2026 Q1 Portfolio Activity
In 2026 Q1, Hardman Johnston Global Advisors LLC maintained a portfolio of 78 distinct positions. The most significant new addition was TECHNIPFMC PLC, now representing 5.79% of the total fund value. They heavily accumulated shares in CAMECO CORP, increasing the position by 3911.2%. Conversely, Hardman Johnston Global Advisors LLC completely exited their position in HDFC BANK LTD.
Position History
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Total Positions
78
Quarter
2026 Q1
Top Holding
CCJ (17.5%)
Top 10 Concentration
61.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
Hardman Johnston Global Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CCJ
CAMECO CORP
|
Energy | 17.55% | 0.37% |
#1
45
Prev: #46
|
9.0 |
—
|
3,316,329 | 3911.2% |
P
S
|
3,401,119 | $369,395,535 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ASML
ASML HLDG NV
|
Technology | 7.44% | 7.95% |
#2
1
Prev: #1
|
4.5 |
—
|
-37,478 | -24.0% |
P
S
|
118,526 | $156,552,697 | 2005 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 6.26% | 7.37% |
#3
1
Prev: #4
|
4.0 |
—
|
-563 | -0.7% |
P
S
|
76,178 | $131,713,286 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FTI
TECHNIPFMC PLC
|
Energy | 5.79% | — |
#4
Prev: #—
|
6.3 |
—
|
1,761,612 | — |
NEW
|
1,761,612 | $121,780,238 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 4.60% | 4.88% |
#5
Prev: #5
|
2.8 |
—
|
-79,541 | -15.9% |
P
S
|
419,965 | $96,785,134 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 4.42% | 3.25% |
#6
4
Prev: #10
|
2.3 |
—
|
-49,545 | -11.8% |
P
S
|
371,396 | $93,064,410 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.07% | 4.65% |
#7
Prev: #7
|
2.1 |
—
|
-31,516 | -6.0% |
P
S
|
491,240 | $85,672,256 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.04% | 4.47% |
#8
Prev: #8
|
2.1 |
—
|
-57,050 | -18.5% |
P
S
|
251,742 | $85,076,209 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.75% | 4.68% |
#9
3
Prev: #6
|
2.0 |
—
|
-39,178 | -12.5% |
P
S
|
274,454 | $78,921,992 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 3.67% | 7.85% |
#10
8
Prev: #2
|
1.5 |
—
|
-2,541,732 | -46.0% |
P
S
|
2,984,885 | $77,308,522 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CW
CURTISS WRIGHT ...
|
Industrials | 2.53% | 2.24% |
#11
2
Prev: #13
|
1.5 |
—
|
-7,182 | -8.4% |
P
S
|
78,267 | $53,309,219 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.23% | 2.69% |
#12
1
Prev: #11
|
1.4 |
—
|
-4,958 | -5.0% |
P
S
|
93,812 | $46,874,104 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.20% | 3.67% |
#13
4
Prev: #9
|
0.9 |
—
|
-34,100 | -21.4% |
P
S
|
125,120 | $46,315,670 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.85% | 2.23% |
#14
Prev: #14
|
1.2 |
—
|
-17,961 | -10.5% |
P
S
|
153,836 | $39,042,038 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AEIS
ADVANCED ENERGY...
|
Industrials | 1.70% | 1.22% |
#15
9
Prev: #24
|
1.2 |
—
|
-10,854 | -8.9% |
P
S
|
111,130 | $35,862,762 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.39% | 1.65% |
#16
Prev: #16
|
1.1 |
—
|
-380 | -1.2% |
P
S
|
31,819 | $29,266,162 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EL
LAUDER ESTEE CO...
|
Consumer Defensive | 1.38% | 2.05% |
#17
2
Prev: #15
|
1.1 |
—
|
-5,742 | -1.4% |
P
S
|
404,922 | $29,061,252 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.35% | 1.57% |
#18
1
Prev: #17
|
1.0 |
—
|
-28,299 | -8.6% |
P
S
|
301,580 | $28,342,488 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 1.26% | 1.06% |
#19
10
Prev: #29
|
1.0 |
—
|
-15,540 | -4.7% |
P
S
|
317,318 | $26,562,690 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.24% | 1.38% |
#20
1
Prev: #21
|
1.0 |
—
|
-5,449 | -8.5% |
P
S
|
58,357 | $26,058,735 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.21% | 1.41% |
#21
1
Prev: #20
|
1.0 |
—
|
-7,130 | -2.0% |
P
S
|
354,580 | $25,504,939 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 1.12% | 1.27% |
#22
1
Prev: #23
|
0.9 |
—
|
-8,579 | -6.0% |
P
S
|
135,391 | $23,483,569 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 1.10% | 1.29% |
#23
1
Prev: #22
|
0.9 |
—
|
-27,164 | -8.6% |
P
S
|
289,606 | $23,191,648 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ALB
ALBEMARLE CORP
|
Basic Materials | 1.05% | 0.71% |
#24
13
Prev: #37
|
2.4 |
—
|
18,043 | 17.1% |
P
S
|
123,541 | $22,179,316 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.02% | 1.11% |
#25
2
Prev: #27
|
0.9 |
—
|
-10,370 | -5.2% |
P
S
|
189,080 | $21,443,563 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 0.97% | 1.10% |
#26
2
Prev: #28
|
0.9 |
—
|
-14,243 | -6.9% |
P
S
|
192,519 | $20,387,762 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.93% | 1.56% |
#27
9
Prev: #18
|
0.4 |
—
|
-48,325 | -34.0% |
P
S
|
93,833 | $19,542,599 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
STM
STMICROELECTRON...
