StockDriftsStockDriftsTop 50 Hardman Johnston Global Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | 17.55% | 3.40M | $369.4M | +3911.23%(+3.32M) | $99.49(+13.09%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 7.44% | 118.5K | $156.6M | -24.02%(-37.48K) | $538.11(+194.46%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 6.26% | 76.2K | $131.7M | -0.73%(-563) | $1255.05(+28.07%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 5.79% | 1.76M | $121.8M | new | $13.92(+424.66%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 4.6% | 420.0K | $96.8M | -15.92%(-79.54K) | $32.86(+728.86%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 4.42% | 371.4K | $93.1M | -11.77%(-49.55K) | $41.15(+814.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.07% | 491.2K | $85.7M | -6.03%(-31.52K) | $30.43(+674.70%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.04% | 251.7K | $85.1M | -18.48%(-57.05K) | $119.03(+250.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.75% | 274.5K | $78.9M | -12.49%(-39.18K) | $70.81(+466.39%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 3.67% | 2.98M | $77.3M | -45.99%(-2.54M) | $14.62(+79.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.04% | +77.33% |
| Top 20 Holdings Unweighted | +20.93% | +76.87% |
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