Hardman Johnston Global Advisors LLC holds a focused book of 77 reported positions worth $2.9B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Netflix Inc and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Cameco Corp at 15% of the reported non-option book. Cloning the disclosed picks since 2013 would be +362% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 74.8 points over this window.
Growth of $10,000 cloning Hardman Johnston Global Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hardman Johnston Global Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 77 | $152.8M |
| Draper Asset Management, LLC | 11 / 77 | $174.0M |
| Ketron Financial | 14 / 77 | $271.5M |
| Altimeter Capital Management, LP | 7 / 77 | $4.7B |
| Prospect Hill Management, LLC | 8 / 77 | $200.8M |
| MayTech Global Investments, LLC | 12 / 77 | $699.6M |
| Hoey Investments, Inc | 40 / 77 | $598.0M |
| BlueSpruce Investments, LP | 7 / 77 | $481.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Hardman Johnston Global Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cameco Corp COM | $429.4M | 4.22M | 15.1% | ▲+24% Added · +814K sh | |
| 2 | Technipfmc PLC COM | $385.8M | 5.82M | 13.5% | ▲+230% Added · +4.1M sh | |
| 3 | ASML Hldg NV N Y REGISTRY SHS | $224.2M | 112.7K | 7.9% | ▼−4.9% Reduced · −6K sh | |
| 4 | Icici Bank Limited ADR | $214.0M | 7.37M | 7.5% | ▲+147% Added · +4.4M sh | |
| 5 | Mercadolibre Inc COM | $130.1M | 76.7K | 4.6% | ▲+0.6% Added · +495 sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $125.7M | 263.2K | 4.4% | ▲+4.6% Added · +11K sh | |
| 7 | Howmet Aerospace Inc COM | $108.3M | 402.7K | 3.8% | ▼−4.1% Reduced · −17K sh | |
| 8 | Vertiv Holdings Co COM CL A | $104.3M | 311.5K | 3.7% | ▼−16% Reduced · −60K sh | |
| 9 | Nvidia Corporation COM | $98.2M | 490.8K | 3.4% | ▼−0.1% Reduced · −475 sh | |
| 10 | Alphabet Inc CAP STK CL A | $95.5M | 267.1K | 3.3% | ▼−2.7% Reduced · −7K sh | |
| 11 | Curtiss Wright Corp COM | $57.9M | 76.4K | 2.0% | ▼−2.4% Reduced · −2K sh | |
| 12 | Mastercard Incorporated CL A | $48.4M | 94.2K | 1.7% | ▲+0.4% Added · +372 sh | |
| 13 | Apple Inc COM | $43.9M | 151.7K | 1.5% | ▼−1.4% Reduced · −2K sh | |
| 14 | Advanced Energy Inds COM | $40.6M | 108.9K | 1.4% | ▼−2.0% Reduced · −2K sh | |
| 15 | Eli Lilly & Co COM | $38.9M | 32.5K | 1.4% | ▲+2.0% Added · +642 sh | |
| 16 | Microsoft Corp COM | $37.9M | 101.5K | 1.3% | ▼−19% Reduced · −24K sh | |
| 17 | Citigroup Inc COM NEW | $36.8M | 263.0K | 1.3% | ▲+39% Added · +74K sh | |
| 18 | Amazon Com Inc COM | $34.3M | 143.8K | 1.2% | ▲+53% Added · +50K sh | |
| 19 | Lauder Estee Cos Inc CL A | $32.3M | 409.6K | 1.1% | ▲+1.1% Added · +5K sh | |
| 20 | SLB Limited COM STK | $32.3M | 694.8K | 1.1% | ▲+156% Added · +424K sh | |
| 21 | Sharkninja Inc COM SHS | $29.4M | 193.2K | 1.0% | ▲+0.4% Added · +697 sh | |
| 22 | Vertex Pharmaceuticals Inc COM | $28.7M | 57.7K | 1.0% | ▼−1.1% Reduced · −674 sh | |
| 23 | Illumina Inc COM | $28.1M | 160.0K | 1.0% | ▲+16% Added · +22K sh | |
| 24 | Schwab Charles Corp COM | $27.5M | 298.5K | 1.0% | ▼−1.0% Reduced · −3K sh | |
| 25 | Edwards Lifesciences Corp COM | $26.3M | 291.1K | 0.9% | ▲+0.5% Added · +1K sh | |
| 26 | Corteva Inc COM | $26.1M | 308.1K | 0.9% | ▼−2.9% Reduced · −9K sh | |
| 27 | Uber Technologies Inc COM | $26.0M | 360.9K | 0.9% | ▲+1.8% Added · +6K sh | |
| 28 | Stmicroelectronics N V NY REGISTRY | $24.2M | 322.7K | 0.8% | ▼−40% Reduced · −219K sh | |
