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Hardman Johnston Global Advisors LLC
kapitalforvalter · portefølje $2.85 mia. · 77 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 12.08.2026; ændring — mod 31.03.2026 · 78
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Cameco Corp US:CCJ | 4 215 525 | $429 mio. | 15.07% | +814 406 |
| TECHNIPFMC PLC CUSIP G87110105 | 5 819 258 | $386 mio. | 13.54% | +4 057 646 |
| ASML HLDG NV CUSIP N07059210 | 112 695 | $224 mio. | 7.87% | −5 831 |
| ICICI Bank Limited US:IBN | 7 370 799 | $214 mio. | 7.51% | +4 385 914 |
| MercadoLibre Inc. US:MELI | 76 673 | $130 mio. | 4.57% | +495 |
| Taiwan Semiconductor Manufac… US:TSM | 263 227 | $126 mio. | 4.41% | +11 485 |
| Howmet Aerospace Inc US:HWM | 402 710 | $108 mio. | 3.80% | −17 255 |
| Vertiv Holdings Co US:VRT | 311 472 | $104 mio. | 3.66% | −59 924 |
| NVIDIA Corporation US:NVDA | 490 765 | $98.2 mio. | 3.45% | −475 |
| Alphabet Inc. US:GOOGL | 267 092 | $95.5 mio. | 3.35% | −7 362 |
| Curtiss-Wright Corporation US:CW | 76 411 | $57.9 mio. | 2.03% | −1 856 |
| Mastercard Inc US:MA | 94 184 | $48.4 mio. | 1.70% | +372 |
| Apple Inc. US:AAPL | 151 706 | $43.9 mio. | 1.54% | −2 130 |
| Advanced Energy Industries I… US:AEIS | 108 893 | $40.6 mio. | 1.42% | −2 237 |
| Eli Lilly and Company US:LLY | 32 461 | $38.9 mio. | 1.37% | +642 |
| Microsoft Corporation US:MSFT | 101 524 | $37.9 mio. | 1.33% | −23 596 |
| CITIGROUP INC US:C | 263 040 | $36.8 mio. | 1.29% | +73 960 |
| Amazon.com, Inc. US:AMZN | 143 758 | $34.3 mio. | 1.20% | +49 925 |
| Estee Lauder Companies Inc US:EL | 409 592 | $32.3 mio. | 1.13% | +4 670 |
| Schlumberger NV US:SLB | 694 803 | $32.3 mio. | 1.13% | +423 890 |
| SHARKNINJA INC CUSIP G8068L108 | 193 216 | $29.4 mio. | 1.03% | +697 |
| Vertex Pharmaceuticals Inc US:VRTX | 57 683 | $28.7 mio. | 1.01% | −674 |
| Illumina Inc US:ILMN | 159 994 | $28.1 mio. | 0.99% | +22 213 |
| SCHWAB CHARLES CORP US:SCHW | 298 535 | $27.5 mio. | 0.97% | −3 045 |
| Edwards Lifesciences Corp US:EW | 291 072 | $26.3 mio. | 0.92% | +1 466 |
| Corteva, Inc. US:CTVA | 308 077 | $26.1 mio. | 0.92% | −9 241 |
| Uber Technologies Inc US:UBER | 360 920 | $26.0 mio. | 0.91% | +6 340 |
| STMicroelectronics NV ADR US:STM | 322 724 | $24.2 mio. | 0.85% | −219 321 |
| STANLEY BLACK & DECKER, INC. US:SWK | 243 515 | $22.9 mio. | 0.80% | +20 031 |
| Marsh & McLennan Companies,… US:MRSH | 134 677 | $22.4 mio. | 0.79% | −714 |
| Hexcel Corporation US:HXL | 218 772 | $21.9 mio. | 0.77% | −210 |
| Broadcom Inc. US:AVGO | 55 702 | $21.0 mio. | 0.74% | +29 844 |
| IQVIA Holdings Inc US:IQV | 101 130 | $19.5 mio. | 0.69% | −695 |
| Automatic Data Processing In… US:ADP | 80 332 | $18.0 mio. | 0.63% | −1 152 |
| Albemarle Corp US:ALB | 120 281 | $16.2 mio. | 0.57% | −3 260 |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 171 220 | $15.7 mio. | 0.55% | +3 200 |
