Skip to main content
Livermore
Livermore
ZHEN

Janus Henderson Group PLC

SEC CIK
0001274173
Latest filing
May 18, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
2,590
−49 vs. Q1 2022
Portfolio value
$145.0B
−$62.1B (−30.0%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Janus Henderson Group PLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock35,333,796$9.08B6.3%−5,474,576−13.4%ReducedHistory
AAPLApple Inc.Stock35,753,431$4.89B3.4%−17,858,194−33.3%ReducedHistory
AMZNAmazon Com IncStock38,692,582$4.11B2.8%−6,183,098−13.8%ReducedConverted for a 20-for-1 splitHistory
GOOGAlphabet Inc.Stock1,857,103$4.06B2.8%−257,957−12.2%ReducedHistory
MAMastercard IncStock10,149,916$3.20B2.2%−624,242−5.8%ReducedHistory
UNHUnitedHealth Group IncStock5,763,456$2.96B2.0%−314,444−5.2%ReducedHistory
ABBVAbbVie Inc.Stock16,279,290$2.49B1.7%−852,827−5.0%ReducedHistory
NVDANVIDIA CorpStock13,166,188$2.00B1.4%−1,055,138−7.4%ReducedHistory
DEDeere & CoStock4,666,234$1.40B1.0%+45,462+1.0%AddedHistory
LPLALPL Financial Holdings Inc.COM7,155,151$1.32B0.9%−618,036−8.0%ReducedHistory
WDAYWorkday, Inc.CL A9,182,454$1.28B0.9%+2,976,238+48.0%AddedHistory
LLYEli Lilly & CoStock3,932,655$1.28B0.9%−1,147,952−22.6%ReducedHistory
DHRDanaher CorpStock4,794,256$1.22B0.8%−443,464−8.5%ReducedHistory
TXNTexas Instruments IncStock7,909,707$1.22B0.8%−25,657−0.3%ReducedHistory
LRCXLam Research CorpCOM2,749,651$1.17B0.8%−199,315−6.8%ReducedHistory
UPSUnited Parcel Service IncStock5,869,118$1.07B0.7%−1,020,369−14.8%ReducedHistory
AMTAmerican Tower CorpREIT4,116,139$1.05B0.7%+38,292+0.9%AddedHistory
VVisa Inc.Stock5,216,425$1.03B0.7%−879,179−14.4%ReducedHistory
TEAMAtlassian CorpCL A5,369,079$1.01B0.7%+2,119,061+65.2%AddedHistory
MRKMerck & Co., Inc.Stock10,930,642$997.0M0.7%−1,027,093−8.6%ReducedHistory
PGProcter & Gamble CoStock6,898,238$992.0M0.7%−3,126,720−31.2%ReducedHistory
BSXBoston Scientific CorpStock26,045,094$970.7M0.7%−707,854−2.6%ReducedHistory
BKNGBooking Holdings Inc.Stock548,980$960.2M0.7%+8,738+1.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,674,879$910.1M0.6%−9,769−0.6%ReducedHistory
CSGPCostar Group, Inc.COM14,657,464$885.5M0.6%−263,178−1.8%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA13,786,896$875.1M0.6%−656,788−4.5%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM14,887,804$864.5M0.6%−640,070−4.1%ReducedHistory
FERGFerguson Enterprises Inc.SHS7,589,759$844.6M0.6%−376,845−4.7%ReducedHistory
ONOn Semiconductor CorpStock16,699,496$840.2M0.6%−6,3890.0%ReducedHistory
FISFidelity National Information Services, Inc.Stock9,160,453$839.8M0.6%−165,056−1.8%ReducedHistory
ASMLASML Holding NVADR1,749,290$832.5M0.6%+104,364+6.3%AddedHistory
