§ 13F · FUND PROFILE
Hardman Johnston Global Advisors LLC.
AUM · $2.9B (13F)Positions · 77Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | 4.22M | $429M | 15.1% | +24% |
| 2 | FTI | TECHNIPFMC PLC | 5.82M | $386M | 13.5% | +230% |
| 3 | ASML | ASML HLDG NV | 113K | $224M | 7.9% | −5% |
| 4 | IBN | ICICI BANK LIMITED | 7.37M | $214M | 7.5% | +147% |
| 5 | MELI | MERCADOLIBRE INC | 77K | $130M | 4.6% | +1% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 263K | $126M | 4.4% | +5% |
| 7 | HWM | HOWMET AEROSPACE INC | 403K | $108M | 3.8% | −4% |
| 8 | VRT | VERTIV HOLDINGS CO | 311K | $104M | 3.7% | −16% |
| 9 | NVDA | NVIDIA CORPORATION | 491K | $98M | 3.4% | ±0% |
| 10 | GOOGL | ALPHABET INC | 267K | $95M | 3.3% | −3% |
§ 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 $2.9 billion in assets. The fund runs a portfolio of 77 positions.
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