JANUS HENDERSON GROUP PLC

CIK

1274173

City

LONDON

State / Country

Stock

CGNX — Cognex 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%

Portfolio Trend

25 quarters · across all stocks

Holdings in CGNX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$130,333,534	2,660,411	+81.0%	Shares	Defined	2026-05-18
2025-12-31	$52,889,772	1,469,977	+28.6%	Shares	Defined	2026-02-17
2025-09-30	$51,782,792	1,143,108	+1436.4%	Shares	Defined	2025-11-14
2025-06-30	$2,359,968	74,400	0.0%	Shares	Defined	2025-08-14
2025-03-31	$2,219,352	74,400	-90.9%	Shares	Defined	2025-05-15
2024-12-31	$29,303,356	817,160	-28.4%	Shares	Defined	2025-02-14
2024-09-30	$46,214,185	1,141,091	+0.0%	Shares	Defined	2024-11-14
2024-06-30	$53,334,034	1,140,591	+1264.2%	Shares	Defined	2024-08-14
2024-03-31	$3,546,650	83,608	+0.0%	Shares	Defined	2024-05-15
2023-12-31	$3,489,672	83,605	+697.2%	Shares	Defined	2024-02-14
2023-09-30	$445,066	10,487	-9.4%	Shares	Defined	2023-11-14
2023-06-30	$648,262	11,572	-14.4%	Shares	Defined	2023-08-14
2023-03-31	$669,716	13,516	+0.1%	Shares	Defined	2023-05-15
2022-12-31	$636,360	13,508	-0.0%	Shares	Defined	2023-02-14
2022-09-30	$559,947	13,509	+1.2%	Shares	Defined	2023-01-13
2022-06-30	$567,726	13,352	-40.3%	Shares	Defined	2022-08-15
2022-03-31	$1,724,300	22,350	-75.5%	Shares	Defined	2022-05-16
2021-12-31	$7,081,680	91,071	-7.8%	Shares	Defined	2022-02-14
2021-09-30	$7,919,719	98,725	-15.9%	Shares	Defined	2021-11-16
2021-06-30	$9,870,832	117,440	-77.4%	Shares	Defined	2021-08-16
2021-03-31	$43,147,330	519,910	-80.2%	Shares	Defined	2021-05-17
2020-12-31	$210,374,252	2,620,180	-46.1%	Shares	Defined	2021-02-16
2020-09-30	$316,716,968	4,865,084	-8.6%	Shares	Defined	2020-11-16
2020-06-30	$317,956,745	5,324,125	+3.9%	Shares	Defined	2020-08-14
2020-03-31	$216,322,698	5,123,702	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.