Filed: 8/12/2026ACC: 0001172661-26-003309
📋 What this filing means
HARDMAN JOHNSTON GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $2.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$2.85B
Total AUM (reported)
26.92M
Total Shares
Allocation by class
COM$1.82B63.8%
N Y REGISTRY SHS$224.20M7.9%
ADR$213.97M7.5%
SPONSORED ADS$125.71M4.4%
COM CL A$104.78M3.7%
CAP STK CL A$95.45M3.3%
CL A$92.12M3.2%
Portfolio Concentration
Top 3$1.04B36.5%
4–10$876.04M30.7%
11–25$543.38M19.1%
Rest$391.22M13.7%
Top 3 weight
36.5%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 26.92M
Sole
Full voting authority
23.25M
shares
% of voting shares86.3%
Shared
Joint voting authority
192.24K
shares
% of voting shares0.7%
None
No voting authority
3.48M
shares
% of voting shares12.9%
Investment Discretion (by position count)
Sole55
Shared0
Other22
Dominant voting typeSole · 86.3% of voting shares
Institutional Holdings77
Rows:
CAMECO CORP
OTRShares4.22M
TypeSH
Market value$429.39M
15.07%
Sole
3.81M
Shared
13.94K
None
387.34K
TECHNIPFMC PLC
OTRShares5.82M
TypeSH
Market value$385.82M
13.54%
Sole
5.05M
Shared
21.81K
None
742.85K
ASML HLDG NV
OTRShares112.69K
TypeSH
Market value$224.20M
7.87%
Sole
74.10K
Shared
1.06K
None
37.54K
ICICI BANK LIMITED
SOLEShares7.37M
TypeSH
Market value$213.97M
7.51%
Sole
6.57M
Shared
0.00
None
800.58K
MERCADOLIBRE INC
OTRShares76.67K
TypeSH
Market value$130.14M
4.57%
Sole
66K
Shared
330.00
None
10.34K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares263.23K
TypeSH
Market value$125.71M
4.41%
Sole
161.91K
Shared
4.12K
None
97.20K
HOWMET AEROSPACE INC
OTRShares402.71K
TypeSH
Market value$108.27M
3.80%
Sole
347.23K
Shared
6.72K
None
48.76K
VERTIV HOLDINGS CO
OTRShares311.47K
TypeSH
Market value$104.29M
3.66%
Sole
267.60K
Shared
5.33K
None
38.54K
NVIDIA CORPORATION
OTRShares490.76K
TypeSH
Market value$98.20M
3.45%
Sole
424.66K
Shared
8.02K
None
58.08K
ALPHABET INC
OTRShares267.09K
TypeSH
Market value$95.45M
3.35%
Sole
228.17K
Shared
4.72K
None
34.20K
CURTISS WRIGHT CORP
SOLEShares76.41K
TypeSH
Market value$57.90M
2.03%
Sole
76.28K
Shared
0.00
None
135.00
MASTERCARD INCORPORATED
OTRShares94.18K
TypeSH
Market value$48.37M
1.70%
Sole
80.01K
Shared
1.72K
None
12.45K
APPLE INC
SOLEShares151.71K
TypeSH
Market value$43.90M
1.54%
Sole
151.42K
Shared
0.00
None
290.00
ADVANCED ENERGY INDS
SOLEShares108.89K
TypeSH
Market value$40.60M
1.42%
Sole
108.68K
Shared
0.00
None
215.00
ELI LILLY & CO
OTRShares32.46K
TypeSH
Market value$38.93M
1.37%
Sole
20.23K
Shared
1.50K
None
10.74K
MICROSOFT CORP
OTRShares101.52K
TypeSH
Market value$37.87M
1.33%
Sole
97.13K
Shared
520.00
None
3.87K
CITIGROUP INC
OTRShares263.04K
TypeSH
Market value$36.82M
1.29%
Sole
161.02K
Shared
12.47K
None
89.55K
AMAZON COM INC
OTRShares143.76K
TypeSH
Market value$34.26M
1.20%
Sole
95.28K
Shared
5.92K
None
42.55K
LAUDER ESTEE COS INC
OTRShares409.59K
TypeSH
Market value$32.34M
1.13%
Sole
297.53K
Shared
13.69K
None
98.38K
SLB LIMITED
