JANUS HENDERSON GROUP PLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$204.0T
Holdings
2,400
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,400 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 29,424,501 | $14.6T | 7.17% | |
| 2 | NVDANVIDIA CORPORATION | 85,029,341 | $13.4T | 6.58% | |
| 3 | AMZNAMAZON COM INC | 33,558,843 | $7.4T | 3.61% | |
| 4 | METAMETA PLATFORMS INC | 8,147,436 | $6.0T | 2.95% | |
| 5 | AVGOBROADCOM INC | 21,782,519 | $6.0T | 2.94% | |
| 6 | AAPLAPPLE INC | 28,226,446 | $5.8T | 2.84% | |
| 7 | GOOGALPHABET INC | 21,871,009 | $3.9T | 1.90% | |
| 8 | MAMASTERCARD INCORPORATED | 6,232,680 | $3.5T | 1.72% | |
| 9 | LLYELI LILLY & CO | 4,384,862 | $3.4T | 1.68% | |
| 10 | ORCLORACLE CORP | 13,075,248 | $2.9T | 1.40% | |
| 11 | BKNGBOOKING HOLDINGS INC | 350,247 | $2.0T | 0.99% | |
| 12 | HWMHOWMET AEROSPACE INC | 9,567,979 | $1.8T | 0.87% | |
| 13 | NFLXNETFLIX INC | 1,302,627 | $1.7T | 0.85% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,450,341 | $1.7T | 0.83% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 4,897,686 | $1.5T | 0.75% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 13,537,529 | $1.4T | 0.69% | |
| 17 | ARGXARGENX SE | 2,565,399 | $1.4T | 0.69% | |
| 18 | KLACKLA CORP | 1,553,484 | $1.4T | 0.68% | |
| 19 | SSNCSS&C TECHNOLOGIES HLDGS INC | 16,495,178 | $1.4T | 0.67% | |
| 20 | ETNEATON CORP PLC | 3,727,499 | $1.3T | 0.65% | |
| 21 | FLEXFLEX LTD | 26,482,327 | $1.3T | 0.65% | |
| 22 | FERGFERGUSON ENTERPRISES INC | 6,031,034 | $1.3T | 0.64% | |
| 23 | DASHDOORDASH INC | 5,324,978 | $1.3T | 0.64% | |
| 24 | BSXBOSTON SCIENTIFIC CORP | 12,157,715 | $1.3T | 0.64% | |
| 25 | INTUINTUIT | 1,638,070 | $1.3T | 0.63% | |
| 26 | DHRDANAHER CORPORATION | 6,526,640 | $1.3T | 0.63% | |
| 27 | JPMJPMORGAN CHASE & CO. | 4,406,500 | $1.3T | 0.63% | |
| 28 | VVISA INC | 3,501,063 | $1.2T | 0.61% | |
| 29 | MLB1MERCADOLIBRE INC | 470,521 | $1.2T | 0.60% | |
| 30 | VRTXVERTEX PHARMACEUTICALS INC | 2,619,534 | $1.2T | 0.57% | |
| 31 | LPLALPL FINL HLDGS INC | 3,077,677 | $1.2T | 0.57% | |
| 32 | DDOGDATADOG INC | 8,359,824 | $1.1T | 0.55% | |
| 33 | PGRPROGRESSIVE CORP | 4,159,947 | $1.1T | 0.54% | |
| 34 | MRVLMARVELL TECHNOLOGY INC | 14,208,397 | $1.1T | 0.54% | |
| 35 | MNSTMONSTER BEVERAGE CORP NEW | 17,424,379 | $1.1T | 0.53% | |
| 36 | AXPAMERICAN EXPRESS CO | 3,409,319 | $1.1T | 0.53% | |
| 37 | GEGE AEROSPACE | 4,097,928 | $1.1T | 0.52% | |
| 38 | CMGCHIPOTLE MEXICAN GRILL INC | 18,703,709 | $1.1T | 0.51% | |
| 39 | APHAMPHENOL CORP NEW | 10,196,188 | $1.0T | 0.49% | |
| 40 | SPOTSPOTIFY TECHNOLOGY S A | 1,286,998 | $987.3B | 0.48% | |
| 41 | BXBLACKSTONE INC | 6,443,989 | $963.9B | 0.47% | |
| 42 | APPAPPLOVIN CORP | 2,733,837 | $957.1B | 0.47% | |
| 43 | ICEINTERCONTINENTAL EXCHANGE IN | 4,947,610 | $907.7B | 0.44% | |
| 44 | TDYTELEDYNE TECHNOLOGIES INC | 1,708,833 | $875.5B | 0.43% | |
| 45 | CDNSCADENCE DESIGN SYSTEM INC | 2,815,655 | $867.6B | 0.43% | |
| 46 | NOWSERVICENOW INC | 839,410 | $862.8B | 0.42% | |
| 47 | JNJJOHNSON & JOHNSON | 5,492,525 | $838.9B | 0.41% | |
| 48 | ONON SEMICONDUCTOR CORP | 15,682,922 | $821.9B | 0.40% | |
| 49 | AMGNAMGEN INC | 2,884,935 | $805.5B | 0.39% | |
