account_balance
Investment manager · 13F filer · SEC CIK 1006364
Hardman Johnston Global Advisors LLC
Reported value$2.85Bas of Jun 30, 2026
Positions77 5 new, 1 sold out
Top 10 weight67.2%CCJ alone is 15%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CCJCameco Corp
15.1%Added +24%
FTITechnipFMC PLC
13.5%Added +230%
ASMLASML Holding NV
7.9%Trimmed −5%
IBNIcici Bank Ltd
7.5%Added +147%
MELIMercadoLibre Inc
4.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.4%Added +5%
HWMHowmet Aerospace Inc.
3.8%Trimmed −4%
VRTVertiv Holdings Co
3.7%Trimmed −16%
NVDANVIDIA Corp
3.4%
GOOGLAlphabet Inc.
3.3%Trimmed −3%
CWCurtiss Wright Corp
2.0%−2%
MAMastercard Inc
1.7%
CCJCameco Corp
15.1%Added +24%
FTITechnipFMC PLC
13.5%Added +230%
ASMLASML Holding NV
7.9%−5%
IBNIcici Bank Ltd
7.5%+147%
MELIMercadoLibre Inc
4.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.4%
HWMHowmet Aerospace Inc.
3.8%
VRTVertiv Holdings Co
3.7%
NVDAGOOGLCW2.0%MABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CCJ Cameco Corp 15.1% Added +24%FTI TechnipFMC PLC 13.5% Added +230%ASML ASML Holding NV 7.9% Trimmed −5%IBN Icici Bank Ltd 7.5% Added +147%MELI MercadoLibre Inc 4.6% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 4.4% Added +5%HWM Howmet Aerospace Inc. 3.8% Trimmed −4%VRT Vertiv Holdings Co 3.7% Trimmed −16%NVDA NVIDIA Corp 3.4% HeldGOOGL Alphabet Inc. 3.3% Trimmed −3%CW Curtiss Wright Corp 2.0% Trimmed −2%MA Mastercard Inc 1.7% Held
What changed
Biggest moves since Mar 31, 2026
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