Hardman Johnston Global Advisors LLC 13F 持仓 · 2026年Q2
Hardman Johnston Global Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 28.50 亿美元。前几大持仓：CCJ（15.07%）、FTI（13.54%）、ASML（7.87%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | $429.4M | 15.07% | 4.2M | 增持 |
| 2 | FTI | TECHNIPFMC PLC | $385.8M | 13.54% | 5.8M | 增持 |
| 3 | ASML | ASML HLDG NV | $224.2M | 7.87% | 112,695 | 减持 |
| 4 | IBN | ICICI BANK LIMITED | $214.0M | 7.51% | 7.4M | 增持 |
| 5 | MELI | MERCADOLIBRE INC | $130.1M | 4.57% | 76,673 | 增持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $125.7M | 4.41% | 263,227 | 增持 |
| 7 | HWM | HOWMET AEROSPACE INC | $108.3M | 3.80% | 402,710 | 减持 |
| 8 | VRT | VERTIV HOLDINGS CO | $104.3M | 3.66% | 311,472 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $98.2M | 3.45% | 490,765 | 减持 |
| 10 | GOOGL | ALPHABET INC | $95.5M | 3.35% | 267,092 | 减持 |
| 11 | CW | CURTISS WRIGHT CORP | $57.9M | 2.03% | 76,411 | 减持 |
| 12 | MA | MASTERCARD INCORPORATED | $48.4M | 1.70% | 94,184 | 增持 |
| 13 | AAPL | APPLE INC | $43.9M | 1.54% | 151,706 | 减持 |
| 14 | AEIS | ADVANCED ENERGY INDS | $40.6M | 1.42% | 108,893 | 减持 |
| 15 | LLY | ELI LILLY & CO | $38.9M | 1.37% | 32,461 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $37.9M | 1.33% | 101,524 | 减持 |
| 17 | C | CITIGROUP INC | $36.8M | 1.29% | 263,040 | 增持 |
| 18 | AMZN | AMAZON COM INC | $34.3M | 1.20% | 143,758 | 增持 |
| 19 | EL | LAUDER ESTEE COS INC | $32.3M | 1.13% | 409,592 | 增持 |
| 20 | SLB | SLB LIMITED | $32.3M | 1.13% | 694,803 | 增持 |
| 21 | SN | SHARKNINJA INC | $29.4M | 1.03% | 193,216 | 增持 |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | $28.7M | 1.01% | 57,683 | 减持 |
| 23 | ILMN | ILLUMINA INC | $28.1M | 0.99% | 159,994 | 增持 |
| 24 | SCHW | SCHWAB CHARLES CORP | $27.5M | 0.97% | 298,535 | 减持 |
| 25 | CTVA | CORTEVA INC | $26.1M | 0.92% | 308,077 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR