Hardman Johnston Global Advisors LLC: 13F holdings
CIK 10063642026Q2
| Positions | 77 |
|---|---|
| Reported value | $2.9bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CCJ CAMECO CORP | 4,215,525 | $429.4m | 15.1% |
| TECHNIPFMC PLC | 5,819,258 | $385.8m | 13.5% |
| ASML HLDG NV | 112,695 | $224.2m | 7.9% |
| IBN ICICI BANK LIMITED | 7,370,799 | $214.0m | 7.5% |
| MELI MERCADOLIBRE INC | 76,673 | $130.1m | 4.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 263,227 | $125.7m | 4.4% |
| HWM HOWMET AEROSPACE INC | 402,710 | $108.3m | 3.8% |
| VRT VERTIV HOLDINGS CO | 311,472 | $104.3m | 3.7% |
| NVDA NVIDIA CORPORATION | 490,765 | $98.2m | 3.4% |
| GOOGL ALPHABET INC | 267,092 | $95.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1006364")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.