| 50 | CTVACORTEVA INC | 10,624,576 | $791.8B | 0.39% | |
| 51 | DISDISNEY WALT CO | 6,217,152 | $770.9B | 0.38% | |
| 52 | DWDMORGAN STANLEY | 5,469,124 | $770.3B | 0.38% | |
| 53 | HDHOME DEPOT INC | 2,093,309 | $767.5B | 0.38% | |
| 54 | ASNDASCENDIS PHARMA A/S | 4,427,792 | $764.4B | 0.37% | |
| 55 | BRBROADRIDGE FINL SOLUTIONS IN | 3,105,674 | $754.8B | 0.37% | |
| 56 | ARMKARAMARK | 17,963,599 | $752.1B | 0.37% | |
| 57 | TTTRANE TECHNOLOGIES PLC | 1,718,168 | $751.5B | 0.37% | |
| 58 | ISRGINTUITIVE SURGICAL INC | 1,372,753 | $746.0B | 0.37% | |
| 59 | LRCXLAM RESEARCH CORP | 7,421,772 | $722.4B | 0.35% | |
| 60 | DKNGDRAFTKINGS INC NEW | 16,756,481 | $718.7B | 0.35% | |
| 61 | TJXTJX COS INC NEW | 5,811,692 | $717.7B | 0.35% | |
| 62 | ABTABBOTT LABS | 5,223,429 | $710.4B | 0.35% | |
| 63 | ABBVABBVIE INC | 3,783,634 | $702.3B | 0.34% | |
| 64 | PKNREVVITY INC | 7,221,721 | $698.5B | 0.34% | |
| 65 | MDGLMADRIGAL PHARMACEUTICALS INC | 2,191,753 | $663.3B | 0.33% | |
| 66 | LNTALLIANT ENERGY CORP | 10,775,522 | $651.6B | 0.32% | |
| 67 | GDDYGODADDY INC | 3,603,735 | $648.9B | 0.32% | |
| 68 | APGAPI GROUP CORP | 12,629,067 | $644.5B | 0.32% | |
| 69 | ADSKAUTODESK INC | 2,057,693 | $637.0B | 0.31% | |
| 70 | VSTVISTRA CORP | 3,234,342 | $626.8B | 0.31% | |
| 71 | WRBBERKLEY W R CORP | 8,121,182 | $596.7B | 0.29% | |
| 72 | DEDEERE & CO | 1,166,226 | $593.0B | 0.29% | |
| 73 | NXPINXP SEMICONDUCTORS N V | 2,709,542 | $592.0B | 0.29% | |
| 74 | SCHWSCHWAB CHARLES CORP | 6,360,756 | $580.3B | 0.28% | |
| 75 | VRNAVERONA PHARMA PLC | 6,134,405 | $580.1B | 0.28% | |
| 76 | CVXCHEVRON CORP NEW | 4,043,522 | $578.9B | 0.28% | |
| 77 | SYKSTRYKER CORPORATION | 1,451,479 | $574.2B | 0.28% | |
| 78 | WEXWEX INC | 3,870,484 | $568.5B | 0.28% | |
| 79 | LNTHLANTHEUS HLDGS INC | 6,938,984 | $568.0B | 0.28% | |
| 80 | SHOPSHOPIFY INC | 4,916,681 | $567.1B | 0.28% | |
| 81 | GSGOLDMAN SACHS GROUP INC | 778,916 | $551.3B | 0.27% | |
| 82 | HLTHILTON WORLDWIDE HLDGS INC | 2,063,770 | $549.7B | 0.27% | |
| 83 | JEMBJANUS DETROIT STR TR | 10,546,976 | $545.8B | 0.27% | |
| 84 | MCKMCKESSON CORP | 741,629 | $543.4B | 0.27% | |
| 85 | HUBSHUBSPOT INC | 973,265 | $541.8B | 0.27% | |
| 86 | DOXAMDOCS LTD | 5,795,194 | $528.8B | 0.26% | |
| 87 | MMM3M CO | 3,435,881 | $523.1B | 0.26% | |
| 88 | LAMRLAMAR ADVERTISING CO NEW | 4,271,995 | $518.5B | 0.25% | |
| 89 | CLHCLEAN HARBORS INC | 2,153,226 | $497.8B | 0.24% | |
| 90 | JBHTHUNT J B TRANS SVCS INC | 3,460,080 | $496.9B | 0.24% | |
| 91 | AJGGALLAGHER ARTHUR J & CO | 1,548,291 | $495.5B | 0.24% | |
| 92 | TFXTELEFLEX INCORPORATED | 4,149,271 | $491.1B | 0.24% | |
| 93 | COFCAPITAL ONE FINL CORP | 2,302,275 | $489.8B | 0.24% | |
| 94 | TMOTHERMO FISHER SCIENTIFIC INC | 1,207,910 | $489.8B | 0.24% | |
| 95 | SNPSSYNOPSYS INC | 954,440 | $489.3B | 0.24% | |
| 96 | GILGILDAN ACTIVEWEAR INC | 9,923,674 | $488.6B | 0.24% | |
| 97 | IRINGERSOLL RAND INC | 5,833,448 | $485.2B | 0.24% | |
| 98 | GMEDGLOBUS MED INC | 8,206,899 | $484.4B | 0.24% | |
| 99 | HCAHCA HEALTHCARE INC | 1,262,590 | $483.7B | 0.24% | |
| 100 | TMUST-MOBILE US INC | 2,025,029 | $482.5B | 0.24% |
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