Hardman Johnston Global Advisors LLC

Q1 2026 13F-HR Detailed Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$2,104,897
Net value change ($000)
+6,205 (0.3%)
New positions
7
Sold out positions
5
Turnover %
18.7%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/23/2026 Next filing: — SEC filing
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Snapshot: Change Analysis

Compared to Q4 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)
CCJ 361,639 4662.1%
FTI 121,780 NEW
VRT 24,867 36.5%
BIL 15,397 NEW
SLB 11,383 448.3%
AEIS 10,323 40.4%
STM 9,067 93.9%
SWK 7,817 96.9%
ALB 7,257 48.6%
CW 6,204 13.2%
Top Reduces (Value $000, Stocks/ETFs)
HDB -161,820 -100.0%
IBN -87,384 -53.1%
AZN -50,279 -100.0%
BAC -30,688 -100.0%
MSFT -30,686 -39.9%
MELI -22,863 -14.8%
GOOGL -19,245 -19.6%
PYPL -15,108 -90.2%
EL -13,944 -32.4%
AMZN -13,270 -40.4%
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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Guardian Partners Inc. 028-21632