1y return+13.9%S&P 500 +20.9%
3y return+60.4%S&P 500 +68.5%
5y return+52.9%S&P 500 +74.5%
10y return+248.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $348 against $357 in the S&P 500.2
Hardman Johnston Global Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CCJCameco Corp | $429.4M | 15.1% | +23.9% |
| Technipfmc PLCCUSIP G87110105 | $385.8M | 13.5% | +230.3% |
| Asml Hldg NvCUSIP N07059210 | $224.2M | 7.9% | −4.9% |
| IBNIcici Bank Limited | $214.0M | 7.5% | +146.9% |
| MELIMercadolibre Inc | $130.1M | 4.6% | |
| TSMTaiwan Semiconductor Manufac | $125.7M | 4.4% | +4.6% |
| HWMHowmet Aerospace Inc | $108.3M | 3.8% | −4.1% |
| VRTVertiv Holdings Co | $104.3M | 3.7% | −16.1% |
| NVDANvidia Corporation | $98.2M | 3.4% | |
| GOOGLAlphabet Inc | $95.5M | 3.3% | −2.7% |
| CWCurtiss Wright Corp | $57.9M | 2.0% | −2.4% |
| MAMastercard Incorporated | $48.4M | 1.7% | |
| AAPLApple Inc | $43.9M | 1.5% | −1.4% |
| AEISAdvanced Energy Inds | $40.6M | 1.4% | −2.0% |
| LLYEli Lilly & Co | $38.9M | 1.4% | +2.0% |
| MSFTMicrosoft Corp | $37.9M | 1.3% | −18.9% |
| CCitigroup Inc | $36.8M | 1.3% | +39.1% |
| AMZNAmazon Com Inc | $34.3M | 1.2% | +53.2% |
| ELLauder Estee Cos Inc | $32.3M | 1.1% | +1.2% |
| SLBSlb Limited | $32.3M | 1.1% | +156.5% |
| Sharkninja IncCUSIP G8068L108 | $29.4M | 1.0% | |
| VRTXVertex Pharmaceuticals Inc | $28.7M | 1.0% | −1.2% |
| ILMNIllumina Inc | $28.1M | 1.0% | +16.1% |
| SCHWSchwab Charles Corp | $27.5M | 1.0% | −1.0% |
| EWEdwards Lifesciences Corp | $26.3M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $98.2M |
| VRTVertiv Holdings Co | December 31, 2020 | +1693.4% | $104.3M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $125.7M |
| HWMHowmet Aerospace Inc | June 30, 2021 | +680.0% | $108.3M |
| AEISAdvanced Energy Inds | June 30, 2020 | +450.0% | $40.6M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $224.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $95.5M |
| CWCurtiss Wright Corp | June 30, 2023 | +312.6% | $57.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $43.9M |
| IBNIcici Bank Limited | June 30, 2020 | +212.5% | $214.0M |
Sold off last quarter
- TMUST-mobile Us Inc was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +2.2% | +7.8% |
| June 30, 2025 | +14.9% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +5.6% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −0.8% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +11.1% | +7.0% |
| December 31, 2022 | +13.5% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −18.1% | −16.5% |
| March 31, 2022 | −12.9% | −4.9% |
| December 31, 2021 | +3.3% | +10.7% |
| September 30, 2021 | +2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hardman Johnston Global Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1006364&type=13F-HR&dateb=&owner=include&count=40CIK 1006364
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1006364/000117266126003309/Filed August 12, 2026 · accession 0001172661-26-003309