Filed: 5/13/2026ACC: 0001172661-26-001808
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 73 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.
73
Positions
$2.10B
Total AUM (reported)
17.12M
Total Shares
Allocation by class
COM$1.40B66.5%
N Y REGISTRY SHS$156.55M7.4%
CL A$98.30M4.7%
COM CL A$93.58M4.4%
SPONSORED ADS$85.08M4.0%
CAP STK CL A$78.92M3.7%
ADR$77.31M3.7%
Portfolio Concentration
Top 3$657.66M31.2%
4–10$638.61M30.3%
11–25$476.50M22.6%
Rest$332.13M15.8%
Top 3 weight
31.2%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 17.12M
Sole
Full voting authority
14.25M
shares
% of voting shares83.2%
Shared
Joint voting authority
149.04K
shares
% of voting shares0.9%
None
No voting authority
2.72M
shares
% of voting shares15.9%
Investment Discretion (by position count)
Sole50
Shared0
Other23
Dominant voting typeSole · 83.2% of voting shares
Institutional Holdings73
Rows:
CAMECO CORP
OTRShares3.40M
TypeSH
Market value$369.40M
17.55%
Sole
3.04M
Shared
12.90K
None
346.66K
ASML HLDG NV
OTRShares118.53K
TypeSH
Market value$156.55M
7.44%
Sole
76.90K
Shared
1.06K
None
40.56K
MERCADOLIBRE INC
OTRShares76.18K
TypeSH
Market value$131.71M
6.26%
Sole
65.19K
Shared
330.00
None
10.66K
TECHNIPFMC PLC
OTRShares1.76M
TypeSH
Market value$121.78M
5.79%
Sole
1.52M
Shared
6.52K
None
240.07K
HOWMET AEROSPACE INC
OTRShares419.96K
TypeSH
Market value$96.79M
4.60%
Sole
339.79K
Shared
7.34K
None
72.83K
VERTIV HOLDINGS CO
OTRShares371.40K
TypeSH
Market value$93.06M
4.42%
Sole
303.10K
Shared
6.13K
None
62.17K
NVIDIA CORPORATION
OTRShares491.24K
TypeSH
Market value$85.67M
4.07%
Sole
401.43K
Shared
8.02K
None
81.79K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares251.74K
TypeSH
Market value$85.08M
4.04%
Sole
145.78K
Shared
4.12K
None
101.84K
ALPHABET INC
OTRShares274.45K
TypeSH
Market value$78.92M
3.75%
Sole
222.96K
Shared
4.72K
None
46.78K
ICICI BANK LIMITED
SOLEShares2.98M
TypeSH
Market value$77.31M
3.67%
Sole
2.64M
Shared
0.00
None
348.31K
CURTISS WRIGHT CORP
SOLEShares78.27K
TypeSH
Market value$53.31M
2.53%
Sole
72.38K
Shared
0.00
None
5.89K
MASTERCARD INCORPORATED
OTRShares93.81K
TypeSH
Market value$46.87M
2.23%
Sole
77.25K
Shared
1.72K
None
14.85K
MICROSOFT CORP
OTRShares125.12K
TypeSH
Market value$46.32M
2.20%
Sole
104.26K
Shared
1.57K
None
19.29K
APPLE INC
SOLEShares153.84K
TypeSH
Market value$39.04M
1.85%
Sole
143.23K
Shared
0.00
None
10.61K
ADVANCED ENERGY INDS
SOLEShares111.13K
TypeSH
Market value$35.86M
1.70%
Sole
105.37K
Shared
0.00
None
5.76K
ELI LILLY & CO
OTRShares31.82K
TypeSH
Market value$29.27M
1.39%
Sole
19.59K
Shared
1.50K
None
10.74K
LAUDER ESTEE COS INC
OTRShares404.92K
TypeSH
Market value$29.06M
1.38%
Sole
286.15K
Shared
13.69K
None
105.08K
SCHWAB CHARLES CORP
SOLEShares301.58K
TypeSH
Market value$28.34M
1.35%
Sole
280.01K
Shared
0.00
None
21.57K
CORTEVA INC
SOLEShares317.32K
TypeSH
Market value$26.56M
1.26%
Sole
302.47K
Shared
0.00
None
14.85K
VERTEX PHARMACEUTICALS INC
SOLEShares58.36K
