic PLC | 0.91% | 198,864 | $19.1M | Reduce -15.4% |
| OLED Universal Display Corp. | 0.91% | 163,286 | $19.1M | Reduce -23.0% |
| HXL Hexcel Corp. | 0.84% | 239,547 | $17.7M | Reduce -13.2% |
| PYPL PayPal Holdings Inc. | 0.80% | 286,915 | $16.8M | Reduce -10.9% |
| ILMN Illumina Inc. | 0.80% | 127,236 | $16.7M | Reduce -19.2% |
| ALB Albemarle Corp. | 0.71% | 105,498 | $14.9M | Add +0.2% |
| ELAN Elanco Animal Health Inc. | 0.68% | 630,840 | $14.3M | New |
| META Meta Platforms Inc. Class A | 0.68% | 21,605 | $14.3M | Reduce -51.7% |
| CMCSA Comcast Corp. Class A | 0.57% | 401,361 | $12.0M | Reduce -19.4% |
| BDX Becton Dickinson and Co. | 0.52% | 56,697 | $11.0M | Reduce -14.2% |
| GOOG Alphabet Inc. Class C | 0.48% | 32,030 | $10.1M | Add +28.1% |
| STM Stmicroelectronics NV-NY SHS | 0.46% | 372,431 | $9.7M | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 0.40% | 25,111 | $8.3M | Add +0.1% |
| SWK Stanley Black & Decker Inc. | 0.38% | 108,568 | $8.1M | Reduce -18.6% |
| CCJ Cameco Corp. | 0.37% | 84,790 | $7.8M | Add +326.7% |
| TEAM Atlassian Corp. Class A | 0.27% | 35,447 | $5.7M | Reduce -32.3% |
| EPD Enterprise Products Partners | 0.27% | 178,885 | $5.7M | Add +13.8% |
| ABT Abbott Laboratories | 0.26% | 43,711 | $5.5M | Add +16.3% |
| AVGO Broadcom Inc. | 0.18% | 10,828 | $3.7M | Add +982.8% |
| PLD Prologis Inc. | 0.16% | 26,307 | $3.4M | Add +9.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.12% | 66,143 | $2.5M | Add +18.1% |
| PG The Procter & Gamble Co. | 0.11% | 16,700 | $2.4M | No change |
| TMUS T-Mobile US Inc. | 0.11% | 11,255 | $2.3M | Reduce -88.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 10,630 | $2.1M | No change |
| VEA Vanguard Ftse Developed ETF | 0.08% | 26,640 | $1.7M | New |
| MRK Merck & Co. Inc. | 0.06% | 12,750 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.05% | 8,883 | $1.1M | No change |
| CVX Chevron Corp. | 0.04% | 5,400 | $823K | No change |
| OKE Oneok Inc. | 0.04% | 10,863 | $798K | Add +102.3% |
| BA The Boeing Co. | 0.03% | 2,555 | $555K | Reduce -29.9% |
| HSY The Hershey Co. | 0.03% | 2,900 | $528K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 5,750 | $413K | No change |
| NBIS Nebius Group NV | 0.02% | 4,665 | $390K | No change |
| MCHP Microchip Technology Inc. | 0.02% | 5,900 | $376K | No change |
| SHEL Shell PLC-ADR | 0.02% | 5,000 | $367K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,146 | $353K | No change |
| GEV GE Vernova Inc. | 0.02% | 511 | $334K | No change |
| IAU iShares Gold Trust | 0.01% | 3,600 | $292K | No change |
| HIW Highwoods Properties Inc. | 0.01% | 9,700 | $250K | No change |
| ES Eversource Energy | 0.01% | 3,000 | $202K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MELI MercadoLibre Inc. | Reduce -1.1% | 7.37% | −1.54 |
| TMUS T-Mobile US Inc. | Reduce -88.5% | 0.11% | −1.04 |
| CTVA Corteva Inc. | Reduce -46.1% | 1.06% | −0.99 |
| META Meta Platforms Inc. Class A | Reduce -51.7% | 0.68% | −0.93 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.6% | 7.85% | −0.67 |
| NVDA Nvidia Corp. | Reduce -9.6% | 4.65% | −0.65 |
| OLED Universal Display Corp. | Reduce -23.0% | 0.91% | −0.59 |
| MA Mastercard Inc. Class A | Reduce -11.0% | 2.69% | −0.41 |
| CW Curtiss-Wright Corp. | Reduce -11.6% | 2.24% | −0.33 |
| MRSH Marsh & McLennan Cos | Reduce -10.0% | 1.27% | −0.31 |
| ADP Automatic Data Processing | Reduce -5.6% | 1.13% | −0.28 |
