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Janus Henderson Group PLC

SEC CIK
0001274173
Latest filing
May 18, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
2,518
−10 vs. Q1 2024
Portfolio value
$186.7B
+$3.42B (+1.9%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Janus Henderson Group PLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock29,579,540$13.2B7.1%−26,736−0.1%ReducedHistory
NVDANVIDIA CorpStock88,796,767$11.0B5.9%−6,773,253−7.1%ReducedConverted for a 10-for-1 splitHistory
AAPLApple Inc.Stock31,564,800$6.65B3.6%+2,303,836+7.9%AddedHistory
AMZNAmazon Com IncStock29,533,798$5.71B3.1%−1,136,973−3.7%ReducedHistory
GOOGAlphabet Inc.Stock29,499,050$5.41B2.9%+2,569,605+9.5%AddedHistory
METAMeta Platforms, Inc.Stock10,712,561$5.40B2.9%−216,211−2.0%ReducedHistory
LLYEli Lilly & CoStock4,141,246$3.75B2.0%+565,562+15.8%AddedHistory
MAMastercard IncStock7,540,030$3.33B1.8%−62,074−0.8%ReducedHistory
UNHUnitedHealth Group IncStock4,969,327$2.53B1.4%−347,342−6.5%ReducedHistory
ORCLOracle CorpStock14,554,083$2.06B1.1%+1,681,783+13.1%AddedHistory
ABBVAbbVie Inc.Stock11,450,623$1.96B1.1%+552,377+5.1%AddedHistory
LRCXLam Research CorpCOM1,827,784$1.95B1.0%−121,535−6.2%ReducedHistory
BKNGBooking Holdings Inc.Stock489,953$1.94B1.0%−24,383−4.7%ReducedHistory
PGRProgressive CorpStock7,839,934$1.63B0.9%−912,632−10.4%ReducedHistory
AVGOBroadcom Inc.Stock960,917$1.54B0.8%+488,421+103.4%AddedHistory
AMDAdvanced Micro Devices IncStock9,141,208$1.48B0.8%+2,159,418+30.9%AddedHistory
KLACKLA CorpCOM NEW1,781,318$1.47B0.8%−159,244−8.2%ReducedHistory
AMGNAmgen IncStock4,604,785$1.44B0.8%+2,223,652+93.4%AddedHistory
BSXBoston Scientific CorpStock18,317,062$1.41B0.8%−295,142−1.6%ReducedHistory
JPMJPMorgan Chase & CoStock6,871,206$1.39B0.7%−155,285−2.2%ReducedHistory
DEDeere & CoStock3,584,982$1.34B0.7%−274,039−7.1%ReducedHistory
MRKMerck & Co., Inc.Stock10,690,678$1.32B0.7%+229,514+2.2%AddedHistory
TXNTexas Instruments IncStock6,610,269$1.29B0.7%−547,043−7.6%ReducedHistory
VRTXVertex Pharmaceuticals IncStock2,416,717$1.13B0.6%−167,598−6.5%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C15,485,692$1.11B0.6%−178,687−1.1%ReducedHistory
TFXTeleflex IncCOM5,229,305$1.10B0.6%−180,012−3.3%ReducedHistory
GDDYGoDaddy Inc.CL A7,671,897$1.07B0.6%+43,379+0.6%AddedHistory
ASMLASML Holding NVADR1,038,463$1.06B0.6%−181,747−14.9%ReducedHistory
ARGXArgenx SESPONSORED ADR2,468,232$1.06B0.6%+251,584+11.3%AddedHistory
VVisa Inc.Stock3,911,576$1.03B0.5%+6,157+0.2%AddedHistory
WDAYWorkday, Inc.CL A4,504,672$1.01B0.5%+54,671+1.2%AddedHistory
DHRDanaher CorpStock3,975,399$993.2M0.5%−20,621−0.5%ReducedHistory
