Hardman Johnston Global Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Hardman Johnston Global Advisors LLC reported 73 stock positions worth $2.1 billion. Its top holding was Cameco (CCJ) at 17.5% of the portfolio, followed by ASML Holding NV-NY Reg SHS (ASML, 7.4%) and MercadoLibre (MELI, 6.3%). Compared with Q4 2025, it opened 6 new positions, sold out of 5, added to 13 and reduced 45. The biggest buy was Cameco (CCJ, shares +3911%) and the biggest sale an exit from HDFC Bank Ltd.-ADR (HDB).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001006364
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0001172661-26-001808 ↗ filed May 13, 2026
Holdings Value
Holdings 73 stocks · $2.1B
| CCJ Cameco Corp. | 17.55% | 3,401,119 | $369.4M | Add +3911.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 7.44% | 118,526 | $156.6M | Reduce -24.0% |
| MELI MercadoLibre Inc. | 6.26% | 76,178 | $131.7M | Reduce -0.7% |
| FTI Technipfmc PLC | 5.79% | 1,761,612 | $121.8M | New |
| HWM Howmet Aerospace Inc. | 4.60% | 419,965 | $96.8M | Reduce -15.9% |
| VRT Vertiv Holdings Co. Class A | 4.42% | 371,396 | $93.1M | Reduce -11.8% |
| NVDA Nvidia Corp. | 4.07% | 491,240 | $85.7M | Reduce -6.0% |
| TSM Taiwan Semiconductor-SP ADR | 4.04% | 251,742 | $85.1M | Reduce -18.5% |
| GOOGL Alphabet Inc. Class A | 3.75% | 274,454 | $78.9M | Reduce -12.5% |
| IBN Icici Bank Ltd.-Spon ADR | 3.67% | 2,984,885 | $77.3M | Reduce -46.0% |
| CW Curtiss-Wright Corp. | 2.53% | 78,267 | $53.3M | Reduce -8.4% |
| MA Mastercard Inc. Class A | 2.23% | 93,812 | $46.9M | Reduce -5.0% |
| MSFT Microsoft Corp. | 2.20% | 125,120 | $46.3M | Reduce -21.4% |
| AAPL Apple Inc. | 1.85% | 153,836 | $39.0M | Reduce -10.4% |
| AEIS Advanced Energy Industries | 1.70% | 111,130 | $35.9M | Reduce -8.9% |
| LLY Eli Lilly & Co. | 1.39% | 31,819 | $29.3M | Reduce -1.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.38% | 404,922 | $29.1M | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 1.35% | 301,580 | $28.3M | Reduce -8.6% |
| CTVA Corteva Inc. | 1.26% | 317,318 | $26.6M | Reduce -4.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.24% | 58,357 | $26.1M | Reduce -8.5% |
| UBER Uber Technologies Inc. | 1.21% | 354,580 | $25.5M | Reduce -2.0% |
| MRSH Marsh & McLennan Cos | 1.12% | 135,391 | $23.5M | Reduce -6.0% |
| EW Edwards Lifesciences Corp. | 1.10% | 289,606 | $23.2M | Reduce -8.6% |
| ALB Albemarle Corp. | 1.05% | 123,541 | $22.2M | Add +17.1% |
| C Citigroup Inc. | 1.02% | 189,080 | $21.4M | Reduce -5.2% |
| SN Sharkninja Inc. | 0.97% | 192,519 | $20.4M | Reduce -6.9% |
| AMZN Amazon.com Inc. | 0.93% | 93,833 | $19.5M | Reduce -34.0% |
| STM Stmicroelectronics NV-NY SHS | 0.89% | 542,045 | $18.7M | Add +45.5% |
| HXL Hexcel Corp. | 0.84% | 218,982 | $17.7M | Reduce -8.6% |
| IQV Iqvia Holdings Inc. | 0.82% | 101,825 | $17.4M | Reduce -7.3% |
| ILMN Illumina Inc. | 0.81% | 137,781 | $17.0M | Add +8.3% |
| MDT Medtronic PLC | 0.79% | 191,504 | $16.6M | Reduce -3.7% |
| ADP Automatic Data Processing | 0.79% | 81,484 | $16.6M | Reduce -11.2% |
| SWK Stanley Black & Decker Inc. | 0.75% | 223,484 | $15.9M | Add +105.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.73% | 168,020 | $15.4M | New |
| ELAN Elanco Animal Health Inc. | 0.71% | 622,670 | $14.9M | Reduce -1.3% |
