JANUS HENDERSON GROUP PLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ASTRAZENECA PLC | 0 | 11,949,424 | +11,949,424 | 0 | 2,319,946,731 | +2,319,946,731 |
| GE VERNOVA INC | 0 | 1,519,799 | +1,519,799 | 0 | 1,316,075,533 | +1,316,075,533 |
| TOTALENERGIES SE | 0 | 11,349,122 | +11,349,122 | 0 | 1,055,775,222 | +1,055,775,222 |
| LAM RESEARCH CORP | 0 | 9,265,026 | +9,265,026 | 0 | 1,975,244,413 | +1,975,244,413 |
| PALANTIR TECHNOLOGIES INC | 0 | 3,323,141 | +3,323,141 | 0 | 480,247,074 | +480,247,074 |
| FREEPORT MCMORAN INC | 0 | 11,498,267 | +11,498,267 | 0 | 675,896,290 | +675,896,290 |
| MICRON TECHNOLOGY INC | 0 | 3,881,507 | +3,881,507 | 0 | 1,310,879,503 | +1,310,879,503 |
| CONOCOPHILLIPS | 0 | 3,697,232 | +3,697,232 | 0 | 488,029,878 | +488,029,878 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 967,528 | +967,528 | 0 | 378,985,003 | +378,985,003 |
| DUKE ENERGY CORP NEW | 0 | 2,735,816 | +2,735,816 | 0 | 358,226,921 | +358,226,921 |
| VAXCYTE INC | 0 | 16,575,875 | +16,575,875 | 0 | 960,231,221 | +960,231,221 |
| JOHNSON & JOHNSON | 0 | 7,872,478 | +7,872,478 | 0 | 1,924,322,708 | +1,924,322,708 |
| LUMENTUM HLDGS INC | 0 | 567,182 | +567,182 | 0 | 398,590,172 | +398,590,172 |
| AMERICAN ELEC PWR CO INC | 0 | 2,219,198 | +2,219,198 | 0 | 290,894,120 | +290,894,120 |
| LOCKHEED MARTIN CORP | 0 | 451,276 | +451,276 | 0 | 272,745,554 | +272,745,554 |
| APPLIED MATLS INC | 0 | 1,388,708 | +1,388,708 | 0 | 474,514,433 | +474,514,433 |
| GLAUKOS CORP | 0 | 5,348,395 | +5,348,395 | 0 | 575,844,474 | +575,844,474 |
| FORGENT POWER SOLUTIONS INC | 0 | 7,769,612 | +7,769,612 | 0 | 227,415,200 | +227,415,200 |
| EATON CORP PLC | 0 | 5,092,361 | +5,092,361 | 0 | 1,805,530,800 | +1,805,530,800 |
| NETFLIX INC. | 0 | 14,884,336 | +14,884,336 | 0 | 1,431,141,205 | +1,431,141,205 |
| KLA CORP | 0 | 1,240,678 | +1,240,678 | 0 | 1,826,754,552 | +1,826,754,552 |
| ON SEMICONDUCTOR CORP | 0 | 13,700,884 | +13,700,884 | 0 | 848,392,500 | +848,392,500 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 1,259,164 | +1,259,164 | 0 | 355,584,481 | +355,584,481 |
| VISA INC | 0 | 4,486,927 | +4,486,927 | 0 | 1,356,090,199 | +1,356,090,199 |
| HENRY JACK & ASSOC INC | 0 | 1,078,398 | +1,078,398 | 0 | 170,429,831 | +170,429,831 |
| MIRUM PHARMACEUTICALS INC | 0 | 6,945,813 | +6,945,813 | 0 | 641,764,403 | +641,764,403 |
| PRAXIS PRECISION MEDICINES I | 0 | 3,458,863 | +3,458,863 | 0 | 1,113,513,848 | +1,113,513,848 |
| SOUTHERN CO | 0 | 1,713,552 | +1,713,552 | 0 | 165,392,640 | +165,392,640 |
| ARISTA NETWORKS INC | 0 | 4,880,273 | +4,880,273 | 0 | 599,195,458 | +599,195,458 |
| HOWMET AEROSPACE INC | 0 | 7,755,645 | +7,755,645 | 0 | 1,769,707,478 | +1,769,707,478 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 7,917,824 | +7,917,824 | 0 | 2,650,963,887 | +2,650,963,887 |
