Hardman Johnston Global Advisors
Hardman Johnston Global Advisors reported 77 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are CCJ (15.1%), FTI (13.5%) and ASML (7.9%). Compared with Q1 2026, the fund opened new positions in NFLX, JAZZ and ARGX, added to CCJ, FTI and IBN, trimmed ASML, HWM and VRT and sold out of TMUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CCJ Cameco Corp F | $429M | 15.1% | 4.2M | +814K (+24%) | 8 of 8 | |
| 2 |  FTI Technipfmc PLC | $386M | 13.5% | 5.8M | +4.1M (+230%) | 4 of 8 | |
| 3 |  ASML Asml Holding N V | $224M | 7.9% | 113K | −5,831 (−5%) | 8 of 8 | |
| 4 |  IBN Icici Bank Limited | $214M | 7.5% | 7.4M | +4.4M (+147%) | 8 of 8 | |
| 5 |  MELI Mercadolibre Inc | $130M | 4.6% | 77K | +495 (+1%) | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $126M | 4.4% | 263K | +11K (+5%) | 8 of 8 | |
| 7 |  HWM Howmet Aerospace Inc | $108M | 3.8% | 403K | −17K (−4%) | 8 of 8 | |
| 8 |  VRT Vertiv Holdings Co | $104M | 3.7% | 311K | −60K (−16%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $98.2M | 3.5% | 491K | No change | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $95.5M | 3.4% | 267K | −7,362 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TMUS T-Mobile US Inc | $2.1M | 10K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hardman Johnston Global Advisors 13F FAQ
What does Hardman Johnston Global Advisors own?
Hardman Johnston Global Advisors reported 77 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are CCJ (15.1%), FTI (13.5%) and ASML (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Hardman Johnston Global Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 25 added to, 31 trimmed and 1 sold out. New positions include NFLX, JAZZ and ARGX. It sold all of TMUS.
When will Hardman Johnston Global Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hardman Johnston Global Advisors's portfolio worth?
The Q2 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.