JANUS HENDERSON GROUP PLC

CIK

1274173

City

LONDON

State / Country

Stock

BLD — TopBuild Corp

Top Portfolio Positions

2,315 positions · $197,184,670,636 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	83,018,647	$14,478,452,034	7.34%
MSFT	Microsoft Corp Technology	23,878,982	$8,839,282,764	4.48%
AAPL	Apple Inc. Technology	26,916,594	$6,831,162,388	3.46%
AMZN	Amazon Com Inc Consumer Cyclical	32,297,269	$6,726,552,213	3.41%
AVGO	Broadcom Inc. Technology	19,350,859	$5,989,284,366	3.04%
LLY	ELI LILLY & Co Healthcare	4,347,394	$3,998,602,577	2.03%
META	Meta Platforms, Inc. Communication Services	6,915,124	$3,956,349,892	2.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	7,917,824	$2,675,828,618	1.36%
AZN	Astrazeneca PLC Healthcare	11,949,424	$2,356,665,399	1.20%
MA	Mastercard Inc Financial Services	4,568,710	$2,282,801,635	1.16%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,783,511	70,548	-14.6%	Shares	Defined	2026-05-18
2025-12-31	$34,469,488	82,623	-23.8%	Shares	Defined	2026-02-17
2025-09-30	$42,380,558	108,429	+2.4%	Shares	Defined	2025-11-14
2025-06-30	$34,268,849	105,853	+470.2%	Shares	Defined	2025-08-14
2025-03-31	$5,661,396	18,565	+1.7%	Shares	Defined	2025-05-15
2024-12-31	$5,684,756	18,259	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$7,405,975	18,205	-2.5%	Shares	Defined	2024-11-14
2024-06-30	$7,190,293	18,663	+5.4%	Shares	Defined	2024-08-14
2024-03-31	$7,806,649	17,713	+0.5%	Shares	Defined	2024-05-15
2023-12-31	$6,594,085	17,619	+0.7%	Shares	Defined	2024-02-14
2023-09-30	$4,403,250	17,501	+2.8%	Shares	Defined	2023-11-14
2023-06-30	$4,530,851	17,032	+0.0%	Shares	Defined	2023-08-14
2023-03-31	$3,543,374	17,024	+77.9%	Shares	Defined	2023-05-15
2022-12-31	$1,497,764	9,571	-0.5%	Shares	Defined	2023-02-14
2022-09-30	$1,585,512	9,622	-3.2%	Shares	Defined	2022-11-14
2022-06-30	$1,661,904	9,942	-0.7%	Shares	Defined	2022-08-15
2022-03-31	$1,815,893	10,011	-87.7%	Shares	Defined	2022-05-16
2021-12-31	$22,515,635	81,605	+1025.4%	Shares	Defined	2022-02-14
2021-09-30	$1,485,077	7,251	+88.3%	Shares	Defined	2021-11-16
2021-06-30	$761,650	3,851	-20.9%	Shares	Defined	2021-08-16
2021-03-31	$1,019,505	4,868	+26.8%	Shares	Defined	2021-05-17
2020-12-31	$706,499	3,838	+55.1%	Shares	Defined	2021-02-16
2020-09-30	$422,287	2,474	+1.6%	Shares	Defined	2020-11-16
2020-06-30	$277,029	2,435	-24.0%	Shares	Defined	2020-08-14
2020-03-31	$229,606	3,205	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.