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 STM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,727,654 | 542,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,660,860 | 372,431 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,923,620 | 386,540 | Shares | Sole | 2025-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||