JANUS HENDERSON GROUP PLC
Top Portfolio Positions
2,310 positions ·
$196,906,332,379 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
83,018,647 | $14,478,452,034 | 7.35% | |
| MSFT |
Microsoft Corp
Technology
|
23,878,982 | $8,839,282,764 | 4.49% | |
| AAPL |
Apple Inc.
Technology
|
26,916,594 | $6,831,162,388 | 3.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,297,269 | $6,726,552,213 | 3.42% | |
| 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
Holdings in LRCX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,979,565,453 | 9,265,026 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,554,988,675 | 9,083,939 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,153,324,884 | 8,613,330 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $722,435,283 | 7,421,772 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $537,347,217 | 7,391,296 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $792,216,829 | 10,967,975 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||