Hardman Johnston Global Advisors LLC

Q3 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
72
Total value ($000)
$2,035,133
Net value change ($000)
-220,293 (-9.8%)
New positions
3
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/21/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EL 22,219 NEW
STM 10,924 NEW
GOOGL 8,638 13.4%
MDT 6,136 37.7%
TSM 5,982 7.6%
AZN 4,465 11.6%
ASML 2,037 1.7%
ALB 1,361 19.0%
UBER 1,212 3.7%
AEIS 973 4.3%
Top Reduces (Value $000, Stocks/ETFs)
TEAM -90,968 -91.6%
CTVA -21,178 -33.6%
VRTX -17,183 -35.7%
MRSH -11,448 -26.2%
NVO -10,343 -100.0%
OLED -10,029 -24.8%
ADP -9,545 -25.1%
TMUS -8,509 -26.6%
MSFT -8,314 -9.2%
HWM -7,971 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type