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The Analysis of Hardman Johnston Global Advisors LLC's Holdings & P&L

Currently, Hardman Johnston Global Advisors LLC holds 73 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in CCJ (+3.3M shares, valued at $360.2M), FTI (+1.8M shares, valued at $121.8M), BIL (+168.0K shares, valued at $15.4M); decreased their positions in IBN (-2.5M shares, valued at $65.8M), ASML (-37.5K shares, valued at $49.5M), TSM (-57.0K shares, valued at $19.3M); initiated new positions in FTI (+1.8M shares, valued at $121.8M), BIL (+168.0K shares, valued at $15.4M), WAT (+7.2K shares, valued at $2.2M).

1M P&L

+38.7M+1.89%

3M P&L

-8.5M-0.41%

HY P&L

+232.7M+12.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional328.7M

17.0%

2Semiconductors201.4M

10.4%

3Internet Retail187.4M

9.7%

Top Industries by Stock Count

1Aerospace & Defense4 stocks

6.6%

2Semiconductors4 stocks

6.6%

3Medical Devices3 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CCJ CAMECO CORP3.4M shares3911.23%2026-03-312026-05-13

ASML ASML HLDG NV118.5K shares-24.02%2026-03-312026-05-13

MELI MERCADOLIBRE INC76.2K shares-0.73%2026-03-312026-05-13

FTI TECHNIPFMC PLC1.8M sharesnew addition2026-03-312026-05-13

HWM HOWMET AEROSPACE INC420.0K shares-15.92%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO371.4K shares-11.77%2026-03-312026-05-13

NVDA NVIDIA CORPORATION491.2K shares-6.03%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC251.7K shares-18.48%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC274.5K shares-12.49%2026-03-312026-05-13

IBN ICICI BANK LIMITED3.0M shares-45.99%2026-03-312026-05-13

CW CURTISS WRIGHT CORP78.3K shares-8.41%2026-03-312026-05-13

MA MASTERCARD INCORPORATED93.8K shares-5.02%2026-03-312026-05-13

MSFT MICROSOFT CORP125.1K shares-21.42%2026-03-312026-05-13

AAPL APPLE INC153.8K shares-10.45%2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS111.1K shares-8.90%2026-03-312026-05-13

LLY ELI LILLY & CO31.8K shares-1.18%2026-03-312026-05-13

Sponsored

EL LAUDER ESTEE COS INC404.9K shares-1.40%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP301.6K shares-8.58%2026-03-312026-05-13

CTVA CORTEVA INC317.3K shares-4.67%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC58.4K shares-8.54%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC354.6K shares-1.97%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC135.4K shares-5.96%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP289.6K shares-8.58%2026-03-312026-05-13

ALB ALBEMARLE CORP123.5K shares17.10%2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC189.1K shares-5.20%2026-03-312026-05-13

SN SHARKNINJA INC192.5K shares-6.89%2026-03-312026-05-13

AMZN AMAZON COM INC93.8K shares-33.99%2026-03-312026-05-13

STM STMICROELECTRONICS N V542.0K shares45.54%2026-03-312026-05-13

HXL HEXCEL CORP NEW219.0K shares-8.58%2026-03-312026-05-13

IQV IQVIA HLDGS INC101.8K shares-7.35%2026-03-312026-05-13

ILMN ILLUMINA INC137.8K shares8.29%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC191.5K shares-3.70%2026-03-312026-05-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN81.5K shares-11.24%2026-03-312026-05-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC223.5K shares105.85%2026-03-312026-05-13

BIL SPDR SERIES TRUST168.0K sharesnew addition2026-03-312026-05-13

ELAN ELANCO ANIMAL HEALTH INC622.7K shares-1.30%2026-03-312026-05-13

OLED UNIVERSAL DISPLAY CORP161.7K shares-0.96%2026-03-312026-05-13

SLB SLB LIMITED270.9K shares309.59%2026-03-312026-05-13

ADBE ADOBE INC50.1K shares-10.78%2026-03-312026-05-13

META META PLATFORMS INC20.9K shares-3.05%2026-03-312026-05-13

Sponsored

BSX BOSTON SCIENTIFIC CORP166.0K shares-27.27%2026-03-312026-05-13

CMCSA COMCAST CORP NEW361.7K shares-9.89%2026-03-312026-05-13

BDX BECTON DICKINSON & CO53.5K shares-5.73%2026-03-312026-05-13

BROADCOM INC BROADCOM INC25.9K shares138.81%2026-03-312026-05-13

ALPHABET INC ALPHABET INC24.1K shares-24.81%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC24.3K shares-3.20%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L144.7K shares-19.13%2026-03-312026-05-13

