Hardman Johnston Global Advisors LLC

13F filer · CIK 0001006364

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$2.85BU.S. long equity reported on 13F

Positions765 new · 1 closed

Net flow last quarter+$486MBuys minus sells

Top 10 positions weight67.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202676 positions
CCJCameco Corp	$429M	15.07%	0.97%	+24.0%	Q3 2023
FTITechnipFMC plc	$386M	13.54%	1.48%	+230.3%	Q4 2022
ASMLAsml Holding NV	$224M	7.87%	0.03%	-4.9%	Q2 2013
IBNIcici Bank Ltd	$214M	7.51%	Not reported	+146.9%	Q2 2013
MELIMercadolibre Inc	$130M	4.57%	0.15%	+0.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$126M	4.41%	0.00%	+4.6%	Q2 2013
HWMHowmet Aerospace Inc.	$108M	3.80%	0.10%	-4.1%	Q2 2021
VRTVertiv Holdings Co	$104M	3.66%	0.08%	-16.1%	Q4 2020
NVDANvidia Corp	$98.2M	3.45%	0.00%	-0.1%	Q1 2019
GOOGLAlphabet Inc.	$95.5M	3.35%	0.00%	-2.7%	Q4 2015
CWCurtiss Wright Corp	$57.9M	2.03%	0.21%	-2.4%	Q2 2023
MAMastercard Inc	$48.4M	1.70%	0.01%	+0.4%	Q2 2015
AAPLApple Inc.	$43.9M	1.54%	0.00%	-1.4%	Q2 2013
AEISAdvanced Energy Industries Inc	$40.6M	1.42%	0.27%	-2.0%	Q4 2019
LLYELI LILLY & Co	$38.9M	1.37%	0.00%	+2.0%	Q4 2023
MSFTMicrosoft Corp	$37.9M	1.33%	0.00%	-18.9%	Q2 2013
CCitigroup Inc	$36.8M	1.29%	0.02%	+39.1%	Q4 2025
AMZNAmazon Com Inc	$34.3M	1.20%	0.00%	+53.2%	Q1 2016
ELEstee Lauder Companies Inc	$32.3M	1.13%	Not reported	+1.2%	Q3 2025
SLBSLB Limited	$32.3M	1.13%	0.05%	+156.5%	Q2 2013
SNSharkNinja, Inc.	$29.4M	1.03%	0.14%	+0.4%	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$28.7M	1.01%	0.02%	-1.2%	Q1 2018
