JANUS HENDERSON GROUP PLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$160.8B

Holdings

2,592

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (2,592 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
30,833,727$10.5T6529.64%
2
AAPLAPPLE INC
34,983,758$6.8T4219.80%
3
NVDANVIDIA CORPORATION
9,665,918$4.1T2542.69%
4
AMZNAMAZON COM INC
27,139,543$3.5T2200.16%
5
MAMASTERCARD INCORPORATED
8,204,947$3.2T2006.75%
6
GOOGALPHABET INC
25,272,742$3.1T1901.28%
7
UNHUNITEDHEALTH GROUP INC
5,663,078$2.7T1692.77%
8
METAMETA PLATFORMS INC
6,631,491$1.9T1183.50%
9
WDAYWORKDAY INC
8,156,790$1.8T1145.88%
10
LRCXEURLAM RESEARCH CORP
2,537,396$1.6T1014.43%
11
DEDEERE & CO
3,993,899$1.6T1006.42%
12
MRKMERCK & CO INC
13,484,572$1.6T967.59%
13
TXNTEXAS INSTRS INC
8,263,168$1.5T925.10%
14
ABBVABBVIE INC
10,723,261$1.4T898.49%
15
ONON SEMICONDUCTOR CORP
14,409,577$1.4T847.58%
16
AMDADVANCED MICRO DEVICES INC
11,933,752$1.4T845.40%
17
BKNGBOOKING HOLDINGS INC
474,508$1.3T796.88%
18
TJXTJX COS INC NEW
14,427,734$1.2T760.80%
19
JPMJPMORGAN CHASE & CO
8,273,503$1.2T748.32%
20
PGRPROGRESSIVE CORP
9,049,265$1.2T744.96%
21
LLYLILLY ELI & CO
2,507,010$1.2T731.14%
22
UPSUNITED PARCEL SERVICE INC
6,457,092$1.2T719.81%
23
DHRDANAHER CORPORATION
4,756,487$1.1T709.96%
24
PGPROCTER AND GAMBLE CO
7,307,322$1.1T689.57%
25
KLACKLA CORP
2,244,661$1.1T677.07%
26
BSXBOSTON SCIENTIFIC CORP
19,869,285$1.1T668.38%
27
FERGFERGUSON PLC NEW
6,728,972$1.1T659.11%
28
ABTABBOTT LABS
9,661,086$1.1T655.03%
29
VVISA INC
4,303,159$1.0T635.44%
30
NKENIKE INC
8,942,756$987.0B613.81%
31
CSGPCOSTAR GROUP INC
11,071,542$985.4B612.82%
32
FWONALIBERTY MEDIA CORP DEL
13,085,111$985.0B612.60%
33
HWMHOWMET AEROSPACE INC
18,991,807$941.2B585.36%
34
TFXTELEFLEX INCORPORATED
3,845,463$930.7B578.82%
35
SSNCSS&C TECHNOLOGIES HLDGS INC
14,929,199$904.7B562.65%
36
ASMLASML HOLDING N V
1,238,692$897.7B558.32%
37
ILMNILLUMINA INC
4,783,774$896.9B557.79%
38
ACNACCENTURE PLC IRELAND
2,896,740$893.8B555.88%
39
TEAMATLASSIAN CORPORATION
5,317,863$892.4B554.99%
40
TELTE CONNECTIVITY LTD
6,323,241$886.2B551.13%
41
ADBEADOBE SYSTEMS INCORPORATED
1,798,003$879.2B546.77%
42
MCDMCDONALDS CORP
2,816,766$840.5B522.74%
43
TMOTHERMO FISHER SCIENTIFIC INC
1,481,893$773.2B480.84%
44
SCHWSCHWAB CHARLES CORP
13,442,001$761.9B473.83%
45
AXPAMERICAN EXPRESS CO
4,318,999$752.4B467.90%
46
WEXWEX INC
4,066,700$740.4B460.48%
47
LPLALPL FINL HLDGS INC
3,380,068$734.9B457.06%
48
LINLINDE PLC
1,901,603$724.4B450.51%
49
FLEXFLEX LTD
25,905,546$716.0B445.31%
50
TMUST-MOBILE US INC
