JANUS HENDERSON GROUP PLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$204.0B
Holdings
2,400
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,400 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | HEIHEICO CORP NEW | 180,049 | $46.5B | 22.80% | |
| 402 | USBUS BANCORP DEL | 1,017,018 | $46.0B | 22.55% | |
| 403 | ETRENTERGY CORP NEW | 550,568 | $45.8B | 22.43% | |
| 404 | CRCRANE COMPANY | 240,817 | $45.7B | 22.41% | |
| 405 | CCCCCC INTELLIGENT SOLUTIONS HL | 4,857,172 | $45.7B | 22.40% | |
| 406 | MKLMARKEL GROUP INC | 22,837 | $45.6B | 22.34% | |
| 407 | BBWIBATH & BODY WORKS INC | 1,518,798 | $45.5B | 22.30% | |
| 408 | RACEFERRARI N V | 92,650 | $45.3B | 22.20% | |
| 409 | ENBENBRIDGE INC | 999,754 | $45.3B | 22.20% | |
| 410 | NXTNEXTRACKER INC | 831,374 | $45.2B | 22.16% | |
| 411 | PIIMPINJ INC | 405,142 | $45.0B | 22.06% | |
| 412 | BMYBRISTOL-MYERS SQUIBB CO | 972,019 | $45.0B | 22.05% | |
| 413 | FULTFULTON FINL CORP PA | 2,486,746 | $44.9B | 21.99% | |
| 414 | REEVEREST GROUP LTD | 131,971 | $44.9B | 21.98% | |
| 415 | NTSTNETSTREIT CORP | 2,611,518 | $44.2B | 21.68% | |
| 416 | PCTYPAYLOCITY HLDG CORP | 243,780 | $44.2B | 21.65% | |
| 417 | NVTNVENT ELECTRIC PLC | 597,185 | $43.7B | 21.43% | |
| 418 | LECOLINCOLN ELEC HLDGS INC | 210,734 | $43.7B | 21.42% | |
| 419 | MRUSMERUS N V | 829,558 | $43.6B | 21.38% | |
| 420 | NSSCNAPCO SEC TECHNOLOGIES INC | 1,468,686 | $43.6B | 21.37% | |
| 421 | FRFIRST INDL RLTY TR INC | 896,035 | $43.1B | 21.13% | |
| 422 | LQDISHARES TR | 391,902 | $43.0B | 21.05% | |
| 423 | BRCBRADY CORP | 631,495 | $42.9B | 21.04% | |
| 424 | MRKMERCK & CO INC | 542,117 | $42.9B | 21.02% | |
| 425 | BELFBBEL FUSE INC | 427,395 | $41.8B | 20.47% | |
| 426 | MNPRMONOPAR THERAPEUTICS INC | 1,172,368 | $41.6B | 20.39% | |
| 427 | WDAYWORKDAY INC | 172,690 | $41.4B | 20.31% | |
| 428 | SUSUNCOR ENERGY INC NEW | 1,087,687 | $40.7B | 19.93% | |
| 429 | GLPIGAMING & LEISURE PPTYS INC | 862,091 | $40.2B | 19.73% | |
| 430 | VOYGVOYAGER TECHNOLOGIES INC | 1,023,990 | $40.2B | 19.70% | |
| 431 | EGPEASTGROUP PPTYS INC | 236,924 | $39.6B | 19.40% | |
| 432 | PSNPARSONS CORP DEL | 542,869 | $39.0B | 19.10% | |
| 433 | THGHANOVER INS GROUP INC | 228,965 | $38.9B | 19.06% | |
| 434 | LWLAMB WESTON HLDGS INC | 741,194 | $38.4B | 18.84% | |
| 435 | LKQ1LKQ CORP | 1,034,977 | $38.3B | 18.77% | |
| 436 | LNGCHENIERE ENERGY INC | 154,738 | $37.7B | 18.47% | |
| 437 | PRMPERIMETER SOLUTIONS INC | 2,694,097 | $37.5B | 18.38% | |
| 438 | WENWENDYS CO | 3,283,711 | $37.5B | 18.38% | |
| 439 | SNYSANOFI | 775,842 | $37.5B | 18.37% | |
| 440 | MMSMAXIMUS INC | 530,137 | $37.2B | 18.24% | |
| 441 | ENQENTEGRIS INC | 460,227 | $37.1B | 18.19% | |
| 442 | MACMACERICH CO | 2,292,362 | $37.1B | 18.18% | |
| 443 | VVVVALVOLINE INC | 973,427 | $36.9B | 18.07% | |
| 444 | CMSCMS ENERGY CORP | 527,561 | $36.5B | 17.91% | |
| 445 | PLMRPALOMAR HLDGS INC | 236,792 | $36.5B | 17.89% | |
| 446 | ABCBAMERIS BANCORP | 564,159 | $36.5B | 17.89% | |
| 447 | BATRAATLANTA BRAVES HLDGS INC | 780,371 | $36.5B | 17.89% | |
| 448 | WCNWASTE CONNECTIONS INC | 195,102 | $36.4B | 17.85% | |
| 449 | WFCWELLS FARGO CO NEW | 446,886 | $35.8B | 17.54% | |
