JANUS HENDERSON GROUP PLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 24,086,904 | 24,595,622 | +508,718 | 5,866,286,086 | 7,693,281,391 | +1,826,995,305 |
| ELI LILLY & CO | 4,527,874 | 4,441,977 | -85,897 | 3,454,589,515 | 4,754,919,519 | +1,300,330,004 |
| PRAXIS PRECISION MEDICINES I | 2,763,859 | 3,240,086 | +476,227 | 146,475,065 | 954,833,974 | +808,358,909 |
| MICRON TECHNOLOGY INC | 1,552,137 | 3,246,818 | +1,694,681 | 259,773,409 | 926,636,323 | +666,862,914 |
| TOTALENERGIES SE | 0 | 9,061,622 | +9,061,622 | 0 | 591,357,400 | +591,357,400 |
| WORKDAY INC | 0 | 5,017,905 | +5,017,905 | 0 | 1,077,536,799 | +1,077,536,799 |
| AMAZON COM INC | 33,448,392 | 33,971,232 | +522,840 | 7,344,168,344 | 7,798,833,493 | +454,665,149 |
| REVOLUTION MEDICINES INC | 11,356,054 | 12,303,502 | +947,448 | 530,307,153 | 980,035,989 | +449,728,836 |
| MEDLINE INC | 0 | 10,564,621 | +10,564,621 | 0 | 443,711,714 | +443,711,714 |
| LAM RESEARCH CORP | 8,613,330 | 9,083,939 | +470,609 | 1,153,311,454 | 1,554,966,508 | +401,655,054 |
| BRIDGEBIO PHARMA INC | 8,741,079 | 11,000,457 | +2,259,378 | 453,956,601 | 841,348,639 | +387,392,038 |
| CANADIAN PACIFIC KANSAS CITY | 896,080 | 6,147,835 | +5,251,755 | 66,737,364 | 452,781,406 | +386,044,042 |
| TAIWAN SEMICONDUCTOR MFG LTD | 7,697,104 | 8,291,884 | +594,780 | 2,149,610,083 | 2,497,638,431 | +348,028,348 |
| ABBVIE INC | 4,933,689 | 6,402,650 | +1,468,961 | 1,142,334,744 | 1,462,863,500 | +320,528,756 |
| JOHNSON & JOHNSON | 6,999,480 | 7,723,981 | +724,501 | 1,297,825,207 | 1,598,481,647 | +300,656,440 |
| PHILIP MORRIS INTL INC | 2,772,304 | 4,460,062 | +1,687,758 | 449,653,000 | 715,401,572 | +265,748,572 |
| BOEING CO | 2,687,782 | 3,907,876 | +1,220,094 | 580,089,618 | 840,204,489 | +260,114,871 |
| GLAUKOS CORP | 1,065,209 | 3,018,787 | +1,953,578 | 86,867,046 | 340,854,975 | +253,987,929 |
| HUNT J B TRANS SVCS INC | 3,856,684 | 3,940,833 | +84,149 | 517,451,293 | 765,861,904 | +248,410,611 |
| UBS GROUP AG | 0 | 6,861,746 | +6,861,746 | 0 | 320,074,274 | +320,074,274 |
| DRAFTKINGS INC NEW | 16,788,986 | 25,313,909 | +8,524,923 | 627,906,412 | 858,893,350 | +230,986,938 |
| STRUCTURE THERAPEUTICS INC | 4,448,826 | 5,090,148 | +641,322 | 124,603,170 | 354,005,522 | +229,402,352 |
| ECOLAB INC | 777,278 | 1,591,274 | +813,996 | 212,868,064 | 417,747,346 | +204,879,282 |
| GLOBUS MED INC | 7,552,637 | 7,294,878 | -257,759 | 432,539,891 | 636,916,203 | +204,376,312 |
| CREDO TECHNOLOGY GROUP HOLDI | 168,957 | 1,591,348 | +1,422,391 | 24,603,170 | 228,979,376 | +204,376,206 |
| UNITED THERAPEUTICS CORP DEL | 0 | 796,101 | +796,101 | 0 | 387,801,106 | +387,801,106 |
| APPLIED MATLS INC | 105,460 | 830,219 | +724,759 | 21,590,881 | 213,279,548 | +191,688,667 |
| ALPHABET INC | 2,506,229 | 2,547,225 | +40,996 | 609,193,122 | 797,212,025 | +188,018,903 |
| APPLE INC | 28,339,802 | 27,341,792 | -998,010 | 7,215,897,565 | 7,403,749,510 | +187,851,945 |
| PFIZER INC | 1,296,895 | 8,786,084 | +7,489,189 | 33,038,719 | 218,817,103 | +185,778,384 |
| DANAHER CORPORATION | 6,912,916 | 6,817,606 | -95,310 | 1,370,507,399 | 1,548,924,652 | +178,417,253 |
| VERTEX PHARMACEUTICALS INC | 0 | 2,221,953 | +2,221,953 | 0 | 1,007,381,334 | +1,007,381,334 |