FERGFerguson Enterprises Inc.SHS4,959,248$959.6M0.5%−392,577−7.3%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM15,241,974$955.2M0.5%+252,710+1.7%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,410,429$940.5M0.5%+2,334,377+75.9%AddedHistory
MRVLMarvell Technology, Inc.COM13,231,492$925.0M0.5%−246,980−1.8%ReducedHistory
TJXTJX Companies IncStock8,385,198$923.2M0.5%−4,841,267−36.6%ReducedHistory
AXPAmerican Express CoStock3,927,649$909.5M0.5%−235,424−5.7%ReducedHistory
CSGPCostar Group, Inc.COM12,114,530$898.2M0.5%+306,503+2.6%AddedHistory
PGProcter & Gamble CoStock5,375,537$886.5M0.5%−633,401−10.5%ReducedHistory
LINLinde PLCStock1,970,964$865.0M0.5%+17,817+0.9%AddedHistory
NFLXNetflix IncStock1,251,719$844.7M0.5%−3,800−0.3%ReducedHistory
HWMHowmet Aerospace Inc.Stock10,864,802$843.4M0.5%−2,838,069−20.7%ReducedHistory
UBERUber Technologies, IncStock11,230,539$816.0M0.4%+3,220,769+40.2%AddedHistory
HONHoneywell International IncCOM3,713,083$792.9M0.4%+1,014,487+37.6%AddedHistory
ONOn Semiconductor CorpStock11,543,004$791.3M0.4%−360,237−3.0%ReducedHistory
FLEXFlex Ltd.Stock26,529,371$782.3M0.4%−1,111,633−4.0%ReducedHistory
ABTAbbott LaboratoriesStock7,310,831$759.7M0.4%−773,941−9.6%ReducedHistory
WEXWEX Inc.COM4,138,313$733.1M0.4%+49,732+1.2%AddedHistory
NXPINXP Semiconductors N.V.COM2,710,788$729.4M0.4%−4540.0%ReducedHistory
LPLALPL Financial Holdings Inc.COM2,542,185$710.0M0.4%−33,530−1.3%ReducedHistory
MELIMercadolibre IncCOM427,571$702.7M0.4%+59,012+16.0%AddedHistory
MCDMcDonalds CorpStock2,745,182$699.6M0.4%−12,977−0.5%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock4,422,241$698.7M0.4%−710,805−13.8%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM2,485,751$696.3M0.4%−115,531−4.4%ReducedHistory
GOOGLAlphabet Inc.Stock3,696,232$673.0M0.4%+81,710+2.3%AddedHistory
PCVXVaxcyte, Inc.COM8,868,907$669.7M0.4%+1,195,039+15.6%AddedHistory
CDNSCadence Design Systems IncStock2,167,430$667.0M0.4%−59,400−2.7%ReducedHistory
SYKStryker CorpStock1,941,336$660.5M0.4%+113,297+6.2%AddedHistory
TDYTeledyne Technologies IncCOM1,700,107$659.6M0.4%+125,428+8.0%AddedHistory
MSMorgan StanleyStock6,756,525$656.7M0.4%−152,196−2.2%ReducedHistory
AMATApplied Materials IncStock2,778,980$655.8M0.4%+524,028+23.2%AddedHistory
RVTYRevvity, Inc.COM6,226,901$653.0M0.3%+562,373+9.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock3,288,196$647.8M0.3%+12,805+0.4%AddedHistory
NOWServiceNow, Inc.Stock813,955$640.4M0.3%+326,309+66.9%AddedHistory
CRMSalesforce, Inc.Stock2,470,695$635.2M0.3%+1,821,942+280.8%AddedHistory
SNPSSynopsys IncCOM1,058,689$630.0M0.3%+3,399+0.3%AddedHistory