ABTAbbott LaboratoriesStock7,614,412$827.3M0.6%−293,133−3.7%ReducedHistory
KLACKLA CorpCOM NEW2,540,437$810.6M0.6%−67,174−2.6%ReducedHistory
TELTE Connectivity plcREG SHS7,128,836$806.7M0.6%+12,441+0.2%AddedHistory
NKENIKE, Inc.Stock7,683,786$785.3M0.5%−1,984,372−20.5%ReducedHistory
EWEdwards Lifesciences CorpStock7,942,135$755.2M0.5%−2,168,122−21.4%ReducedHistory
CTLTCatalent, Inc.COM7,023,798$753.6M0.5%−582,432−7.7%ReducedHistory
METAMeta Platforms, Inc.Stock4,652,337$750.2M0.5%−3,332,708−41.7%ReducedHistory
TJXTJX Companies IncStock13,430,942$750.1M0.5%+4,762,065+54.9%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock2,951,903$713.5M0.5%−469,590−13.7%ReducedHistory
MCDMcDonalds CorpStock2,854,915$704.8M0.5%−858,847−23.1%ReducedHistory
BXBlackstone Inc.COM7,553,862$689.1M0.5%−2,031,472−21.2%ReducedHistory
ADBEAdobe Inc.Stock1,882,433$689.1M0.5%−748,068−28.4%ReducedHistory
JBHTHunt J B Transport Services IncCOM4,199,916$661.4M0.5%−100,870−2.3%ReducedHistory
PGRProgressive CorpStock5,660,960$658.3M0.5%−1,453,198−20.4%ReducedHistory
MSMorgan StanleyStock8,601,358$654.2M0.5%−3,398,999−28.3%ReducedHistory
AMDAdvanced Micro Devices IncStock8,533,127$652.5M0.4%−1,060,500−11.1%ReducedHistory
WRBBerkley W R CorpCOM9,380,005$640.3M0.4%−1,102,476−10.5%ReducedHistory
HDHome Depot, Inc.Stock2,285,433$627.0M0.4%−198,356−8.0%ReducedHistory
ALGNAlign Technology IncCOM2,581,447$611.0M0.4%−392,160−13.2%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS7,436,610$593.2M0.4%+268,993+3.8%AddedHistory
CMCSAComcast CorpStock15,021,718$589.5M0.4%−1,180,230−7.3%ReducedHistory
DOXAmdocs LtdSHS6,948,726$578.9M0.4%−5,522−0.1%ReducedHistory
WEXWEX Inc.COM3,650,717$567.9M0.4%+307,380+9.2%AddedHistory
SHWSherwin Williams CoCOM2,533,385$567.3M0.4%−235,835−8.5%ReducedHistory
TDYTeledyne Technologies IncCOM1,498,950$562.3M0.4%−95,720−6.0%ReducedHistory
AXPAmerican Express CoStock4,048,608$561.3M0.4%−882,839−17.9%ReducedHistory
CCKCrown Holdings, Inc.COM6,076,625$560.1M0.4%−295,882−4.6%ReducedHistory
NOWServiceNow, Inc.Stock1,161,838$552.5M0.4%+129,077+12.5%AddedHistory
HONHoneywell International IncCOM3,177,772$552.3M0.4%−571,021−15.2%ReducedHistory
JPMJPMorgan Chase & CoStock4,903,069$552.1M0.4%+1,445,755+41.8%AddedHistory
SRPTSarepta Therapeutics, Inc.COM7,232,672$542.2M0.4%−225,910−3.0%ReducedHistory
BMYBristol Myers Squibb CoStock6,758,559$520.6M0.4%−2,515,628−27.1%ReducedHistory
STZConstellation Brands, Inc.Stock2,210,824$515.3M0.4%−307,405−12.2%ReducedHistory
GDDYGoDaddy Inc.CL A7,395,502$514.4M0.4%+54,188+0.7%AddedHistory
ACNAccenture plcStock1,841,920$511.4M0.4%−1,100,912−37.4%ReducedHistory
