Janus Henderson Group Plc Portfolio Stock Holdings
According to the SEC 13F filed on May 15, 2026, Janus Henderson Group Plc disclosed 2220 stock positions valued at approximately $201.68B as of quarter-end March 31, 2026. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and APPLE INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 2220
- Portfolio Value
- $201.68B
Holdings by Sector
Janus Henderson Group Plc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.15% | 83,018,647 | +190,517 | +0.23% | $14,416,049,011 |
| MICROSOFT CORP | MSFT | Technology | 4.37% | 23,878,982 | -2,919,517 | -10.89% | $8,807,009,187 |
| APPLE INC | AAPL | Technology | 3.37% | 26,916,594 | -425,198 | -1.56% | $6,804,276,167 |
| ALPHABET INC | GOOG | Communication Services | 3.37% | 23,777,274 | -818,348 | -3.33% | $6,797,654,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.97% | 28,983,657 | -4,987,575 | -14.68% | $5,996,230,628 |
| BROADCOM INC | AVGO | Technology | 2.96% | 19,350,859 | -863,109 | -4.27% | $5,962,504,479 |
| ELI LILLY & CO | LLY | Healthcare | 1.97% | 4,347,394 | -94,583 | -2.13% | $3,982,443,487 |
| META PLATFORMS INC | META | Communication Services | 1.95% | 6,915,124 | +781,843 | +12.75% | $3,939,422,176 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.31% | 7,917,824 | -374,060 | -4.51% | $2,650,963,887 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.13% | 4,568,710 | -692,259 | -13.16% | $2,272,686,247 |
| LAM RESEARCH CORP | LRCX | Other | 0.98% | 9,265,026 | +181,087 | +1.99% | $1,975,244,413 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.95% | 7,872,478 | +148,497 | +1.92% | $1,924,322,708 |
| ARGENX SE | ARGX | Healthcare | 0.92% | 2,541,732 | +83,568 | +3.40% | $1,847,592,427 |
| KLA CORP | KLAC | Technology | 0.91% | 1,240,678 | -111,645 | -8.26% | $1,826,754,552 |
| EATON CORP PLC | ETN | Other | 0.90% | 5,092,361 | +43,222 | +0.86% | $1,805,530,800 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.88% | 7,755,645 | -194,603 | -2.45% | $1,769,707,478 |
| ORACLE CORP | ORCL | Technology | 0.87% | 12,046,414 | -2,492,952 | -17.15% | $1,754,454,603 |
| ABBVIE INC | ABBV | Healthcare | 0.75% | 6,931,036 | +528,386 | +8.25% | $1,507,338,150 |
| NETFLIX INC. | NFLX | Communication Services | 0.71% | 14,884,336 | +1,614,253 | +12.16% | $1,431,141,205 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.71% | 6,107,108 | +125,317 | +2.09% | $1,424,074,800 |
| VISA INC | V | Financial Services | 0.67% | 4,486,927 | +1,116,498 | +33.13% | $1,356,090,199 |
| FLEXTRONICS INTL LTD | FLEX | Other | 0.67% | 20,619,740 | -1,711,705 | -7.66% | $1,349,785,491 |
| GE VERNOVA INC | GEV | Utilities | 0.65% | 1,519,799 | +1,485,712 | +4358.59% | $1,316,075,533 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.65% | 3,881,507 | +634,689 | +19.55% | $1,310,879,503 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.61% | 4,175,138 | -18,473 | -0.44% | $1,228,093,603 |
| AMPHENOL CORP | APH | Technology | 0.59% | 9,458,488 | -446,139 | -4.50% | $1,195,087,777 |
| DOORDASH INC | DASH | Communication Services | 0.57% | 7,762,553 | +2,225,954 | +40.20% | $1,159,377,028 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.56% | 270,019 | -48,590 | -15.25% | $1,136,854,894 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.55% | 3,666,780 | +289,227 | +8.56% | $1,103,078,994 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.53% | 614,238 | +10,142 | +1.68% | $1,062,018,734 |
Showing 30 of 2,220 holdings in the latest reporting period.