CTVACorteva, Inc.Stock11,483,379$619.4M0.3%+868,910+8.2%AddedHistory
SCHWSchwab Charles CorpStock8,222,311$605.9M0.3%−238,771−2.8%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM3,815,368$602.7M0.3%−1,076,049−22.0%ReducedHistory
WRBBerkley W R CorpCOM7,496,720$589.1M0.3%+40,448+0.5%AddedHistory
HDHome Depot, Inc.Stock1,707,401$587.8M0.3%+108,916+6.8%AddedHistory
CMGChipotle Mexican Grill IncCOM9,312,123$583.5M0.3%−1,047,927−10.1%ReducedConverted for a 50-for-1 splitHistory
BXBlackstone Inc.COM4,656,129$576.4M0.3%−14,516−0.3%ReducedHistory
ETNEaton Corp plcStock1,821,500$571.1M0.3%+503,475+38.2%AddedHistory
TFIITFI International Inc.COM3,801,696$551.9M0.3%−88,926−2.3%ReducedHistory
ACNAccenture plcStock1,796,501$545.1M0.3%−1,044,382−36.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock984,058$544.2M0.3%−339,005−25.6%ReducedHistory
LNTAlliant Energy CorpStock10,626,062$540.9M0.3%+46,587+0.4%AddedHistory
MNSTMonster Beverage CorpCOM10,779,930$538.5M0.3%−429,192−3.8%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM2,464,033$537.7M0.3%−54,559−2.2%ReducedHistory
JBHTHunt J B Transport Services IncCOM3,352,161$536.3M0.3%−8,693−0.3%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR3,918,813$534.5M0.3%+151,610+4.0%AddedHistory
DASHDoorDash, Inc.Stock4,832,823$525.7M0.3%+1,377,707+39.9%AddedHistory
FTVFortive CorpStock7,063,896$523.4M0.3%+819,779+13.1%AddedHistory
DOXAmdocs LtdSHS6,514,518$514.1M0.3%+27,838+0.4%AddedHistory
GMEDGlobus Medical IncStock7,384,889$505.8M0.3%−277,506−3.6%ReducedHistory
ARMKAramarkCOM14,818,155$504.1M0.3%+1,426,323+10.7%AddedHistory
EWEdwards Lifesciences CorpStock5,433,557$501.9M0.3%+156,700+3.0%AddedHistory
INTUIntuit Inc.Stock760,817$500.0M0.3%+5,250+0.7%AddedHistory
COSTCostco Wholesale CorpStock586,675$498.7M0.3%−19,834−3.3%ReducedHistory
IRIngersoll Rand Inc.COM5,471,168$497.0M0.3%−926,886−14.5%ReducedHistory
LAMRLamar Advertising CoREIT4,129,592$493.6M0.3%−46,134−1.1%ReducedHistory
ADIAnalog Devices IncStock2,154,090$491.7M0.3%+891,657+70.6%AddedHistory
RTORentokil Initial PLCSPONSORED ADR16,372,952$485.4M0.3%+233,228+1.4%AddedHistory
STZConstellation Brands, Inc.Stock1,831,627$471.2M0.3%−355,846−16.3%ReducedHistory
COPConocoPhillipsStock4,070,462$465.6M0.2%+82,861+2.1%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,189,737$461.4M0.2%+47,337+2.2%AddedHistory
CVXChevron CorpStock2,887,072$451.6M0.2%+134,244+4.9%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,979,972$444.7M0.2%−17,191−0.9%ReducedHistory

Sold out since Q1 2024 (102)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 102 by value last quarter.

