JANUS HENDERSON GROUP PLC

CIK

0001274173

City

LONDON

State / Country

Stock

OLED — Universal Display Corp \Pa\

Top Portfolio Positions

2,021 positions · $195,164,497,874 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	82,828,130	$15,447,446,243	7.92%
MSFT	Microsoft Corp Technology	26,798,499	$12,960,290,084	6.64%
AMZN	Amazon Com Inc Consumer Cyclical	33,971,232	$7,841,239,768	4.02%
AAPL	Apple Inc. Technology	27,341,792	$7,433,139,571	3.81%
AVGO	Broadcom Inc. Technology	20,213,968	$6,996,054,322	3.58%
LLY	ELI LILLY & Co Healthcare	4,441,977	$4,773,704,283	2.45%
META	Meta Platforms, Inc. Communication Services	6,133,281	$4,048,517,453	2.07%
MA	Mastercard Inc Financial Services	5,260,969	$3,003,381,980	1.54%
ORCL	Oracle Corp Technology	14,539,366	$2,833,867,824	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	8,291,884	$2,519,820,627	1.29%

39 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$74,534,251	638,245	+23.5%	Shares	Defined	2026-02-17
2025-09-30	$74,207,732	516,659	+2472.4%	Shares	Defined	2025-11-14
2025-06-30	$3,102,329	20,085	-96.4%	Shares	Defined	2025-08-14
2025-03-31	$76,843,019	550,925	-0.1%	Shares	Defined	2025-05-15
2024-12-31	$80,654,592	551,673	+41.5%	Shares	Defined	2025-02-14
2024-09-30	$81,838,120	389,891	-10.1%	Shares	Defined	2024-11-14
2024-06-30	$91,233,572	433,929	-0.0%	Shares	Defined	2024-08-14
2024-03-31	$73,112,184	434,029	+66.6%	Shares	Defined	2024-05-15
2023-12-31	$49,829,540	260,533	+46.1%	Shares	Defined	2024-02-14
2023-09-30	$28,000,422	178,358	+734.1%	Shares	Defined	2023-11-14
2023-06-30	$3,082,075	21,384	-0.1%	Shares	Defined	2023-08-14
2023-03-31	$3,321,177	21,409	+13.0%	Shares	Defined	2023-05-15
2022-12-31	$2,046,924	18,946	-92.7%	Shares	Defined	2023-02-14
2022-09-30	$24,542,133	260,118	-1.9%	Shares	Defined	2023-01-13
2022-06-30	$26,805,235	265,031	-33.2%	Shares	Defined	2022-08-15
2022-03-31	$66,273,138	396,964	-34.9%	Shares	Defined	2022-05-16
2021-12-31	$100,581,164	609,472	+25.5%	Shares	Defined	2022-02-14
2021-09-30	$83,005,524	485,526	+12.9%	Shares	Defined	2021-11-16
2021-06-30	$95,582,112	429,911	+2.7%	Shares	Defined	2021-08-16
2021-03-31	$99,071,434	418,429	+6.9%	Shares	Defined	2021-05-17
2020-12-31	$89,974,283	391,533	-2.2%	Shares	Defined	2021-02-16
2020-09-30	$72,350,944	400,304	+2544.5%	Shares	Defined	2020-11-16
2020-06-30	$2,264,797	15,137	-87.3%	Shares	Defined	2020-08-14
2020-03-31	$15,646,898	118,735	—	Shares	Defined	2020-05-14
No quarters match your search.