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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | EQIXEQUINIX INC | 97,373 | $76.3B | 47.45% | |
| 302 | HQYHEALTHEQUITY INC | 1,205,129 | $76.1B | 47.32% | |
| 303 | CHRDCHORD ENERGY CORPORATION | 490,163 | $75.4B | 46.88% | |
| 304 | BF/BBROWN FORMAN CORP | 1,120,055 | $74.8B | 46.52% | |
| 305 | THOTHOR INDS INC | 721,899 | $74.7B | 46.47% | |
| 306 | SRCUSDSPIRIT RLTY CAP INC NEW | 1,895,226 | $74.6B | 46.41% | |
| 307 | MUMICRON TECHNOLOGY INC | 1,179,320 | $74.4B | 46.27% | |
| 308 | IEIINSIGHT ENTERPRISES INC | 508,116 | $74.4B | 46.24% | |
| 309 | ARDXARDELYX INC | 21,826,680 | $73.9B | 45.99% | |
| 310 | SPGIS&P GLOBAL INC | 182,215 | $73.0B | 45.43% | |
| 311 | WENWENDYS CO | 3,331,731 | $72.5B | 45.07% | |
| 312 | REXRREXFORD INDL RLTY INC | 1,387,095 | $72.4B | 45.05% | |
| 313 | AGCOAGCO CORP | 548,543 | $72.1B | 44.83% | |
| 314 | ALCALCON AG | 870,172 | $72.0B | 44.80% | |
| 315 | PHPARKER-HANNIFIN CORP | 184,287 | $71.9B | 44.71% | |
| 316 | UDRUDR INC | 1,673,503 | $71.9B | 44.71% | |
| 317 | ATSATS CORPORATION | 1,554,233 | $71.6B | 44.52% | |
| 318 | SWAVUSDSHOCKWAVE MED INC | 250,159 | $71.4B | 44.40% | |
| 319 | YMMFULL TRUCK ALLIANCE CO LTD | 11,366,441 | $70.7B | 43.96% | |
| 320 | TTELUS CORPORATION | 3,621,846 | $70.5B | 43.86% | |
| 321 | BRKRBRUKER CORP | 953,471 | $70.5B | 43.83% | |
| 322 | RPRXROYALTY PHARMA PLC | 2,274,100 | $69.9B | 43.47% | |
| 323 | ENQENTEGRIS INC | 629,519 | $69.8B | 43.39% | |
| 324 | SMPLSIMPLY GOOD FOODS CO | 1,899,890 | $69.5B | 43.23% | |
| 325 | HIGHARTFORD FINL SVCS GROUP INC | 964,462 | $69.5B | 43.20% | |
| 326 | COLDAMERICOLD REALTY TRUST INC | 2,150,317 | $69.4B | 43.19% | |
| 327 | 8CWCROWN CASTLE INC | 608,106 | $69.3B | 43.08% | |
| 328 | JBLJABIL INC | 639,450 | $69.0B | 42.92% | |
| 329 | CYTKCYTOKINETICS INC | 2,095,699 | $68.4B | 42.51% | |
| 330 | APHAMPHENOL CORP NEW | 796,116 | $67.6B | 42.06% | |
| 331 | SITCUSDSITE CTRS CORP | 5,113,975 | $67.6B | 42.03% | |
| 332 | RAMPLIVERAMP HLDGS INC | 2,360,291 | $67.4B | 41.92% | |
| 333 | CHRCHURCHILL DOWNS INC | 483,699 | $67.3B | 41.87% | |
| 334 | WSMWILLIAMS SONOMA INC | 537,259 | $67.2B | 41.81% | |
| 335 | BKHBLACK HILLS CORP | 1,099,332 | $66.2B | 41.20% | |
| 336 | WMSADVANCED DRAIN SYS INC DEL | 581,761 | $66.1B | 41.13% | |
| 337 | NEOGNEOGEN CORP | 3,017,113 | $65.6B | 40.81% | |
| 338 | BRBRBELLRING BRANDS INC | 1,786,286 | $65.4B | 40.66% | |
| 339 | TRVTRAVELERS COMPANIES INC | 376,476 | $65.4B | 40.65% | |
| 340 | CLVTRIP COM GROUP LTD | 1,866,952 | $65.3B | 40.63% | |
| 341 | DOCHEALTHPEAK PROPERTIES INC | 3,241,954 | $65.1B | 40.52% | |
| 342 | CAGCONAGRA BRANDS INC | 1,923,503 | $64.8B | 40.33% | |
| 343 | IOSPINNOSPEC INC | 638,613 | $64.1B | 39.89% | |
| 344 | IQVIQVIA HLDGS INC | 285,216 | $64.1B | 39.87% | |
| 345 | CMCCOMMERCIAL METALS CO | 1,194,830 | $62.9B | 39.13% | |
| 346 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 212,655 | $62.9B | 39.13% | |
| 347 | REGNREGENERON PHARMACEUTICALS | 87,293 | $62.7B | 39.01% | |
| 348 | BMEABIOMEA FUSION INC | 2,850,670 | $62.6B | 38.90% | |
| 349 | ROPROPER TECHNOLOGIES INC | 129,309 | $62.2B | 38.67% | |