|
Technology | 0.89% | 0.46% |
#28
15
Prev: #43
|
2.9 |
—
|
169,614 | 45.5% |
P
S
|
542,045 | $18,727,655 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HXL
HEXCEL CORP NEW
|
Industrials | 0.84% | 0.84% |
#29
5
Prev: #34
|
0.8 |
—
|
-20,565 | -8.6% |
P
S
|
218,982 | $17,722,213 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.82% | 1.18% |
#30
5
Prev: #25
|
0.8 |
—
|
-8,082 | -7.4% |
P
S
|
101,825 | $17,365,236 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 0.81% | 0.80% |
#31
5
Prev: #36
|
2.3 |
—
|
10,545 | 8.3% |
P
S
|
137,781 | $16,982,886 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.79% | 0.91% |
#32
Prev: #32
|
0.8 |
—
|
-7,360 | -3.7% |
P
S
|
191,504 | $16,593,822 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.79% | 1.13% |
#33
7
Prev: #26
|
0.8 |
—
|
-10,323 | -11.2% |
P
S
|
81,484 | $16,555,919 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SWK
STANLEY BLACK &...
|
Industrials | 0.75% | 0.38% |
#34
11
Prev: #45
|
3.3 |
—
|
114,916 | 105.8% |
P
S
|
223,484 | $15,880,773 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.73% | — |
#35
Prev: #—
|
3.8 |
—
|
168,020 | — |
NEW
|
168,020 | $15,397,353 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ELAN
ELANCO ANIMAL H...
|
Healthcare | 0.71% | 0.68% |
#36
2
Prev: #38
|
0.8 |
—
|
-8,170 | -1.3% |
P
S
|
622,670 | $14,900,493 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OLED
UNIVERSAL DISPL...
|
Technology | 0.70% | 0.91% |
#37
4
Prev: #33
|
0.8 |
—
|
-1,571 | -1.0% |
P
S
|
161,715 | $14,822,797 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SLB
SLB LIMITED
|
Energy | 0.66% | 0.12% |
#38
14
Prev: #52
|
3.3 |
—
|
204,770 | 309.6% |
P
S
|
270,913 | $13,922,219 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADBE
ADOBE INC
|
Technology | 0.58% | 0.94% |
#39
8
Prev: #31
|
0.7 |
—
|
-6,058 | -10.8% |
P
S
|
50,121 | $12,183,413 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.57% | 0.68% |
#40
1
Prev: #39
|
0.7 |
—
|
-660 | -3.1% |
P
S
|
20,945 | $11,983,263 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.49% | 1.04% |
#41
11
Prev: #30
|
0.2 |
—
|
-62,240 | -27.3% |
P
S
|
166,024 | $10,418,006 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.49% | 0.57% |
#42
2
Prev: #40
|
0.7 |
—
|
-39,706 | -9.9% |
P
S
|
361,655 | $10,383,115 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.40% | 0.52% |
#43
2
Prev: #41
|
0.7 |
—
|
-3,247 | -5.7% |
P
S
|
53,450 | $8,403,944 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.38% | 0.18% |
#44
6
Prev: #50
|
3.2 |
—
|
15,030 | 138.8% |
P
S
|
25,858 | $8,003,310 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.33% | 0.48% |
#45
3
Prev: #42
|
0.1 |
—
|
-7,948 | -24.8% |
P
S
|
24,082 | $6,908,163 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.31% | 0.39% |
#46
2
Prev: #44
|
0.6 |
—
|
-803 | -3.2% |
P
S
|
24,308 | $6,577,502 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.26% | 0.27% |
#47
1
Prev: #48
|
0.6 |
—
|
-34,214 | -19.1% |
P
S
|
144,671 | $5,474,351 | 2005 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.18% | 0.26% |
#48
1
Prev: #49
|
0.6 |
—
|
-7,163 | -16.4% |
P
S
|
36,548 | $3,752,383 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 0.14% | 0.16% |
#49
2
Prev: #51
|
0.6 |
—
|
-3,436 | -13.1% |
P
S
|
22,871 | $3,023,089 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.11% | 0.11% |
#50
3
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
16,700 | $2,412,148 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 78 holdings