BACBank of America CorpStock16,327,451$508.3M0.4%−2,291,329−12.3%ReducedHistory
NBIXNeurocrine Biosciences IncStock5,213,734$508.2M0.4%−1,096,029−17.4%ReducedHistory
COSTCostco Wholesale CorpStock1,058,374$507.3M0.3%−682,605−39.2%ReducedHistory
GOOGLAlphabet Inc.Stock228,675$498.6M0.3%−172,757−43.0%ReducedHistory
ZENZendesk, Inc.COM6,705,998$496.7M0.3%−771,181−10.3%ReducedHistory
DISWalt Disney CoStock5,260,512$496.6M0.3%−2,506,419−32.3%ReducedHistory
STESTERIS plcSHS USD2,362,321$487.0M0.3%−400,425−14.5%ReducedHistory
MTCHMatch Group, Inc.COM6,919,973$482.3M0.3%−101,656−1.4%ReducedHistory
TMXTerminix Global Holdings IncCOM11,728,109$476.8M0.3%−77,994−0.7%ReducedHistory
TFXTeleflex IncCOM1,938,772$476.6M0.3%+38,717+2.0%AddedHistory
CMECME Group Inc.COM2,306,930$472.2M0.3%−327,871−12.4%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock3,285,276$468.3M0.3%−528,202−13.9%ReducedHistory
NICENICE Ltd.SPONSORED ADR2,408,053$463.4M0.3%−75,663−3.0%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,638,952$461.9M0.3%−166,647−9.2%ReducedHistory
CDNSCadence Design Systems IncStock3,052,424$458.0M0.3%−480,180−13.6%ReducedHistory
DXCMDexcom IncCOM6,095,728$454.3M0.3%−555,384−8.4%ReducedConverted for a 4-for-1 splitHistory
GDGeneral Dynamics CorpStock1,960,132$433.7M0.3%−95,385−4.6%ReducedHistory
SNAPSnap IncStock32,816,421$430.9M0.3%+3,508,868+12.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,253,726$429.7M0.3%−84,688−1.6%ReducedHistory
CZRCaesars Entertainment, Inc.COM11,121,763$426.0M0.3%+1,306,818+13.3%AddedHistory
HUMHumana IncStock904,580$423.4M0.3%−215,663−19.3%ReducedHistory
DGDollar General CorpCOM1,714,302$420.8M0.3%−390,874−18.6%ReducedHistory
ICUIIcu Medical IncCOM2,548,328$418.9M0.3%+72,209+2.9%AddedHistory
MRVLMarvell Technology, Inc.COM9,570,447$416.6M0.3%−1,302,631−12.0%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock5,076,623$416.6M0.3%+397,261+8.5%AddedHistory
STSensata Technologies Holding plcSHS9,900,090$409.0M0.3%+110,736+1.1%AddedHistory
KMXCarMax IncCOM4,495,101$406.7M0.3%−3,714−0.1%ReducedHistory
FCXFreeport-McMoran IncStock13,829,036$404.6M0.3%+330,364+2.4%AddedHistory
COOCooper Companies, Inc.COM NEW1,285,618$402.6M0.3%−83,731−6.1%ReducedHistory
GPNGlobal Payments IncStock3,629,706$401.6M0.3%−47,153−1.3%ReducedHistory
OGNOrganon & Co.Stock11,861,867$400.3M0.3%+495,017+4.4%AddedHistory
MNSTMonster Beverage CorpCOM4,310,243$399.6M0.3%−439,953−9.3%ReducedHistory
IRIngersoll Rand Inc.COM9,468,324$398.4M0.3%+317,941+3.5%AddedHistory
AONAon plcCL A1,462,981$394.6M0.3%−467,050−24.2%ReducedHistory

Sold out since Q1 2022 (184)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 184 by value last quarter.