| 350 | —LESLIES INC | 6,615,570 | $62.1B | 38.63% | |
| 351 | —LABORATORY CORP AMER HLDGS | 254,594 | $61.4B | 38.21% | |
| 352 | TRVCCITIGROUP INC | 1,326,784 | $61.1B | 37.99% | |
| 353 | ATVIEURACTIVISION BLIZZARD INC | 720,780 | $60.8B | 37.78% | |
| 354 | DRVNDRIVEN BRANDS HLDGS INC | 2,243,977 | $60.7B | 37.76% | |
| 355 | FOXFOX CORP | 1,899,704 | $60.6B | 37.67% | |
| 356 | PEPPEPSICO INC | 326,083 | $60.4B | 37.55% | |
| 357 | —AGILITI INC | 3,643,720 | $60.1B | 37.39% | |
| 358 | CDWCDW CORP | 327,408 | $60.1B | 37.35% | |
| 359 | STTSTATE STR CORP | 811,619 | $59.4B | 36.94% | |
| 360 | EXECHESAPEAKE ENERGY CORP | 701,364 | $58.7B | 36.50% | |
| 361 | PDCEUSDPDC ENERGY INC | 816,727 | $58.1B | 36.13% | |
| 362 | ELSEQUITY LIFESTYLE PPTYS INC | 867,941 | $58.1B | 36.10% | |
| 363 | VTYXVENTYX BIOSCIENCES INC | 1,766,307 | $57.9B | 36.02% | |
| 364 | DSGDESCARTES SYS GROUP INC | 714,983 | $57.3B | 35.66% | |
| 365 | CSWCSW INDUSTRIALS INC | 343,821 | $57.1B | 35.53% | |
| 366 | LSCCLATTICE SEMICONDUCTOR CORP | 584,065 | $56.1B | 34.89% | |
| 367 | AMEAMETEK INC | 345,109 | $55.9B | 34.74% | |
| 368 | TCN1EURTRICON RESIDENTIAL INC | 6,340,280 | $55.8B | 34.73% | |
| 369 | MTSIMACOM TECH SOLUTIONS HLDGS I | 848,690 | $55.6B | 34.59% | |
| 370 | ACLXARCELLX INC | 1,754,247 | $55.5B | 34.49% | |
| 371 | ALNYALNYLAM PHARMACEUTICALS INC | 291,839 | $55.4B | 34.47% | |
| 372 | AVGOBROADCOM INC | 63,764 | $55.3B | 34.38% | |
| 373 | CUBECUBESMART | 1,236,624 | $55.2B | 34.34% | |
| 374 | NVSTENVISTA HOLDINGS CORPORATION | 1,617,089 | $54.7B | 34.03% | |
| 375 | TOLTOLL BROTHERS INC | 686,107 | $54.2B | 33.74% | |
| 376 | GATXGATX CORP | 416,049 | $53.6B | 33.31% | |
| 377 | EXPEAGLE MATLS INC | 285,888 | $53.3B | 33.14% | |
| 378 | WIREEURENCORE WIRE CORP | 286,102 | $53.2B | 33.08% | |
| 379 | UBSUBS GROUP AG | 2,612,196 | $52.8B | 32.85% | |
| 380 | FBINFORTUNE BRANDS INNOVATIONS I | 724,999 | $52.2B | 32.44% | |
| 381 | GOGROCERY OUTLET HLDG CORP | 1,692,120 | $51.8B | 32.21% | |
| 382 | TDTORONTO DOMINION BK ONT | 829,213 | $51.5B | 32.00% | |
| 383 | VGKVANGUARD INTL EQUITY INDEX F | 833,127 | $51.4B | 31.97% | |
| 384 | FDMT4D MOLECULAR THERAPEUTICS IN | 2,838,882 | $51.3B | 31.89% | |
| 385 | TNDMTANDEM DIABETES CARE INC | 2,084,399 | $51.1B | 31.81% | |
| 386 | ETRENTERGY CORP NEW | 525,086 | $51.1B | 31.80% | |
| 387 | FNFABRINET | 388,230 | $50.4B | 31.36% | |
| 388 | WMWASTE MGMT INC DEL | 290,456 | $50.4B | 31.33% | |
| 389 | ABCBAMERIS BANCORP | 1,461,750 | $50.0B | 31.10% | |
| 390 | ANETEURARISTA NETWORKS INC | 308,337 | $49.9B | 31.06% | |
| 391 | FLGBFRANKLIN TEMPLETON ETF TR | 2,036,336 | $49.7B | 30.92% | |
| 392 | FOXFFOX FACTORY HLDG CORP | 455,152 | $49.4B | 30.72% | |
| 393 | JEFJEFFERIES FINL GROUP INC | 1,481,744 | $49.1B | 30.57% | |
| 394 | KELKELLOGG CO | 726,291 | $49.0B | 30.44% | |
| 395 | UAUNDER ARMOUR INC | 7,233,942 | $48.6B | 30.19% | |
| 396 | VVVVALVOLINE INC | 1,282,036 | $48.1B | 29.91% | |
| 397 | NRANRG ENERGY INC | 1,281,744 | $47.9B | 29.80% | |
| 398 | MRNAMODERNA INC | 391,718 | $47.6B | 29.60% | |
| 399 | KEXKIRBY CORP | 614,400 | $47.3B | 29.40% | |
| 400 | BKRBAKER HUGHES COMPANY | 1,491,743 | $47.2B | 29.32% |