Hardman Johnston Global Advisors
Stamford, CTfiles as Hardman Johnston Global Advisors LLC
$2.9bn in 77 US stocks at the end of 30 June 2026. The top 10 are 67.2% of the money. It changed about 14.9% of the portfolio this quarter.
Value
$2.9bn
Stocks
77
Top 10 share
67.2%
Turnover
14.9%
What changed this quarter
New
Bought for the first time this quarter.
- NetflixNFLX0.3% of the fund
- Jazz PharmaceuticalsJAZZ0.2% of the fund
- Argenx SEARGX0.1% of the fund
- Newell BrandsNWL<0.1% of the fund
- Union PacificUNP<0.1% of the fund
Added
Bought more of a stock they already held.
- CamecoCCJ15.1% of the fund+24%
- TechnipFMCFTI13.5% of the fund+230%
- Icici BankIBN7.5% of the fund+147%
- Taiwan Semiconductor ManufacturingTSM4.4% of the fund+5%
- Eli LillyLLY1.4% of the fund+2%
- CitigroupC1.3% of the fund+39%
- Amazon.comAMZN1.2% of the fund+53%
- SLB LimitedSLB1.1% of the fund+156%
- IlluminaILMN1.0% of the fund+16%
- Stanley Black & DeckerSWK0.8% of the fund+9%
- BroadcomAVGO0.7% of the fund+115%
- Elanco Animal HealthELAN0.5% of the fund+2%
- UnitedHealth GroupUNH0.4% of the fund+20%
- EOG ResourcesEOG0.1% of the fund+80%
- WatersWAT0.1% of the fund+7%
- OneokOKE<0.1% of the fund+91%
- LXP Industrial TrustLXP<0.1% of the fund+18%
Cut
Sold some of their stake.
- ASML Holding NVASML7.9% of the fund-5%
- Howmet AerospaceHWM3.8% of the fund-4%
- Vertiv HoldingsVRT3.7% of the fund-16%
- AlphabetGOOGL3.3% of the fund-3%
- Curtiss WrightCW2.0% of the fund-2%
- Advanced Energy IndustriesAEIS1.4% of the fund-2%
- MicrosoftMSFT1.3% of the fund-19%
- CortevaCTVA0.9% of the fund-3%
- STMicroelectronicsSTM0.8% of the fund-40%
- AlbemarleALB0.6% of the fund-3%
- Universal DisplayOLED0.4% of the fund-18%
- AlphabetGOOG0.3% of the fund-6%
- Enterprise Products Partners L.P.EPD0.2% of the fund-3%
- Abbott LaboratoriesABT0.1% of the fund-3%
- PrologisPLD0.1% of the fund-2%
- Meta PlatformsMETA<0.1% of the fund-77%
- Nebius GroupNBIS<0.1% of the fund-49%
- GE VernovaGEV<0.1% of the fund-20%
- ShellSHEL<0.1% of the fund-14%
Sold out
Sold their entire stake.
- T-Mobile USTMUS-100%
Holdings
- CamecoCCJ
- Share
- 15.1%
- Value
- $429m
- Shares
- 4,215,525
+24%
- Spdr Series TrustBIL
- Share
- 0.6%
- Value
- $16m
- Shares
- 171,220
Held
- Argenx SEARGX
- Share
- 0.1%
- Value
- $4m
- Shares
- 4,185
New
- ShellSHEL
- Share
- <0.1%
- Value
- $333,422
- Shares
- 4,300
-14%
- Ishares Gold TRIAU
- Share
- <0.1%
- Value
- $271,836
- Shares
- 3,600
Held
- Trip COM GroupTCOM
- Share
- <0.1%
- Value
- $229,080
- Shares
- 5,750
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CamecoCCJ | 15.1% | $429m | 4,215,525 | +24% |
| TechnipFMCFTI | 13.5% | $386m | 5,819,258 | +230% |
| ASML Holding NVASML | 7.9% | $224m | 112,695 | -5% |
| Icici BankIBN | 7.5% | $214m | 7,370,799 | +147% |
| MercadoLibreMELI | 4.6% | $130m | 76,673 | Held |
| Taiwan Semiconductor ManufacturingTSM | 4.4% | $126m | 263,227 | +5% |
| Howmet AerospaceHWM | 3.8% | $108m | 402,710 | -4% |
| Vertiv HoldingsVRT | 3.7% | $104m | 311,472 | -16% |
| NvidiaNVDA | 3.4% | $98m | 490,765 | Held |
| AlphabetGOOGL | 3.3% | $95m | 267,092 | -3% |
| Curtiss WrightCW | 2.0% | $58m | 76,411 | -2% |
| MastercardMA | 1.7% | $48m | 94,184 | Held |
| AppleAAPL | 1.5% | $44m | 151,706 | Held |
| Advanced Energy IndustriesAEIS | 1.4% | $41m | 108,893 | -2% |
| Eli LillyLLY | 1.4% | $39m | 32,461 | +2% |
| MicrosoftMSFT | 1.3% | $38m | 101,524 | -19% |
| CitigroupC | 1.3% | $37m | 263,040 | +39% |
