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 SWK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,880,773 | 223,484 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,064,431 | 108,568 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,911,756 | 133,348 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,046,860 | 133,533 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,319,833 | 134,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,967,465 | 149,053 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,940,526 | 153,823 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,843,755 | 160,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,027,027 | 163,658 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $16,114,200 | 164,263 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,922,888 | 154,617 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $14,456,360 | 154,267 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,744,613 | 158,161 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $11,035,954 | 146,911 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,021,641 | 159,841 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $16,748,553 | 159,723 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $22,495,426 | 160,923 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $30,357,068 | 160,943 | Shares | Sole | 2022-03-23 | |
| 2021-09-30 | $29,002,585 | 165,436 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,991,031 | 165,818 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $34,394,954 | 172,259 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,995,159 | 173,584 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,181,276 | 173,744 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $24,220,620 | 173,774 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $17,407,400 | 174,074 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||