Hardman Johnston Global Advisors portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Hardman Johnston Global Advisors reported a $2.9 bn portfolio of 76 companies (77 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are CCJ, FTI, ASML.
Sections with a free account
What changed this quarter
53 positions with a change (5 new, 21 added to, 26 trimmed, 1 sold). 6 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- TechnipFMC+230%more sharesIncreased5.8% → 13.5%
- Icici Bank+147%more sharesIncreased3.7% → 7.5%
- Cameco+24%more sharesIncreased17.5% → 15.1%
- Vertiv Holdings−16%fewer sharesReduced4.4% → 3.7%
- SLB+156%more sharesIncreased0.7% → 1.1%
- STMicroelectronics−40%fewer sharesReduced0.9% → 0.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- CamecoCCJ15.1%
- TechnipFMCFTI13.5%
- ASML HoldingASML7.9%
- Icici BankIBN7.5%
- MercadoLibreMELI4.6%
- Taiwan Semiconductor ManufacturingTSM4.4%
- Howmet AerospaceHWM3.8%
- Vertiv HoldingsVRT3.7%
- AlphabetGOOGL · GOOG3.6%
- NVIDIANVDA3.4%
- Curtiss-wrightCW2.0%
- MastercardMA1.7%
- AppleAAPL1.5%
- Advanced Energy IndustriesAEIS1.4%
- Eli LillyLLY1.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Energy 30%
- ● Information Technology 22%
- ● Industrials 12%
- ● No sector 8%
- ● Health Care 8%
- ● Consumer Discretionary 7%
- ● Financials 5%
- ● Communication Services 4%
- ● Materials 2%
- ● Consumer Staples 1%
How its portfolio changed (8 quarters)
Q2 2026: 77
Q2 2026: 67%
Q2 2026: 11.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jul 30, 2026 (medium confidence).
The data, as reported: HARDMAN JOHNSTON GLOBAL ADVISORS LLC (CRD 112500): 7.B private funds: 8 other (gross assets $4.3 bn); 5.D assets by client type: pooled vehicles 50%, governments 17%, pension plans 12%, high net worth 10% (of $8.8 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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