ILMNIllumina, Inc.	$28.1M	0.99%	0.11%	+16.1%	Q4 2022
SCHWSchwab Charles Corp	$27.5M	0.97%	0.02%	-1.0%	Q1 2024
EWEdwards Lifesciences Corp	$26.3M	0.92%	0.05%	+0.5%	Q2 2013
CTVACorteva, Inc.	$26.1M	0.92%	0.05%	-2.9%	Q1 2022
UBERUber Technologies, Inc	$26M	0.91%	0.02%	+1.8%	Q4 2024
STMSTMicroelectronics N.V.	$24.2M	0.85%	0.04%	-40.5%	Q3 2025
SWKStanley Black & Decker, Inc.	$22.9M	0.80%	0.16%	+9.0%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$22.4M	0.79%	0.03%	-0.5%	Q2 2013
HXLHexcel Corp	$21.9M	0.77%	0.29%	-0.1%	Q1 2025
AVGOBroadcom Inc.	$21M	0.74%	0.00%	+115.4%	Q1 2016
IQVIqvia Holdings Inc.	$19.5M	0.69%	0.06%	-0.7%	Q4 2017
ADPAutomatic Data Processing Inc	$18M	0.63%	0.02%	-1.4%	Q2 2013
ALBAlbemarle Corp	$16.2M	0.57%	0.10%	-2.6%	Q2 2016
ELANElanco Animal Health Inc	$15.6M	0.55%	0.13%	+2.1%	Q2 2024
MDTMedtronic plc	$14.9M	0.52%	0.01%	-0.4%	Q2 2013
UNHUnitedhealth Group Inc	$12.1M	0.43%	0.00%	+20.1%	Q4 2018
OLEDUniversal Display Corp \pa\	$11.5M	0.40%	0.29%	-18.0%	Q2 2020
ADBEAdobe Inc.	$10.1M	0.36%	0.01%	-1.3%	Q2 2013
CMCSAComcast Corp	$8.7M	0.31%	0.01%	-2.0%	Q2 2013
BDXBecton Dickinson & Co	$7.99M	0.28%	0.02%	-1.2%	Q2 2013
GOOGAlphabet Inc.	$7.98M	0.28%	Not reported	-6.2%	Q4 2015
NFLXNetflix Inc	$7.34M	0.26%	0.00%	New	Q2 2026
BSXBoston Scientific Corp	$7.19M	0.25%	0.01%	+1.4%	Q1 2020
JAZZJazz Pharmaceuticals plc	$6.94M	0.24%	0.05%	Not reported	Q1 2016
EPDEnterprise Products Partners L.P.	$5.16M	0.18%	0.01%	-3.1%	Q2 2013
ARGXArgenx SE	$3.88M	0.14%	0.01%	New	Q2 2026
ABTAbbott Laboratories	$3.23M	0.11%	0.00%	-2.7%	Q2 2013
EOGEog Resources Inc	$3.17M	0.11%	0.00%	+80.1%	Q2 2013

