Hardman Johnston Global Advisors LLC
•CIK: 1006364•Filing: Q4 2025
**Hardman Johnston Global Advisors LLC** manages $2.1B across a portfolio of 71 positions, exhibiting significant concentration in technology and semiconductor leaders. Top holdings include ASML at $166.9M and IBN at $164.7M, anchoring exposure to critical industrial and tech supply chains. The fund maintains substantial allocations to market leaders such as HDB ($161.8M), MLB1 ($154.6M), and GOOGL ($98.2M). This structure suggests a conviction-driven, large-cap growth mandate focused on global technology infrastructure.
Total AUM
$2.1B
QoQ Performance
+3.1%
Positions
70
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ASML
IBN
HDB
MLB1
ASML8.0%
IBN7.8%
HDB7.7%
MLB17.4%
HWM4.9%
GOOGL4.7%
NVDA4.6%
TSM4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
Technology17.5%
Financial5.7%
Healthcare3.3%
Consumer3.0%
Communication0.7%
Energy0.2%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑21 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023