JANUS HENDERSON GROUP PLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$223.3B
Holdings
2,406
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 82,828,130 | $15.4B | 6.89% | |
| 2 | MSFTMICROSOFT CORP | 26,798,499 | $12.9B | 5.78% | |
| 3 | AMZNAMAZON COM INC | 33,971,232 | $7.8B | 3.49% | |
| 4 | GOOGALPHABET INC | 24,595,622 | $7.7B | 3.44% | |
| 5 | AAPLAPPLE INC | 27,341,792 | $7.4B | 3.31% | |
| 6 | AVGOBROADCOM INC | 20,213,968 | $7.0B | 3.12% | |
| 7 | LLYELI LILLY & CO | 4,441,977 | $4.8B | 2.13% | |
| 8 | METAMETA PLATFORMS INC | 6,133,281 | $4.0B | 1.81% | |
| 9 | MAMASTERCARD INCORPORATED | 5,260,969 | $3.0B | 1.34% | |
| 10 | ORCLORACLE CORP | 14,539,366 | $2.8B | 1.26% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,291,884 | $2.5B | 1.12% | |
| 12 | APPAPPLOVIN CORP | 3,242,235 | $2.2B | 0.97% | |
| 13 | ARGXARGENX SE | 2,458,164 | $2.1B | 0.92% | |
| 14 | BKNGBOOKING HOLDINGS INC | 318,609 | $1.7B | 0.76% | |
| 15 | KLACKLA CORP | 1,352,323 | $1.6B | 0.73% | |
| 16 | HWMHOWMET AEROSPACE INC | 7,950,248 | $1.6B | 0.72% | |
| 17 | JNJJOHNSON & JOHNSON | 7,723,981 | $1.6B | 0.72% | |
| 18 | ETNEATON CORP PLC | 5,049,139 | $1.6B | 0.71% | |
| 19 | LRCXLAM RESEARCH CORP | 9,083,939 | $1.6B | 0.70% | |
| 20 | DHRDANAHER CORPORATION | 6,817,606 | $1.5B | 0.69% | |
| 21 | ABBVABBVIE INC | 6,402,650 | $1.5B | 0.65% | |
| 22 | JPMJPMORGAN CHASE & CO. | 4,193,611 | $1.3B | 0.60% | |
| 23 | FLEXFLEX LTD | 22,331,445 | $1.3B | 0.60% | |
| 24 | APHAMPHENOL CORP NEW | 9,904,627 | $1.3B | 0.60% | |
| 25 | INTUINTUIT | 2,018,738 | $1.3B | 0.60% | |
| 26 | FERGFERGUSON ENTERPRISES INC | 5,981,791 | $1.3B | 0.60% | |
| 27 | BXBLACKSTONE INC | 8,252,293 | $1.3B | 0.56% | |
| 28 | DASHDOORDASH INC | 5,536,599 | $1.2B | 0.56% | |
| 29 | NFLXNETFLIX INC | 13,270,083 | $1.2B | 0.56% | |
| 30 | PGRPROGRESSIVE CORP | 5,447,267 | $1.2B | 0.55% | |
| 31 | SSNCSS&C TECHNOLOGIES HLDGS INC | 14,017,309 | $1.2B | 0.55% | |
| 32 | MLB1MERCADOLIBRE INC | 604,096 | $1.2B | 0.54% | |
| 33 | LPLALPL FINL HLDGS INC | 3,377,553 | $1.2B | 0.54% | |
| 34 | BSXBOSTON SCIENTIFIC CORP | 12,589,385 | $1.2B | 0.54% | |
| 35 | VVISA INC | 3,370,429 | $1.2B | 0.53% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 3,602,248 | $1.2B | 0.53% | |
| 37 | GEGE AEROSPACE | 3,558,355 | $1.1B | 0.49% | |
| 38 | WDAYWORKDAY INC | 5,017,905 | $1.1B | 0.48% | |
| 39 | ICEINTERCONTINENTAL EXCHANGE IN | 6,549,596 | $1.1B | 0.47% | |
| 40 | FWONALIBERTY MEDIA CORP DEL | 10,581,021 | $1.0B | 0.47% | |
| 41 | VRTXVERTEX PHARMACEUTICALS INC | 2,221,953 | $1.0B | 0.45% | |
| 42 | RVMDREVOLUTION MEDICINES INC | 12,303,502 | $977.0M | 0.44% | |
| 43 | PRAXPRAXIS PRECISION MEDICINES I | 3,240,086 | $953.0M | 0.43% | |
| 44 | ABTABBOTT LABS | 7,451,542 | $932.0M | 0.42% | |
| 45 | MUMICRON TECHNOLOGY INC | 3,246,818 | $924.0M | 0.41% | |
| 46 | AXPAMERICAN EXPRESS CO | 2,490,491 | $919.0M | 0.41% | |
| 47 | MDGLMADRIGAL PHARMACEUTICALS INC | 1,584,843 | $916.0M | 0.41% | |
| 48 | ISRGINTUITIVE SURGICAL INC | 1,584,473 | $895.0M | 0.40% | |
| 49 | MNSTMONSTER BEVERAGE CORP NEW | 11,622,968 | $883.0M | 0.40% | |
| 50 | APGAPI GROUP CORP | 23,116,168 | $882.0M | 0.39% | |
