Filed: 1/23/2026ACC: 0001172661-26-000276
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $2.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$2.10B
Total AUM (reported)
20.39M
Total Shares
Allocation by class
COM$1.07B51.1%
SPONSORED ADS$255.66M12.2%
N Y REGISTRY SHS$166.90M8.0%
ADR$164.69M7.8%
CL A$131.40M6.3%
CAP STK CL A$98.17M4.7%
COM CL A$68.20M3.2%
Portfolio Concentration
Top 3$493.42M23.5%
4–10$691.68M33.0%
11–25$537.05M25.6%
Rest$376.54M17.9%
Top 3 weight
23.5%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 20.39M
Sole
Full voting authority
16.94M
shares
% of voting shares83.1%
Shared
Joint voting authority
178.73K
shares
% of voting shares0.9%
None
No voting authority
3.27M
shares
% of voting shares16.0%
Investment Discretion (by position count)
Sole48
Shared0
Other23
Dominant voting typeSole · 83.1% of voting shares
Institutional Holdings71
Rows:
ASML HOLDING N V
OTRShares156K
TypeSH
Market value$166.90M
7.95%
Sole
99.95K
Shared
1.47K
None
54.58K
ICICI BANK LIMITED
OTRShares5.53M
TypeSH
Market value$164.69M
7.85%
Sole
4.79M
Shared
11.35K
None
721.10K
HDFC BANK LTD
OTRShares4.43M
TypeSH
Market value$161.82M
7.71%
Sole
3.87M
Shared
10.41K
None
549.08K
MERCADOLIBRE INC
OTRShares76.74K
TypeSH
Market value$154.58M
7.37%
Sole
65.50K
Shared
332.00
None
10.91K
HOWMET AEROSPACE INC
OTRShares499.51K
TypeSH
Market value$102.41M
4.88%
Sole
413.64K
Shared
7.38K
None
78.50K
ALPHABET INC
OTRShares313.63K
TypeSH
Market value$98.17M
4.68%
Sole
252.21K
Shared
5.77K
None
55.65K
NVIDIA CORPORATION
OTRShares522.76K
TypeSH
Market value$97.49M
4.65%
Sole
430.37K
Shared
8.06K
None
84.33K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares308.79K
TypeSH
Market value$93.84M
4.47%
Sole
169.99K
Shared
5.46K
None
133.34K
MICROSOFT CORP
OTRShares159.22K
TypeSH
Market value$77.00M
3.67%
Sole
128.16K
Shared
2.73K
None
28.34K
VERTIV HOLDINGS CO
OTRShares420.94K
TypeSH
Market value$68.20M
3.25%
Sole
361.56K
Shared
4.28K
None
55.10K
MASTERCARD INCORPORATED
OTRShares98.77K
TypeSH
Market value$56.39M
2.69%
Sole
81.61K
Shared
1.73K
None
15.43K
ASTRAZENECA PLC
SOLEShares546.92K
TypeSH
Market value$50.28M
2.40%
Sole
407.42K
Shared
0.00
None
139.50K
CURTISS WRIGHT CORP
SOLEShares85.45K
TypeSH
Market value$47.11M
2.24%
Sole
79.46K
Shared
0.00
None
5.99K
APPLE INC
SOLEShares171.80K
TypeSH
Market value$46.70M
2.23%
Sole
160.92K
Shared
0.00
None
10.88K
LAUDER ESTEE COS INC
OTRShares410.66K
TypeSH
Market value$43.00M
2.05%
Sole
288.42K
Shared
13.75K
None
108.49K
ELI LILLY & CO
OTRShares32.20K
TypeSH
Market value$34.60M
1.65%
Sole
19.57K
Shared
1.50K
None
11.13K
SCHWAB CHARLES CORP
SOLEShares329.88K
TypeSH
Market value$32.96M
1.57%
Sole
307.91K
Shared
0.00
None
21.96K
AMAZON COM INC
OTRShares142.16K
TypeSH
Market value$32.81M
1.56%
Sole
92.64K
Shared
5.89K
None
43.63K
BANK AMERICA CORP
OTRShares557.97K
TypeSH
Market value$30.69M
1.46%
Sole
332.54K
Shared
26.80K
None
198.63K
UBER TECHNOLOGIES INC
OTRShares361.71K
TypeSH
Market value$29.56M