5,143,044$714.4B444.27%
51
CMCSACOMCAST CORP NEW
17,090,078$710.1B441.62%
52
ARGXARGENX SE
1,783,453$695.0B432.24%
53
DOXAMDOCS LTD
7,013,817$693.3B431.18%
54
MRVLMARVELL TECHNOLOGY INC
11,307,971$676.0B420.42%
55
BXBLACKSTONE INC
7,042,846$654.8B407.21%
56
SHWSHERWIN WILLIAMS CO
2,462,431$653.8B406.61%
57
IRINGERSOLL RAND INC
9,821,868$642.0B399.24%
58
CTLTEURCATALENT INC
14,737,435$639.0B397.41%
59
DWDMORGAN STANLEY
7,334,905$626.4B389.57%
60
SRPTSAREPTA THERAPEUTICS INC
5,447,667$623.9B387.99%
61
HDHOME DEPOT INC
1,998,860$620.9B386.12%
62
JBHTHUNT J B TRANS SVCS INC
3,399,151$615.3B382.69%
63
MNSTMONSTER BEVERAGE CORP NEW
10,647,934$611.6B380.37%
64
CMECME GROUP INC
3,283,345$608.4B378.35%
65
RTORENTOKIL INITIAL PLC
15,544,358$606.4B377.12%
66
MCHPMICROCHIP TECHNOLOGY INC.
6,703,726$600.6B373.50%
67
WABWABTEC
5,474,461$600.3B373.36%
68
CZRCAESARS ENTERTAINMENT INC NE
11,654,361$594.0B369.43%
69
TDYTELEDYNE TECHNOLOGIES INC
1,412,960$580.9B361.26%
70
LHXL3HARRIS TECHNOLOGIES INC
2,893,223$566.4B352.25%
71
GDDYGODADDY INC
7,466,287$560.9B348.86%
72
CTVACORTEVA INC
9,683,607$554.9B345.08%
73
CDNSCADENCE DESIGN SYSTEM INC
2,364,481$554.5B344.86%
74
PKNREVVITY INC
4,646,167$551.9B343.24%
75
BRBROADRIDGE FINL SOLUTIONS IN
3,318,111$549.6B341.79%
76
GDGENERAL DYNAMICS CORP
2,547,834$548.2B340.91%
77
ZTSZOETIS INC
3,174,727$546.7B340.00%
78
NXPINXP SEMICONDUCTORS N V
2,653,995$543.2B337.83%
79
FCXFREEPORT-MCMORAN INC
13,510,368$540.4B336.08%
80
HONHONEYWELL INTL INC
2,552,332$529.6B329.37%
81
ADIANALOG DEVICES INC
2,641,169$514.5B319.99%
82
SYKSTRYKER CORPORATION
1,685,811$514.3B319.85%
83
STZCONSTELLATION BRANDS INC
2,084,031$512.9B319.00%
84
VRTXVERTEX PHARMACEUTICALS INC
1,434,918$504.9B314.04%
85
AMTAMERICAN TOWER CORP NEW
2,595,185$503.3B313.01%
86
CCKCROWN HLDGS INC
5,763,654$500.7B311.38%
87
NSYNICE LTD
2,397,060$495.0B307.84%
88
NFLXNETFLIX INC
1,101,052$485.0B301.60%
89
STESTERIS PLC
2,155,352$484.9B301.57%
90
SBUXSTARBUCKS CORP
4,840,907$479.5B298.23%
91
BACBANK AMERICA CORP
16,153,158$463.4B288.22%
92
ICUIICU MED INC
2,556,347$455.5B283.29%
93
COPCONOCOPHILLIPS
4,364,194$452.2B281.21%
94
DAYCERIDIAN HCM HLDG INC
6,708,379$449.3B279.40%
95
LAMRLAMAR ADVERTISING CO NEW
4,404,811$437.2B271.88%
96
HUMHUMANA INC
969,614$433.5B269.59%
97
STSENSATA TECHNOLOGIES HLDG PL
9,571,399$430.6B267.81%
98
HLTHILTON WORLDWIDE HLDGS INC
2,918,908$424.8B264.22%
99
GMEDGLOBUS MED INC
7,090,854$422.2B262.56%
100
CSCOCISCO SYS INC
7,876,735$407.5B253.41%
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