JANUS HENDERSON GROUP PLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$152.7B

Holdings

2,559

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (2,559 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
30,652,837$9.7B6.34%
2
AAPLAPPLE INC
32,540,257$5.6B3.65%
3
NVDANVIDIA CORPORATION
10,044,758$4.4B2.86%
4
GOOGALPHABET INC
29,594,502$3.9B2.56%
5
AMZNAMAZON COM INC
26,137,048$3.3B2.18%
6
METAMETA PLATFORMS INC
10,848,924$3.3B2.13%
7
MAMASTERCARD INCORPORATED
8,118,701$3.2B2.10%
8
UNHUNITEDHEALTH GROUP INC
6,065,138$3.1B2.00%
9
WDAYWORKDAY INC
7,716,598$1.7B1.09%
10
DEDEERE & CO
4,168,899$1.6B1.03%
11
LRCXEURLAM RESEARCH CORP
2,491,094$1.6B1.02%
12
ABBVABBVIE INC
9,541,495$1.4B0.93%
13
LLYELI LILLY & CO
2,416,631$1.3B0.85%
14
BKNGBOOKING HOLDINGS INC
417,331$1.3B0.84%
15
MRKMERCK & CO INC
12,330,095$1.3B0.83%
16
PGRPROGRESSIVE CORP
8,997,222$1.3B0.82%
17
DHRDANAHER CORPORATION
4,911,060$1.2B0.80%
18
TXNTEXAS INSTRS INC
7,349,445$1.2B0.77%
19
TJXTJX COS INC NEW
13,148,212$1.2B0.77%
20
ONON SEMICONDUCTOR CORP
12,473,876$1.2B0.76%
21
JPMJPMORGAN CHASE & CO
7,986,654$1.2B0.76%
22
PGPROCTER AND GAMBLE CO
7,690,892$1.1B0.73%
23
ADBEADOBE INC
2,174,727$1.1B0.73%
24
BSXBOSTON SCIENTIFIC CORP
20,557,658$1.1B0.71%
25
KLACKLA CORP
2,346,911$1.1B0.70%
26
FERGFERGUSON PLC NEW
6,428,536$1.1B0.69%
27
VVISA INC
4,120,936$947.9M0.62%
28
AMDADVANCED MICRO DEVICES INC
9,061,303$931.7M0.61%
29
ABTABBOTT LABS
9,438,083$914.1M0.60%
30
ACNACCENTURE PLC IRELAND
2,952,902$906.9M0.59%
31
HWMHOWMET AEROSPACE INC
18,827,282$870.8M0.57%
32
FWONALIBERTY MEDIA CORP DEL
13,577,526$845.9M0.55%
33
TFXTELEFLEX INCORPORATED
4,212,785$827.4M0.54%
34
TELTE CONNECTIVITY LTD
6,338,577$783.1M0.51%
35
SSNCSS&C TECHNOLOGIES HLDGS INC
14,886,308$782.1M0.51%
36
TMOTHERMO FISHER SCIENTIFIC INC
1,512,840$765.8M0.50%
37
WEXWEX INC
4,071,256$765.8M0.50%
38
LPLALPL FINL HLDGS INC
3,078,768$731.7M0.48%
39
FLEXFLEX LTD
26,820,240$723.6M0.47%
40
MCDMCDONALDS CORP
2,746,802$723.6M0.47%
41
ARGXARGENX SE
1,471,138$723.3M0.47%
42
LINLINDE PLC
1,915,036$713.2M0.47%
43
TEAMATLASSIAN CORPORATION
3,513,239$707.9M0.46%
44
SRPTSAREPTA THERAPEUTICS INC
5,782,449$700.9M0.46%
45
CSGPCOSTAR GROUP INC
8,983,807$690.8M0.45%
46
CTLTEURCATALENT INC
14,859,224$676.5M0.44%
47
SHWSHERWIN WILLIAMS CO
2,638,358$672.9M0.44%
48
CMCSACOMCAST CORP NEW
15,046,094$667.1M0.44%
49
UPSUNITED PARCEL SERVICE INC
4,261,260$664.2M0.43%
