JANUS HENDERSON GROUP PLC

CIK

1274173

City

LONDON

State / Country

Stock

SHOP — Shopify Inc.

Top Portfolio Positions

2,315 positions · $197,181,253,600 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 SHOP

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$485,012,030	4,088,788	-7.6%	Shares	Defined	2026-05-18
2025-12-31	$712,036,305	4,423,410	-12.3%	Shares	Defined	2026-02-17
2025-09-30	$749,210,329	5,041,453	+2.5%	Shares	Defined	2025-11-14
2025-06-30	$567,139,151	4,916,681	+18.2%	Shares	Defined	2025-08-14
2025-03-31	$397,303,831	4,161,121	-0.2%	Shares	Defined	2025-05-15
2024-12-31	$443,315,713	4,169,244	-1.1%	Shares	Defined	2025-02-14
2024-09-30	$337,998,383	4,217,599	-0.0%	Shares	Defined	2024-11-14
2024-06-30	$278,643,548	4,218,676	+3219.3%	Shares	Defined	2024-08-14
2024-03-31	$9,807,998	127,096	-1.1%	Shares	Defined	2024-05-15
2023-12-31	$10,015,135	128,564	0.0%	Shares	Defined	2024-02-14
2023-09-30	$7,015,737	128,564	+1.5%	Shares	Defined	2023-11-14
2023-06-30	$8,181,267	126,645	-9.1%	Shares	Defined	2023-08-14
2023-03-31	$6,675,645	139,250	-0.3%	Shares	Defined	2023-05-15
2022-12-31	$4,847,251	139,650	+3.8%	Shares	Defined	2023-02-14
2022-09-30	$3,624,777	134,550	-82.3%	Shares	Defined	2023-01-13
2022-06-30	$23,807,504	762,084	+1329.1%	Shares	Defined	2022-08-15
2022-03-31	$3,604,690	53,327	-81.1%	Shares	Defined	2022-05-16
2021-12-31	$38,962,505	282,872	+19.1%	Shares	Defined	2022-02-14
2021-09-30	$32,202,215	237,518	-1.1%	Shares	Defined	2021-11-16
2021-06-30	$35,070,385	240,047	+13.1%	Shares	Defined	2021-08-16
2021-03-31	$23,486,346	212,258	+803.0%	Shares	Defined	2021-05-17
2020-12-31	$2,660,648	23,505	-1.1%	Shares	Defined	2021-02-16
2020-09-30	$2,430,883	23,763	+4.3%	Shares	Defined	2020-11-16
2020-06-30	$2,162,942	22,787	-91.8%	Shares	Defined	2020-08-14
2020-03-31	$11,527,822	276,493	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.