Q2 2026 13F · SEC CIK 1006364

Hardman Johnston Global Advisors LLC

Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.9B
Reported positions: 77
Top holdings a year, 3 yrs: +20.8%
Assets under management: $8.8B

Hardman Johnston Global Advisors LLC is a hedge fund that reported 77 positions worth $2.9B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Cameco Corp (CCJ, 15.1%), Technipfmc PLC (FTI, 13.5%), Asml Hldg NV (ASML, 7.9%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 20.4% for the S&P 500.

Hardman Johnston Global Advisors LLC holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hardman Johnston Global Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CCJCameco Corp	15.1%	17.5%	4,215,525	+23.9%	$429.4M
FTITechnipfmc PLC	13.5%	5.8%	5,819,258	+230.3%	$385.8M
ASMLAsml Hldg NV	7.9%	7.4%	112,695	-4.9%	$224.2M
IBNIcici Bk Ltd	7.5%	3.7%	7,370,799	+146.9%	$214.0M
MELIMercadolibre Inc	4.6%	6.3%	76,673	+0.6%	$130.1M
TSMTaiwan Semiconductor Manufac	4.4%	4.0%	263,227	+4.6%	$125.7M
HWMHowmet Aerospace Inc	3.8%	4.6%	402,710	-4.1%	$108.3M
VRTVertiv Holdings Co	3.7%	4.4%	311,472	-16.1%	$104.3M
NVDANvidia Corporation	3.4%	4.1%	490,765	-0.1%	$98.2M
GOOGLAlphabet Inc	3.3%	3.7%	267,092	-2.7%	$95.5M
CWCurtiss Wright Corp	2.0%	2.5%	76,411	-2.4%	$57.9M
MAMastercard Incorporated	1.7%	2.2%	94,184	+0.4%	$48.4M
AAPLApple Inc	1.5%	1.9%	151,706	-1.4%	$43.9M
AEISAdvanced Energy Inds Inc	1.4%	1.7%	108,893	-2.0%	$40.6M
LLYEli Lilly & Co	1.4%	1.4%	32,461	+2.0%	$38.9M
MSFTMicrosoft Corp	1.3%	2.2%	101,524	-18.9%	$37.9M
CCitigroup Inc	1.3%	1.0%	263,040	+39.1%	$36.8M
AMZNAmazon Com Inc	1.2%	0.9%	143,758	+53.2%	$34.3M
ELLauder Estee Cos Inc	1.1%	1.4%	409,592	+1.2%	$32.3M
SLBSlb Limited	1.1%	0.7%	694,803	+156.5%	$32.3M
SNSharkninja Inc	1.0%	1.0%	193,216	+0.4%	$29.4M
VRTXVertex Pharmaceuticals Inc	1.0%	1.2%	57,683	-1.2%	$28.7M
ILMNIllumina Inc	1.0%	0.8%	159,994	+16.1%	$28.1M
SCHWCharles Schwab Corp (the)	1.0%	1.3%	298,535	-1.0%	$27.5M
EWEdwards Lifesciences Corp	0.9%	1.1%	291,072	+0.5%	$26.3M
CTVACorteva Inc	0.9%	1.3%	308,077	-2.9%	$26.1M
UBERUber Technologies Inc	0.9%	1.2%	360,920	+1.8%	$26.0M
STMStmicroelectronics N V Ny Registry	0.8%	0.9%	322,724	-40.5%	$24.2M
SWKStanley Black & Decker Inc	0.8%	0.8%	243,515	+9.0%	$22.9M
MRSHMarsh & Mclennan Cos	0.8%	1.1%	134,677	-0.5%	$22.4M
HXLHexcel Corp New	0.8%	0.8%	218,772	-0.1%	$21.9M
AVGOBroadcom Inc	0.7%	0.4%	55,702	+115.4%	$21.0M
IQVIqvia Hldgs Inc	0.7%	0.8%	101,130	-0.7%	$19.5M
ADPAutomatic Data Processing in	0.6%	0.8%	80,332	-1.4%	$18.0M
ALBAlbemarle Corp	0.6%	1.1%	120,281	-2.6%	$16.2M
BILSpdr Series Trust	0.6%	0.7%	171,220	+1.9%	$15.7M
ELANElanco Animal Health Inc	0.5%	0.7%	635,690	+2.1%	$15.6M
MDTMedtronic PLC	0.5%	0.8%	190,834	-0.3%	$14.9M
UNHUnitedhealth Group Inc	0.4%	0.3%	29,181	+20.0%	$12.1M
OLEDUniversal Display Corp	0.4%	0.7%	132,685	-18.0%	$11.5M
ADBEAdobe Inc	0.4%	0.6%	49,489	-1.3%	$10.1M
CMCSAComcast Corp New	0.3%	0.5%	354,500	-2.0%	$8.7M
BDXBecton Dickinson & Co	0.3%	0.4%	52,806	-1.2%	$8.0M
GOOGAlphabet Inc	0.3%	0.3%	22,586	-6.2%	$8.0M
NFLXNetflix Inc.	0.3%	—	102,740	—	$7.3M
BSXBoston Scientific Corp	0.3%	0.5%	168,360	+1.4%	$7.2M
JAZZJazz Pharmaceuticals PLC	0.2%	—	28,817	—	$6.9M
EPDEnterprise Prods Partners L	0.2%	0.3%	140,264	-3.0%	$5.2M
ARGNFArgenx SE	0.1%	—	4,185	—	$3.9M
ABTAbbott Laboratories	0.1%	0.2%	35,578	-2.7%	$3.2M