| LPL FINL HLDGS INC | 3,097,351 | 3,377,553 | +280,202 | 1,030,455,740 | 1,206,370,531 | +175,914,791 |
| INTUITIVE SURGICAL INC | 1,644,612 | 1,584,473 | -60,139 | 735,515,096 | 897,418,584 | +161,903,488 |
| ARGENX SE | 2,575,251 | 2,458,164 | -117,087 | 1,899,561,515 | 2,057,856,370 | +158,294,855 |
| PROTAGONIST THERAPEUTICS INC | 1,100,821 | 2,649,981 | +1,549,160 | 73,165,449 | 231,354,837 | +158,189,388 |
| ZOETIS INC | 0 | 3,884,112 | +3,884,112 | 0 | 488,698,236 | +488,698,236 |
| ARISTA NETWORKS INC | 1,989,783 | 3,377,685 | +1,387,902 | 289,935,350 | 442,541,605 | +152,606,255 |
| TRAVERE THERAPEUTICS INC | 0 | 10,511,166 | +10,511,166 | 0 | 401,715,922 | +401,715,922 |
| MOODYS CORP | 414,645 | 675,076 | +260,431 | 197,565,734 | 344,865,353 | +147,299,619 |
| VAXCYTE INC | 0 | 13,387,188 | +13,387,188 | 0 | 617,730,753 | +617,730,753 |
| MANULIFE FINL CORP | 194,941 | 4,045,488 | +3,850,547 | 6,071,326 | 147,312,088 | +141,240,762 |
| CHEVRON CORP NEW | 3,886,502 | 4,877,045 | +990,543 | 603,537,846 | 743,270,737 | +139,732,891 |
| PTC THERAPEUTICS INC | 3,773,556 | 4,851,332 | +1,077,776 | 231,685,032 | 368,586,978 | +136,901,946 |
| TERNS PHARMACEUTICALS INC | 0 | 3,379,569 | +3,379,569 | 0 | 136,495,568 | +136,495,568 |
| APOGEE THERAPEUTICS INC | 485,978 | 2,062,604 | +1,576,626 | 19,308,297 | 155,697,275 | +136,388,978 |
| INTUIT | 1,762,338 | 2,018,738 | +256,400 | 1,203,506,301 | 1,337,257,265 | +133,750,964 |
| OLEMA PHARMACEUTICALS INC | 3,585,849 | 6,710,194 | +3,124,345 | 35,087,532 | 167,901,108 | +132,813,576 |
| LEGENCE CORP | 1,927,182 | 4,401,402 | +2,474,220 | 59,341,477 | 189,441,791 | +130,100,314 |
| SCHWAB CHARLES CORP | 5,822,549 | 6,862,590 | +1,040,041 | 555,868,971 | 685,645,049 | +129,776,078 |
| STRYKER CORPORATION | 1,630,725 | 2,075,336 | +444,611 | 602,827,385 | 729,416,708 | +126,589,323 |
| REVVITY INC | 7,627,259 | 8,161,171 | +533,912 | 668,528,685 | 789,595,141 | +121,066,456 |
| API GROUP CORP | 22,228,439 | 23,116,168 | +887,729 | 764,006,178 | 884,409,487 | +120,403,309 |
| COINBASE GLOBAL INC | 20,361 | 549,304 | +528,943 | 6,871,234 | 124,220,962 | +117,349,728 |
| REGENERON PHARMACEUTICALS | 73,743 | 205,672 | +131,929 | 41,479,697 | 158,790,558 | +117,310,861 |
| COGENT BIOSCIENCES INC | 3,178,043 | 4,537,408 | +1,359,365 | 45,604,918 | 161,114,684 | +115,509,766 |
| MIRUM PHARMACEUTICALS INC | 4,997,586 | 6,065,308 | +1,067,722 | 366,518,621 | 479,050,121 | +112,531,500 |
| COCA COLA CO | 1,327,034 | 2,865,027 | +1,537,993 | 88,014,685 | 200,310,856 | +112,296,171 |
| MAZE THERAPEUTICS INC | 751,874 | 3,142,587 | +2,390,713 | 19,488,574 | 130,197,379 | +110,708,805 |
| TOWER SEMICONDUCTOR LTD | 0 | 1,074,717 | +1,074,717 | 0 | 126,193,270 | +126,193,270 |
| MOTOROLA SOLUTIONS INC | 765,129 | 1,185,032 | +419,903 | 349,946,312 | 454,244,919 | +104,298,607 |
| MERCADOLIBRE INC | 477,802 | 604,096 | +126,294 | 1,116,623,009 | 1,216,807,286 | +100,184,277 |
| WATERS CORP | 0 | 1,290,393 | +1,290,393 | 0 | 490,130,010 | +490,130,010 |
| CISCO SYS INC | 668,904 | 1,874,694 | +1,205,790 | 45,753,034 | 144,417,667 | +98,664,633 |
| EMERSON ELEC CO | 448,336 | 1,128,042 | +679,706 | 58,812,385 | 149,717,031 | +90,904,646 |
| ATLASSIAN CORPORATION | 1,196,224 | 1,720,267 | +524,043 | 191,037,604 | 278,921,746 | +87,884,142 |
