Institutional 13F data

Janus Henderson Group PLC 13F

See 2,396 stock and ETF positions for Q1 2026, including 97 new or increased positions and 0 reductions or exits, with the original SEC filing. Put and call options are excluded.

DELL stock data DDOG stock data NVDA stock data MSFT stock data AAPL stock data AMZN stock data AVGO stock data LLY stock data META stock data TSM stock data MA stock data ALKT stock data ALMS stock data DASH stock data GLBE stock data KMX stock data MELI stock data SYRE stock data UTHR stock data

13F filing follow-along calculator

If KRW 1,000,000 followed the new and increased positions

Checking current prices and calculating the KRW 1,000,000 result.

Janus Henderson Group PLC 13F top holdings

Q1 2026 · 2,396 stock & ETF positions · Filed 2026-05-18 · Data updated 2026-07-07

View original SEC filings ↗

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value: $209.37B
Top 10 concentration: 29.8%

#1NVDANVIDIA CORPORATION

Reported value: $14.42B
Portfolio weight: 6.88%

Quarterly change: unchanged

#2MSFTMICROSOFT CORP

Reported value: $8.81B
Portfolio weight: 4.21%

Quarterly change: unchanged

#3AAPLAPPLE INC

Reported value: $6.8B
Portfolio weight: 3.25%

Quarterly change: unchanged

GOOGALPHABET INC

Reported value: $6.8B
Portfolio weight: 3.25%

Quarterly change: unchanged

#5AMZNAMAZON COM INC

Reported value: $6.69B
Portfolio weight: 3.19%

Quarterly change: increased +11.4%

#6AVGOBROADCOM INC

Reported value: $5.96B
Portfolio weight: 2.85%

Quarterly change: unchanged

#7LLYELI LILLY & CO

Reported value: $3.98B
Portfolio weight: 1.90%

Quarterly change: unchanged

#8METAMETA PLATFORMS INC

Reported value: $3.94B
Portfolio weight: 1.88%

Quarterly change: unchanged

#9TSMTAIWAN SEMICONDUCTOR MANUFAC

Reported value: $2.65B
Portfolio weight: 1.27%

Quarterly change: unchanged

#10

AZNASTRAZENECA PLC

Reported value: $2.32B
Portfolio weight: 1.11%

Quarterly change: unchanged

#11MAMASTERCARD INCORPORATED

Reported value: $2.27B
Portfolio weight: 1.09%

Quarterly change: unchanged

#12

LRCXLAM RESEARCH CORP

Reported value: $1.98B
Portfolio weight: 0.94%

Quarterly change: unchanged

Largest new or increased positions

#1AMZNAMAZON COM INC

Reported value: $6.69B
Portfolio weight: 3.19%

Quarterly change: increased +11.4%

DHRDANAHER CORP DEL

Reported value: $1.22B
Portfolio weight: 0.58%

Quarterly change: increased +1823.8%

PRAXPRAXIS PRECISION MEDICINES I

Reported value: $1.11B
Portfolio weight: 0.53%

Quarterly change: increased +3971.8%

#4DDOGDATADOG INC

Reported value: $905.57M
Portfolio weight: 0.43%

Quarterly change: increased +7120.1%

SPOTSPOTIFY TECHNOLOGY S A

Reported value: $829.64M
Portfolio weight: 0.40%

Quarterly change: increased +130.8%

MIRMMIRUM PHARMACEUTICALS INC

Reported value: $641.76M
Portfolio weight: 0.31%

Quarterly change: increased +2.3%

DEDEERE & CO

Reported value: $634.13M
Portfolio weight: 0.30%

Quarterly change: increased +2064.2%

DKNGDRAFTKINGS INC NEW

Reported value: $588.29M
Portfolio weight: 0.28%

Quarterly change: increased +5518.6%

Latest 13F filing snapshot

Reporting period: 2026-03-31
Filed: 2026-05-18
Stock & ETF positions: 2,396
New or increased: 97
Reduced or exited: 0
Unchanged: 2,299

Top reported buys

DAVEDELLDFTXDDOG

Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings ↗