Institutional Fund
Hardman Johnston Global Advisors LLC
Stamford, CTCIK 10063645 filings on record
Portfolio Value
$2.10B
Q1 2026
Holdings
73
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.3%
from $2.10B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cameco Corp17.5%
- Asml Holding N V7.4%
- Mercadolibre Inc6.3%
- Technipfmc PLC5.8%
- Howmet Aerospace Inc4.6%
- Vertiv Holdings Co4.4%
- Other54.0%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cameco Corp | 3.40M | $369.40M | 17.5% | +3.32M | Added |
| 2 | Asml Holding N V | 118.5K | $156.55M | 7.4% | −37.5K | Reduced |
| 3 | Mercadolibre Inc | 76.2K | $131.71M | 6.3% | −563 | Reduced |
| 4 | Technipfmc PLC | 1.76M | $121.78M | 5.8% | +1.76M | New |
| 5 | Howmet Aerospace Inc | 420.0K | $96.79M | 4.6% | −79.5K | Reduced |
| 6 | Vertiv Holdings Co | 371.4K | $93.06M | 4.4% | −49.5K | Reduced |
| 7 | Nvidia Corporation | 491.2K | $85.67M | 4.1% | −31.5K | Reduced |
| 8 | Taiwan Semiconductor Mfg Ltd | 251.7K | $85.08M | 4.0% | −57.0K | Reduced |
| 9 | Alphabet Inc | 274.5K | $78.92M | 3.7% | −39.2K | Reduced |
| 10 | Icici Bank Limited | 2.98M | $77.31M | 3.7% | −2.54M | Reduced |
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