Hardman Johnston Global Advisors LLC
Top Portfolio Positions
71 positions ·
$2,082,591,884 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CCJ |
Cameco Corp
Energy
|
3,401,119 | $369,395,534 | 17.74% | |
| ASML |
Asml Holding NV
Technology
|
118,526 | $156,552,696 | 7.52% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
76,178 | $131,713,285 | 6.32% | |
| FTI |
TechnipFMC plc
Energy
|
1,761,612 | $121,780,237 | 5.85% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
419,965 | $96,785,133 | 4.65% | |
| VRT |
Vertiv Holdings Co
Industrials
|
371,396 | $93,064,409 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
491,240 | $85,672,256 | 4.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
251,742 | $85,076,208 | 4.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
274,454 | $78,921,992 | 3.79% | |
| IBN |
Icici Bank Ltd
Financial Services
|
2,984,885 | $77,308,521 | 3.71% |
Portfolio Trend
Holdings in HWM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,785,133 | 419,965 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $102,408,720 | 499,506 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $98,590,857 | 502,425 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $106,562,030 | 572,514 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $101,650,200 | 783,552 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $103,779,771 | 948,887 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $100,826,638 | 1,005,752 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $86,192,744 | 1,110,302 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $101,879,405 | 1,488,812 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $86,021,845 | 1,589,465 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $75,068,282 | 1,623,098 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $89,346,173 | 1,802,788 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $77,780,219 | 1,835,738 | Shares | Other | 2023-05-05 | |
| 2022-12-31 | $73,648,935 | 1,868,788 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $61,118,236 | 1,976,018 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $56,525,651 | 1,797,318 | Shares | Other | 2022-08-02 | |
| 2022-03-31 | $64,674,676 | 1,799,518 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $41,802,593 | 1,313,308 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $31,846,932 | 1,020,735 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,201,242 | 789,128 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||