Positions of Janus Henderson Group PLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SWAVShockwave Medical, Inc.COM480,665$156.5M0.1%History
MicroStrategy Inc594972AC5NOTE 0.750%12/115,814,000$67.9M<0.1%–
DOORMasonite International CorpCOM283,155$37.2M<0.1%History
CLVT 0 PfdG21810208Convertible Preferred Equity905,143$27.2M<0.1%–
ALABAstera Labs, Inc.Stock269,911$20.0M<0.1%History
BUDAnheuser-Busch InBev SA/NVADR300,000$18.2M<0.1%History
ALPNAlpine Immune Sciences, Inc.COM450,827$17.8M<0.1%History
IMCRImmunocore Holdings plcADS257,080$16.7M<0.1%History
PXDPioneer Natural Resources CoCOM63,312$16.6M<0.1%History
CATXPerspective Therapeutics, Inc.COM13,089,476$15.5M<0.1%History
SPSP Plus CorpCOM289,789$15.1M<0.1%History
KYTXKyverna Therapeutics, Inc.COM606,500$15.0M<0.1%History
KAMNKAMAN CorpCOM297,210$13.6M<0.1%History
TERNTerns Pharmaceuticals, Inc.COM2,003,263$13.1M<0.1%History
On Semiconductor Corp682189AU9NOTE 0.500% 3/010,000,000$9.89M<0.1%–
NKTXNkarta, Inc.COM838,839$9.07M<0.1%History
CCEPCoca-Cola Europacific Partners plcSHS123,710$8.66M<0.1%History
SUZSuzano S.A.SPON ADS647,950$8.28M<0.1%History
YUMCYum China Holdings, Inc.COM164,615$6.55M<0.1%History
ADTNADTRAN Holdings, Inc.COM1,046,234$5.67M<0.1%History
NXENexGen Energy Ltd.COM709,688$5.53M<0.1%History
BILIBilibili Inc.SPONS ADS REP Z350,000$3.92M<0.1%History
MDCSekisui House U.S., Inc.COM49,809$3.13M<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR196,378$2.99M<0.1%History
AIRCApartment Income REIT Corp.COM70,865$2.30M<0.1%History
PIIIP3 Health Partners Inc.COM2,118,036$2.18M<0.1%History
AELAmerican National Group Inc.COM31,336$1.76M<0.1%History
Wayfair Inc.94419LAP6NOTE 3.250% 9/11,248,000$1.64M<0.1%–
CCRDCoreCard CorpCOM139,393$1.54M<0.1%History
EGLEEagle Bulk Shipping Inc.COM12,248$765.1K<0.1%History
RDDTReddit, Inc.Stock15,000$740.9K<0.1%History
APPSDigital Turbine, Inc.COM NEW239,595$627.5K<0.1%History
MODNModel N, Inc.COM21,074$600.4K<0.1%History
JYNTJOINT CorpCOM43,830$572.4K<0.1%History
KRUSKura Sushi USA, Inc.CL A COM4,466$513.0K<0.1%History
FAFirst Advantage CorpCOM27,831$451.3K<0.1%History
LBAILakeland Bancorp IncCOM37,396$451.2K<0.1%History
DCPHDeciphera Pharmaceuticals, Inc.COM26,539$417.2K<0.1%History
INBXInhibrx Biosciences, Inc.COM11,370$397.2K<0.1%History
ACDCProFrac Holding Corp.CLASS A COM45,039$376.5K<0.1%History
ZYXIZynex IncCOM28,781$356.0K<0.1%History
SMMTSummit Therapeutics Inc.COM76,590$315.9K<0.1%History
MCFTMasterCraft Boat Holdings, Inc.COM13,047$309.6K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG5,688$256.5K<0.1%–
PANLPangaea Logistics Solutions Ltd.SHS36,726$256.0K<0.1%History
NRCNRC HealthCOM NEW6,428$254.2K<0.1%History
OISOil States International, IncCOM40,819$251.4K<0.1%History
WRLDWorld Acceptance CorpCOM1,638$236.8K<0.1%History
