Hardman Johnston Global Advisors LLC
CIK 1006364
13F filing for Q2 2026・No. 1,323
- Holdings
- US$2.85B
- Quarter change
- +US$745.15M
- Entries
- 77
- Net bought (estimate)
- +US$507.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 31
- Added 27
- Corporate actions 0
- Unchanged 14
Largest holdings
77 stocks worth US$2.85B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CCJCAMECO CORPCOM | Added | 4,215,525 | US$429.39M | 15.07% |
| FTITECHNIPFMC PLCCOM | Added | 5,819,258 | US$385.82M | 13.54% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 112,695 | US$224.2M | 7.87% |
| IBNICICI BANK LIMITEDADR | Added | 7,370,799 | US$213.97M | 7.51% |
| MELIMERCADOLIBRE INCCOM | Added | 76,673 | US$130.14M | 4.57% |
| TSMTSMC ADRSPONSORED ADS | Added | 263,227 | US$125.71M | 4.41% |
| HWMHOWMET AEROSPACE INCCOM | Cut | 402,710 | US$108.27M | 3.80% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 311,472 | US$104.29M | 3.66% |
| NVDANvidiaCOM | Cut | 490,765 | US$98.2M | 3.45% |
| GOOGLAlphabetCAP STK CL A | Cut | 267,092 | US$95.45M | 3.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.