Hardman Johnston Global Advisors LLC

Q2 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

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