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Janus Henderson Group PLC

Form 13F · CIK 1274173. Holdings on 31 Mar 2026, as filed with the SEC on 18 May 2026, each set beside the December 2025 quarter. The 13F on the SEC's site.

Janus Henderson Group PLC reported 2,407 positions worth $209.4B for the March 2026 quarter, on a Form 13F filed 18 May 2026; the largest holding was NVIDIA Corp., at 6.9% of the fund.

What it bought and sold

The largest moves since the December 2025 quarter, by the dollars that moved: 82 opened, 733 added, 617 trimmed, 81 sold out.

New position: 82

CompanyValueChange in shares
Forgent Power Solutions Inc (FPS)$227.4M+7,769,612
Arm Holdings plc (ARM)$116.1M+767,534
Janus Detroit STR Trust (JA)$99.9M+2,000,000
Coca-Cola Europacific Partners plc (CCEP)$97.1M+1,070,753
Oracle Corp. (ORCLPRD)$79.1M+1,744,850
iShares Inc. (EMXC)$68.5M+870,965
Definium Therapeutics Inc. (DFTX)$67.2M+3,556,041
iShares Core MSCI Emerging Mark (IEMG)$63.7M+912,578
Erasca Inc. (ERAS)$60.0M+3,710,966
Alumis Inc. (ALMS)$46.8M+2,124,408

Added: 733

CompanyValueChange in shares
AstraZeneca PLC (AZN)$2.3B+11,647,635
GE Vernova Inc. (GEV)$1.3B+1,485,712
NVIDIA Corp. (NVDA)$14.4B+190,517
TotalEnergies SE (TTE)$1.1B+2,287,500
Lam Research Corp. (LRCX)$2.0B+181,087
Palantir Technologies Inc. (PLTR)$480.2M+2,952,079
Freeport-McMoRan Inc. (FCX)$675.9M+5,784,156
Micron Technology Inc. (MU)$1.3B+634,689
ConocoPhillips (COP)$488.0M+2,496,606
Seagate Technology Holdings plc (STX)$379.0M+943,170

Trimmed: 617

CompanyValueChange in shares
Microsoft Corp. (MSFT)$8.8B-2,919,517
AppLovin Corp. (APP)$718.3M-1,427,174
Amazon.com Inc. (AMZN)$6.7B-1,673,963
Oracle Corp. (ORCL)$1.8B-2,492,952
Broadcom Inc. (AVGO)$6.0B-863,109
Alphabet Inc. (GOOG)$6.8B-818,348
Workday, Inc. (WDAY)$217.5M-3,344,111
Eli Lilly & Co. (LLY)$4.0B-94,583
Blackstone Inc. (BX)$509.1M-3,786,019
Mastercard Inc. (MA)$2.3B-692,259

Sold out: 81

CompanyValue a quarter beforeChange in shares
Ascendis Pharma A/s (ASND)$866.1M-4,061,641
Dayforce Inc. (DAY)$575.6M-8,323,243
Trip.com Group Limited (TCOM)$114.5M-1,592,109
Alibaba Group Holding Limited (BABA)$81.8M-557,742
Vanguard Ftse Emerging Markets (VWO)$59.1M-1,100,122
Vanguard Intl Equity Index F (VGK)$53.3M-637,849
Upstream Bio Inc. (UPB)$41.4M-1,527,958
Avadel Pharmaceuticals PLC (AVDL)$39.3M-1,823,865
Hologic Inc. (HOLX)$38.1M-511,314
Mind Medicine Mindmed Inc. (MNMD)$32.3M-2,411,696

Largest holdings

The 100 largest of 2,407, by value.

