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HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.85B
1-Year Est. Return 35.77%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+35.77%
3 Year Est. Return
+129.27%
5 Year Est. Return
+182.21%
10 Year Est. Return
+803.63%
AUM
$2.85B
AUM Growth
+$745M
Cap. Flow
+$511M
Cap. Flow %
17.94%
Top 10 Hldgs %
67.21%
Holding
78
New
5
Increased
25
Reduced
33
Closed
1

Top Buys

Rank Stock Value
1
FTI icon
TechnipFMC
FTI
+$287M
2
IBN icon
ICICI Bank
IBN
+$119M
3
CCJ icon
Cameco
CCJ
+$91.3M
4
SLB icon
SLB Ltd
SLB
+$22.7M
5
AMZN icon
Amazon
AMZN
+$12.5M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$19M
2
STM icon
STMicroelectronics
STM
+$13.2M
3
META icon
Meta Platforms (Facebook)
META
+$9.87M
4
MSFT icon
Microsoft
MSFT
+$9.55M
5
ASML icon
ASML
ASML
+$9.28M

Sector Composition

Rank Sector Weight
1 Energy 30.22%
2 Technology 22.53%
3 Industrials 12.54%
4 Financials 12.39%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
1
Cameco
CCJ
$43.8B
$429M 15.07%
4,215,525
+814,406
+24% +$91.3M
FTI icon
2
TechnipFMC
FTI
$31.4B
$386M 13.54%
5,819,258
+4,057,646
+230% +$287M
ASML icon
3
ASML
ASML
$632B
$224M 7.87%
112,695
-5,831
-5% -$9.28M
IBN icon
4
ICICI Bank
IBN
$110B
$214M 7.51%
7,370,799
+4,385,914
+147% +$119M
MELI icon
5
Mercado Libre
MELI
$101B
$130M 4.57%
76,673
+495
+0.6% +$845K
TSM icon
6
TSMC
TSM
$2.16T
$126M 4.41%
263,227
+11,485
+5% +$4.66M
HWM icon
7
Howmet Aerospace
HWM
$104B
$108M 3.8%
402,710
-17,255
-4% -$4.43M
VRT icon
8
Vertiv
VRT
$103B
$104M 3.66%
311,472
-59,924
-16% -$19M
NVDA icon
9
NVIDIA
NVDA
$5.52T
$98.2M 3.45%
490,765
-475
-0.1% -$97.7K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.19T
$95.5M 3.35%
267,092
-7,362
-3% -$2.65M
CW icon
11
Curtiss-Wright
CW
$21B
$57.9M 2.03%
76,411
-1,856
-2% -$1.36M
MA icon
12
Mastercard
MA
$513B
$48.4M 1.7%
94,184
+372
+0.4% +$185K
AAPL icon
13
Apple
AAPL
$4.79T
$43.9M 1.54%
151,706
-2,130
-1% -$609K
AEIS icon
14
Advanced Energy
AEIS
$11B
$40.6M 1.42%
108,893
-2,237
-2% -$782K
LLY icon
15
Eli Lilly
LLY
$1.03T
$38.9M 1.37%
32,461
+642
+2% +$656K
MSFT icon
16
Microsoft
MSFT
$3.79T
$37.9M 1.33%
101,524
-23,596
-19% -$9.55M
C icon
17
Citigroup
C
$232B
$36.8M 1.29%
263,040
+73,960
+39% +$9.63M
AMZN icon
18
Amazon
AMZN
$2.79T
$34.3M 1.2%
143,758
+49,925
+53% +$12.5M
EL icon
19
Estee Lauder
EL
$36.5B
$32.3M 1.13%
409,592
+4,670
+1% +$377K
SLB icon
20
SLB Ltd
SLB
$85.2B
$32.3M 1.13%
694,803
+423,890
+156% +$22.7M
SN icon
21
SharkNinja
SN
$24.7B
$29.4M 1.03%
193,216
+697
+0.4% +$83.5K
VRTX icon
22
Vertex Pharmaceuticals
VRTX
$141B
$28.7M 1.01%
57,683
-674
-1% -$299K
ILMN icon
23
Illumina
ILMN
$33.5B
$28.1M 0.99%
159,994
+22,213
+16% +$3.25M
SCHW
24
Charles Schwab
SCHW
$191B
$27.5M 0.97%
298,535
-3,045
-1% -$278K
EW icon
25
Edwards Lifesciences
EW
$51.7B
$26.3M 0.92%
291,072
+1,466
+0.5% +$123K
1
2 3 4

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Hardman Johnston Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Hardman Johnston Global Advisors held 78 positions worth $2.85B, up 35% from $2.1B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Hardman Johnston Global Advisors deployed $511M of net new capital in Q2 2026, opening 5 new positions and adding to 25 existing holdings. Its largest new stake was Netflix: 102,740 shares worth $7.34M.

By sector, the portfolio is most concentrated in Energy at 30% of assets, up from 25% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Vertiv, an estimated $19M trimmed.

  • Hardman Johnston Global Advisors's largest Q2 2026 buy was Netflix: 102,740 shares worth $7.34M.
  • Hardman Johnston Global Advisors added most to TechnipFMC in Q2 2026, an estimated $287M increase.
  • Hardman Johnston Global Advisors's biggest Q2 2026 reduction was Vertiv, cutting an estimated $19M.
  • Hardman Johnston Global Advisors fully exited T-Mobile US in Q2 2026, selling an estimated $2.15M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 67% of its $2.85B portfolio in Q2 2026.
  • Hardman Johnston Global Advisors opened 5 new positions and closed 1 in Q2 2026.
  • Hardman Johnston Global Advisors's portfolio value rose 35% quarter-over-quarter to $2.85B.

Based on Hardman Johnston Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.