Hardman Johnston Global Advisors LLC holds a focused book of 73 stocks worth $2.1B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Technipfmc PLC and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Cameco Corp at 18% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1006364/holdings"
Use Arkolith to show Hardman Johnston Global Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cameco Corp COM | $369.4M | 3.40M | 17.5% | ▲40× Added · +3.3M sh | |
| 2 | ASML Hldg NV N Y REGISTRY SHS | $156.6M | 118.5K | 7.4% | ▼−24% Reduced · −37K sh | |
| 3 | Mercadolibre Inc COM | $131.7M | 76.2K | 6.3% | ▼−0.7% Reduced · −563 sh | |
| 4 | Technipfmc PLC COM | $121.8M | 1.76M | 5.8% | ▲New New position | |
| 5 | Howmet Aerospace Inc COM | $96.8M | 420.0K | 4.6% | ▼−16% Reduced · −80K sh | |
| 6 | Vertiv Holdings Co COM CL A | $93.1M | 371.4K | 4.4% | ▼−12% Reduced · −50K sh | |
| 7 | Nvidia Corporation COM | $85.7M | 491.2K | 4.1% | ▼−6.0% Reduced · −32K sh | |
| 8 | Taiwan Semiconductor Manufac SPONSORED ADS | $85.1M | 251.7K | 4.0% | ▼−18% Reduced · −57K sh | |
| 9 | Alphabet Inc CAP STK CL A | $78.9M | 274.5K | 3.7% | ▼−12% Reduced · −39K sh | |
| 10 | Icici Bank Limited ADR | $77.3M | 2.98M | 3.7% | ▼−46% Reduced · −2.5M sh | |
| 11 | Curtiss Wright Corp COM | $53.3M | 78.3K | 2.5% | ▼−8.4% Reduced · −7K sh | |
| 12 | Mastercard Incorporated CL A | $46.9M | 93.8K | 2.2% | ▼−5.0% Reduced · −5K sh | |
| 13 | Microsoft Corp COM | $46.3M | 125.1K | 2.2% | ▼−21% Reduced · −34K sh | |
| 14 | Apple Inc COM | $39.0M | 153.8K | 1.9% | ▼−10% Reduced · −18K sh | |
| 15 | Advanced Energy Inds COM | $35.9M | 111.1K | 1.7% | ▼−8.9% Reduced · −11K sh | |
| 16 | Eli Lilly & Co COM | $29.3M | 31.8K | 1.4% | ▼−1.2% Reduced · −380 sh | |
| 17 | Lauder Estee Cos Inc CL A | $29.1M | 404.9K | 1.4% | ▼−1.4% Reduced · −6K sh | |
| 18 | Schwab Charles Corp COM | $28.3M | 301.6K | 1.3% | ▼−8.6% Reduced · −28K sh | |
| 19 | Corteva Inc COM | $26.6M | 317.3K | 1.3% | ▼−4.7% Reduced · −16K sh | |
| 20 | Vertex Pharmaceuticals Inc COM | $26.1M | 58.4K | 1.2% | ▼−8.5% Reduced · −5K sh | |
| 21 | Uber Technologies Inc COM | $25.5M | 354.6K | 1.2% | ▼−2.0% Reduced · −7K sh | |
| 22 | Marsh & McLennan Cos Inc COM | $23.5M | 135.4K | 1.1% | ▼−6.0% Reduced · −9K sh | |
| 23 | Edwards Lifesciences Corp COM | $23.2M | 289.6K | 1.1% | ▼−8.6% Reduced · −27K sh | |
| 24 | Albemarle Corp COM | $22.2M | 123.5K | 1.1% | ▲+17% Added · +18K sh | |
| 25 | Citigroup Inc COM NEW | $21.4M | 189.1K | 1.0% | ▼−5.2% Reduced · −10K sh | |
| 26 | Sharkninja Inc COM SHS | $20.4M | 192.5K | 1.0% | ▼−6.9% Reduced · −14K sh | |
| 27 | Amazon Com Inc COM | $19.5M | 93.8K | 0.9% | ▼−34% Reduced · −48K sh | |
| 28 | Stmicroelectronics N V NY REGISTRY | $18.7M | 542.0K | 0.9% | ▲+46% Added · +170K sh | |
| 29 | Hexcel Corp New COM | $17.7M | 219.0K | 0.8% | ▼−8.6% Reduced · −21K sh | |
| 30 | Iqvia Hldgs Inc COM | $17.4M | 101.8K | 0.8% | ▼−7.3% Reduced · −8K sh | |
| 31 | Illumina Inc COM | $17.0M | 137.8K | 0.8% | ▲+8.3% Added · +11K sh | |
| 32 | Medtronic PLC SHS | $16.6M | 191.5K | 0.8% | ▼−3.7% Reduced · −7K sh | |
| 33 | Automatic Data Processing In COM | $16.6M | 81.5K | 0.8% | ▼−11% Reduced · −10K sh | |
| 34 | Stanley Black & Decker Inc COM | $15.9M | 223.5K | 0.8% | ▲+106% Added · +115K sh | |
| 35 | SPDR Series Trust STATE STREET SPD | $15.4M | 168.0K | 0.7% | ▲New New position | |
| 36 | Elanco Animal Health Inc COM | $14.9M | 622.7K | 0.7% | ▼−1.3% Reduced · −8K sh | |
| 37 | Universal Display Corp COM | $14.8M | 161.7K | 0.7% | ▼−1.0% Reduced · −2K sh | |
| 38 | SLB Limited COM STK | $13.9M | 270.9K | 0.7% | ▲+310% Added · +205K sh | |
| 39 | Adobe Inc COM | $12.2M | 50.1K | 0.6% | ▼−11% Reduced · −6K sh | |
| 40 | Meta Platforms Inc CL A | $12.0M | 20.9K | 0.6% | ▼−3.0% Reduced · −660 sh | |
| 41 | Boston Scientific Corp COM | $10.4M | 166.0K | 0.5% | ▼−27% Reduced · −62K sh | |
| 42 | Comcast Corp New CL A | $10.4M | 361.7K | 0.5% | ▼−9.9% Reduced · −40K sh | |
| 43 | Becton Dickinson & Co COM | $8.4M | 53.5K | 0.4% | ▼−5.7% Reduced · −3K sh | |
| 44 | Broadcom Inc COM | $8.0M | 25.9K | 0.4% | ▲+139% Added · +15K sh | |
| 45 | Alphabet Inc CAP STK CL C | $6.9M | 24.1K | 0.3% | ▼−25% Reduced · −8K sh | |
| 46 | Unitedhealth Group Inc COM | $6.6M | 24.3K | 0.3% | ▼−3.2% Reduced · −803 sh | |
| 47 | Enterprise Prods Partners L COM | $5.5M | 144.7K | 0.3% | ▼−19% Reduced · −34K sh | |
| 48 | Abbott Laboratories COM | $3.8M | 36.5K | 0.2% | ▼−16% Reduced · −7K sh | |
| 49 | Prologis Inc. COM | $3.0M | 22.9K | 0.1% | ▼−13% Reduced · −3K sh | |
| 50 | Procter & Gamble Co COM | $2.4M | 16.7K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 73 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 71 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 72 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 73 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 73 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 80 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 77 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 74 | $2.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 76 | $2.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 74 | $3.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 20, 2023 | 75 | $3.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 76 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 73 | $3.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 75 | $2.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 77 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 79 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 78 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Mar 23, 2022 | 77 | $3.7B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 75 | $3.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 77 | $4.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 100 | $3.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 103 | $3.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 99 | $2.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.