| MERCK & CO INC | 0 | 2,880,199 | +2,880,199 | 0 | 346,466,846 | +346,466,846 |
| AMCOR PLC | 0 | 3,545,337 | +3,545,337 | 0 | 140,944,873 | +140,944,873 |
| EMERSON ELEC CO | 0 | 2,207,707 | +2,207,707 | 0 | 289,262,210 | +289,262,210 |
| BRIDGEBIO PHARMA INC | 0 | 13,179,013 | +13,179,013 | 0 | 978,607,712 | +978,607,712 |
| MADRIGAL PHARMACEUTICALS INC | 0 | 2,018,647 | +2,018,647 | 0 | 1,051,727,476 | +1,051,727,476 |
| BIOHAVEN LTD | 0 | 17,534,612 | +17,534,612 | 0 | 148,213,808 | +148,213,808 |
| UNITED THERAPEUTICS CORP DEL | 0 | 866,930 | +866,930 | 0 | 514,015,988 | +514,015,988 |
| TRANE TECHNOLOGIES PLC | 0 | 1,878,018 | +1,878,018 | 0 | 782,707,323 | +782,707,323 |
| CHEVRON CORPORATION | 0 | 4,181,809 | +4,181,809 | 0 | 865,175,485 | +865,175,485 |
| PTC THERAPEUTICS INC | 0 | 7,193,433 | +7,193,433 | 0 | 489,997,100 | +489,997,100 |
| MCDONALDS CORP | 0 | 701,199 | +701,199 | 0 | 217,930,124 | +217,930,124 |
| CARDINAL HEALTH INC | 0 | 735,467 | +735,467 | 0 | 155,390,858 | +155,390,858 |
| CLEAN HARBORS INC | 0 | 2,355,394 | +2,355,394 | 0 | 675,367,739 | +675,367,739 |
| ARM HOLDINGS PLC | 0 | 767,534 | +767,534 | 0 | 116,112,425 | +116,112,425 |
| NEXTPOWER INC | 0 | 1,362,466 | +1,362,466 | 0 | 164,487,615 | +164,487,615 |
| MODINE MFG CO | 0 | 523,507 | +523,507 | 0 | 113,458,952 | +113,458,952 |
| AMEREN CORP | 0 | 5,377,156 | +5,377,156 | 0 | 591,056,349 | +591,056,349 |
| STRIDE INC | 0 | 2,277,279 | +2,277,279 | 0 | 200,798,872 | +200,798,872 |
| EOG RES INC | 0 | 1,063,813 | +1,063,813 | 0 | 153,785,288 | +153,785,288 |
| HILTON WORLDWIDE HLDGS INC | 0 | 2,043,316 | +2,043,316 | 0 | 603,733,403 | +603,733,403 |
| JANUS DETROIT STR TR | 0 | 2,000,000 | +2,000,000 | 0 | 99,870,000 | +99,870,000 |
| NEBIUS GROUP N.V. | 0 | 3,221,553 | +3,221,553 | 0 | 334,263,381 | +334,263,381 |
| CORTEVA INC | 0 | 7,254,186 | +7,254,186 | 0 | 607,249,144 | +607,249,144 |
| COCA-COLA EUROPACIFIC PARTNE | 0 | 1,070,753 | +1,070,753 | 0 | 97,058,018 | +97,058,018 |
| SANDISK CORP | 0 | 217,521 | +217,521 | 0 | 138,173,690 | +138,173,690 |
| DEERE & CO | 0 | 1,125,886 | +1,125,886 | 0 | 634,125,673 | +634,125,673 |
| FERGUSON ENTERPRISES INC | 0 | 6,107,108 | +6,107,108 | 0 | 1,424,074,800 | +1,424,074,800 |
| JANUS DETROIT STR TR | 0 | 2,941,973 | +2,941,973 | 0 | 148,187,180 | +148,187,180 |
| ALPHABET INC | 0 | 3,078,924 | +3,078,924 | 0 | 885,387,512 | +885,387,512 |
| MOTOROLA SOLUTIONS INC | 0 | 1,244,326 | +1,244,326 | 0 | 539,957,833 | +539,957,833 |
| ALLIANT ENERGY CORP | 0 | 11,273,621 | +11,273,621 | 0 | 808,995,539 | +808,995,539 |
| CBRE GROUP INC | 0 | 1,162,260 | +1,162,260 | 0 | 157,435,037 | +157,435,037 |
| WEC ENERGY GROUP INC | 0 | 700,527 | +700,527 | 0 | 81,097,438 | +81,097,438 |
| OREILLY AUTOMOTIVE INC | 0 | 3,062,102 | +3,062,102 | 0 | 282,662,166 | +282,662,166 |
| ONEOK INC NEW | 0 | 3,830,346 | +3,830,346 | 0 | 346,224,612 | +346,224,612 |
