Hardman Johnston Global Advisors LLC
Top Portfolio Positions
66 positions ·
$2,008,567,180 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ASML |
Asml Holding Nv
Technology
|
156,004 | $166,902,439 | 8.31% |
| IBN |
Icici Bank Ltd
Financial Services
|
5,526,617 | $164,693,186 | 8.20% |
| HDB |
Hdfc Bank Ltd
Financial Services
|
4,428,563 | $161,819,692 | 8.06% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
76,741 | $154,576,326 | 7.70% |
| HWM |
Howmet Aerospace Inc.
Industrials
|
499,506 | $102,408,720 | 5.10% |
| GOOGL |
Alphabet Inc.
Communication Services
|
313,632 | $98,166,816 | 4.89% |
| NVDA |
Nvidia Corp
Technology
|
522,756 | $97,493,994 | 4.85% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
308,792 | $93,838,800 | 4.67% |
| MSFT |
Microsoft Corp
Technology
|
159,220 | $77,001,976 | 3.83% |
| VRT |
Vertiv Holdings Co
Industrials
|
420,941 | $68,196,651 | 3.40% |
Portfolio Trend
Holdings in AEIS
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $25,539,790 | 121,984 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,788,294 | 139,816 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,814,512 | 172,185 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,418,577 | 172,265 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,936,305 | 120,525 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,012,926 | 123,650 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,201,880 | 130,580 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,648,493 | 133,835 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,595,280 | 134,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,879,436 | 134,595 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $15,063,024 | 135,155 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,482,350 | 137,575 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,075,250 | 140,770 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $29,488,023 | 380,933 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,449,456 | 376,123 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,439,506 | 376,853 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,169,172 | 375,238 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $30,027,874 | 342,198 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,871,199 | 344,878 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $44,611,228 | 408,640 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $62,362,376 | 643,110 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $43,783,581 | 695,640 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $46,646,976 | 688,110 | Shares | Other | 2020-07-23 | |
| 2020-03-31 | $16,546,727 | 341,240 | Shares | Other | 2020-05-04 | |
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