| 51 | ASNDASCENDIS PHARMA A/S | 4,061,641 | $863.0M | 0.39% | |
| 52 | TDYTELEDYNE TECHNOLOGIES INC | 1,693,281 | $862.0M | 0.39% | |
| 53 | DKNGDRAFTKINGS INC NEW | 25,313,909 | $856.0M | 0.38% | |
| 54 | DDOGDATADOG INC | 6,310,487 | $848.0M | 0.38% | |
| 55 | BBIOBRIDGEBIO PHARMA INC | 11,000,457 | $839.0M | 0.38% | |
| 56 | BABOEING CO | 3,907,876 | $837.0M | 0.37% | |
| 57 | CDNSCADENCE DESIGN SYSTEM INC | 2,661,371 | $829.0M | 0.37% | |
| 58 | SPOTSPOTIFY TECHNOLOGY S A | 1,424,171 | $826.0M | 0.37% | |
| 59 | TJXTJX COS INC NEW | 5,273,189 | $807.0M | 0.36% | |
| 60 | GOOGLALPHABET INC | 2,547,225 | $796.0M | 0.36% | |
| 61 | PKNREVVITY INC | 8,161,171 | $786.0M | 0.35% | |
| 62 | JBHTHUNT J B TRANS SVCS INC | 3,940,833 | $764.0M | 0.34% | |
| 63 | AMGNAMGEN INC | 2,322,793 | $759.0M | 0.34% | |
| 64 | CVXCHEVRON CORP NEW | 4,877,045 | $740.0M | 0.33% | |
| 65 | DWDMORGAN STANLEY | 4,176,949 | $740.0M | 0.33% | |
| 66 | SYKSTRYKER CORPORATION | 2,075,336 | $727.0M | 0.33% | |
| 67 | LNTALLIANT ENERGY CORP | 11,134,938 | $721.0M | 0.32% | |
| 68 | HDHOME DEPOT INC | 2,086,962 | $715.0M | 0.32% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 4,460,062 | $714.0M | 0.32% | |
| 70 | PNCPNC FINL SVCS GROUP INC | 3,443,447 | $714.0M | 0.32% | |
| 71 | DISDISNEY WALT CO | 6,223,075 | $706.0M | 0.32% | |
| 72 | SHOPSHOPIFY INC | 4,423,410 | $701.0M | 0.31% | |
| 73 | SCHWSCHWAB CHARLES CORP | 6,862,590 | $682.0M | 0.31% | |
| 74 | RCLROYAL CARIBBEAN GROUP | 2,416,425 | $672.0M | 0.30% | |
| 75 | ARMKARAMARK | 18,195,901 | $667.0M | 0.30% | |
| 76 | ONON SEMICONDUCTOR CORP | 12,354,990 | $665.0M | 0.30% | |
| 77 | TTTRANE TECHNOLOGIES PLC | 1,697,481 | $659.0M | 0.30% | |
| 78 | GILGILDAN ACTIVEWEAR INC | 10,495,069 | $652.0M | 0.29% | |
| 79 | TELTE CONNECTIVITY PLC | 2,861,466 | $648.0M | 0.29% | |
| 80 | GSGOLDMAN SACHS GROUP INC | 733,469 | $642.0M | 0.29% | |
| 81 | GMEDGLOBUS MED INC | 7,294,878 | $636.0M | 0.28% | |
| 82 | TMOTHERMO FISHER SCIENTIFIC INC | 1,096,959 | $633.0M | 0.28% | |
| 83 | PCVXVAXCYTE INC | 13,387,188 | $615.0M | 0.28% | |
| 84 | PTCPTC INC | 3,518,792 | $610.0M | 0.27% | |
| 85 | MMM3M CO | 3,740,714 | $596.0M | 0.27% | |
| 86 | JEMBJANUS DETROIT STR TR | 11,091,871 | $594.0M | 0.27% | |
| 87 | TTETOTALENERGIES SE | 9,061,622 | $590.0M | 0.26% | |
| 88 | MCKMCKESSON CORP | 718,060 | $586.0M | 0.26% | |
| 89 | BRBROADRIDGE FINL SOLUTIONS IN | 2,634,928 | $586.0M | 0.26% | |
| 90 | WEXWEX INC | 3,872,042 | $574.0M | 0.26% | |
| 91 | DAYDAYFORCE INC | 8,323,243 | $573.0M | 0.26% | |
| 92 | CMECME GROUP INC | 2,048,415 | $556.0M | 0.25% | |
| 93 | NXPINXP SEMICONDUCTORS N V | 2,565,995 | $555.0M | 0.25% | |
| 94 | CLHCLEAN HARBORS INC | 2,376,088 | $554.0M | 0.25% | |
| 95 | UBERUBER TECHNOLOGIES INC | 6,807,908 | $553.0M | 0.25% | |
| 96 | DEDEERE & CO | 1,160,529 | $539.0M | 0.24% | |
| 97 | SNOWSNOWFLAKE INC | 2,452,425 | $536.0M | 0.24% | |
| 98 | TFXTELEFLEX INCORPORATED | 4,246,112 | $516.0M | 0.23% | |
| 99 | COFCAPITAL ONE FINL CORP | 2,112,099 | $510.0M | 0.23% | |
| 100 | HCAHCA HEALTHCARE INC | 1,089,890 | $507.0M | 0.23% |
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