TypeSH
Market value$26.06M
1.24%
Sole
55.58K
Shared
0.00
None
2.78K
UBER TECHNOLOGIES INC
OTRShares354.58K
TypeSH
Market value$25.50M
1.21%
Sole
231.69K
Shared
15.04K
None
107.85K
MARSH & MCLENNAN COS INC
SOLEShares135.39K
TypeSH
Market value$23.48M
1.12%
Sole
127.51K
Shared
0.00
None
7.88K
EDWARDS LIFESCIENCES CORP
SOLEShares289.61K
TypeSH
Market value$23.19M
1.10%
Sole
268.73K
Shared
0.00
None
20.88K
ALBEMARLE CORP
OTRShares123.54K
TypeSH
Market value$22.18M
1.05%
Sole
105.57K
Shared
1.48K
None
16.50K
CITIGROUP INC
OTRShares189.08K
TypeSH
Market value$21.44M
1.02%
Sole
114.11K
Shared
9.18K
None
65.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAMECO CORPOTR | COM | 3.40M | SH | $369.40M 17.55% | 3.04M | 12.90K | 346.66K |
ASML HLDG NVOTR | N Y REGISTRY SHS | 118.53K | SH | $156.55M 7.44% | 76.90K | 1.06K | 40.56K |
MERCADOLIBRE INCOTR | COM | 76.18K | SH | $131.71M 6.26% | 65.19K | 330.00 | 10.66K |
TECHNIPFMC PLCOTR | COM | 1.76M | SH | $121.78M 5.79% | 1.52M | 6.52K | 240.07K |
HOWMET AEROSPACE INCOTR | COM | 419.96K | SH | $96.79M 4.60% | 339.79K | 7.34K | 72.83K |
VERTIV HOLDINGS COOTR | COM CL A | 371.40K | SH | $93.06M 4.42% | 303.10K | 6.13K | 62.17K |
NVIDIA CORPORATIONOTR | COM | 491.24K | SH | $85.67M 4.07% | 401.43K | 8.02K | 81.79K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 251.74K | SH | $85.08M 4.04% | 145.78K | 4.12K | 101.84K |
ALPHABET INCOTR | CAP STK CL A | 274.45K | SH | $78.92M 3.75% | 222.96K | 4.72K | 46.78K |
ICICI BANK LIMITEDSOLE | ADR | 2.98M | SH | $77.31M 3.67% | 2.64M | 0.00 | 348.31K |
CURTISS WRIGHT CORPSOLE | COM | 78.27K | SH | $53.31M 2.53% | 72.38K | 0.00 | 5.89K |
MASTERCARD INCORPORATEDOTR | CL A | 93.81K | SH | $46.87M 2.23% | 77.25K | 1.72K | 14.85K |
MICROSOFT CORPOTR | COM | 125.12K | SH | $46.32M 2.20% | 104.26K | 1.57K | 19.29K |
APPLE INCSOLE | COM | 153.84K | SH | $39.04M 1.85% | 143.23K | 0.00 | 10.61K |
ADVANCED ENERGY INDSSOLE | COM | 111.13K | SH | $35.86M 1.70% | 105.37K | 0.00 | 5.76K |
ELI LILLY & COOTR | COM | 31.82K | SH | $29.27M 1.39% | 19.59K | 1.50K | 10.74K |
LAUDER ESTEE COS INCOTR | CL A | 404.92K | SH | $29.06M 1.38% | 286.15K | 13.69K | 105.08K |
SCHWAB CHARLES CORPSOLE | COM | 301.58K | SH | $28.34M 1.35% | 280.01K | 0.00 | 21.57K |
CORTEVA INCSOLE | COM | 317.32K | SH | $26.56M 1.26% | 302.47K | 0.00 | 14.85K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 58.36K | SH | $26.06M 1.24% | 55.58K | 0.00 | 2.78K |
UBER TECHNOLOGIES INCOTR | COM | 354.58K | SH | $25.50M 1.21% | 231.69K | 15.04K | 107.85K |
MARSH & MCLENNAN COS INCSOLE | COM | 135.39K | SH | $23.48M 1.12% | 127.51K | 0.00 | 7.88K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 289.61K | SH | $23.19M 1.10% | 268.73K | 0.00 | 20.88K |
ALBEMARLE CORPOTR | COM | 123.54K | SH | $22.18M 1.05% | 105.57K | 1.48K | 16.50K |
CITIGROUP INCOTR | COM NEW | 189.08K | SH | $21.44M 1.02% | 114.11K | 9.18K | 65.79K |
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