Q1 2026Reported May 13, 202672 positions
CCJCameco Corp	$369M	17.55%	0.78%	+3911.2%	Q3 2023
ASMLAsml Holding NV	$157M	7.44%	0.03%	-24.0%	Q2 2013
MELIMercadolibre Inc	$132M	6.26%	0.15%	-0.7%	Q4 2020
FTITechnipFMC plc	$122M	5.79%	0.44%	Not reported	Q4 2022
HWMHowmet Aerospace Inc.	$96.8M	4.60%	0.10%	-15.9%	Q2 2021
VRTVertiv Holdings Co	$93.1M	4.42%	0.10%	-11.8%	Q4 2020
NVDANvidia Corp	$85.7M	4.07%	0.00%	-6.0%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$85.1M	4.04%	0.00%	-18.5%	Q2 2013
GOOGLAlphabet Inc.	$78.9M	3.75%	0.00%	-12.5%	Q4 2015
IBNIcici Bank Ltd	$77.3M	3.67%	Not reported	-46.0%	Q2 2013
CWCurtiss Wright Corp	$53.3M	2.53%	0.21%	-8.4%	Q2 2023
MAMastercard Inc	$46.9M	2.23%	0.01%	-5.0%	Q2 2015
MSFTMicrosoft Corp	$46.3M	2.20%	0.00%	-21.4%	Q2 2013
AAPLApple Inc.	$39M	1.85%	0.00%	-10.5%	Q2 2013
AEISAdvanced Energy Industries Inc	$35.9M	1.70%	0.29%	-8.9%	Q4 2019
LLYELI LILLY & Co	$29.3M	1.39%	0.00%	-1.2%	Q4 2023
ELEstee Lauder Companies Inc	$29.1M	1.38%	Not reported	-1.4%	Q3 2025
SCHWSchwab Charles Corp	$28.3M	1.35%	0.02%	-8.6%	Q1 2024
CTVACorteva, Inc.	$26.6M	1.26%	0.05%	-4.7%	Q1 2022
VRTXVertex Pharmaceuticals Inc / Ma	$26.1M	1.24%	0.02%	-8.5%	Q1 2018
UBERUber Technologies, Inc	$25.5M	1.21%	0.02%	-2.0%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$23.5M	1.12%	0.03%	-6.0%	Q2 2013
EWEdwards Lifesciences Corp	$23.2M	1.10%	0.05%	-8.6%	Q2 2013
ALBAlbemarle Corp	$22.2M	1.05%	0.10%	+17.1%	Q2 2016
CCitigroup Inc	$21.4M	1.02%	0.01%	-5.2%	Q4 2025
SNSharkNinja, Inc.	$20.4M	0.97%	0.14%	-6.9%	Q4 2024
AMZNAmazon Com Inc	$19.5M	0.93%	0.00%	-34.0%	Q1 2016
STMSTMicroelectronics N.V.	$18.7M	0.89%	0.06%	+45.5%	Q3 2025
HXLHexcel Corp	$17.7M	0.84%	0.29%	-8.6%	Q1 2025
IQVIqvia Holdings Inc.	$17.4M	0.82%	0.06%	-7.4%	Q4 2017
ILMNIllumina, Inc.	$17M	0.81%	0.09%	+8.3%	Q4 2022
MDTMedtronic plc	$16.6M	0.79%	0.01%	-3.7%	Q2 2013
ADPAutomatic Data Processing Inc	$16.6M	0.79%	0.02%	-11.2%	Q2 2013
SWKStanley Black & Decker, Inc.	$15.9M	0.75%	0.14%	+105.9%	Q2 2013
ELANElanco Animal Health Inc	$14.9M	0.71%	0.12%	-1.3%	Q2 2024
OLEDUniversal Display Corp \pa\	$14.8M	0.70%	0.35%	-1.0%	Q2 2020
SLBSLB Limited	$13.9M	0.66%	0.02%	+309.6%	Q2 2013
ADBEAdobe Inc.	$12.2M	0.58%	0.01%	-10.8%	Q2 2013
METAMeta Platforms, Inc.	$12M	0.57%	Not reported	-3.1%	Q2 2015
BSXBoston Scientific Corp	$10.4M	0.49%	0.01%	-27.3%	Q1 2020
CMCSAComcast Corp	$10.4M	0.49%	0.01%	-9.9%	Q2 2013
BDXBecton Dickinson & Co	$8.4M	0.40%	0.02%	-5.7%	Q2 2013
AVGOBroadcom Inc.	$8M	0.38%	0.00%	+138.8%	Q1 2016
GOOGAlphabet Inc.	$6.91M	0.33%	Not reported	-24.8%	Q4 2015
UNHUnitedhealth Group Inc	$6.58M	0.31%	0.00%	-3.2%	Q4 2018
EPDEnterprise Products Partners L.P.	$5.47M	0.26%	0.01%	-19.1%	Q2 2013
ABTAbbott Laboratories	$3.75M	0.18%	0.00%	-16.4%	Q2 2013
PLDPrologis, Inc.	$3.02M	0.14%	0.00%	-13.1%	Q1 2020
PGPROCTER & GAMBLE Co	$2.41M	0.11%	0.00%	Not reported	Q2 2013
MTBM&T Bank Corp	$2.2M	0.10%	0.01%	Not reported	Q2 2013

