Hardman Johnston Global Advisors LLC reported 75 positions worth $2.40B for the quarter ended Jun 30, 2026, up 39.8% on the prior quarter. It opened 5 new positions, added to 23, trimmed 33 and exited 1. Its largest holding is TechnipFMC plc at 16% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FTI TechnipFMC plc | +4.06M | +230.3% | $269.02M | 16.04% |
| IBN Icici Bank Ltd | +4.39M | +146.9% | $127.32M | 8.9% |
| SLB Slb Limited | +423.9K | +156.5% | $19.71M | 1.34% |
| AMZN Amazon Com Inc | +49.9K | +53.2% | $11.90M | 1.42% |
| AVGO Broadcom Inc. | +29.8K | +115.4% | $11.27M | 0.875% |
| C Citigroup Inc | +74.0K | +39.1% | $10.35M | 1.53% |
| NFLX Netflix Inc | +102.7K | – | $7.34M | 0.305% |
| JAZZ Jazz Pharmaceuticals plc | +28.8K | – | $6.94M | 0.289% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +11.5K | +4.6% | $5.48M | 5.23% |
| ILMN Illumina, Inc. | +22.2K | +16.1% | $3.91M | 1.17% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRT Vertiv Holdings Co | -59.9K | -16.1% | $20.06M | 4.34% |
| STM STMicroelectronics N.V. | -219.3K | -40.5% | $16.42M | 1% |
| ASML Asml Holding Nv | -5,831 | -4.9% | $11.60M | 9.32% |
| META Meta Platforms, Inc. | -16.1K | -77.1% | $9.09M | 0.112% |
| MSFT Microsoft Corp | -23.6K | -18.9% | $8.80M | 1.57% |
| HWM Howmet Aerospace Inc. | -17.3K | -4.1% | $4.64M | 4.5% |
| GOOGL Alphabet Inc. | -7,362 | -2.7% | $2.63M | 3.97% |
| OLED Universal Display Corp Pa | -29.0K | -18.0% | $2.51M | 0.478% |
| TMUS T-Mobile US, Inc. | -10.2K | -100.0% | $2.15M | Exited |
| CW Curtiss Wright Corp | -1,856 | -2.4% | $1.41M | 2.41% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TMUS T-Mobile US, Inc. | -10.2K | $2.15M | 0.125% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FTI TechnipFMC plc | Energy | 5.82M | $385.82M | 16.04% | +4.06M | +230.3% | Added | 1.47% |
| 2 | ASML Asml Holding Nv | Technology | 112.7K | $224.20M | 9.32% | -5,831 | -4.9% | Reduced | 0.03% |
| 3 | IBN Icici Bank Ltd | Financial Services | 7.37M | $213.97M | 8.9% | +4.39M | +146.9% | Added | 0.11% |
| 4 | MELI Mercadolibre Inc | Technology | 76.7K | $130.14M | 5.41% | +495 | +0.6% | Added | 0.15% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 263.2K | $125.71M | 5.23% | +11.5K | +4.6% | Added | 0% |
| 6 | HWM Howmet Aerospace Inc. | Industrials | 402.7K | $108.27M | 4.5% | -17.3K | -4.1% | Reduced | 0.1% |
| 7 | VRT Vertiv Holdings Co | Industrials | 311.5K | $104.29M | 4.34% | -59.9K | -16.1% | Reduced | 0.08% |
| 8 | NVDA Nvidia Corp | Technology | 490.8K | $98.20M | 4.08% | -475 | -0.1% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 267.1K | $95.45M | 3.97% | -7,362 | -2.7% | Reduced | 0% |
| 10 | CW Curtiss Wright Corp | Industrials | 76.4K | $57.90M | 2.41% | -1,856 | -2.4% | Reduced | 0.21% |
| 11 | MA Mastercard Inc | Financial Services | 94.2K | $48.37M | 2.01% | +372 | +0.4% | Added | 0.01% |
| 12 | AAPL Apple Inc. | Technology | 151.7K | $43.90M | 1.83% | -2,130 | -1.4% | Reduced | 0% |
| 13 | AEIS Advanced Energy Industries Inc | Industrials | 108.9K | $40.60M | 1.69% | -2,237 | -2.0% | Reduced | 0.27% |
| 14 | LLY ELI LILLY & Co | Healthcare | 32.5K | $38.93M | 1.62% | +642 | +2.0% | Added | 0% |
| 15 | MSFT Microsoft Corp | Technology | 101.5K | $37.87M | 1.57% | -23.6K | -18.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Hardman Johnston Global Advisors.
As of its Q2 2026 13F filing, Hardman Johnston Global Advisors LLC’s five largest positions were TechnipFMC plc (FTI) at 16.0%, Asml Holding Nv (ASML) at 9.3%, Icici Bank Ltd (IBN) at 8.9%, Mercadolibre Inc (MELI) at 5.4%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 5.2% of the reported portfolio.
Hardman Johnston Global Advisors LLC reported a 13F portfolio worth $2.40B across 75 positions for Q2 2026. That is up 39.8% from the previous quarter.
Its largest purchases by value were TechnipFMC plc ($269.02M), Icici Bank Ltd ($127.32M), Slb Limited ($19.71M). It opened 5 new positions.
Its largest sales by value were Vertiv Holdings Co ($20.06M), STMicroelectronics N.V. ($16.42M), Asml Holding Nv ($11.60M). It exited 1 positions entirely.
From the Form 13F-HR reports Hardman Johnston Global Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.