| Elanco Animal Health US:ELAN | 635 690 | $15.6 mio. | 0.55% | +13 020 |
| MEDTRONIC PLC CUSIP G5960L103 | 190 834 | $14.9 mio. | 0.52% | −670 |
| UNITEDHEALTH GROUP INC US:UNH | 29 181 | $12.1 mio. | 0.43% | +4 873 |
| Universal Display US:OLED | 132 685 | $11.5 mio. | 0.40% | −29 030 |
| Adobe Systems Incorporated US:ADBE | 49 489 | $10.1 mio. | 0.36% | −632 |
| Comcast Holdings Corp US:CMCSA | 354 500 | $8.70 mio. | 0.31% | −7 155 |
| Becton Dickinson and Company US:BDX | 52 806 | $7.99 mio. | 0.28% | −644 |
| Alphabet Inc. US:GOOG | 22 586 | $7.98 mio. | 0.28% | −1 496 |
| Netflix Inc US:NFLX | 102 740 | $7.34 mio. | 0.26% | ny |
| Boston Scientific Corp US:BSX | 168 360 | $7.19 mio. | 0.25% | +2 336 |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 28 817 | $6.94 mio. | 0.24% | ny |
| Enterprise Products Partners… US:EPD | 140 264 | $5.16 mio. | 0.18% | −4 407 |
| argenx NV ADR US:ARGX | 4 185 | $3.88 mio. | 0.14% | ny |
| ABBOTT LABORATORIES US:ABT | 35 578 | $3.23 mio. | 0.11% | −970 |
| EOG RESOURCES INC US:EOG | 24 460 | $3.17 mio. | 0.11% | +10 880 |
| Prologis Inc US:PLD | 22 352 | $3.03 mio. | 0.11% | −519 |
| Waters Corporation US:WAT | 7 702 | $2.89 mio. | 0.10% | +476 |
| Meta Platforms, Inc. US:META | 4 802 | $2.70 mio. | 0.09% | −16 143 |
| M&T Bank Corporation US:MTB | 10 630 | $2.53 mio. | 0.09% | — |
| Procter & Gamble Company US:PG | 16 700 | $2.45 mio. | 0.09% | — |
| ONEOK INC US:OKE | 27 487 | $2.39 mio. | 0.08% | +13 130 |
| PayPal Holdings Inc US:PYPL | 36 310 | $1.57 mio. | 0.06% | — |
| Chevron Corp US:CVX | 9 335 | $1.55 mio. | 0.05% | — |
| MERCK & CO INC US:MRK | 11 210 | $1.44 mio. | 0.05% | — |
| Microchip Technology Inc US:MCHP | 14 650 | $1.34 mio. | 0.05% | −100 |
| Exxon Mobil Corporation US:XOM | 8 883 | $1.21 mio. | 0.04% | — |
| LXP Industrial Trust US:LXP | 19 500 | $1.05 mio. | 0.04% | +3 000 |
| Newell Brands Inc US:NWL | 150 000 | $921 t. | 0.03% | ny |
| NEBIUS GROUP N.V. CUSIP N97284108 | 3 260 | $900 t. | 0.03% | −3 145 |
| Eversource Energy US:ES | 12 000 | $867 t. | 0.03% | — |
| Pfizer Inc US:PFE | 27 600 | $665 t. | 0.02% | — |
| The Boeing Company US:BA | 2 625 | $568 t. | 0.02% | — |
| Hershey Co US:HSY | 2 900 | $509 t. | 0.02% | — |
| Versant Media Group, Inc. US:VSNT | 13 738 | $495 t. | 0.02% | −119 |
| GE Vernova LLC US:GEV | 411 | $483 t. | 0.02% | −100 |
| GE Aerospace US:GE | 946 | $354 t. | 0.01% | — |
| Shell PLC US:SHEL | 4 300 | $333 t. | 0.01% | −700 |
| Highwoods Properties Inc US:HIW | 9 700 | $293 t. | 0.01% | — |
| iShares Gold Trust US:IAU · ETF | 3 600 | $272 t. | 0.01% | — |
| Trip.com Group Ltd ADR US:TCOM | 5 750 | $229 t. | 0.01% | — |
| Union Pacific Corporation US:UNP | 754 | $205 t. | 0.01% | ny |
| T-Mobile US Inc US:TMUS | 0 (var 10 230) | — | — | solgt |
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