HARDMAN JOHNSTON GLOBAL ADVISORS LLC

PrivateCIK: 1006364

Location

STAMFORD, CT

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%

CAMECO CORP

OTR

COM

Shares3.40M

TypeSH

Market value$369.40M

17.55%

Sole

3.04M

Shared

12.90K

None

346.66K

ASML HLDG NV

OTR

N Y REGISTRY SHS

Shares118.53K

TypeSH

Market value$156.55M

7.44%

Sole

76.90K

Shared

1.06K

None

40.56K

MERCADOLIBRE INC

OTR

COM

Shares76.18K

TypeSH

Market value$131.71M

6.26%

Sole

65.19K

Shared

330.00

None

10.66K

TECHNIPFMC PLC

OTR

COM

Shares1.76M

TypeSH

Market value$121.78M

5.79%

Sole

1.52M

Shared

6.52K

None

240.07K

HOWMET AEROSPACE INC

OTR

COM

Shares419.96K

TypeSH

Market value$96.79M

4.60%

Sole

339.79K

Shared

7.34K

None

72.83K

VERTIV HOLDINGS CO

OTR

COM CL A

Shares371.40K

TypeSH

Market value$93.06M

4.42%

Sole

303.10K

Shared

6.13K

None

62.17K

NVIDIA CORPORATION

OTR

COM

Shares491.24K

TypeSH

Market value$85.67M

4.07%

Sole

401.43K

Shared

8.02K

None

81.79K

TAIWAN SEMICONDUCTOR MANUFAC

OTR

ALPHABET INC

OTR

CAP STK CL A

Shares274.45K

TypeSH

Market value$78.92M

3.75%

Sole

222.96K

Shared

4.72K

None

46.78K

ICICI BANK LIMITED

SOLE

ADR

Shares2.98M

TypeSH

Market value$77.31M

3.67%

Sole

2.64M

Shared

0.00

None

348.31K

CURTISS WRIGHT CORP

SOLE

COM

Shares78.27K

TypeSH

Market value$53.31M

2.53%

Sole

72.38K

Shared

0.00

None

5.89K

MASTERCARD INCORPORATED

OTR

CL A

Shares93.81K

TypeSH

Market value$46.87M

2.23%

Sole

77.25K

Shared

1.72K

None

14.85K

MICROSOFT CORP

OTR

COM

Shares125.12K

TypeSH

Market value$46.32M

2.20%

Sole

104.26K

Shared

1.57K

None

19.29K

APPLE INC

SOLE

COM

Shares153.84K

TypeSH

Market value$39.04M

1.85%

Sole

143.23K

Shared

0.00

None

10.61K

ADVANCED ENERGY INDS

SOLE

COM

Shares111.13K

TypeSH

Market value$35.86M

1.70%

Sole

105.37K

Shared

0.00

None

5.76K

ELI LILLY & CO

OTR

COM

Shares31.82K

TypeSH

Market value$29.27M

1.39%

Sole

19.59K

Shared

1.50K

None

10.74K

LAUDER ESTEE COS INC

OTR

CL A

Shares404.92K

TypeSH

Market value$29.06M

1.38%

Sole

286.15K

Shared

13.69K

None

105.08K

SCHWAB CHARLES CORP

SOLE

COM

Shares301.58K

TypeSH

Market value$28.34M

1.35%

Sole

280.01K

Shared

0.00

None

21.57K

CORTEVA INC

SOLE

COM

Shares317.32K

TypeSH

Market value$26.56M

1.26%

Sole

302.47K

Shared

0.00

None

14.85K

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares58.36K

TypeSH

Market value$26.06M

1.24%

Sole

55.58K

Shared

0.00

None

2.78K

UBER TECHNOLOGIES INC

OTR

COM

Shares354.58K

TypeSH

Market value$25.50M

1.21%

Sole

231.69K

Shared

15.04K

None

107.85K

MARSH & MCLENNAN COS INC

SOLE

COM

Shares135.39K

TypeSH

Market value$23.48M

1.12%

Sole

127.51K

Shared

0.00

None

7.88K

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares289.61K

TypeSH

Market value$23.19M

1.10%

Sole

268.73K

Shared

0.00

None

20.88K

ALBEMARLE CORP

OTR

COM

Shares123.54K

TypeSH

Market value$22.18M

1.05%

Sole

105.57K

Shared

1.48K

None

16.50K

CITIGROUP INC

OTR

COM NEW

Shares189.08K

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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