CompanyValueOf the fundSharesChange in sharesMove
NVIDIA Corp. (NVDA)$14.4B6.88%83,018,647+190,517Added
Microsoft Corp. (MSFT)$8.8B4.21%23,878,982-2,919,517Trimmed
Apple Inc. (AAPL)$6.8B3.25%26,916,594-425,198Trimmed
Alphabet Inc. (GOOG)$6.8B3.25%23,777,274-818,348Trimmed
Amazon.com Inc. (AMZN)$6.7B3.19%32,297,269-1,673,963Trimmed
Broadcom Inc. (AVGO)$6.0B2.85%19,350,859-863,109Trimmed
Eli Lilly & Co. (LLY)$4.0B1.90%4,347,394-94,583Trimmed
Meta Platforms, Inc. (META)$3.9B1.88%6,915,124+781,843Added
Taiwan Semiconductor Manufacturing Company Limited (TSM)$2.7B1.27%7,917,824-374,060Trimmed
AstraZeneca PLC (AZN)$2.3B1.11%11,949,424+11,647,635Added
Mastercard Inc. (MA)$2.3B1.08%4,568,710-692,259Trimmed
Lam Research Corp. (LRCX)$2.0B0.94%9,265,026+181,087Added
Johnson & Johnson (JNJ)$1.9B0.92%7,872,478+148,497Added
argenx SE (ARGX)$1.8B0.88%2,541,732+83,568Added
KLA Corp. (KLAC)$1.8B0.87%1,240,678-111,645Trimmed
Eaton Corp. plc (ETN)$1.8B0.86%5,092,361+43,222Added
Howmet Aerospace Inc. (HWM)$1.8B0.84%7,755,645-194,603Trimmed
Oracle Corp. (ORCL)$1.8B0.84%12,046,414-2,492,952Trimmed
AbbVie Inc. (ABBV)$1.5B0.72%6,931,036+528,386Added
Netflix Inc. (NFLX)$1.4B0.68%14,884,336+1,614,253Added
Ferguson Enterprises Inc. (FERG)$1.4B0.68%6,107,108+125,317Added
Visa Inc. (V)$1.4B0.65%4,486,927+1,116,498Added
Flex Ltd. (FLEX)$1.3B0.64%20,619,740-1,711,705Trimmed
GE Vernova Inc. (GEV)$1.3B0.63%1,519,799+1,485,712Added
Micron Technology Inc. (MU)$1.3B0.63%3,881,507+634,689Added
JPMorgan Chase & Co. (JPM)$1.2B0.59%4,175,138-18,473Trimmed
Danaher Corp. (DHR)$1.2B0.58%6,489,965-327,641Trimmed
Amphenol Corp. (APH)$1.2B0.57%9,458,488-446,139Trimmed
DoorDash, Inc. (DASH)$1.2B0.55%7,762,553+2,225,954Added
Booking Holdings Inc. (BKNG)$1.1B0.54%270,019-48,590Trimmed
Praxis Precision Medicines I (PRAX)$1.1B0.53%3,458,863+218,777Added
LPL Financial Holdings Inc. (LPLA)$1.1B0.53%3,666,780+289,227Added
MercadoLibre, Inc. (MELI)$1.1B0.51%614,238+10,142Added
TotalEnergies SE (TTE)$1.1B0.50%11,349,122+2,287,500Added
Madrigal Pharmaceuticals, Inc. (MDGL)$1.1B0.50%2,018,647+433,804Added
Boston Scientific Corp. (BSX)$1.0B0.49%16,497,366+3,907,981Added
UnitedHealth Group Inc. (UNH)$991.4M0.47%3,691,607+89,359Added
Intercontinental Exchange, Inc. (ICE)$987.7M0.47%6,315,981-233,615Trimmed
BridgeBio Pharma, Inc. (BBIO)$978.6M0.47%13,179,013+2,178,556Added
Vaxcyte Inc. (PCVX)$960.2M0.46%16,575,875+3,188,687Added
Vertex Pharmaceuticals Inc. (VRTX)$951.8M0.45%2,131,527-90,426Trimmed
Revolution Medicines, Inc. (RVMD)$949.5M0.45%9,766,496-2,537,006Trimmed
APi Group Corp. (APG)$946.8M0.45%23,367,041+250,873Added
Progressive Corp. (PGR)$938.0M0.45%4,731,581-715,686Trimmed
Teledyne Technologies Inc. (TDY)$935.1M0.45%1,545,674-147,607Trimmed
General Electric Co. (GE)$926.1M0.44%3,263,621-294,734Trimmed
Liberty Media Corp. Del (FWONK)$925.3M0.44%10,883,212+302,191Added
Datadog, Inc. (DDOG)$905.6M0.43%7,749,569+1,439,082Added
Alphabet Inc. (GOOGL)$885.4M0.42%3,078,924+531,699Added
Chevron Corp. (CVX)$865.2M0.41%4,181,809-695,236Trimmed
ON Semiconductor Corp. (ON)$848.4M0.41%13,700,884+1,345,894Added
Intuit Inc. (INTU)$848.0M0.41%1,961,343-57,395Trimmed
J.B. Hunt Transport Services, Inc. (JBHT)$843.9M0.40%3,982,720+41,887Added
