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
25 quarters · across all stocks
Holdings in OLED
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,822,796 | 161,715 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $19,068,539 | 163,286 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $30,464,353 | 212,103 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $40,492,770 | 262,157 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $36,493,826 | 261,642 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $35,798,824 | 244,862 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $49,409,830 | 235,397 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $63,479,100 | 301,922 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $63,529,569 | 377,142 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $73,248,181 | 382,977 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $64,128,688 | 408,489 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $47,960,266 | 332,757 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $44,666,115 | 287,927 | Shares | Other | 2023-05-05 | |
| 2022-12-31 | $30,914,781 | 286,142 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $27,523,498 | 291,717 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $26,101,907 | 258,077 | Shares | Other | 2022-08-02 | |
| 2022-03-31 | $52,003,589 | 311,492 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $51,056,486 | 309,377 | Shares | Other | 2022-03-23 | |
| 2021-09-30 | $46,596,344 | 272,557 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $60,548,685 | 272,337 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $64,947,668 | 274,307 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $63,588,417 | 276,712 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $50,351,814 | 278,587 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $34,600,372 | 231,255 | Shares | Other | 2020-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||