| ONEMAIN HLDGS INC | 1,487,008 | 2,534,271 | +1,047,263 | 83,965,783 | 171,209,840 | +87,244,057 |
| AMPHENOL CORP NEW | 10,120,199 | 9,904,627 | -215,572 | 1,252,383,109 | 1,338,539,051 | +86,155,942 |
| FERGUSON ENTERPRISES INC | 5,547,141 | 5,981,791 | +434,650 | 1,245,891,996 | 1,331,621,068 | +85,729,072 |
| FREEPORT-MCMORAN INC | 5,228,634 | 5,714,111 | +485,477 | 205,067,026 | 290,206,222 | +85,139,196 |
| DYNE THERAPEUTICS INC | 14,745,505 | 13,887,722 | -857,783 | 186,489,080 | 271,603,659 | +85,114,579 |
| GLOBAL E ONLINE LTD | 138,435 | 2,269,482 | +2,131,047 | 4,950,436 | 89,213,337 | +84,262,901 |
| ALIBABA GROUP HLDG LTD | 0 | 557,742 | +557,742 | 0 | 81,753,822 | +81,753,822 |
| PALOMAR HLDGS INC | 227,265 | 795,625 | +568,360 | 26,544,334 | 107,236,563 | +80,692,229 |
| NEBIUS GROUP N.V. | 1,384,467 | 2,804,820 | +1,420,353 | 155,426,155 | 234,777,458 | +79,351,303 |
| ILLUMINA INC | 2,029,797 | 2,071,544 | +41,747 | 192,769,068 | 271,702,970 | +78,933,902 |
| SNOWFLAKE INC | 2,036,474 | 2,452,425 | +415,951 | 459,346,711 | 537,907,357 | +78,560,646 |
| SPDR SERIES TRUST | 0 | 935,150 | +935,150 | 0 | 75,017,733 | +75,017,733 |
| LUMENTUM HLDGS INC | 30,080 | 215,506 | +185,426 | 4,891,333 | 79,431,452 | +74,540,119 |
| RYANAIR HOLDINGS PLC | 5,449,515 | 5,567,154 | +117,639 | 328,170,646 | 401,892,435 | +73,721,789 |
| IDEAYA BIOSCIENCES INC | 6,428,339 | 7,186,456 | +758,117 | 174,931,459 | 248,344,296 | +73,412,837 |
| MADRIGAL PHARMACEUTICALS INC | 1,842,690 | 1,584,843 | -257,847 | 845,277,273 | 918,203,904 | +72,926,631 |
| TARSUS PHARMACEUTICALS INC | 1,438,999 | 1,930,325 | +491,326 | 85,554,237 | 158,062,427 | +72,508,190 |
| ADMA BIOLOGICS INC | 0 | 3,936,419 | +3,936,419 | 0 | 71,819,965 | +71,819,965 |
| ICU MED INC | 2,473,536 | 2,576,756 | +103,220 | 296,724,701 | 367,625,308 | +70,900,607 |
| CME GROUP INC | 1,812,202 | 2,048,415 | +236,213 | 489,626,298 | 559,388,966 | +69,762,668 |
| FAIR ISAAC CORP | 26,745 | 64,059 | +37,314 | 40,060,617 | 108,213,460 | +68,152,843 |
| BROADCOM INC | 20,911,142 | 20,213,968 | -697,174 | 6,898,357,454 | 6,965,842,615 | +67,485,161 |
| BRIGHT HORIZONS FAM SOL IN D | 0 | 656,173 | +656,173 | 0 | 66,535,445 | +66,535,445 |
| RENTOKIL INITIAL PLC | 16,164,426 | 16,101,080 | -63,346 | 408,158,419 | 474,341,221 | +66,182,802 |
| TE CONNECTIVITY PLC | 2,674,979 | 2,861,466 | +186,487 | 587,119,713 | 651,247,252 | +64,127,539 |
| CIPHER MINING INC | 0 | 4,292,790 | +4,292,790 | 0 | 63,359,447 | +63,359,447 |
| ROIVANT SCIENCES LTD | 0 | 2,918,109 | +2,918,109 | 0 | 63,279,194 | +63,279,194 |
| ELEVANCE HEALTH INC FORMERLY | 252,303 | 412,897 | +160,594 | 81,523,866 | 144,740,737 | +63,216,871 |
| ABBOTT LABS | 6,498,597 | 7,451,542 | +952,945 | 870,433,546 | 933,602,037 | +63,168,491 |
| FIRSTSERVICE CORP NEW | 787,949 | 1,367,564 | +579,615 | 150,094,473 | 212,697,969 | +62,603,496 |
| JACOBS SOLUTIONS INC | 0 | 468,552 | +468,552 | 0 | 62,078,375 | +62,078,375 |
| ADOBE INC | 501,793 | 680,924 | +179,131 | 177,001,814 | 238,309,592 | +61,307,778 |
| ABIVAX SA | 354,734 | 667,761 | +313,027 | 30,106,275 | 90,037,554 | +59,931,279 |
| SPYRE THERAPEUTICS INC | 0 | 1,829,009 | +1,829,009 | 0 | 59,918,335 | +59,918,335 |