Abbott Laboratories (ABT)$830.9M0.40%8,092,917+641,375Added
Spotify Technology S.A. (SPOT)$829.6M0.40%1,711,015+286,844Added
TJX Companies Inc. (TJX)$827.6M0.40%5,183,080-90,109Trimmed
Alliant Energy Corp. (LNT)$809.0M0.39%11,273,621+138,683Added
Trane Technologies plc (TT)$782.7M0.37%1,878,018+180,537Added
Boeing Co. (BA)$760.2M0.36%3,860,297-47,579Trimmed
Intuitive Surgical Inc. (ISRG)$757.5M0.36%1,643,060+58,587Added
Revvity, Inc. (RVTY)$731.4M0.35%8,348,127+186,956Added
Philip Morris International Inc. (PM)$729.8M0.35%4,413,854-46,208Trimmed
Aramark (ARMK)$729.1M0.35%17,984,812-211,089Trimmed
AppLovin Corp. (APP)$718.3M0.34%1,815,061-1,427,174Trimmed
American Express Co. (AXP)$700.2M0.33%2,314,909-175,582Trimmed
Freeport-McMoRan Inc. (FCX)$675.9M0.32%11,498,267+5,784,156Added
Clean Harbors Inc. (CLH)$675.4M0.32%2,355,394-20,694Trimmed
PNC Financial Services Group, Inc. (PNC)$659.6M0.32%3,169,777-273,670Trimmed
Globus Medical Inc. (GMED)$656.8M0.31%7,623,095+328,217Added
Walt Disney Co. (DIS)$646.0M0.31%6,703,179+480,104Added
Morgan Stanley (MS)$645.5M0.31%3,922,709-254,240Trimmed
Stryker Corp. (SYK)$643.7M0.31%1,958,916-116,420Trimmed
Mirum Pharmaceuticals, Inc. (MIRM)$641.8M0.31%6,945,813+880,505Added
Cadence Design Systems Inc. (CDNS)$638.7M0.30%2,298,483-362,888Trimmed
Deere & Co. (DE)$634.1M0.30%1,125,886-34,643Trimmed
Home Depot, Inc. (HD)$626.4M0.30%1,904,836-182,126Trimmed
Janus Detroit STR Trust (JEMB)$607.9M0.29%11,587,092+495,221Added
Corteva, Inc. (CTVA)$607.2M0.29%7,254,186-354,050Trimmed
NXP Semiconductors N.V. (NXPI)$604.3M0.29%3,069,879+503,884Added
Hilton Worldwide Holdings Inc. (HLT)$603.7M0.29%2,043,316+242,916Added
WEX Inc. (WEX)$599.3M0.29%3,916,073+44,031Added
Arista Networks, Inc. (ANET)$599.2M0.29%4,880,273+1,502,588Added
Ameren Corp. (AEE)$591.1M0.28%5,377,156+553,164Added
Gildan Activewear Inc. (GIL)$589.5M0.28%10,593,203+98,134Added
DraftKings Inc. (DKNG)$588.3M0.28%27,665,699+2,351,790Added
TE Connectivity plc (TEL)$588.0M0.28%2,813,413-48,053Trimmed
Uber Technologies, Inc. (UBER)$584.8M0.28%8,129,721+1,321,813Added
Glaukos Corp. (GKOS)$575.8M0.28%5,348,395+2,329,608Added
Ss&C Technologies Holdings Inc. (SSNC)$569.3M0.27%8,425,246-5,592,063Trimmed
Goldman Sachs Group Inc. (GS)$568.1M0.27%671,586-61,883Trimmed
McKesson Corp. (MCK)$544.2M0.26%628,945-89,115Trimmed
Royal Caribbean Cruises Ltd. (RCL)$542.0M0.26%1,969,599-446,826Trimmed
Motorola Solutions, Inc. (MSI)$540.0M0.26%1,244,326+59,294Added
Canadian Pacific Kansas City Ltd. (CP)$530.6M0.25%6,749,527+601,692Added
Ingersoll Rand Inc. (IR)$526.9M0.25%6,576,720+146,450Added
Rentokil Initial PLC (RTO)$522.3M0.25%16,591,965+490,885Added
United Therapeutics Corp. (UTHR)$514.0M0.24%866,930+70,829Added
Teleflex Inc. (TFX)$513.3M0.24%4,291,311+45,199Added
Blackstone Inc. (BX)$509.1M0.24%4,466,274-3,786,019Trimmed
Medline Inc. (MDLN)$506.5M0.24%11,451,861+887,240Added

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
March 2026 quarter$209.4B2,407
December 2025 quarter$223.3B2,406
September 2025 quarter$219.0B2,396
June 2025 quarter$204.0B2,400
March 2025 quarter$182.4B2,478
December 2024 quarter$196.7B2,524
September 2024 quarter$195.4B2,528
Every 13F fund · Fund holdings data