Hardman Johnston Global Advisors LLC

Q2 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$2,850,046
Net value change ($000)
+745,149 (35.4%)
New positions
5
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTI 264,037 216.8%
IBN 136,665 176.8%
ASML 67,647 43.2%
CCJ 59,997 16.2%
TSM 40,633 47.8%
SLB 18,379 132.0%
GOOGL 16,529 20.9%
C 15,371 71.7%
AMZN 14,720 75.3%
AVGO 13,038 162.9%
Top Reduces (Value $000, Stocks/ETFs)
META -9,278 -77.4%
MSFT -8,446 -18.2%
ALB -5,937 -26.8%
OLED -3,334 -22.5%
BSX -3,232 -31.0%
TMUS -2,149 -100.0%
ADBE -2,037 -16.7%
CMCSA -1,680 -16.2%
MDT -1,665 -10.0%
MELI -1,569 -1.2%
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