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 |
|---|---|---|---|---|---|
| 401 | IM8NINSMED INC | 2,195,188 | $46.3B | 28.80% | |
| 402 | AMEDAMEDISYS INC | 497,436 | $45.5B | 28.29% | |
| 403 | CRTOCRITEO S A | 1,342,293 | $45.3B | 28.14% | |
| 404 | MTCHMATCH GROUP INC NEW | 1,078,356 | $45.1B | 28.06% | |
| 405 | FIBKFIRST INTST BANCSYSTEM INC | 1,890,577 | $45.1B | 28.03% | |
| 406 | LRNSTRIDE INC | 1,209,704 | $45.0B | 28.01% | |
| 407 | CCSICONSENSUS CLOUD SOLUTIONS IN | 1,449,182 | $44.9B | 27.94% | |
| 408 | ROIVROIVANT SCIENCES LTD | 4,449,421 | $44.9B | 27.90% | |
| 409 | ACHOWENS & MINOR INC NEW | 2,328,328 | $44.3B | 27.57% | |
| 410 | WCNWASTE CONNECTIONS INC | 310,103 | $44.3B | 27.56% | |
| 411 | COKECOCA COLA CONS INC | 69,441 | $44.2B | 27.46% | |
| 412 | UCBUNITED CMNTY BKS BLAIRSVLE G | 1,762,189 | $44.0B | 27.39% | |
| 413 | SPXCSPX TECHNOLOGIES INC | 518,130 | $44.0B | 27.38% | |
| 414 | QDELQUIDELORTHO CORP | 531,166 | $44.0B | 27.37% | |
| 415 | ASOACADEMY SPORTS & OUTDOORS IN | 812,772 | $43.9B | 27.32% | |
| 416 | FIXCOMFORT SYS USA INC | 266,975 | $43.8B | 27.26% | |
| 417 | NEENEXTERA ENERGY INC | 581,947 | $43.2B | 26.85% | |
| 418 | SBACSBA COMMUNICATIONS CORP NEW | 183,954 | $42.6B | 26.52% | |
| 419 | MDLZMONDELEZ INTL INC | 582,726 | $42.5B | 26.42% | |
| 420 | GPORGULFPORT ENERGY CORP | 403,724 | $42.4B | 26.38% | |
| 421 | PCORPROCORE TECHNOLOGIES INC | 651,082 | $42.4B | 26.35% | |
| 422 | VNTVONTIER CORPORATION | 1,306,529 | $42.1B | 26.17% | |
| 423 | CABOCABLE ONE INC | 63,666 | $41.8B | 26.02% | |
| 424 | BWXTBWX TECHNOLOGIES INC | 583,637 | $41.8B | 25.98% | |
| 425 | SNYSANOFI | 764,888 | $41.2B | 25.64% | |
| 426 | BAHBOOZ ALLEN HAMILTON HLDG COR | 368,665 | $41.1B | 25.59% | |
| 427 | PIPRPIPER SANDLER COMPANIES | 317,797 | $41.1B | 25.55% | |
| 428 | JAAAJANUS DETROIT STR TR | 820,689 | $40.9B | 25.44% | |
| 429 | DOCUSDPHYSICIANS RLTY TR | 2,894,273 | $40.5B | 25.18% | |
| 430 | MLMMARTIN MARIETTA MATLS INC | 87,661 | $40.5B | 25.17% | |
| 431 | HWCHANCOCK WHITNEY CORPORATION | 1,049,307 | $40.3B | 25.04% | |
| 432 | ITWILLINOIS TOOL WKS INC | 160,805 | $40.2B | 25.01% | |
| 433 | JAZZJAZZ PHARMACEUTICALS PLC | 322,200 | $39.9B | 24.84% | |
| 434 | FOURSHIFT4 PMTS INC | 582,889 | $39.6B | 24.62% | |
| 435 | CLVTCLARIVATE PLC | 955,143 | $39.2B | 24.38% | |
| 436 | IDYAIDEAYA BIOSCIENCES INC | 1,667,523 | $39.2B | 24.36% | |
| 437 | AMBAAMBARELLA INC | 467,256 | $39.1B | 24.30% | |
| 438 | PIIMPINJ INC | 434,166 | $38.9B | 24.21% | |
| 439 | APAMARTISAN PARTNERS ASSET MGMT | 986,805 | $38.8B | 24.12% | |
| 440 | OABIOMNIAB INC | 7,692,211 | $38.7B | 24.06% | |
| 441 | ITCIEURINTRA-CELLULAR THERAPIES INC | 610,915 | $38.7B | 24.05% | |
| 442 | VYXNCR CORP NEW | 1,530,416 | $38.6B | 23.98% | |
| 443 | AZPN1USDASPEN TECHNOLOGY INC | 227,032 | $38.0B | 23.66% | |
| 444 | ITRIITRON INC | 527,620 | $38.0B | 23.66% | |
| 445 | THGHANOVER INS GROUP INC | 332,722 | $37.6B | 23.39% | |
| 446 | GPKGRAPHIC PACKAGING HLDG CO | 1,562,142 | $37.5B | 23.34% | |
| 447 | CPCANADIAN PACIFIC KANSAS CITY | 463,864 | $37.5B | 23.31% | |
| 448 | SGSWEETGREEN INC | 2,922,362 | $37.5B | 23.30% | |
