Filing analysis
Janus Henderson Group Plc
13F-HR · period Q1 2026 · filed May 15, 2026
$201.68BReported 13F value
4,232Positions
15Other managers included
+78New
730Increased
618Reduced
−76Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| FPS Forgent Power Solutions, Inc. | $227.42M | 0.1% |
| ARM Arm Holdings plc American… | $116.11M | 0.1% |
| JA | $99.87M | 0.0% |
| CCEP Coca-Cola Europacific… | $97.06M | 0.0% |
| EMXC iShares MSCI Emerging Markets… | $68.51M | 0.0% |
| DFTX Definium Therapeutics, Inc. | $67.23M | 0.0% |
| IEMG iShares Core MSCI Emerging… | $63.65M | 0.0% |
| ERAS Erasca, Inc. | $59.99M | 0.0% |
| ALMS Alumis Inc. | $46.79M | 0.0% |
| JBIO Jade Biosciences, Inc. | $43.56M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▼ Trim | -10.9% | $8.81B |
| AZN AstraZeneca PLC | ▲ Add | +1879.8% ✂ | $2.32B |
| APP AppLovin Corporation | ▼ Trim | -44.0% | $718.27M |
| GEV GE Vernova Inc. | ▲ Add | +4358.6% | $1.32B |
| AMZN Amazon.com, Inc. | ▼ Trim | -4.9% | $6.69B |
| ORCL Oracle Corporation | ▼ Trim | -17.1% | $1.75B |
| AVGO Broadcom Inc. | ▼ Trim | -4.3% | $5.96B |
| NVDA NVIDIA Corporation | ▲ Add | +0.2% | $14.42B |
| GOOG Alphabet Inc. | ▼ Trim | -3.3% | $6.80B |
| WDAY Workday, Inc. | ▼ Trim | -66.6% | $217.46M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.