| Amazon.comAMZN | 1.2% | $34m | 143,758 | +53% |
| Estee Lauder CompaniesEL | 1.1% | $32m | 409,592 | Held |
| SLB LimitedSLB | 1.1% | $32m | 694,803 | +156% |
| SharkNinjaSN | 1.0% | $29m | 193,216 | Held |
| Vertex PharmaceuticalsVRTX | 1.0% | $29m | 57,683 | Held |
| IlluminaILMN | 1.0% | $28m | 159,994 | +16% |
| Charles SchwabSCHW | 1.0% | $28m | 298,535 | Held |
| Edwards LifesciencesEW | 0.9% | $26m | 291,072 | Held |
| CortevaCTVA | 0.9% | $26m | 308,077 | -3% |
| Uber TechnologiesUBER | 0.9% | $26m | 360,920 | Held |
| STMicroelectronicsSTM | 0.8% | $24m | 322,724 | -40% |
| Stanley Black & DeckerSWK | 0.8% | $23m | 243,515 | +9% |
| Marsh & McLennan CompaniesMRSH | 0.8% | $22m | 134,677 | Held |
| HexcelHXL | 0.8% | $22m | 218,772 | Held |
| BroadcomAVGO | 0.7% | $21m | 55,702 | +115% |
| Iqvia HoldingsIQV | 0.7% | $20m | 101,130 | Held |
| Automatic Data ProcessingADP | 0.6% | $18m | 80,332 | Held |
| AlbemarleALB | 0.6% | $16m | 120,281 | -3% |
| Spdr Series TrustBIL | 0.6% | $16m | 171,220 | Held |
| Elanco Animal HealthELAN | 0.5% | $16m | 635,690 | +2% |
| MedtronicMDT | 0.5% | $15m | 190,834 | Held |
| UnitedHealth GroupUNH | 0.4% | $12m | 29,181 | +20% |
| Universal DisplayOLED | 0.4% | $11m | 132,685 | -18% |
| AdobeADBE | 0.4% | $10m | 49,489 | Held |
| ComcastCMCSA | 0.3% | $9m | 354,500 | Held |
| Becton DickinsonBDX | 0.3% | $8m | 52,806 | Held |
| AlphabetGOOG | 0.3% | $8m | 22,586 | -6% |
| NetflixNFLX | 0.3% | $7m | 102,740 | New |
| Boston ScientificBSX | 0.3% | $7m | 168,360 | Held |
| Jazz PharmaceuticalsJAZZ | 0.2% | $7m | 28,817 | New |
| Enterprise Products Partners L.P.EPD | 0.2% | $5m | 140,264 | -3% |
| Argenx SEARGX | 0.1% | $4m | 4,185 | New |
| Abbott LaboratoriesABT | 0.1% | $3m | 35,578 | -3% |
| EOG ResourcesEOG | 0.1% | $3m | 24,460 | +80% |
| PrologisPLD | 0.1% | $3m | 22,352 | -2% |
| WatersWAT | 0.1% | $3m | 7,702 | +7% |
| Meta PlatformsMETA | <0.1% | $3m | 4,802 | -77% |
| M&T BankMTB | <0.1% | $3m | 10,630 | Held |
| Procter & GamblePG | <0.1% | $2m | 16,700 | Held |
| OneokOKE | <0.1% | $2m | 27,487 | +91% |
| PayPal HoldingsPYPL | <0.1% | $2m | 36,310 | Held |
| ChevronCVX | <0.1% | $2m | 9,335 | Held |
| MerckMRK | <0.1% | $1m | 11,210 | Held |
| Microchip TechnologyMCHP | <0.1% | $1m | 14,650 | Held |
| ExxonMobil HoldingsXOM | <0.1% | $1m | 8,883 | Held |
| LXP Industrial TrustLXP | <0.1% | $1m | 19,500 | +18% |
| Newell BrandsNWL | <0.1% | $921,000 | 150,000 | New |
| Nebius GroupNBIS | <0.1% | $900,314 | 3,260 | -49% |
| Eversource EnergyES | <0.1% | $867,240 | 12,000 | Held |
| PfizerPFE | <0.1% | $664,608 | 27,600 | Held |
| BoeingBA | <0.1% | $568,234 | 2,625 | Held |
| HersheyHSY | <0.1% | $508,805 | 2,900 | Held |
| Versant Media GroupVSNT | <0.1% | $494,705 | 13,738 | Held |
| GE VernovaGEV | <0.1% | $482,867 | 411 | -20% |
| General ElectricGE | <0.1% | $353,549 | 946 | Held |
| ShellSHEL | <0.1% | $333,422 | 4,300 | -14% |
| Highwoods PropertiesHIW | <0.1% | $292,552 | 9,700 | Held |
| Ishares Gold TRIAU | <0.1% | $271,836 | 3,600 | Held |
| Trip COM GroupTCOM | <0.1% | $229,080 | 5,750 | Held |
| Union PacificUNP | <0.1% | $205,088 | 754 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.4% since 30 June 2025.
Where the money is
Industrials20.5%
Technology19.1%
Materials16.6%
Energy15.0%
Financial services12.4%
Health care7.5%
Media & telecom4.3%
Retail & consumer2.2%
Everyday goods1.2%
Utilities0.2%
Real estate0.2%
Other0.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.