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Filers›Family Office›Hardman Johnston Global Advisors LLC
DOSSIER · 13F-HR · Q1 2026

Hardman Johnston Global Advisors LLC

Hardman Johnston Global's family office based in Stamford, CT — $2.1B in tracked AUM across 73 positions as of Q1 2026.

HJ
Hardman Johnston Global·Stamford, CT·Family Office
CIK 0001006364 · last filed Mar 31, 2026
Total AUM
$2.1B
▲ 11.9%
vs prior
Holdings
73
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Hardman Johnston Global Advisors LLC reported a significant expansion in its portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 68.4%, growing from $1.25 billion to $2.10 billion. This substantial increase is attributable to a combination of robust market performance in existing core holdings and a massive influx of capital deployment into new positions. The number of holdings increased to 71, indicating a broadening ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CCJ
CAMECO CORP
$369M3.4M17.5%
02
N07059210
ASML HLDG NV
$157M119K7.4%
03
MELI
MERCADOLIBRE INC
$132M76K6.3%
04
G87110105
TECHNIPFMC PLC
$122M1.8M5.8%
05
HWM
HOWMET AEROSPACE INC
$97M420K4.6%
06
VRT
VERTIV HOLDINGS CO
$93M371K4.4%
07
NVDA
NVIDIA CORPORATION
$86M491K4.1%
08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$85M252K4.0%
09
GOOGL
ALPHABET INC
$79M274K3.7%
10
IBN
ICICI BANK LIMITED
$77M3.0M3.7%

Filing history

Filing history loading…
AI Agent · grounded in Hardman
haiku-4-5 · 73 positions indexed
Sector mix
  • Tech5%
  • Financials13%
  • Health Care14%
  • Cons. Disc.28%
  • Communications6%
  • Energy42%
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