Positions of Janus Henderson Group PLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CERNCERNER CorpCOM1,490,417$139.4M0.1%History
AZPNASPENTECH CorpCOM566,475$93.7M<0.1%History
OCDXOrtho Clinical Diagnostics Holdings plcORD SHS4,476,193$83.5M<0.1%History
MGPMGM Growth Properties LLCCL A COM1,816,457$70.3M<0.1%History
Discovery Inc25470F302COM SER C1,749,534$43.7M<0.1%–
ACCDAccolade, Inc.COM2,087,938$36.7M<0.1%History
PRAXPraxis Precision Medicines, Inc.COM3,333,943$34.0M<0.1%History
VERVVerve Therapeutics, Inc.COM690,011$15.7M<0.1%History
Invesco Nasdaq 100 ETF46138G649ETF94,163$14.0M<0.1%–
MIMEMimecast LtdORD SHS123,169$9.80M<0.1%History
VNEArriver Holdco, Inc.COM262,656$9.71M<0.1%History
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR1,410,387$9.63M<0.1%History
DAWNDay One Biopharmaceuticals, Inc.Stock902,020$8.95M<0.1%History
HMHCHoughton Mifflin Harcourt CoCOM407,693$8.56M<0.1%History
FLOWSPX FLOW, Inc.COM90,150$7.77M<0.1%History
Turquoise Hill Res Ltd900435207COM251,458$7.56M<0.1%–
EPAYBottomline Technologies IncCOM132,713$7.52M<0.1%History
US Ecology, Inc.91734M103COM154,788$7.41M<0.1%–
Air Transport Services Grp I00922RAB1NOTE 1.125%10/15,700,000$6.77M<0.1%–
CYTCyteir Therapeutics, Inc.COM1,719,610$6.49M<0.1%History
PYXSPyxis Oncology, Inc.COMMON STOCK1,396,967$5.49M<0.1%History
ISBCInvestors Bancorp, Inc.COM340,414$5.08M<0.1%History
TSCTriState Capital Holdings, Inc.COM137,414$4.56M<0.1%History
TNGXTango Therapeutics, Inc.COM588,783$4.44M<0.1%History
CRDFCardiff Oncology, Inc.COM1,742,123$4.32M<0.1%History
AIRSAirsculpt Technologies, Inc.COM311,523$4.25M<0.1%History
ALTUAltitude Acquisition Corp.COM CL A409,384$4.08M<0.1%History
SCCOSouthern Copper CorpStock49,061$3.72M<0.1%History
ALGSAligos Therapeutics, Inc.COM1,720,436$3.70M<0.1%History
PRDSPardes Biosciences, Inc.COM454,895$3.29M<0.1%History
Cascade Acquisition Corp147151104COM CL A297,821$3.00M<0.1%–
TWKSThoughtworks Holding, Inc.COM143,722$2.99M<0.1%History
LBRDALiberty Broadband CorpCOM SER A22,028$2.89M<0.1%History
LENZLENZ Therapeutics, Inc.COM526,330$2.68M<0.1%History
ESLTElbit Systems LtdStock11,828$2.59M<0.1%History
TMETencent Music Entertainment GroupSPON ADS493,622$2.40M<0.1%History
VIPSVipshop Holdings LtdSPONSORED ADS A203,991$1.84M<0.1%History
ASIXAdvanSix Inc.COM35,074$1.79M<0.1%History
RDUSRadius Recycling, Inc.CL A34,103$1.77M<0.1%History
PBCTPeople's United Financial, Inc.COM88,463$1.77M<0.1%History
ZNGAZynga IncCL A191,285$1.77M<0.1%History
PLANAnaplan, Inc.COM26,004$1.69M<0.1%History
MLCOMelco Resorts & Entertainment LTDADR213,729$1.63M<0.1%History
SQSPSquarespace, Inc.CLASS A63,440$1.63M<0.1%History
DMRADamora Therapeutics, Inc.COM724,523$1.59M<0.1%History
NIONIO Inc.ADR64,433$1.36M<0.1%History
CXApp Inc.49714K109COM CL A130,175$1.31M<0.1%–
LZLegalzoom.com, Inc.COM85,045$1.20M<0.1%History
CRCrane CoCOM10,171$1.10M<0.1%History
ENOVEnovis CORPCOM26,373$1.05M<0.1%History