| OLED Universal Display Corp. | 0.70% | 161,715 | $14.8M | Reduce -1.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.66% | 270,913 | $13.9M | Add +309.6% |
| ADBE Adobe Inc. | 0.58% | 50,121 | $12.2M | Reduce -10.8% |
| META Meta Platforms Inc. Class A | 0.57% | 20,945 | $12.0M | Reduce -3.0% |
| BSX Boston Scientific Corp. | 0.49% | 166,024 | $10.4M | Reduce -27.3% |
| CMCSA Comcast Corp. Class A | 0.49% | 361,655 | $10.4M | Reduce -9.9% |
| BDX Becton Dickinson and Co. | 0.40% | 53,450 | $8.4M | Reduce -5.7% |
| AVGO Broadcom Inc. | 0.38% | 25,858 | $8.0M | Add +138.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 24,082 | $6.9M | Reduce -24.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 24,308 | $6.6M | Reduce -3.2% |
| EPD Enterprise Products Partners | 0.26% | 144,671 | $5.5M | Reduce -19.1% |
| ABT Abbott Laboratories | 0.18% | 36,548 | $3.8M | Reduce -16.4% |
| PLD Prologis Inc. | 0.14% | 22,871 | $3.0M | Reduce -13.1% |
| PG The Procter & Gamble Co. | 0.11% | 16,700 | $2.4M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 10,630 | $2.2M | No change |
| WAT Waters Corp. | 0.10% | 7,226 | $2.2M | New |
| TMUS T-Mobile US Inc. | 0.10% | 10,230 | $2.1M | Reduce -9.1% |
| EOG EOG Resources Inc. | 0.09% | 13,580 | $2.0M | New |
| CVX Chevron Corp. | 0.09% | 9,335 | $1.9M | Add +72.9% |
| PYPL PayPal Holdings Inc. | 0.08% | 36,310 | $1.6M | Reduce -87.3% |
| XOM Exxon Mobil Corp. | 0.07% | 8,883 | $1.5M | No change |
| MRK Merck & Co. Inc. | 0.06% | 11,210 | $1.3M | Reduce -12.1% |
| OKE Oneok Inc. | 0.06% | 14,357 | $1.3M | Add +32.2% |
| MCHP Microchip Technology Inc. | 0.05% | 14,750 | $953K | Add +150.0% |
| ES Eversource Energy | 0.04% | 12,000 | $831K | Add +300.0% |
| PFE Pfizer Inc. | 0.04% | 27,600 | $775K | New |
| LXP LXP Industrial Trust | 0.04% | 16,500 | $763K | New |
| NBIS Nebius Group NV | 0.03% | 6,405 | $665K | Add +37.3% |
| HSY The Hershey Co. | 0.03% | 2,900 | $603K | No change |
| BA The Boeing Co. | 0.02% | 2,625 | $522K | Add +2.7% |
| VSNT Versant Media Group Inc. | 0.02% | 13,857 | $513K | Reduce -13.7% |
| SHEL Shell PLC-ADR | 0.02% | 5,000 | $465K | No change |
| GEV GE Vernova Inc. | 0.02% | 511 | $446K | No change |
| IAU iShares Gold Trust | 0.02% | 3,600 | $317K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 5,750 | $286K | No change |
| GE General Electric filed as GE AEROSPACE | 0.01% | 946 | $268K | Reduce -17.4% |
| HIW Highwoods Properties Inc. | 0.01% | 9,700 | $208K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −7.71 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -46.0% | 3.67% | −4.17 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −2.40 |
| MSFT Microsoft Corp. | Reduce -21.4% | 2.20% | −1.47 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.46 |
| MELI MercadoLibre Inc. | Reduce -0.7% | 6.26% | −1.11 |
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 3.75% | −0.93 |
| PYPL PayPal Holdings Inc. | Reduce -87.3% | 0.08% | −0.72 |
| EL Estee Lauder Companies Class A | Reduce -1.4% | 1.38% | −0.67 |
| AMZN Amazon.com Inc. | Reduce -34.0% | 0.93% | −0.64 |
| NVDA Nvidia Corp. | Reduce -6.0% | 4.07% | −0.58 |
