EdgeMarket › What Hardman Johnston Global Advisors Llc reported owning
What Hardman Johnston Global Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
73Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CCJ CAMECO CORP | 369.4M | 17.5% | 3.4M | 102.51 | +45.5% |
| ASML ASML HOLDING NV | 156.6M | 7.4% | 118.5K | 1,763.76 | +135.3% |
| MELI MERCADOLIBRE INC | 131.7M | 6.3% | 76.2K | 1,922.73 | -17.7% |
| FTI TechnipFMC plc | 121.8M | 5.8% | 1.8M | 77.45 | +122.8% |
| HWM Howmet Aerospace Inc. | 96.8M | 4.6% | 420.0K | 271.68 | +58.0% |
| VRT Vertiv Holdings Co | 93.1M | 4.4% | 371.4K | 261.95 | +105.4% |
| NVDA NVIDIA CORP | 85.7M | 4.1% | 491.2K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 85.1M | 4.0% | 251.7K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 78.9M | 3.7% | 274.5K | 344.82 | +73.0% |
| IBN ICICI BANK LTD | 77.3M | 3.7% | 3.0M | 29.91 | -9.9% |
| CW CURTISS WRIGHT CORP | 53.3M | 2.5% | 78.3K | 634.99 | +32.2% |
| MA Mastercard Inc | 46.9M | 2.2% | 93.8K | 580.63 | -2.0% |
| MSFT MICROSOFT CORP | 46.3M | 2.2% | 125.1K | 483.24 | -4.4% |
| AAPL Apple Inc. | 39.0M | 1.9% | 153.8K | 309.35 | +36.9% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 35.9M | 1.7% | 111.1K | 285.83 | +93.5% |
| LLY ELI LILLY & Co | 29.3M | 1.4% | 31.8K | 1,255.40 | +78.0% |
| EL ESTEE LAUDER COMPANIES INC | 29.1M | 1.4% | 404.9K | 101.94 | +17.8% |
| SCHW SCHWAB CHARLES CORP | 28.3M | 1.3% | 301.6K | 112.30 | +17.6% |
| CTVA Corteva, Inc. | 26.6M | 1.3% | 317.3K | 81.79 | +12.1% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 26.1M | 1.2% | 58.4K | 548.05 | +39.0% |
| UBER Uber Technologies, Inc | 25.5M | 1.2% | 354.6K | 78.80 | -15.9% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 23.5M | 1.1% | 135.4K | 192.01 | -9.1% |
| EW Edwards Lifesciences Corp | 23.2M | 1.1% | 289.6K | 89.79 | +10.3% |
| ALB ALBEMARLE CORP | 22.2M | 1.1% | 123.5K | 143.25 | +83.4% |
| C CITIGROUP INC | 21.4M | 1.0% | 189.1K | 131.65 | +41.3% |
| SN SharkNinja, Inc. | 20.4M | 1.0% | 192.5K | 180.76 | +51.1% |
| AMZN AMAZON COM INC | 19.5M | 0.9% | 93.8K | 258.63 | +15.6% |
| STM STMicroelectronics N.V. | 18.7M | 0.9% | 542.0K | 50.56 | +94.5% |
| HXL HEXCEL CORP /DE/ | 17.7M | 0.8% | 219.0K | 93.86 | +54.6% |
| IQV IQVIA HOLDINGS INC. | 17.4M | 0.8% | 101.8K | 259.82 | +35.3% |
| ILMN ILLUMINA, INC. | 17.0M | 0.8% | 137.8K | 219.40 | +117.7% |
| MDT Medtronic plc | 16.6M | 0.8% | 191.5K | 93.35 | +0.1% |
| ADP AUTOMATIC DATA PROCESSING INC | 16.6M | 0.8% | 81.5K | 280.81 | -9.1% |
| SWK STANLEY BLACK & DECKER, INC. | 15.9M | 0.8% | 223.5K | 100.02 | +35.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 15.4M | 0.7% | 168.0K | 91.60 | -0.1% |
| ELAN Elanco Animal Health Inc | 14.9M | 0.7% | 622.7K | 23.97 | +37.3% |
| OLED UNIVERSAL DISPLAY CORP \PA\ | 14.8M | 0.7% | 161.7K | 85.84 | -38.8% |
| SLB SLB LIMITED/NV | 13.9M | 0.7% | 270.9K | 53.87 | +61.5% |
| ADBE ADOBE INC. | 12.2M | 0.6% | 50.1K | 275.30 | -22.1% |
| META Meta Platforms, Inc. | 12.0M | 0.6% | 20.9K | 549.90 | -26.5% |
| BSX BOSTON SCIENTIFIC CORP | 10.4M | 0.5% | 166.0K | 50.37 | -52.5% |
| CMCSA COMCAST CORP | 10.4M | 0.5% | 361.7K | 26.85 | -19.3% |
| BDX BECTON DICKINSON & CO | 8.4M | 0.4% | 53.5K | 192.00 | -3.6% |
| AVGO Broadcom Inc. | 8.0M | 0.4% | 25.9K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 6.9M | 0.3% | 24.1K | 341.75 | +70.7% |
| UNH UNITEDHEALTH GROUP INC | 6.6M | 0.3% | 24.3K | 390.11 | +30.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 5.5M | 0.3% | 144.7K | 38.01 | +20.6% |
| ABT ABBOTT LABORATORIES | 3.8M | 0.2% | 36.5K | 116.64 | -11.9% |
| PLD Prologis, Inc. | 3.0M | 0.1% | 22.9K | 141.80 | +28.7% |
| PG PROCTER & GAMBLE Co | 2.4M | 0.1% | 16.7K | 144.68 | -9.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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