1.41%
Sole
234.78K
Shared
15.11K
None
111.82K
VERTEX PHARMACEUTICALS INC
SOLEShares63.81K
TypeSH
Market value$28.93M
1.38%
Sole
60.94K
Shared
0.00
None
2.87K
EDWARDS LIFESCIENCES CORP
SOLEShares316.77K
TypeSH
Market value$27.00M
1.29%
Sole
295.79K
Shared
0.00
None
20.98K
MARSH & MCLENNAN COS INC
SOLEShares143.97K
TypeSH
Market value$26.71M
1.27%
Sole
136K
Shared
0.00
None
7.97K
ADVANCED ENERGY INDS
SOLEShares121.98K
TypeSH
Market value$25.54M
1.22%
Sole
115.88K
Shared
0.00
None
6.10K
IQVIA HLDGS INC
SOLEShares109.91K
TypeSH
Market value$24.77M
1.18%
Sole
103.24K
Shared
0.00
None
6.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASML HOLDING N VOTR | N Y REGISTRY SHS | 156K | SH | $166.90M 7.95% | 99.95K | 1.47K | 54.58K |
ICICI BANK LIMITEDOTR | ADR | 5.53M | SH | $164.69M 7.85% | 4.79M | 11.35K | 721.10K |
HDFC BANK LTDOTR | SPONSORED ADS | 4.43M | SH | $161.82M 7.71% | 3.87M | 10.41K | 549.08K |
MERCADOLIBRE INCOTR | COM | 76.74K | SH | $154.58M 7.37% | 65.50K | 332.00 | 10.91K |
HOWMET AEROSPACE INCOTR | COM | 499.51K | SH | $102.41M 4.88% | 413.64K | 7.38K | 78.50K |
ALPHABET INCOTR | CAP STK CL A | 313.63K | SH | $98.17M 4.68% | 252.21K | 5.77K | 55.65K |
NVIDIA CORPORATIONOTR | COM | 522.76K | SH | $97.49M 4.65% | 430.37K | 8.06K | 84.33K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 308.79K | SH | $93.84M 4.47% | 169.99K | 5.46K | 133.34K |
MICROSOFT CORPOTR | COM | 159.22K | SH | $77.00M 3.67% | 128.16K | 2.73K | 28.34K |
VERTIV HOLDINGS COOTR | COM CL A | 420.94K | SH | $68.20M 3.25% | 361.56K | 4.28K | 55.10K |
MASTERCARD INCORPORATEDOTR | CL A | 98.77K | SH | $56.39M 2.69% | 81.61K | 1.73K | 15.43K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 546.92K | SH | $50.28M 2.40% | 407.42K | 0.00 | 139.50K |
CURTISS WRIGHT CORPSOLE | COM | 85.45K | SH | $47.11M 2.24% | 79.46K | 0.00 | 5.99K |
APPLE INCSOLE | COM | 171.80K | SH | $46.70M 2.23% | 160.92K | 0.00 | 10.88K |
LAUDER ESTEE COS INCOTR | CL A | 410.66K | SH | $43.00M 2.05% | 288.42K | 13.75K | 108.49K |
ELI LILLY & COOTR | COM | 32.20K | SH | $34.60M 1.65% | 19.57K | 1.50K | 11.13K |
SCHWAB CHARLES CORPSOLE | COM | 329.88K | SH | $32.96M 1.57% | 307.91K | 0.00 | 21.96K |
AMAZON COM INCOTR | COM | 142.16K | SH | $32.81M 1.56% | 92.64K | 5.89K | 43.63K |
BANK AMERICA CORPOTR | COM | 557.97K | SH | $30.69M 1.46% | 332.54K | 26.80K | 198.63K |
UBER TECHNOLOGIES INCOTR | COM | 361.71K | SH | $29.56M 1.41% | 234.78K | 15.11K | 111.82K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 63.81K | SH | $28.93M 1.38% | 60.94K | 0.00 | 2.87K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 316.77K | SH | $27.00M 1.29% | 295.79K | 0.00 | 20.98K |
MARSH & MCLENNAN COS INCSOLE | COM | 143.97K | SH | $26.71M 1.27% | 136K | 0.00 | 7.97K |
ADVANCED ENERGY INDSSOLE | COM | 121.98K | SH | $25.54M 1.22% | 115.88K | 0.00 | 6.10K |
IQVIA HLDGS INCSOLE | COM | 109.91K | SH | $24.77M 1.18% | 103.24K | 0.00 | 6.67K |
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