§ 13F · FUND PROFILE
Hardman Johnston Global Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 72Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$143M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | 3.40M | $369M | 17.5% | +3911% |
| 2 | ASML | ASML HLDG NV | 119K | $157M | 7.4% | −24% |
| 3 | MELI | MERCADOLIBRE INC | 76K | $132M | 6.3% | −1% |
| 4 | FTI | TECHNIPFMC PLC | 1.76M | $122M | 5.8% | NEW |
| 5 | HWM | HOWMET AEROSPACE INC | 420K | $97M | 4.6% | −16% |
| 6 | VRT | VERTIV HOLDINGS CO | 371K | $93M | 4.4% | −12% |
| 7 | NVDA | NVIDIA CORPORATION | 491K | $86M | 4.1% | −6% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 252K | $85M | 4.0% | −18% |
| 9 | GOOGL | ALPHABET INC | 274K | $79M | 3.7% | −12% |
| 10 | IBN | ICICI BANK LIMITED | 2.98M | $77M | 3.7% | −46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARDMAN SIGNAL
AC read
Hardman Johnston Global Advisors LLC is a Other fund managing $2.0 billion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed