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Janus Henderson Group PLC

SEC CIK
0001274173
最新申報
2026/5/18

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
2,592
較 2023 年第 1 季 −93
總值
$1,608 億
較 2023 年第 1 季 +$91.3 億 (+6.0%)
申報日
2023/8/14
SEC
Janus Henderson Group PLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock30,833,727$105.0 億6.5%−1,816,733−5.6%減碼歷史
AAPLApple Inc.Stock34,983,758$67.9 億4.2%−1,373,782−3.8%減碼歷史
NVDANVIDIA CorpStock9,665,918$40.9 億2.5%−1,056,767−9.9%減碼歷史
AMZNAmazon Com IncStock27,139,543$35.4 億2.2%−322,845−1.2%減碼歷史
MAMastercard IncStock8,204,947$32.3 億2.0%−645,321−7.3%減碼歷史
GOOGAlphabet Inc.Stock25,272,742$30.6 億1.9%−1,343,338−5.0%減碼歷史
UNHUnitedHealth Group IncStock5,663,078$27.2 億1.7%−55,607−1.0%減碼歷史
METAMeta Platforms, Inc.Stock6,631,491$19.0 億1.2%+2,994,369+82.3%加碼歷史
WDAYWorkday, Inc.CL A8,156,790$18.4 億1.1%−699,554−7.9%減碼歷史
LRCXLam Research CorpCOM2,537,396$16.3 億1.0%−65,405−2.5%減碼歷史
DEDeere & CoStock3,993,899$16.2 億1.0%−526,263−11.6%減碼歷史
MRKMerck & Co., Inc.Stock13,484,572$15.6 億1.0%−172,415−1.3%減碼歷史
TXNTexas Instruments IncStock8,263,168$14.9 億0.9%+95,960+1.2%加碼歷史
ABBVAbbVie Inc.Stock10,723,261$14.4 億0.9%−2,771,475−20.5%減碼歷史
ONOn Semiconductor CorpStock14,409,577$13.6 億0.8%−2,839,392−16.5%減碼歷史
AMDAdvanced Micro Devices IncStock11,933,752$13.6 億0.8%−6,229,935−34.3%減碼歷史
BKNGBooking Holdings Inc.Stock474,508$12.8 億0.8%−19,451−3.9%減碼歷史
TJXTJX Companies IncStock14,427,734$12.2 億0.8%−1,164,731−7.5%減碼歷史
JPMJPMorgan Chase & CoStock8,273,503$12.0 億0.7%−737,627−8.2%減碼歷史
PGRProgressive CorpStock9,049,265$12.0 億0.7%+3,244,062+55.9%加碼歷史
LLYEli Lilly & CoStock2,507,010$11.8 億0.7%−834,119−25.0%減碼歷史
UPSUnited Parcel Service IncStock6,457,092$11.6 億0.7%−893,703−12.2%減碼歷史
DHRDanaher CorpStock4,756,487$11.4 億0.7%+1,514,736+46.7%加碼歷史
PGProcter & Gamble CoStock7,307,322$11.1 億0.7%−10,207−0.1%減碼歷史
KLACKLA CorpCOM NEW2,244,661$10.9 億0.7%−33,150−1.5%減碼歷史
BSXBoston Scientific CorpStock19,869,285$10.7 億0.7%−1,074,611−5.1%減碼歷史
FERGFerguson Enterprises Inc.SHS6,728,972$10.6 億0.7%−325,467−4.6%減碼歷史
ABTAbbott LaboratoriesStock9,661,086$10.5 億0.7%+735,337+8.2%加碼歷史
VVisa Inc.Stock4,303,159$10.2 億0.6%−280,925−6.1%減碼歷史
NKENIKE, Inc.Stock8,942,756$9.87 億0.6%+49,975+0.6%加碼歷史
CSGPCostar Group, Inc.COM11,071,542$9.85 億0.6%−2,009,764−15.4%減碼歷史
FWONKLiberty Media CorpCOM SER C FRMLA13,085,111$9.85 億0.6%−447,523−3.3%減碼歷史
HWMHowmet Aerospace Inc.Stock18,991,807$9.41 億0.6%+395,394+2.1%加碼歷史
TFXTeleflex IncCOM3,845,463$9.31 億0.6%+745,521+24.0%加碼歷史
SSNCSS&C Technologies Holdings IncCOM14,929,199$9.05 億0.6%+92,121+0.6%加碼歷史
ASMLASML Holding NVADR1,238,692$8.98 億0.6%−74,450−5.7%減碼歷史
ILMNIllumina, Inc.COM4,783,774$8.97 億0.6%+1,429,556+42.6%加碼歷史
ACNAccenture plcStock2,896,740$8.94 億0.6%+214,440+8.0%加碼歷史
TEAMAtlassian CorpCL A5,317,863$8.92 億0.6%+1,045,570+24.5%加碼歷史
TELTE Connectivity plcREG SHS6,323,241$8.86 億0.6%−1,337,209−17.5%減碼歷史
ADBEAdobe Inc.Stock1,798,003$8.79 億0.5%+701,469+64.0%加碼歷史
MCDMcDonalds CorpStock2,816,766$8.41 億0.5%−56,049−2.0%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,481,893$7.73 億0.5%−1,160−0.1%減碼歷史
SCHWSchwab Charles CorpStock13,442,001$7.62 億0.5%+2,060,425+18.1%加碼歷史
AXPAmerican Express CoStock4,318,999$7.52 億0.5%+328,450+8.2%加碼歷史
WEXWEX Inc.COM4,066,700$7.40 億0.5%+223,850+5.8%加碼歷史
LPLALPL Financial Holdings Inc.COM3,380,068$7.35 億0.5%+74,072+2.2%加碼歷史
LINLinde PLCStock1,901,603$7.24 億0.5%+3,430+0.2%加碼歷史
FLEXFlex Ltd.Stock25,905,546$7.16 億0.4%−932,670−3.5%減碼歷史
TMUST-Mobile US, Inc.Stock5,143,044$7.14 億0.4%+98,046+1.9%加碼歷史
CMCSAComcast CorpStock17,090,078$7.10 億0.4%−243,791−1.4%減碼歷史
ARGXArgenx SESPONSORED ADR1,783,453$6.95 億0.4%−11,357−0.6%減碼歷史
DOXAmdocs LtdSHS7,013,817$6.93 億0.4%−293,501−4.0%減碼歷史
MRVLMarvell Technology, Inc.COM11,307,971$6.76 億0.4%−1,791,473−13.7%減碼歷史
BXBlackstone Inc.COM7,042,846$6.55 億0.4%−516,865−6.8%減碼歷史
SHWSherwin Williams CoCOM2,462,431$6.54 億0.4%+634,153+34.7%加碼歷史
IRIngersoll Rand Inc.COM9,821,868$6.42 億0.4%−898,359−8.4%減碼歷史
CTLTCatalent, Inc.COM14,737,435$6.39 億0.4%+2,720,949+22.6%加碼歷史
MSMorgan StanleyStock7,334,905$6.26 億0.4%−187,395−2.5%減碼歷史
SRPTSarepta Therapeutics, Inc.COM5,447,667$6.24 億0.4%+539,463+11.0%加碼歷史
HDHome Depot, Inc.Stock1,998,860$6.21 億0.4%−40,057−2.0%減碼歷史
JBHTHunt J B Transport Services IncCOM3,399,151$6.15 億0.4%−34,786−1.0%減碼歷史
MNSTMonster Beverage CorpCOM10,647,934$6.12 億0.4%−846,606−7.4%減碼歷史
CMECME Group Inc.COM3,283,345$6.08 億0.4%+436,081+15.3%加碼歷史
RTORentokil Initial PLCSPONSORED ADR15,544,358$6.06 億0.4%+58,132+0.4%加碼歷史
MCHPMicrochip Technology IncStock6,703,726$6.01 億0.4%−420,612−5.9%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock5,474,461$6.00 億0.4%+220,623+4.2%加碼歷史
CZRCaesars Entertainment, Inc.COM11,654,361$5.94 億0.4%+14,140+0.1%加碼歷史
TDYTeledyne Technologies IncCOM1,412,960$5.81 億0.4%+9,165+0.7%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock2,893,223$5.66 億0.4%−114,465−3.8%減碼歷史
GDDYGoDaddy Inc.CL A7,466,287$5.61 億0.3%+63,386+0.9%加碼歷史
CTVACorteva, Inc.Stock9,683,607$5.55 億0.3%+443,145+4.8%加碼歷史
CDNSCadence Design Systems IncStock2,364,481$5.55 億0.3%−60,801−2.5%減碼歷史
RVTYRevvity, Inc.COM4,646,167$5.52 億0.3%+2,554,236+122.1%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock3,318,111$5.50 億0.3%+16,356+0.5%加碼歷史
GDGeneral Dynamics CorpStock2,547,834$5.48 億0.3%−245,080−8.8%減碼歷史
ZTSZoetis Inc.Stock3,174,727$5.47 億0.3%+1,184,638+59.5%加碼歷史
NXPINXP Semiconductors N.V.COM2,653,995$5.43 億0.3%−302,403−10.2%減碼歷史
FCXFreeport-McMoran IncStock13,510,368$5.40 億0.3%+308,411+2.3%加碼歷史
HONHoneywell International IncCOM2,552,332$5.30 億0.3%+210,910+9.0%加碼歷史
ADIAnalog Devices IncStock2,641,169$5.15 億0.3%+81,741+3.2%加碼歷史
SYKStryker CorpStock1,685,811$5.14 億0.3%−29,291−1.7%減碼歷史
STZConstellation Brands, Inc.Stock2,084,031$5.13 億0.3%−144,452−6.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock1,434,918$5.05 億0.3%+68,206+5.0%加碼歷史
AMTAmerican Tower CorpREIT2,595,185$5.03 億0.3%−416,820−13.8%減碼歷史
CCKCrown Holdings, Inc.COM5,763,654$5.01 億0.3%−140,635−2.4%減碼歷史
NICENICE Ltd.SPONSORED ADR2,397,060$4.95 億0.3%−56,403−2.3%減碼歷史
NFLXNetflix IncStock1,101,052$4.85 億0.3%+835,281+314.3%加碼歷史
STESTERIS plcSHS USD2,155,352$4.85 億0.3%−68,306−3.1%減碼歷史
SBUXStarbucks CorpStock4,840,907$4.80 億0.3%−57,436−1.2%減碼歷史
BACBank of America CorpStock16,153,158$4.63 億0.3%+92,342+0.6%加碼歷史
ICUIIcu Medical IncCOM2,556,347$4.56 億0.3%−4,522−0.2%減碼歷史
COPConocoPhillipsStock4,364,194$4.52 億0.3%−85,496−1.9%減碼歷史
DAYDayforce, Inc.COM6,708,379$4.49 億0.3%+15,557+0.2%加碼歷史
LAMRLamar Advertising CoREIT4,404,811$4.37 億0.3%+107,491+2.5%加碼歷史
HUMHumana IncStock969,614$4.33 億0.3%−38,334−3.8%減碼歷史
STSensata Technologies Holding plcSHS9,571,399$4.31 億0.3%+18,238+0.2%加碼歷史
HLTHilton Worldwide Holdings Inc.COM2,918,908$4.25 億0.3%+66,776+2.3%加碼歷史
GMEDGlobus Medical IncStock7,090,854$4.22 億0.3%+401,264+6.0%加碼歷史
CSCOCisco Systems, Inc.Stock7,876,735$4.07 億0.3%+1,341,031+20.5%加碼歷史

2023 年第 1 季之後清倉（167 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 167 檔。

Janus Henderson Group PLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
WMGWarner Music Group Corp.COM CL A1,516,165$5,060 萬<0.1%歷史
WBSWebster Financial CorpCOM575,039$2,267 萬<0.1%歷史
MAXRMaxar Technologies Inc.COM342,376$1,748 萬<0.1%歷史
CVIIChurchill Capital Corp VIICOM CL A1,642,000$1,664 萬<0.1%歷史
SUMOSumo Logic, Inc.COM1,278,656$1,531 萬<0.1%歷史
Khosla Ventures Acqut Co III482506102COM CL A1,430,000$1,451 萬<0.1%–
MGIMoneygram International IncCOM NEW1,353,701$1,410 萬<0.1%歷史
Khosla Ventures Acquisition482504107CL A1,332,309$1,352 萬<0.1%–
TATravelCenters of America Inc.COM NEW153,928$1,331 萬<0.1%歷史
OSHOak Street Health, Inc.COM320,054$1,238 萬<0.1%歷史
Rain Oncology Inc.75082Q105COM1,336,722$1,170 萬<0.1%–
CCVIChurchill Capital Corp VICOM CL A1,046,444$1,057 萬<0.1%歷史
PRVBProvention Bio, Inc.COM429,026$1,034 萬<0.1%歷史
VORVor Biopharma Inc.COM1,764,877$946.0 萬<0.1%歷史
BDX 6 06/01/23 Pfd075887406CONVERTIBLE PREFERRED STOCK165,200$821.1 萬<0.1%–
Silvercrest Metals Inc828363101COM1,135,146$809.3 萬<0.1%–
TCVATCV Acquisition Corp.CL A SHS780,000$798.7 萬<0.1%歷史
OLMAOlema Pharmaceuticals, Inc.COM2,085,179$727.7 萬<0.1%歷史
Bellus Health Inc New07987C204COM NEW994,579$716.6 萬<0.1%–
CCEPCoca-Cola Europacific Partners plcSHS106,236$628.9 萬<0.1%歷史
Logistics Innovtn Technlgs C54141L100CLASS A COM600,000$609.3 萬<0.1%–
GCT Semiconductor Holding, Inc.20607V106COM CL A570,000$591.9 萬<0.1%–
TPG Pace Beneficial II CorpG89826104COMMON STOCK580,000$578.5 萬<0.1%–
Acropolis Infrastructure Acq005029103CL A531,525$538.7 萬<0.1%–
PNSTPinstripes Holdings, Inc.CL A COM485,000$504.2 萬<0.1%歷史
HCNEJaws Hurricane Acquisition CorpCLASS A COM450,000$457.4 萬<0.1%歷史
CIIG Capital Partners II, Inc.12561U109COM CL A414,000$430.8 萬<0.1%–
VMG Consumer Acquisition Cor91842V102CLASS A COM387,500$401.1 萬<0.1%–
AQUAEvoqua Water Technologies Corp.COM77,091$383.4 萬<0.1%歷史
Clean Earth Acquisitions Cor184493104CLASS A COM373,365$383.1 萬<0.1%–
SUZSuzano S.A.SPON ADS447,838$367.9 萬<0.1%歷史
Power & Digital Infrastructu73919C100CLASS A COM333,180$341.8 萬<0.1%–
ATSGAir Transport Services Group, Inc.COM154,474$321.8 萬<0.1%歷史
APGBApollo Strategic Growth Capital IISHS CL A313,430$321.1 萬<0.1%歷史
ARCCAres Capital CorpCEF173,845$317.7 萬<0.1%歷史
Spree Acquisition Corp. 1 LtdG83745102CL A ORD SHS300,000$312.9 萬<0.1%–
Banner Acquisition Corp.06654K101CLASS A COM295,457$302.7 萬<0.1%–
DEVSFDevvStream Corp.CLASS A COM282,000$292.9 萬<0.1%歷史
Post Holdings Partnering Cor737465104COM SER A288,105$291.9 萬<0.1%–
HHyatt Hotels CorpCOM CL A23,629$264.1 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW19,756$256.5 萬<0.1%歷史
HWKZHawks Acquisition CorpCL A250,000$253.9 萬<0.1%歷史
IGTAInception Growth Acquisition LtdCOMMON STOCK225,000$229.2 萬<0.1%歷史
AOGOArogo Capital Acquisition Corp.CLASS A COM200,000$209.4 萬<0.1%歷史
NSTDNorthern Star Investment Corp. IVCOM CL A202,266$204.7 萬<0.1%歷史
Eg Acquisition Corp26846A100COM CL A200,000$203.7 萬<0.1%–
BMACBlack Mountain Acquisition Corp.CL A COM180,610$187.8 萬<0.1%歷史
DINOHF Sinclair CorpCOM35,963$174.0 萬<0.1%歷史
GGGGraco IncCOM23,737$173.3 萬<0.1%歷史
Shaw Communications Inc82028K200CL B CONV56,262$168.1 萬<0.1%–
TGAATarget Global Acquisition I Corp.CLASS A ORD SHS150,000$157.0 萬<0.1%歷史
BIOSBioPlus Acquisition Corp.CLASS A ORD SHS150,000$156.5 萬<0.1%歷史
B Riley Prin 250 Merger Corp05602L104CLASS A COM150,000$152.5 萬<0.1%–
UHALU-Haul Holding CoCOM23,365$139.4 萬<0.1%歷史
