StockDriftsStockDriftsTop 50 Hardman Johnston Global Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | 15.07% | 4.22M | $429.4M | +23.95%(+814.41K) | $100.04(+0.25%) | 2026-06-30 | |
| FTI | TECHNIPFMC PLC | 13.54% | 5.82M | $385.8M | +230.34%(+4.06M) | $50.89(+54.46%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 7.87% | 112.7K | $224.2M | -4.92%(-5.83K) | $538.11(+247.10%) | 2026-06-30 | |
| IBN | ICICI BANK LIMITED | 7.51% | 7.37M | $214.0M | +146.94%(+4.39M) | $22.06(+34.83%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.57% | 76.7K | $130.1M | +0.65%(+495) | $1257.65(+41.54%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.41% | 263.2K | $125.7M | +4.56%(+11.48K) | $131.16(+225.48%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 3.8% | 402.7K | $108.3M | -4.11%(-17.25K) | $32.86(+783.94%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 3.66% | 311.5K | $104.3M | -16.13%(-59.92K) | $41.15(+619.00%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.45% | 490.8K | $98.2M | -0.10%(-475) | $30.43(+642.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.35% | 267.1K | $95.5M | -2.68%(-7.36K) | $70.81(+386.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.60% | +58.53% | +8.43% | +49.91% |
| Top 20 Holdings Unweighted | +15.56% | +54.33% | +9.10% | +54.56% |
Hardman Johnston Global Advisors LLC reports $2.85B in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are CCJ (15.1%), FTI (13.5%) and ASML (7.9%). The top 20 holdings account for 81.37% of reported assets. Its disclosed equity book has returned +58.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hardman Johnston Global Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1006364). View Hardman Johnston Global Advisors LLC’s 13F filings on SEC