ABT ABBOTT LABORATORIES36.5K shares-16.39%2026-03-312026-05-13

Sponsored

PLD PROLOGIS INC.22.9K shares-13.06%2026-03-312026-05-13

PG PROCTER & GAMBLE CO16.7K shares0.00%2026-03-312026-05-13

MTB M & T BK CORP10.6K shares0.00%2026-03-312026-05-13

WAT WATERS CORP7.2K sharesnew addition2026-03-312026-05-13

TMUS T-MOBILE US INC10.2K shares-9.11%2026-03-312026-05-13

EOG EOG RES INC13.6K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORPORATION9.3K shares72.87%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC36.3K shares-87.34%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP8.9K shares0.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC11.2K shares-12.08%2026-03-312026-05-13

OKE ONEOK INC NEW14.4K shares32.16%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.14.8K shares150.00%2026-03-312026-05-13

ES EVERSOURCE ENERGY12.0K shares300.00%2026-03-312026-05-13

PFE PFIZER INC27.6K sharesnew addition2026-03-312026-05-13

LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST16.5K sharesnew addition2026-03-312026-05-13

NBIS NEBIUS GROUP N.V.6.4K shares37.30%2026-03-312026-05-13

Sponsored

HSY HERSHEY CO2.9K shares0.00%2026-03-312026-05-13

BA BOEING CO2.6K shares2.74%2026-03-312026-05-13

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC13.9K sharesnew addition2026-03-312026-05-13

SHEL SHELL PLC5.0K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC511 shares0.00%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR3.6K shares0.00%2026-03-312026-05-13

TCOM TRIP COM GROUP LTD5.8K shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE946 shares-17.45%2026-03-312026-05-13

Sponsored

HIW HIGHWOODS PPTYS INC9.7K shares0.00%2026-03-312026-05-13

CCJ

CAMECO CORP

3911.23%

Shares3.4M

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

-24.02%

Shares118.5K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

-0.73%

Shares76.2K

Event2026-03-31

Filed2026-05-13

FTI

TECHNIPFMC PLC

New

Shares1.8M

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

-15.92%

Shares420.0K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

-11.77%

Shares371.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-6.03%

Shares491.2K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-18.48%

Shares251.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-12.49%

Shares274.5K

Event2026-03-31

Filed2026-05-13

IBN

ICICI BANK LIMITED

-45.99%

Shares3.0M

Event2026-03-31

Filed2026-05-13

CURTISS WRIGHT CORP

-8.41%

Shares78.3K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-5.02%

Shares93.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-21.42%

Shares125.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-10.45%

Shares153.8K

Event2026-03-31

Filed2026-05-13

AEIS

ADVANCED ENERGY INDS

-8.90%

Shares111.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-1.18%

Shares31.8K

Event2026-03-31

Filed2026-05-13

LAUDER ESTEE COS INC

-1.40%

Shares404.9K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

-8.58%

Shares301.6K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

-4.67%

Shares317.3K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

-8.54%

Shares58.4K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-1.97%

Shares354.6K

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

-5.96%

Shares135.4K

Event2026-03-31

Filed2026-05-13

EDWARDS LIFESCIENCES CORP

-8.58%

Shares289.6K

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

17.10%

Shares123.5K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

-5.20%

Shares189.1K

Event2026-03-31

Filed2026-05-13

SHARKNINJA INC

-6.89%

Shares192.5K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-33.99%

Shares93.8K

Event2026-03-31

Filed2026-05-13

STM

STMICROELECTRONICS N V

45.54%

Shares542.0K

Event2026-03-31

Filed2026-05-13

HXL

HEXCEL CORP NEW

-8.58%

Shares219.0K

Event2026-03-31

Filed2026-05-13

IQV

IQVIA HLDGS INC

-7.35%

Shares101.8K

Event2026-03-31

Filed2026-05-13

ILMN

ILLUMINA INC

8.29%

Shares137.8K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

-3.70%

Shares191.5K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

-11.24%

Shares81.5K

Event2026-03-31

Filed2026-05-13

STANLEY BLACK & DECKER INC

105.85%

Shares223.5K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

New

Shares168.0K

Event2026-03-31

Filed2026-05-13

ELAN

ELANCO ANIMAL HEALTH INC

-1.30%

Shares622.7K

Event2026-03-31

Filed2026-05-13

OLED

UNIVERSAL DISPLAY CORP

-0.96%

Shares161.7K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

309.59%

Shares270.9K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

-10.78%

Shares50.1K

Event2026-03-31

Filed2026-05-13