Hardman Johnston Global Advisors LLC

Q4 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$2,098,692
Net value change ($000)
+63,559 (3.1%)
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: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ASML 42,151 33.8%
LLY 25,870 296.2%
GOOGL 25,278 34.7%
C 23,274 NEW
EL 20,786 93.6%
HDB 15,968 10.9%
VRT 15,063 28.3%
ELAN 14,276 NEW
AMZN 12,754 63.6%
TSM 8,635 10.1%
Top Reduces (Value $000, Stocks/ETFs)
MELI -26,710 -14.7%
TMUS -21,185 -90.3%
CTVA -19,451 -46.6%
META -18,582 -56.6%
OLED -11,395 -37.4%
NVDA -10,338 -9.6%
IBN -8,705 -5.0%
MA -6,730 -10.7%
MRSH -5,533 -17.2%
CW -5,376 -10.2%
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