| PYPL PayPal Holdings Inc. | Reduce -10.9% | 0.80% | −0.26 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.26 |
| FMC FMC Corp. | Sold out | 0.00% | −0.24 |
| CMCSA Comcast Corp. Class A | Reduce -19.4% | 0.57% | −0.20 |
| MDT Medtronic PLC | Reduce -15.4% | 0.91% | −0.19 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -19.4% | 1.38% | −0.14 |
| TEAM Atlassian Corp. Class A | Reduce -32.3% | 0.27% | −0.14 |
| SCHW Schwab (charles) Corp. | Reduce -9.0% | 1.57% | −0.13 |
| AAPL Apple Inc. | Reduce -8.0% | 2.23% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.11 |
| SWK Stanley Black & Decker Inc. | Reduce -18.6% | 0.38% | −0.10 |
| BSX Boston Scientific Corp. | Reduce -3.8% | 1.04% | −0.10 |
| ADBE Adobe Inc. | Reduce -4.8% | 0.94% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -14.2% | 0.52% | −0.08 |
| STM Stmicroelectronics NV-NY SHS | Reduce -3.6% | 0.46% | −0.08 |
| EW Edwards Lifesciences Corp. | Reduce -9.7% | 1.29% | −0.05 |
| SN Sharkninja Inc. | Reduce -8.2% | 1.10% | −0.04 |
| BA The Boeing Co. | Reduce -29.9% | 0.03% | −0.01 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.01 |
| HXL Hexcel Corp. | Reduce -13.2% | 0.84% | −0.01 |
| HWM Howmet Aerospace Inc. | Reduce -0.6% | 4.88% | +0.04 |
| AEIS Advanced Energy Industries | Reduce -12.8% | 1.22% | +0.05 |
| ILMN Illumina Inc. | Reduce -19.2% | 0.80% | +0.06 |
| IQV Iqvia Holdings Inc. | Reduce -8.2% | 1.18% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -2.6% | 2.40% | +0.28 |
Portfolio Buys Q3 2025 → Q4 2025
| ASML ASML Holding NV-NY Reg SHS | Add +21.1% | 7.95% | +1.82 |
| LLY Eli Lilly & Co. | Add +181.3% | 1.65% | +1.22 |
| C Citigroup Inc. | New | 1.11% | +1.11 |
| GOOGL Alphabet Inc. Class A | Add +4.6% | 4.68% | +1.10 |
| EL Estee Lauder Companies Class A | Add +62.9% | 2.05% | +0.96 |
| ELAN Elanco Animal Health Inc. | New | 0.68% | +0.68 |
| VRT Vertiv Holdings Co. Class A | Add +19.5% | 3.25% | +0.64 |
| AMZN Amazon.com Inc. | Add +55.6% | 1.56% | +0.58 |
| HDB HDFC Bank Ltd.-ADR | Add +3.7% | 7.71% | +0.54 |
| ALB Albemarle Corp. | Add +0.2% | 0.71% | +0.29 |
| CCJ Cameco Corp. | Add +326.7% | 0.37% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.2% | 4.47% | +0.28 |
| BAC Bank of America Corp. | Add +16.8% | 1.46% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +28.1% | 0.48% | +0.18 |
| AVGO Broadcom Inc. | Add +982.8% | 0.18% | +0.16 |
| VEA Vanguard Ftse Developed ETF | New | 0.08% | +0.08 |
| EPD Enterprise Products Partners | Add +13.8% | 0.27% | +0.03 |
| SLB SLB Ltd. | Add +18.1% | 0.12% | +0.03 |
| PLD Prologis Inc. | Add +9.7% | 0.16% | +0.03 |
| OKE Oneok Inc. | Add +102.3% | 0.04% | +0.02 |
| ABT Abbott Laboratories | Add +16.3% | 0.26% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.40% | −0.03 |
| UBER Uber Technologies Inc. | Add +3.5% | 1.41% | −0.27 |
| MSFT Microsoft Corp. | Add +0.8% | 3.67% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $2.9B | CCJ, FTI, ASML, IBN, MELI |
| Q1 2026 | 73 | $2.1B | CCJ, ASML, MELI, FTI, HWM |
| Q4 2025 | 71 | $2.1B | ASML, IBN, HDB, MELI, HWM |
| Q3 2025 | 72 | $2.0B | MELI, IBN, HDB, ASML, NVDA |
| Q2 2025 | 73 | $2.3B | MELI, IBN, HDB, ASML, NVDA |
| Q1 2025 | 73 | $2.1B | IBN, HDB, MELI, TEAM, ASML |
| Q4 2024 | 80 | $2.4B | MELI, HDB, IBN, FTI, TEAM |
| Q3 2024 | 77 | $2.6B | MELI, FTI, HDB, IBN, HWM |
| Q2 2024 | 74 | $2.6B | MELI, FTI, HDB, IBN, ASML |
| Q1 2024 | 76 | $2.9B | MELI, FTI, IBN, TEAM, ASML |