| BSX Boston Scientific Corp. | Reduce -27.3% | 0.49% | −0.54 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -24.0% | 7.44% | −0.52 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 2.23% | −0.46 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -18.5% | 4.04% | −0.43 |
| AAPL Apple Inc. | Reduce -10.4% | 1.85% | −0.37 |
| ADBE Adobe Inc. | Reduce -10.8% | 0.58% | −0.36 |
| IQV Iqvia Holdings Inc. | Reduce -7.3% | 0.82% | −0.36 |
| ADP Automatic Data Processing | Reduce -11.2% | 0.79% | −0.34 |
| HWM Howmet Aerospace Inc. | Reduce -15.9% | 4.60% | −0.28 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 1.39% | −0.26 |
| SCHW Schwab (charles) Corp. | Reduce -8.6% | 1.35% | −0.22 |
| OLED Universal Display Corp. | Reduce -1.0% | 0.70% | −0.20 |
| UBER Uber Technologies Inc. | Reduce -2.0% | 1.21% | −0.20 |
| EW Edwards Lifesciences Corp. | Reduce -8.6% | 1.10% | −0.18 |
| MRSH Marsh & McLennan Cos | Reduce -6.0% | 1.12% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -24.8% | 0.33% | −0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -8.5% | 1.24% | −0.14 |
| SN Sharkninja Inc. | Reduce -6.9% | 0.97% | −0.13 |
| BDX Becton Dickinson and Co. | Reduce -5.7% | 0.40% | −0.13 |
| MDT Medtronic PLC | Reduce -3.7% | 0.79% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 0.57% | −0.11 |
| C Citigroup Inc. | Reduce -5.2% | 1.02% | −0.09 |
| ABT Abbott Laboratories | Reduce -16.4% | 0.18% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -3.2% | 0.31% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -9.9% | 0.49% | −0.08 |
| PLD Prologis Inc. | Reduce -13.1% | 0.14% | −0.02 |
| EPD Enterprise Products Partners | Reduce -19.1% | 0.26% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -9.1% | 0.10% | −0.01 |
| GE General Electric | Reduce -17.4% | 0.01% | −0.00 |
| VSNT Versant Media Group Inc. | Reduce -13.7% | 0.02% | −0.00 |
| HXL Hexcel Corp. | Reduce -8.6% | 0.84% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -12.1% | 0.06% | +0.00 |
| ELAN Elanco Animal Health Inc. | Reduce -1.3% | 0.71% | +0.03 |
| CTVA Corteva Inc. | Reduce -4.7% | 1.26% | +0.20 |
| CW Curtiss-Wright Corp. | Reduce -8.4% | 2.53% | +0.29 |
| AEIS Advanced Energy Industries | Reduce -8.9% | 1.70% | +0.49 |
| VRT Vertiv Holdings Co. Class A | Reduce -11.8% | 4.42% | +1.17 |
Portfolio Buys Q4 2025 → Q1 2026
| CCJ Cameco Corp. | Add +3911.2% | 17.55% | +17.18 |
| FTI Technipfmc PLC | New | 5.79% | +5.79 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.73% | +0.73 |
| SLB SLB Ltd. | Add +309.6% | 0.66% | +0.54 |
| STM Stmicroelectronics NV-NY SHS | Add +45.5% | 0.89% | +0.43 |
| SWK Stanley Black & Decker Inc. | Add +105.8% | 0.75% | +0.37 |
| ALB Albemarle Corp. | Add +17.1% | 1.05% | +0.34 |
| AVGO Broadcom Inc. | Add +138.8% | 0.38% | +0.20 |
| WAT Waters Corp. | New | 0.10% | +0.10 |
| EOG EOG Resources Inc. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | Add +72.9% | 0.09% | +0.05 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| LXP LXP Industrial Trust | New | 0.04% | +0.04 |
| ES Eversource Energy | Add +300.0% | 0.04% | +0.03 |
| MCHP Microchip Technology Inc. | Add +150.0% | 0.05% | +0.03 |
| OKE Oneok Inc. | Add +32.2% | 0.06% | +0.02 |
| NBIS Nebius Group NV | Add +37.3% | 0.03% | +0.01 |
| ILMN Illumina Inc. | Add +8.3% | 0.81% | +0.01 |
| BA The Boeing Co. | Add +2.7% | 0.02% | −0.00 |
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 |