| 449 | AXTAAXALTA COATING SYS LTD | 1,141,465 | $37.4B | 23.29% | |
| 450 | SHOOMADDEN STEVEN LTD | 1,139,755 | $37.3B | 23.17% | |
| 451 | CADECADENCE BANK | 1,893,209 | $37.2B | 23.12% | |
| 452 | GLGLOBE LIFE INC | 336,689 | $36.9B | 22.95% | |
| 453 | PCHPOTLATCHDELTIC CORPORATION | 697,739 | $36.9B | 22.93% | |
| 454 | HEESEURH & E EQUIPMENT SERVICES INC | 798,412 | $36.5B | 22.72% | |
| 455 | ETSYETSY INC | 427,011 | $36.1B | 22.47% | |
| 456 | BBWIBATH & BODY WORKS INC | 962,348 | $36.1B | 22.44% | |
| 457 | HASHASBRO INC | 555,528 | $36.0B | 22.38% | |
| 458 | WEAWESTERN ALLIANCE BANCORP | 980,054 | $35.7B | 22.23% | |
| 459 | BKIEURBLACK KNIGHT INC | 595,180 | $35.5B | 22.11% | |
| 460 | SRADSPORTRADAR GROUP AG | 2,739,668 | $35.3B | 21.98% | |
| 461 | RVMDREVOLUTION MEDICINES INC | 1,317,842 | $35.2B | 21.91% | |
| 462 | AESIATLAS ENERGY SOLUTIONS INC | 1,997,038 | $34.7B | 21.56% | |
| 463 | SLBSCHLUMBERGER LTD | 701,299 | $34.5B | 21.42% | |
| 464 | SUSUNCOR ENERGY INC NEW | 1,172,539 | $34.4B | 21.41% | |
| 465 | RLIRLI CORP | 249,945 | $34.1B | 21.21% | |
| 466 | 1GSNNOVANTA INC | 184,742 | $34.0B | 21.15% | |
| 467 | NVRNVR INC | 5,354 | $34.0B | 21.13% | |
| 468 | MRO*MARATHON OIL CORP | 1,473,890 | $33.9B | 21.10% | |
| 469 | RACEFERRARI N V | 104,162 | $33.9B | 21.08% | |
| 470 | MHOM/I HOMES INC | 387,951 | $33.8B | 21.04% | |
| 471 | FMCFMC CORP | 324,187 | $33.8B | 21.03% | |
| 472 | DBXDROPBOX INC | 1,267,155 | $33.8B | 21.02% | |
| 473 | NVTNVENT ELECTRIC PLC | 654,318 | $33.8B | 21.01% | |
| 474 | TEXTEREX CORP NEW | 563,658 | $33.7B | 20.97% | |
| 475 | CUKCARNIVAL PLC | 1,972,674 | $33.5B | 20.81% | |
| 476 | TBBKBANCORP INC DEL | 1,024,812 | $33.5B | 20.81% | |
| 477 | EMBCEMBECTA CORP | 1,525,221 | $32.9B | 20.49% | |
| 478 | AZTAAZENTA INC | 702,187 | $32.8B | 20.38% | |
| 479 | BCYCBICYCLE THERAPEUTICS PLC | 1,281,324 | $32.7B | 20.33% | |
| 480 | WMTWALMART INC | 206,825 | $32.5B | 20.22% | |
| 481 | LENLENNAR CORP | 258,258 | $32.4B | 20.12% | |
| 482 | AZOAUTOZONE INC | 12,924 | $32.2B | 20.04% | |
| 483 | NOMDNOMAD FOODS LTD | 1,837,849 | $32.2B | 20.02% | |
| 484 | NUVAGBPNUVASIVE INC | 773,313 | $32.2B | 20.00% | |
| 485 | NSSCNAPCO SEC TECHNOLOGIES INC | 912,214 | $31.6B | 19.66% | |
| 486 | MTUSTIMKENSTEEL CORPORATION | 1,458,714 | $31.5B | 19.57% | |
| 487 | CERE1EURCEREVEL THERAPEUTICS HLDNG I | 983,995 | $31.3B | 19.45% | |
| 488 | UCTTULTRA CLEAN HLDGS INC | 812,790 | $31.3B | 19.44% | |
| 489 | HELEHELEN OF TROY LTD | 289,226 | $31.2B | 19.43% | |
| 490 | XBISPDR SER TR | 373,870 | $31.1B | 19.34% | |
| 491 | CATCATERPILLAR INC | 125,746 | $30.9B | 19.23% | |
| 492 | LNGCHENIERE ENERGY INC | 202,778 | $30.9B | 19.22% | |
| 493 | BACVERIZON COMMUNICATIONS INC | 821,761 | $30.6B | 19.01% | |
| 494 | JBIJANUS INTERNATIONAL GROUP IN | 2,831,446 | $30.2B | 18.77% | |
| 495 | MTHMERITAGE HOMES CORP | 211,281 | $30.1B | 18.69% | |
| 496 | OSKOSHKOSH CORP | 344,021 | $29.8B | 18.53% | |
| 497 | MCRB1EURSERES THERAPEUTICS INC | 6,072,942 | $29.1B | 18.09% | |
| 498 | MCXMCCORMICK & CO INC | 328,269 | $28.6B | 17.80% | |
| 499 | WSFSWSFS FINL CORP | 756,715 | $28.5B | 17.75% | |
| 500 | ATECALPHATEC HLDGS INC | 1,561,993 | $28.1B | 17.47% |