Mag Silver Corp55903Q104COM108,576$137.0 萬<0.1%–
Panacea Acquisition Corp. IIG6882C106CL A SHS130,000$133.1 萬<0.1%–
BEEPMobile Infrastructure CorpCLASS A ORD SHS119,738$122.3 萬<0.1%歷史
RXDXPrometheus Biosciences, Inc.COM10,203$109.5 萬<0.1%歷史
WELIntegrated Wellness Acquisition CorpORD SHS CL A100,000$105.2 萬<0.1%歷史
CMCAFPiermont Valley Acquisition CorpCLASS A ORD SHS100,000$104.7 萬<0.1%歷史
C5 Acquisition Corporation12530D105CL A COM100,000$104.3 萬<0.1%–
AEAEAltEnergy Acquisition CorpCOM CL A100,000$103.8 萬<0.1%歷史
ROCLRoth CH Acquisition V Co.COM100,000$103.1 萬<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM72,246$98.3 萬<0.1%歷史
SKESkeena Resources LtdCommon Stock158,435$96.9 萬<0.1%歷史
XOSXos, Inc.COMMON STOCK1,727,219$90.7 萬<0.1%歷史
PRLHPearl Holdings Acquisition CorpCLASS A ORD SHS80,000$83.5 萬<0.1%歷史
BACABerenson Acquisition Corp. ICL A COM80,000$80.6 萬<0.1%歷史
iShares MSCI Eafe ETF464287465ETF10,546$75.4 萬<0.1%–
PPYAPapaya Growth Opportunity Corp. ICLASS A COM67,000$69.7 萬<0.1%歷史
IXAQFIX Acquisition Corp.CLASS A ORD SHS60,415$62.2 萬<0.1%歷史
TGVCTG Venture Acquisition Corp.CLASS A COM59,676$61.9 萬<0.1%歷史
NewHold Investment Corp. II651450108COM CL A52,725$53.6 萬<0.1%–
LIBYLiberty Resources Acquisition Corp.CLASS A COM50,000$52.5 萬<0.1%歷史
MNTVMomentive Global Inc.COM55,942$52.1 萬<0.1%歷史
Accretion Acquisition Corp00438Y107COM50,000$51.8 萬<0.1%–
HLTHCue Health Inc.COM269,054$49.0 萬<0.1%歷史
HSKAHeska CorpCOM RESTRC NEW4,359$42.6 萬<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A45,844$39.3 萬<0.1%歷史
ROCCBaytex Energy USA, Inc.COM9,309$38.0 萬<0.1%歷史
First Rep BK San Francisco C33616C100COM26,955$37.7 萬<0.1%–
CSIICardiovascular Systems IncCOM17,756$35.3 萬<0.1%歷史
ENTAEnanta Pharmaceuticals IncCOM8,452$34.1 萬<0.1%歷史
SMLRSemler Scientific, Inc.COM12,320$33.0 萬<0.1%歷史
WIXWix.com Ltd.SHS2,853$28.5 萬<0.1%歷史
Nabors Energy Transition Cor629567108CL A COM25,800$27.1 萬<0.1%–
BRMKBroadmark Realty Capital Inc.COM57,042$26.8 萬<0.1%歷史
SHOEShoe Station Group IncCOM10,091$25.9 萬<0.1%歷史
RUTHRuths Hospitality Group, Inc.COM14,619$24.0 萬<0.1%歷史
PLCEChildrens Place, Inc.COM5,837$23.5 萬<0.1%歷史
ARTNAArtesian Resources CorpCL A4,223$23.3 萬<0.1%歷史
GCOGenesco IncCOM5,982$22.0 萬<0.1%歷史
CSTLCastle Biosciences IncCOM9,296$21.1 萬<0.1%歷史
MBWMMercantile Bank CorpCOM6,834$20.9 萬<0.1%歷史
EEExcelerate Energy, Inc.CL A COM9,220$20.4 萬<0.1%歷史
SPWHSportsman's Warehouse Holdings, Inc.COM24,048$20.4 萬<0.1%歷史
FMBHFirst Mid Bancshares, Inc.COM7,471$20.3 萬<0.1%歷史
ATNIATN International, Inc.COM4,943$20.2 萬<0.1%歷史
VRAYViewRay, Inc.COM57,111$19.7 萬<0.1%歷史
EVCMEverCommerce Inc.COM18,414$19.5 萬<0.1%歷史