Q4 2025Reported Jan 23, 202670 positions
ASMLAsml Holding NV	$167M	7.95%	0.04%	+21.1%	Q2 2013
IBNIcici Bank Ltd	$165M	7.85%	Not reported	-3.7%	Q2 2013
HDBHDFC Bank Ltd	$162M	7.71%	0.03%	+3.7%	Q1 2015
MELIMercadolibre Inc	$155M	7.37%	0.15%	-1.1%	Q4 2020
HWMHowmet Aerospace Inc.	$102M	4.88%	0.12%	-0.6%	Q2 2021
GOOGLAlphabet Inc.	$98.2M	4.68%	0.00%	+4.6%	Q4 2015
NVDANvidia Corp	$97.5M	4.65%	0.00%	-9.6%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$93.8M	4.47%	0.00%	+1.2%	Q2 2013
MSFTMicrosoft Corp	$77M	3.67%	0.00%	+0.8%	Q2 2013
VRTVertiv Holdings Co	$68.2M	3.25%	0.11%	+19.5%	Q4 2020
MAMastercard Inc	$56.4M	2.69%	0.01%	-11.0%	Q2 2015
AZNAstrazeneca PLC	$50.3M	2.40%	Not reported	-2.6%	Q4 2017
CWCurtiss Wright Corp	$47.1M	2.24%	0.23%	-11.6%	Q2 2023
AAPLApple Inc.	$46.7M	2.23%	0.00%	-8.0%	Q2 2013
ELEstee Lauder Companies Inc	$43M	2.05%	Not reported	+62.9%	Q3 2025
LLYELI LILLY & Co	$34.6M	1.65%	0.00%	+181.3%	Q4 2023
SCHWSchwab Charles Corp	$33M	1.57%	0.02%	-9.0%	Q1 2024
AMZNAmazon Com Inc	$32.8M	1.56%	0.00%	+55.6%	Q1 2016
BACBank of America Corp	$30.7M	1.46%	0.01%	+16.8%	Q4 2024
UBERUber Technologies, Inc	$29.6M	1.41%	0.02%	+3.5%	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$28.9M	1.38%	0.03%	-19.4%	Q1 2018
EWEdwards Lifesciences Corp	$27M	1.29%	0.05%	-9.7%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$26.7M	1.27%	0.03%	-10.0%	Q2 2013
AEISAdvanced Energy Industries Inc	$25.5M	1.22%	0.32%	-12.8%	Q4 2019
IQVIqvia Holdings Inc.	$24.8M	1.18%	0.06%	-8.2%	Q4 2017
ADPAutomatic Data Processing Inc	$23.6M	1.13%	0.02%	-5.6%	Q2 2013
CCitigroup Inc	$23.3M	1.11%	0.01%	New	Q4 2025
SNSharkNinja, Inc.	$23.1M	1.10%	0.15%	-8.2%	Q4 2024
CTVACorteva, Inc.	$22.3M	1.06%	0.05%	-46.1%	Q1 2022
BSXBoston Scientific Corp	$21.8M	1.04%	0.02%	-3.8%	Q1 2020
ADBEAdobe Inc.	$19.7M	0.94%	0.01%	-4.8%	Q2 2013
MDTMedtronic plc	$19.1M	0.91%	0.02%	-15.4%	Q2 2013
OLEDUniversal Display Corp \pa\	$19.1M	0.91%	0.35%	-23.0%	Q2 2020
HXLHexcel Corp	$17.7M	0.84%	0.32%	-13.2%	Q1 2025
PYPLPayPal Holdings, Inc.	$16.8M	0.80%	0.03%	-10.9%	Q2 2021
ILMNIllumina, Inc.	$16.7M	0.80%	0.08%	-19.2%	Q4 2022
ALBAlbemarle Corp	$14.9M	0.71%	0.09%	+0.2%	Q2 2016
ELANElanco Animal Health Inc	$14.3M	0.68%	0.13%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$14.3M	0.68%	Not reported	-51.7%	Q2 2015
CMCSAComcast Corp	$12M	0.57%	0.01%	-19.4%	Q2 2013
BDXBecton Dickinson & Co	$11M	0.52%	0.02%	-14.2%	Q2 2013
GOOGAlphabet Inc.	$10.1M	0.48%	Not reported	+28.1%	Q4 2015
STMSTMicroelectronics N.V.	$9.66M	0.46%	0.04%	-3.7%	Q3 2025
UNHUnitedhealth Group Inc	$8.29M	0.39%	0.00%	+0.1%	Q4 2018
SWKStanley Black & Decker, Inc.	$8.06M	0.38%	0.07%	-18.6%	Q2 2013
CCJCameco Corp	$7.76M	0.37%	0.02%	+326.7%	Q3 2023
TEAMAtlassian Corp	$5.75M	0.27%	Not reported	-32.3%	Q2 2020
EPDEnterprise Products Partners L.P.	$5.74M	0.27%	0.01%	+13.8%	Q2 2013
ABTAbbott Laboratories	$5.48M	0.26%	0.00%	+16.3%	Q2 2013
AVGOBroadcom Inc.	$3.75M	0.18%	0.00%	+982.8%	Q1 2016