ACREAres Commercial Real Estate CorpCOM30,896$230.0K<0.1%History
CEVACeva IncCOM10,088$228.8K<0.1%History
HVTHaverty Furniture Companies IncCOM6,685$228.6K<0.1%History
FWRGFirst Watch Restaurant Group, Inc.COM9,196$226.2K<0.1%History
RICKRci Hospitality Holdings, Inc.COM3,846$222.9K<0.1%History
SMMFSummit Financial Group, Inc.COM8,168$221.8K<0.1%History
ALNTAllient IncCOM6,224$221.8K<0.1%History
CVGWCalavo Growers IncCOM7,765$215.7K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW1,363$209.3K<0.1%History
SMBKSmartfinancial Inc.COM NEW9,798$206.3K<0.1%History
MEDMedifast IncCOM5,360$205.4K<0.1%History
CSTLCastle Biosciences IncCOM9,266$205.0K<0.1%History
UFCSUnited Fire Group IncCOM9,281$202.1K<0.1%History
THFFFirst Financial CorpStock5,287$202.1K<0.1%History
HROWHarrow, Inc.COM14,355$189.5K<0.1%History
TBITrueBlue, Inc.COM14,970$187.5K<0.1%History
SHYFShyft Group, Inc.COM14,510$180.2K<0.1%History
LGTYLogility Supply Chain Solutions, IncCL A14,925$171.0K<0.1%History
SPCEVirgin Galactic Holdings, IncCOM113,512$167.4K<0.1%History
AVXLAnavex Life Sciences Corp.COM NEW32,213$163.8K<0.1%History
STEMStem, Inc.CL A74,881$163.6K<0.1%History
APLDApplied Digital Corp.COM NEW38,020$162.2K<0.1%History
REFIChicago Atlantic Real Estate Finance, Inc.COM10,129$159.7K<0.1%History
AGTIAgiliti, Inc.COM15,660$158.4K<0.1%History
JRVRJames River Group Holdings, Inc.COM16,435$152.8K<0.1%History
FFICFlushing Financial CorpCOM11,913$150.3K<0.1%History
HCATHealth Catalyst, Inc.COM19,777$148.8K<0.1%History
AEHRAehr Test SystemsCOM11,790$146.1K<0.1%History
RAPTRAPT Therapeutics, Inc.COM16,003$143.5K<0.1%History
AFCGAdvanced Flower Capital Inc.COM11,389$141.0K<0.1%History
ADPTAdaptive Biotechnologies CorpCOM42,686$136.8K<0.1%History
MVISMicrovision, Inc.COM NEW70,492$129.4K<0.1%History
ORGNOrigin Materials, Inc.COM240,378$122.6K<0.1%History
WTIW&T Offshore IncCOM45,905$121.4K<0.1%History
GPROGoPro, Inc.CL A53,804$120.2K<0.1%History
VISNVistance Networks, Inc.COM90,455$118.0K<0.1%History
SIRISirius XM Holdings Inc.COM29,719$115.2K<0.1%History
DOMOHuckleberry.ai, Inc.Stock12,447$110.8K<0.1%History
CLOVClover Health Investments, Corp.COM CL A138,819$109.1K<0.1%History
IRBTiRobot CorpCOM12,284$107.5K<0.1%History
Velo3D, Inc.92259N104COMMON STOCK235,273$107.2K<0.1%–
IHRTiHeartMedia, Inc.COM CL A50,291$105.4K<0.1%History
LUNGPulmonx CorpCOM10,634$98.4K<0.1%History
SSPE.W. Scripps CoCL A NEW23,319$91.4K<0.1%History
SFIXStitch Fix, Inc.Stock32,888$87.0K<0.1%History
SHCRSharecare, Inc.COM CL A106,152$83.9K<0.1%History
SESSES AI CorpCL A COM47,917$80.7K<0.1%History
FNKOFunko, Inc.COM CL A12,396$77.3K<0.1%History
MEHCQChrome Holding Co.CLASS A COM142,207$75.1K<0.1%History
FLYYSpirit Aviation Holdings, Inc.COM12,394$60.0K<0.1%History
WWWW International, Inc.COM31,598$58.6K<0.1%History
REIRing Energy, Inc.COM23,729$46.5K<0.1%History