Hardman Johnston Global Advisors LLC
78 holdingsFiling period: 2026-06-30Current AUM: $2.70Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CCJ | Cameco Corp | 4.22M | $429.4M | $347.4M | 12.89% | +814.4K | 2026-06-30 |
| 2 | — | Technipfmc PLC | 5.82M | $385.8M | $385.8M | 14.31% | +4.06M | 2026-06-30 |
| 3 | — | Asml Hldg NV | 112.7K | $224.2M | $224.2M | 8.32% | -5,831 | 2026-06-30 |
| 4 | IBN | Icici Bank Limited | 7.37M | $214.0M | $213.2M | 7.91% | +4.39M | 2026-06-30 |
| 5 | MELI | Mercadolibre Inc | 76.7K | $130.1M | $128.8M | 4.78% | +495 | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Manufac | 263.2K | $125.7M | $115.0M | 4.27% | +11.5K | 2026-06-30 |
| 7 | HWM | Howmet Aerospace Inc | 402.7K | $108.3M | $77.3M | 2.87% | -17,255 | 2026-06-30 |
| 8 | VRT | Vertiv Holdings Co | 311.5K | $104.3M | $65.0M | 2.41% | -59,924 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 490.8K | $98.2M | $107.0M | 3.97% | -475 | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 267.1K | $95.5M | $85.6M | 3.18% | -7,362 | 2026-06-30 |
| 11 | CW | Curtiss Wright Corp | 76.4K | $57.9M | $36.4M | 1.35% | -1,856 | 2026-06-30 |
| 12 | MA | Mastercard Incorporated | 94.2K | $48.4M | $57.4M | 2.13% | +372 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 151.7K | $43.9M | $52.7M | 1.95% | -2,130 | 2026-06-30 |
| 14 | AEIS | Advanced Energy Inds | 108.9K | $40.6M | $25.4M | 0.94% | -2,237 | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 32.5K | $38.9M | $41.6M | 1.54% | +642 | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 101.5K | $37.9M | $53.9M | 2.00% | -23,596 | 2026-06-30 |
| 17 | C | Citigroup Inc | 263.0K | $36.8M | $32.3M | 1.20% | +74.0K | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 143.8K | $34.3M | $36.4M | 1.35% | +49.9K | 2026-06-30 |
| 19 | EL | Lauder Estee Cos Inc | 409.6K | $32.3M | $44.4M | 1.65% | +4.7K | 2026-06-30 |
| 20 | SLB | Slb Limited | 694.8K | $32.3M | $37.6M | 1.39% | +423.9K | 2026-06-30 |
| 21 | — | Sharkninja Inc | 193.2K | $29.4M | $29.4M | 1.09% | +697 | 2026-06-30 |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 57.7K | $28.7M | $30.1M | 1.11% | -674 | 2026-06-30 |
| 23 | ILMN | Illumina Inc | 160.0K | $28.1M | $44.7M | 1.66% | +22.2K | 2026-06-30 |
| 24 | SCHW | Schwab Charles Corp | 298.5K | $27.5M | $26.7M | 0.99% | -3,045 | 2026-06-30 |
| 25 | EW | Edwards Lifesciences Corp | 291.1K | $26.3M | $26.4M | 0.98% | +1.5K | 2026-06-30 |
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