Hardman Johnston Global Advisors LLC
78 holdingsFiling period: 2026-06-30Current AUM: $2.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | 4.22M | $429.4M | $384.5M | 13.88% | +814.4K | 2026-06-30 |
| 2 | — | TECHNIPFMC PLC | 5.82M | $385.8M | $385.8M | 13.93% | +4.06M | 2026-06-30 |
| 3 | — | ASML HLDG NV | 112.7K | $224.2M | $224.2M | 8.10% | -5,831 | 2026-06-30 |
| 4 | IBN | ICICI BANK LIMITED | 7.37M | $214.0M | $209.3M | 7.56% | +4.39M | 2026-06-30 |
| 5 | MELI | MERCADOLIBRE INC | 76.7K | $130.1M | $140.2M | 5.06% | +495 | 2026-06-30 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 263.2K | $125.7M | $108.9M | 3.93% | +11.5K | 2026-06-30 |
| 7 | HWM | HOWMET AEROSPACE INC | 402.7K | $108.3M | $90.5M | 3.27% | -17,255 | 2026-06-30 |
| 8 | VRT | VERTIV HOLDINGS CO | 311.5K | $104.3M | $73.1M | 2.64% | -59,924 | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 490.8K | $98.2M | $104.1M | 3.76% | -475 | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 267.1K | $95.5M | $92.1M | 3.33% | -7,362 | 2026-06-30 |
| 11 | CW | CURTISS WRIGHT CORP | 76.4K | $57.9M | $43.0M | 1.55% | -1,856 | 2026-06-30 |
| 12 | MA | MASTERCARD INCORPORATED | 94.2K | $48.4M | $54.0M | 1.95% | +372 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 151.7K | $43.9M | $50.3M | 1.82% | -2,130 | 2026-06-30 |
| 14 | AEIS | ADVANCED ENERGY INDS | 108.9K | $40.6M | $27.3M | 0.99% | -2,237 | 2026-06-30 |
| 15 | LLY | ELI LILLY & CO | 32.5K | $38.9M | $36.9M | 1.33% | +642 | 2026-06-30 |
| 16 | MSFT | MICROSOFT CORP | 101.5K | $37.9M | $50.5M | 1.82% | -23,596 | 2026-06-30 |
| 17 | C | CITIGROUP INC | 263.0K | $36.8M | $35.8M | 1.29% | +74.0K | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 143.8K | $34.3M | $35.7M | 1.29% | +49.9K | 2026-06-30 |
| 19 | EL | LAUDER ESTEE COS INC | 409.6K | $32.3M | $39.4M | 1.42% | +4.7K | 2026-06-30 |
| 20 | SLB | SLB LIMITED | 694.8K | $32.3M | $37.7M | 1.36% | +423.9K | 2026-06-30 |
| 21 | — | SHARKNINJA INC | 193.2K | $29.4M | $29.4M | 1.06% | +697 | 2026-06-30 |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | 57.7K | $28.7M | $29.7M | 1.07% | -674 | 2026-06-30 |
| 23 | ILMN | ILLUMINA INC | 160.0K | $28.1M | $35.6M | 1.28% | +22.2K | 2026-06-30 |
| 24 | SCHW | SCHWAB CHARLES CORP | 298.5K | $27.5M | $32.2M | 1.16% | -3,045 | 2026-06-30 |
| 25 | EW | EDWARDS LIFESCIENCES CORP | 291.1K | $26.3M | $25.0M | 0.90% | +1.5K | 2026-06-30 |
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