What Hardman Johnston Global Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

FTI Technipfmc PLC+230.3% shares
SLB Slb Limited+156.5% shares
IBN Icici Bk Ltd+146.9% shares
AVGO Broadcom Inc+115.4% shares
AMZN Amazon Com Inc+53.2% shares
C Citigroup Inc+39.1% shares
CCJ Cameco Corp+23.9% shares
UNH Unitedhealth Group Inc+20.0% shares

Reduced

STM Stmicroelectronics N V Ny Registry-40.5% shares
MSFT Microsoft Corp-18.9% shares
OLED Universal Display Corp-18.0% shares
VRT Vertiv Holdings Co-16.1% shares
GOOG Alphabet Inc-6.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +20.1%
3 years: +20.8% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.9B	77
Q1 2026	$2.1B	73
Q4 2025	$2.1B	71
Q3 2025	$2.0B	72
Q2 2025	$2.3B	73
Q1 2025	$2.1B	73
Q4 2024	$2.4B	80
Q3 2024	$2.6B	77
Q2 2024	$2.6B	74
Q1 2024	$2.9B	76
Q4 2023	$3.1B	74
Q3 2023	$3.0B	75

Questions about Hardman Johnston Global Advisors LLC's portfolio

What stocks does Hardman Johnston Global Advisors LLC own?

Hardman Johnston Global Advisors LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 77 positions worth $2.9B. The largest are Cameco Corp (CCJ) at 15.1%, Technipfmc PLC (FTI) at 13.5%, Asml Hldg NV (ASML) at 7.9%, Icici Bk Ltd (IBN) at 7.5% and Mercadolibre Inc (MELI) at 4.6%.

What did Hardman Johnston Global Advisors LLC buy last quarter?

In Q2 2026, Hardman Johnston Global Advisors LLC added Technipfmc PLC (FTI) (+230.3% shares), Slb Limited (SLB) (+156.5% shares) and Icici Bk Ltd (IBN) (+146.9% shares), compared with its Q1 2026 filing.

What did Hardman Johnston Global Advisors LLC sell last quarter?

In Q2 2026, Hardman Johnston Global Advisors LLC cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Prologis Inc (PLD), cut from its top 50 Procter & Gamble Co (PG), Stmicroelectronics N V Ny Registry (STM) (-40.5% shares), Microsoft Corp (MSFT) (-18.9% shares) and Universal Display Corp (OLED) (-18.0% shares), compared with its Q1 2026 filing.

How has Hardman Johnston Global Advisors LLC's portfolio performed?

A portfolio copying Hardman Johnston Global Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.0% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Hardman Johnston Global Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hardman Johnston Global Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hardman Johnston Global Advisors LLC manage?

Hardman Johnston Global Advisors LLC reported $8.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.9B.