OTRShares694.80K
TypeSH
Market value$32.30M
1.13%
Sole
457.12K
Shared
29.04K
None
208.64K
SHARKNINJA INC
SOLEShares193.22K
TypeSH
Market value$29.42M
1.03%
Sole
192.87K
Shared
0.00
None
345.00
VERTEX PHARMACEUTICALS INC
SOLEShares57.68K
TypeSH
Market value$28.65M
1.01%
Sole
57.57K
Shared
0.00
None
110.00
ILLUMINA INC
SOLEShares159.99K
TypeSH
Market value$28.13M
0.99%
Sole
159.70K
Shared
0.00
None
298.00
SCHWAB CHARLES CORP
SOLEShares298.54K
TypeSH
Market value$27.55M
0.97%
Sole
298.01K
Shared
0.00
None
525.00
EDWARDS LIFESCIENCES CORP
SOLEShares291.07K
TypeSH
Market value$26.33M
0.92%
Sole
290.59K
Shared
0.00
None
480.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAMECO CORPOTR | COM | 4.22M | SH | $429.39M 15.07% | 3.81M | 13.94K | 387.34K |
TECHNIPFMC PLCOTR | COM | 5.82M | SH | $385.82M 13.54% | 5.05M | 21.81K | 742.85K |
ASML HLDG NVOTR | N Y REGISTRY SHS | 112.69K | SH | $224.20M 7.87% | 74.10K | 1.06K | 37.54K |
ICICI BANK LIMITEDSOLE | ADR | 7.37M | SH | $213.97M 7.51% | 6.57M | 0.00 | 800.58K |
MERCADOLIBRE INCOTR | COM | 76.67K | SH | $130.14M 4.57% | 66K | 330.00 | 10.34K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 263.23K | SH | $125.71M 4.41% | 161.91K | 4.12K | 97.20K |
HOWMET AEROSPACE INCOTR | COM | 402.71K | SH | $108.27M 3.80% | 347.23K | 6.72K | 48.76K |
VERTIV HOLDINGS COOTR | COM CL A | 311.47K | SH | $104.29M 3.66% | 267.60K | 5.33K | 38.54K |
NVIDIA CORPORATIONOTR | COM | 490.76K | SH | $98.20M 3.45% | 424.66K | 8.02K | 58.08K |
ALPHABET INCOTR | CAP STK CL A | 267.09K | SH | $95.45M 3.35% | 228.17K | 4.72K | 34.20K |
CURTISS WRIGHT CORPSOLE | COM | 76.41K | SH | $57.90M 2.03% | 76.28K | 0.00 | 135.00 |
MASTERCARD INCORPORATEDOTR | CL A | 94.18K | SH | $48.37M 1.70% | 80.01K | 1.72K | 12.45K |
APPLE INCSOLE | COM | 151.71K | SH | $43.90M 1.54% | 151.42K | 0.00 | 290.00 |
ADVANCED ENERGY INDSSOLE | COM | 108.89K | SH | $40.60M 1.42% | 108.68K | 0.00 | 215.00 |
ELI LILLY & COOTR | COM | 32.46K | SH | $38.93M 1.37% | 20.23K | 1.50K | 10.74K |
MICROSOFT CORPOTR | COM | 101.52K | SH | $37.87M 1.33% | 97.13K | 520.00 | 3.87K |
CITIGROUP INCOTR | COM NEW | 263.04K | SH | $36.82M 1.29% | 161.02K | 12.47K | 89.55K |
AMAZON COM INCOTR | COM | 143.76K | SH | $34.26M 1.20% | 95.28K | 5.92K | 42.55K |
LAUDER ESTEE COS INCOTR | CL A | 409.59K | SH | $32.34M 1.13% | 297.53K | 13.69K | 98.38K |
SLB LIMITEDOTR | COM STK | 694.80K | SH | $32.30M 1.13% | 457.12K | 29.04K | 208.64K |
SHARKNINJA INCSOLE | COM SHS | 193.22K | SH | $29.42M 1.03% | 192.87K | 0.00 | 345.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 57.68K | SH | $28.65M 1.01% | 57.57K | 0.00 | 110.00 |
ILLUMINA INCSOLE | COM | 159.99K | SH | $28.13M 0.99% | 159.70K | 0.00 | 298.00 |
SCHWAB CHARLES CORPSOLE | COM | 298.54K | SH | $27.55M 0.97% | 298.01K | 0.00 | 525.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 291.07K | SH | $26.33M 0.92% | 290.59K | 0.00 | 480.00 |
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