Q3 2025Reported Oct 27, 202571 positions
MELIMercadolibre Inc	$181M	8.91%	0.15%	+10.4%	Q4 2020
IBNIcici Bank Ltd	$173M	8.52%	Not reported	+10.2%	Q2 2013
HDBHDFC Bank Ltd	$146M	7.17%	0.03%	+10.0%	Q1 2015
ASMLAsml Holding NV	$125M	6.13%	0.03%	-15.9%	Q2 2013
NVDANvidia Corp	$108M	5.30%	0.00%	-15.3%	Q1 2019
HWMHowmet Aerospace Inc.	$98.6M	4.84%	0.12%	-12.2%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$85.2M	4.19%	0.00%	-12.8%	Q2 2013
MSFTMicrosoft Corp	$81.8M	4.02%	0.00%	-12.8%	Q2 2013
GOOGLAlphabet Inc.	$72.9M	3.58%	0.00%	-17.8%	Q4 2015
MAMastercard Inc	$63.1M	3.10%	0.01%	-12.2%	Q2 2015
VRTVertiv Holdings Co	$53.1M	2.61%	0.09%	-13.4%	Q4 2020
CWCurtiss Wright Corp	$52.5M	2.58%	0.26%	-16.8%	Q2 2023
AAPLApple Inc.	$47.5M	2.34%	0.00%	-19.0%	Q2 2013
AZNAstrazeneca PLC	$43.1M	2.12%	Not reported	+1.6%	Q4 2017
CTVACorteva, Inc.	$41.8M	2.05%	0.09%	-26.9%	Q1 2022
SCHWSchwab Charles Corp	$34.6M	1.70%	0.02%	-18.4%	Q1 2024
UBERUber Technologies, Inc	$34.2M	1.68%	0.02%	-1.3%	Q4 2024
METAMeta Platforms, Inc.	$32.8M	1.61%	Not reported	-16.3%	Q2 2015
MRSHMarsh & Mclennan Companies, Inc.	$32.2M	1.58%	0.03%	-19.9%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$31M	1.52%	0.03%	-26.9%	Q1 2018
OLEDUniversal Display Corp \pa\	$30.5M	1.50%	0.45%	-19.1%	Q2 2020
ADPAutomatic Data Processing Inc	$28.5M	1.40%	0.02%	-21.3%	Q2 2013
EWEdwards Lifesciences Corp	$27.3M	1.34%	0.06%	-14.8%	Q2 2013
BACBank of America Corp	$24.6M	1.21%	0.01%	-4.6%	Q4 2024
AEISAdvanced Energy Industries Inc	$23.8M	1.17%	0.37%	-18.8%	Q4 2019
TMUST-Mobile US, Inc.	$23.5M	1.15%	0.01%	-27.0%	Q2 2020
SNSharkNinja, Inc.	$23.2M	1.14%	0.16%	-14.8%	Q4 2024
BSXBoston Scientific Corp	$23.2M	1.14%	0.02%	+1.7%	Q1 2020
IQVIqvia Holdings Inc.	$22.8M	1.12%	0.07%	-16.4%	Q4 2017
MDTMedtronic plc	$22.4M	1.10%	0.02%	+26.1%	Q2 2013
ELEstee Lauder Companies Inc	$22.2M	1.09%	Not reported	New	Q3 2025
PYPLPayPal Holdings, Inc.	$21.6M	1.06%	0.03%	-17.1%	Q2 2021
ADBEAdobe Inc.	$20.8M	1.02%	0.01%	-16.5%	Q2 2013
AMZNAmazon Com Inc	$20.1M	0.99%	0.00%	-20.0%	Q1 2016
HXLHexcel Corp	$17.3M	0.85%	0.35%	-8.5%	Q1 2025
CMCSAComcast Corp	$15.7M	0.77%	0.01%	-19.3%	Q2 2013
ILMNIllumina, Inc.	$14.9M	0.73%	0.10%	-14.8%	Q4 2022
BDXBecton Dickinson & Co	$12.4M	0.61%	0.02%	-15.4%	Q2 2013
STMSTMicroelectronics N.V.	$10.9M	0.54%	0.04%	New	Q3 2025
SWKStanley Black & Decker, Inc.	$9.91M	0.49%	0.09%	-0.1%	Q2 2013
LLYELI LILLY & Co	$8.73M	0.43%	0.00%	-35.5%	Q4 2023
UNHUnitedhealth Group Inc	$8.66M	0.43%	0.00%	-6.4%	Q4 2018
ALBAlbemarle Corp	$8.54M	0.42%	0.09%	-8.1%	Q2 2016
TEAMAtlassian Corp	$8.36M	0.41%	Not reported	-89.3%	Q2 2020
GOOGAlphabet Inc.	$6.09M	0.30%	Not reported	-30.1%	Q4 2015
MRVLMarvell Technology, Inc.	$5.2M	0.26%	0.01%	-34.0%	Q2 2023
ABTAbbott Laboratories	$5.03M	0.25%	0.00%	-16.6%	Q2 2013
FMCFMC Corp	$4.96M	0.24%	0.12%	-23.2%	Q1 2015
EPDEnterprise Products Partners L.P.	$4.91M	0.24%	0.01%	-18.1%	Q2 2013
PLDPrologis, Inc.	$2.75M	0.13%	0.00%	-14.4%	Q1 2020

Premium opens every quarter this fund has filed