Hardman Johnston Global Advisors LLC
74 holdingsFiling period: 2026-03-31Current AUM: $2.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | 3.40M | $369.4M | $293.8M | 13.26% | +3.32M | 2026-03-31 |
| 2 | — | ASML HLDG NV | 118.5K | $156.6M | $156.6M | 7.06% | -37,478 | 2026-03-31 |
| 3 | MELI | MERCADOLIBRE INC | 76.2K | $131.7M | $143.1M | 6.46% | -563 | 2026-03-31 |
| 4 | — | TECHNIPFMC PLC | 1.76M | $121.8M | $121.8M | 5.50% | -- | 2026-03-31 |
| 5 | HWM | HOWMET AEROSPACE INC | 420.0K | $96.8M | $118.5M | 5.35% | -79,541 | 2026-03-31 |
| 6 | VRT | VERTIV HOLDINGS CO | 371.4K | $93.1M | $89.7M | 4.05% | -49,545 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 491.2K | $85.7M | $98.6M | 4.45% | -31,516 | 2026-03-31 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 251.7K | $85.1M | $101.8M | 4.59% | -57,050 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 274.5K | $78.9M | $97.7M | 4.41% | -39,178 | 2026-03-31 |
| 10 | IBN | ICICI BANK LIMITED | 2.98M | $77.3M | $89.5M | 4.04% | -2,541,732 | 2026-03-31 |
| 11 | CW | CURTISS WRIGHT CORP | 78.3K | $53.3M | $56.7M | 2.56% | -7,182 | 2026-03-31 |
| 12 | MA | MASTERCARD INCORPORATED | 93.8K | $46.9M | $53.8M | 2.43% | -4,958 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 125.1K | $46.3M | $58.1M | 2.62% | -34,100 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 153.8K | $39.0M | $47.5M | 2.14% | -17,961 | 2026-03-31 |
| 15 | AEIS | ADVANCED ENERGY INDS | 111.1K | $35.9M | $32.2M | 1.45% | -10,854 | 2026-03-31 |
| 16 | LLY | ELI LILLY & CO | 31.8K | $29.3M | $36.6M | 1.65% | -380 | 2026-03-31 |
| 17 | EL | LAUDER ESTEE COS INC | 404.9K | $29.1M | $34.0M | 1.53% | -5,742 | 2026-03-31 |
| 18 | SCHW | SCHWAB CHARLES CORP | 301.6K | $28.3M | $31.7M | 1.43% | -28,299 | 2026-03-31 |
| 19 | CTVA | CORTEVA INC | 317.3K | $26.6M | $25.0M | 1.13% | -15,540 | 2026-03-31 |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | 58.4K | $26.1M | $27.8M | 1.26% | -5,449 | 2026-03-31 |
| 21 | UBER | UBER TECHNOLOGIES INC | 354.6K | $25.5M | $24.9M | 1.13% | -7,130 | 2026-03-31 |
| 22 | MRSH | MARSH & MCLENNAN COS INC | 135.4K | $23.5M | $25.7M | 1.16% | -8,579 | 2026-03-31 |
| 23 | EW | EDWARDS LIFESCIENCES CORP | 289.6K | $23.2M | $24.9M | 1.12% | -27,164 | 2026-03-31 |
| 24 | ALB | ALBEMARLE CORP | 123.5K | $22.2M | $14.5M | 0.66% | +18.0K | 2026-03-31 |
| 25 | C | CITIGROUP INC | 189.1K | $21.4M | $25.0M | 1.13% | -10,370 | 2026-03-31 |
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