| 450 | CMCCOMMERCIAL METALS CO | 729,203 | $35.7B | 17.48% | |
| 451 | CRAICRA INTL INC | 190,143 | $35.6B | 17.46% | |
| 452 | NAMSNEWAMSTERDAM PHARMA COMPANY | 1,962,060 | $35.6B | 17.45% | |
| 453 | AESIATLAS ENERGY SOLUTIONS INC | 2,644,219 | $35.4B | 17.33% | |
| 454 | CPCANADIAN PACIFIC KANSAS CITY | 444,762 | $35.3B | 17.28% | |
| 455 | SBACSBA COMMUNICATIONS CORP NEW | 149,484 | $35.1B | 17.20% | |
| 456 | YMMFULL TRUCK ALLIANCE CO LTD | 2,964,960 | $35.0B | 17.16% | |
| 457 | LHLABCORP HOLDINGS INC | 132,829 | $34.9B | 17.09% | |
| 458 | IOTSAMSARA INC | 876,263 | $34.9B | 17.09% | |
| 459 | BWINTHE BALDWIN INSURANCE GRP IN | 809,947 | $34.7B | 17.00% | |
| 460 | HIWHIGHWOODS PPTYS INC | 1,112,139 | $34.6B | 16.94% | |
| 461 | GPORGULFPORT ENERGY CORP | 171,466 | $34.5B | 16.90% | |
| 462 | 2L9BLUEPRINT MEDICINES CORP | 268,928 | $34.5B | 16.90% | |
| 463 | ELVNENLIVEN THERAPEUTICS INC | 1,716,412 | $34.4B | 16.87% | |
| 464 | BRKRBRUKER CORP | 835,232 | $34.4B | 16.87% | |
| 465 | ALGALAMO GROUP INC | 156,972 | $34.3B | 16.80% | |
| 466 | BLDTOPBUILD CORP | 105,853 | $34.3B | 16.80% | |
| 467 | BXPBXP INC | 506,315 | $34.1B | 16.74% | |
| 468 | PLTRPALANTIR TECHNOLOGIES INC | 248,402 | $33.9B | 16.60% | |
| 469 | BNTCBENITEC BIOPHARMA INC | 2,902,794 | $33.8B | 16.59% | |
| 470 | FISFIDELITY NATL INFORMATION SV | 415,538 | $33.8B | 16.58% | |
| 471 | TOSTTOAST INC | 752,602 | $33.3B | 16.34% | |
| 472 | DHID R HORTON INC | 257,249 | $33.2B | 16.25% | |
| 473 | GPKGRAPHIC PACKAGING HLDG CO | 1,570,944 | $33.1B | 16.22% | |
| 474 | OFGOFG BANCORP | 768,708 | $32.9B | 16.13% | |
| 475 | PRAPROASSURANCE CORP | 1,409,784 | $32.2B | 15.78% | |
| 476 | CWKCUSHMAN WAKEFIELD PLC | 2,893,931 | $32.0B | 15.70% | |
| 477 | WTWISDOMTREE INC | 2,762,431 | $31.8B | 15.58% | |
| 478 | ARQTARCUTIS BIOTHERAPEUTICS INC | 2,263,960 | $31.8B | 15.57% | |
| 479 | MSMMSC INDL DIRECT INC | 373,191 | $31.7B | 15.55% | |
| 480 | NPOENPRO INC | 165,145 | $31.6B | 15.50% | |
| 481 | MLIMUELLER INDS INC | 398,189 | $31.6B | 15.50% | |
| 482 | CVCOCAVCO INDS INC DEL | 72,609 | $31.5B | 15.46% | |
| 483 | BOOTBOOT BARN HLDGS INC | 206,230 | $31.3B | 15.36% | |
| 484 | MLMMARTIN MARIETTA MATLS INC | 56,799 | $31.2B | 15.28% | |
| 485 | SWSMURFIT WESTROCK PLC | 720,136 | $31.0B | 15.20% | |
| 486 | AMDADVANCED MICRO DEVICES INC | 216,930 | $30.8B | 15.09% | |
| 487 | CSTMCONSTELLIUM SE | 2,291,227 | $30.5B | 14.94% | |
| 488 | CRTOCRITEO S A | 1,267,376 | $30.4B | 14.91% | |
| 489 | MKTXMARKETAXESS HLDGS INC | 136,037 | $30.4B | 14.89% | |
| 490 | CDTXCIDARA THERAPEUTICS INC | 625,000 | $30.4B | 14.88% | |
| 491 | APPFAPPFOLIO INC | 131,830 | $30.4B | 14.88% | |
| 492 | DRUGBRIGHT MINDS BIOSCIENCES INC | 1,145,660 | $30.2B | 14.81% | |
| 493 | CMCSACOMCAST CORP NEW | 845,330 | $30.2B | 14.78% | |
| 494 | QSRRESTAURANT BRANDS INTL INC | 451,763 | $29.9B | 14.67% | |
| 495 | TERTERADYNE INC | 331,135 | $29.8B | 14.59% | |
| 496 | ATSATS CORPORATION | 922,164 | $29.4B | 14.39% | |
| 497 | VERXVERTEX INC | 819,287 | $28.9B | 14.19% | |
| 498 | ATMUATMUS FILTRATION TECHNOLOGIE | 794,616 | $28.9B | 14.19% | |
| 499 | GRFSGRIFOLS S A | 3,199,833 | $28.9B | 14.15% | |
| 500 | EMBISHARES TR | 309,456 | $28.7B | 14.05% |