Hardman Johnston
Hardman Johnston Large Cap Equity
US Large-cap
Dec 2024 → Mar 2026
Our archive holds 3 letters from this strategy and positions in 38 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 3 years — follow all of Hardman Johnston for every strategy.
Also held
- Curtiss-Wright Corporation
- Charles Schwab Corp
- Hexcel Corporation
- NVIDIA Corp.
- Cameco Corporation
- T-Mobile US, Inc.
- Waters Corporation
- IQVIA Holdings Inc.
- Stanley Black & Decker Inc.
- Automatic Data Processing, Inc.
- Vertex Pharmaceuticals Inc.
- Estee Lauder Companies Inc.
- Amazon.com, Inc.
- Universal Display Corporation
- Adobe Inc.
- Illumina, Inc.
- Uber Technologies, Inc.
- Versant Media Group, Inc.
- Albemarle Corp.
- Marsh & McLennan Cos. Inc.
- Meta Platforms Inc. Class A
- AstraZeneca plc
- PayPal Holdings, Inc.
- Corteva, Inc.
- Mastercard Inc.
- Prysmian S.p.A.
- Advanced Energy Industries, Inc.
- Comcast Corp.
- Edwards Lifesciences Corp.
- Microsoft Corp.
- Vertiv Holdings Co.
- Becton, Dickinson & Co.
- ASML Holding N.V.
- SharkNinja, Inc.
- Broadcom Inc.
- Howmet Aerospace, Inc.
- Apple Inc.
- Suzuki Motor Corp.