| ORACLE CORP | 0 | 1,744,850 | +1,744,850 | 0 | 79,085,479 | +79,085,479 |
| HUNT J B TRANS SVCS INC | 0 | 3,982,720 | +3,982,720 | 0 | 843,937,399 | +843,937,399 |
| CANADIAN PACIFIC KANSAS CITY | 0 | 6,749,527 | +6,749,527 | 0 | 530,551,016 | +530,551,016 |
| COGNEX CORP | 0 | 2,660,411 | +2,660,411 | 0 | 130,320,233 | +130,320,233 |
| STERLING INFRASTRUCTURE INC | 0 | 619,145 | +619,145 | 0 | 252,207,157 | +252,207,157 |
| POWELL INDS INC | 0 | 224,966 | +224,966 | 0 | 121,643,208 | +121,643,208 |
| FERRARI N V | 0 | 320,942 | +320,942 | 0 | 107,563,159 | +107,563,159 |
| EBAY INC. | 0 | 877,682 | +877,682 | 0 | 79,888,770 | +79,888,770 |
| PROTAGONIST THERAPEUTICS INC | 0 | 2,891,527 | +2,891,527 | 0 | 304,866,424 | +304,866,424 |
| EDGEWISE THERAPEUTICS INC | 0 | 5,915,556 | +5,915,556 | 0 | 186,289,082 | +186,289,082 |
| ROKU INC | 0 | 834,619 | +834,619 | 0 | 78,967,477 | +78,967,477 |
| TYRA BIOSCIENCES INC | 0 | 3,890,589 | +3,890,589 | 0 | 148,867,244 | +148,867,244 |
| TELEDYNE TECHNOLOGIES INC | 0 | 1,545,674 | +1,545,674 | 0 | 935,146,501 | +935,146,501 |
| COGENT BIOSCIENCES INC | 0 | 5,965,125 | +5,965,125 | 0 | 229,633,788 | +229,633,788 |
| ISHARES INC | 0 | 870,965 | +870,965 | 0 | 68,510,107 | +68,510,107 |
| DEFINIUM THERAPEUTICS INC | 0 | 3,556,041 | +3,556,041 | 0 | 67,226,955 | +67,226,955 |
| COMFORT SYS USA INC | 0 | 115,378 | +115,378 | 0 | 159,079,239 | +159,079,239 |
| MAGNOLIA OIL & GAS CORP | 0 | 6,279,636 | +6,279,636 | 0 | 198,247,716 | +198,247,716 |
| ISHARES INC | 0 | 912,578 | +912,578 | 0 | 63,652,316 | +63,652,316 |
| TOWER SEMICONDUCTOR LTD | 0 | 1,081,175 | +1,081,175 | 0 | 189,722,543 | +189,722,543 |
| MEDLINE INC | 0 | 11,451,861 | +11,451,861 | 0 | 506,545,570 | +506,545,570 |
| API GROUP CORP | 0 | 23,367,041 | +23,367,041 | 0 | 946,845,651 | +946,845,651 |
| ANALOG DEVICES INC | 0 | 1,151,167 | +1,151,167 | 0 | 366,222,217 | +366,222,217 |
| ERASCA INC | 0 | 3,710,966 | +3,710,966 | 0 | 59,987,765 | +59,987,765 |
| XENON PHARMACEUTICALS INC | 0 | 4,175,982 | +4,175,982 | 0 | 242,858,453 | +242,858,453 |
| ARAMARK | 0 | 17,984,812 | +17,984,812 | 0 | 729,104,278 | +729,104,278 |
| DTE ENERGY CO | 0 | 3,084,544 | +3,084,544 | 0 | 451,021,727 | +451,021,727 |
| UNION PAC CORP | 0 | 1,820,796 | +1,820,796 | 0 | 441,769,200 | +441,769,200 |
| MACOM TECH SOLUTIONS HLDGS I | 0 | 784,118 | +784,118 | 0 | 174,109,136 | +174,109,136 |
| DATADOG INC | 0 | 7,749,569 | +7,749,569 | 0 | 905,570,048 | +905,570,048 |
| LEGENCE CORP | 0 | 4,341,989 | +4,341,989 | 0 | 245,155,679 | +245,155,679 |
| COSTCO WHOLESALE CORPORATION | 0 | 388,793 | +388,793 | 0 | 387,400,086 | +387,400,086 |
| SIMON PPTY GROUP INC NEW | 0 | 338,772 | +338,772 | 0 | 63,198,958 | +63,198,958 |
| EXXON MOBIL CORP | 0 | 650,132 | +650,132 | 0 | 110,286,515 | +110,286,515 |