ZIPZiprecruiter, Inc.CL A43,721$1.00M<0.1%History
JOYYJOYY Inc.ADS REPSTG COM A27,314$1.00M<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS23,487$942.0K<0.1%History
MSTRStrategy IncStock1,758$854.0K<0.1%History
ZGZillow Group, Inc.CL A16,807$811.0K<0.1%History
WBDWarner Bros. Discovery, Inc.COM SER A30,097$750.0K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A1,069$712.0K<0.1%History
Haymaker Acquisition Corp II42087R207UNIT 03/01/202668,422$683.0K<0.1%–
BIDUBaidu, Inc.ADR4,896$648.0K<0.1%History
Corner Growth Acquisition Corp. 2G2426E104CLASS A ORD SHS65,001$646.0K<0.1%–
PNTGPennant Group, Inc.COM34,113$635.0K<0.1%History
ZSQRZ Squared Inc.SHS56,975$575.0K<0.1%History
EJF Acquisition Corp.G2955B117UNIT 03/10/202655,365$561.0K<0.1%–
THRYThryv Holdings, Inc.COM NEW19,457$547.0K<0.1%History
Foxo Technologies Inc.24803C102COM CLS A54,990$546.0K<0.1%–
REGIRenewable Energy Group, Inc.COM NEW8,963$544.0K<0.1%History
EDTXEdtechX Holdings Acquisition Corp. IICOM CL A52,613$531.0K<0.1%History
Mallard Acquisition Corp561204108COM52,560$530.0K<0.1%–
North Atlantic Acquisitn CorG66139117UNIT 10/20/202552,062$518.0K<0.1%–
Trepont Acquisition Corp IG9095M101SHS CL A50,000$503.0K<0.1%–
OFLXOmega Flex, Inc.COM3,768$489.0K<0.1%History
CMBMFCambium Networks CorpSHS20,530$485.0K<0.1%History
ONTFON24 Inc.COM35,265$464.0K<0.1%History
Agrico Acquisition CorpG41089106CLASS A ORD SHS42,962$435.0K<0.1%–
Queens Gambit Growth CapitalG7315C101CL A SHS44,503$418.0K<0.1%–
Biotech Acquisition CompanyG1125A124UNIT 11/30/202741,715$413.0K<0.1%–
ANFAbercrombie & Fitch CoCL A12,627$404.0K<0.1%History
Kins Technology Group Inc49714K208UNIT 10/14/202537,064$379.0K<0.1%–
Nuvei Corp67079A102COM4,960$376.0K<0.1%–
Dune Acquisition Corp265334201UNIT 10/29/202736,995$372.0K<0.1%–
MOMOHello Group Inc.ADS63,795$369.0K<0.1%History
Tuatara Capital Acquisitn CoG9118J127UNIT 99/99/999936,499$369.0K<0.1%–
OMOutset Medical, Inc.COM7,948$360.0K<0.1%History
SGRYSurgery Partners, Inc.Stock6,519$359.0K<0.1%History
CDLXCardlytics, Inc.COM6,440$355.0K<0.1%History
Safehold Inc.45031U101COM14,956$350.0K<0.1%–
COLBColumbia Banking System, Inc.COM10,746$347.0K<0.1%History
TTCFTattooed Chef, Inc.COM CL A26,591$334.0K<0.1%History
FOEFerro CorpCOM15,085$328.0K<0.1%History
ONCBeOne Medicines Ltd.ADR1,701$321.0K<0.1%History
HESMHess Midstream LPCL A SHS10,568$317.0K<0.1%History
Liberty Media Corp531229409COM A SIRIUSXM6,928$317.0K<0.1%–
POSHPoshmark, Inc.COM CL A24,919$315.0K<0.1%History
NSTGNS Wind Down Co., Inc.COM8,957$311.0K<0.1%History
ANATAmerican National Group IncCOM NEW1,587$300.0K<0.1%History
GSHDGoosehead Insurance, Inc.COM CL A3,719$292.0K<0.1%History
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A11,593$290.0K<0.1%History
KRYSKrystal Biotech, Inc.COM4,304$286.0K<0.1%History
WMKWeis Markets IncCOM4,009$286.0K<0.1%History
HOVHovnanian Enterprises IncCL A NEW4,787$283.0K<0.1%History