| 29 | Stanley Black & Decker Inc COM | $22.9M | 243.5K | 0.8% | ▲+9.0% Added · +20K sh | |
| 30 | Marsh & McLennan Cos Inc COM | $22.4M | 134.7K | 0.8% | ▼−0.5% Reduced · −714 sh | |
| 31 | Hexcel Corp New COM | $21.9M | 218.8K | 0.8% | ▼−0.1% Reduced · −210 sh | |
| 32 | Broadcom Inc COM | $21.0M | 55.7K | 0.7% | ▲+115% Added · +30K sh | |
| 33 | Iqvia Hldgs Inc COM | $19.5M | 101.1K | 0.7% | ▼−0.7% Reduced · −695 sh | |
| 34 | Automatic Data Processing In COM | $18.0M | 80.3K | 0.6% | ▼−1.4% Reduced · −1K sh | |
| 35 | Albemarle Corp COM | $16.2M | 120.3K | 0.6% | ▼−2.6% Reduced · −3K sh | |
| 36 | SPDR Series Trust ST STR BLO 1 ETF | $15.7M | 171.2K | 0.6% | ▲+1.9% Added · +3K sh | |
| 37 | Elanco Animal Health Inc COM | $15.6M | 635.7K | 0.5% | ▲+2.1% Added · +13K sh | |
| 38 | Medtronic PLC SHS | $14.9M | 190.8K | 0.5% | ▼−0.3% Reduced · −670 sh | |
| 39 | Unitedhealth Group Inc COM | $12.1M | 29.2K | 0.4% | ▲+20% Added · +5K sh | |
| 40 | Universal Display Corp COM | $11.5M | 132.7K | 0.4% | ▼−18% Reduced · −29K sh | |
| 41 | Adobe Inc COM | $10.1M | 49.5K | 0.4% | ▼−1.3% Reduced · −632 sh | |
| 42 | Comcast Corp New CL A | $8.7M | 354.5K | 0.3% | ▼−2.0% Reduced · −7K sh | |
| 43 | Becton Dickinson & Co COM | $8.0M | 52.8K | 0.3% | ▼−1.2% Reduced · −644 sh | |
| 44 | Alphabet Inc CAP STK CL C | $8.0M | 22.6K | 0.3% | ▼−6.2% Reduced · −1K sh | |
| 45 | Netflix Inc. COM | $7.3M | 102.7K | 0.3% | ▲New New position | |
| 46 | Boston Scientific Corp COM | $7.2M | 168.4K | 0.3% | ▲+1.4% Added · +2K sh | |
| 47 | Jazz Pharmaceuticals PLC SHS USD | $6.9M | 28.8K | 0.2% | ▲New New position | |
| 48 | Enterprise Prods Partners L COM | $5.2M | 140.3K | 0.2% | ▼−3.0% Reduced · −4K sh | |
| 49 | Argenx SE SPONSORED ADR | $3.9M | 4.2K | 0.1% | ▲New New position | |
| 50 | Abbott Laboratories COM | $3.2M | 35.6K | 0.1% | ▼−2.6% Reduced · −970 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 77 | $2.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 73 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 71 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 27d | 72 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 73 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 73 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 80 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 77 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 74 | $2.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 36d | 76 | $2.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 29d | 74 | $3.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 20, 2023 | 20d | 75 | $3.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 42d | 76 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 35d | 73 | $3.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 34d | 75 | $2.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 33d | 77 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 33d | 79 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42d | 78 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Mar 23, 2022 | 82d | 77 | $3.7B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 75 | $3.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 40d | 77 | $4.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 42d | 100 | $3.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 42d | 103 | $3.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.