50
ILMNILLUMINA INC
4,747,909$651.8M0.43%
51
AXPAMERICAN EXPRESS CO
4,305,985$642.4M0.42%
52
JBHTHUNT J B TRANS SVCS INC
3,395,147$640.0M0.42%
53
CMECME GROUP INC
3,184,698$637.7M0.42%
54
NKENIKE INC
6,363,986$608.5M0.40%
55
MNSTMONSTER BEVERAGE CORP NEW
11,276,061$597.1M0.39%
56
BRBROADRIDGE FINL SOLUTIONS IN
3,321,544$594.7M0.39%
57
TDYTELEDYNE TECHNOLOGIES INC
1,454,446$594.3M0.39%
58
MRVLMARVELL TECHNOLOGY INC
10,949,863$592.7M0.39%
59
PKNREVVITY INC
5,338,233$590.9M0.39%
60
GDDYGODADDY INC
7,904,782$588.7M0.39%
61
RTORENTOKIL INITIAL PLC
15,621,930$578.8M0.38%
62
VRTXVERTEX PHARMACEUTICALS INC
1,658,823$576.8M0.38%
63
WABWABTEC
5,415,779$575.6M0.38%
64
DWDMORGAN STANLEY
7,022,129$573.5M0.38%
65
ASMLASML HOLDING N V
967,763$569.7M0.37%
66
DOXAMDOCS LTD
6,736,311$569.1M0.37%
67
CDNSCADENCE DESIGN SYSTEM INC
2,404,800$563.5M0.37%
68
CTVACORTEVA INC
10,773,434$551.2M0.36%
69
IRINGERSOLL RAND INC
8,635,164$550.2M0.36%
70
TMUST-MOBILE US INC
3,923,139$549.4M0.36%
71
ZTSZOETIS INC
3,119,720$542.8M0.36%
72
NXPINXP SEMICONDUCTORS N V
2,709,662$541.7M0.35%
73
HDHOME DEPOT INC
1,790,350$540.9M0.35%
74
COPCONOCOPHILLIPS
4,481,361$536.9M0.35%
75
GDGENERAL DYNAMICS CORP
2,392,532$528.7M0.35%
76
SYKSTRYKER CORPORATION
1,933,954$528.5M0.35%
77
WRBBERKLEY W R CORP
8,225,213$522.2M0.34%
78
BXBLACKSTONE INC
4,861,574$520.9M0.34%
79
STZCONSTELLATION BRANDS INC
2,024,157$508.7M0.33%
80
CZRCAESARS ENTERTAINMENT INC NE
10,870,351$503.8M0.33%
81
SCHWSCHWAB CHARLES CORP
9,126,904$501.1M0.33%
82
CSCOCISCO SYS INC
9,200,023$494.6M0.32%
83
CVXCHEVRON CORP NEW
2,824,122$476.2M0.31%
84
HONHONEYWELL INTL INC
2,560,013$472.9M0.31%
85
CMGCHIPOTLE MEXICAN GRILL INC
252,068$461.8M0.30%
86
FCXFREEPORT-MCMORAN INC
12,367,804$461.2M0.30%
87
STESTERIS PLC
2,096,064$459.9M0.30%
88
DAYCERIDIAN HCM HLDG INC
6,714,667$455.6M0.30%
89
CCKCROWN HLDGS INC
5,134,134$454.3M0.30%
90
MDGLMADRIGAL PHARMACEUTICALS INC
3,042,661$444.3M0.29%
91
HCAHCA HEALTHCARE INC
1,783,519$438.7M0.29%
92
HLTHILTON WORLDWIDE HLDGS INC
2,904,990$436.3M0.29%
93
SBUXSTARBUCKS CORP
4,751,999$433.7M0.28%
94
GOOGLALPHABET INC
3,300,010$431.7M0.28%
95
MCHPMICROCHIP TECHNOLOGY INC.
5,497,741$429.1M0.28%
96
NSYNICE LTD
2,506,680$426.1M0.28%
97
SNPSSYNOPSYS INC
922,077$423.2M0.28%
98
NFLXNETFLIX INC
1,118,831$422.4M0.28%
99
TFIITFI INTL INC
3,278,662$421.0M0.28%
100
BACBANK AMERICA CORP
15,127,408$414.2M0.27%
Page 1 of 26Next