Portfolio diff
Janus Henderson Group Plc
Q4 2025 ⇄ Q1 2026
+78Added
−76Removed
200Resized
1030Unchanged
Added (Q1 2026)
Removed (was held in Q4 2025)
Resized positions
| Security | Q4 2025 shares | Q1 2026 shares | Change |
|---|---|---|---|
| GEV GE VERNOVA INC | 60 | 1.48M | +2463836.7% |
| BLSH BULLISH | 109 | 1.04M | +954868.8% |
| SW SMURFIT WESTROCK PLC | 27 | 189.44K | +701540.7% |
| GWRE GUIDEWIRE SOFTWARE INC | 11 | 37.85K | +344036.4% |
| CTRA COTERRA ENERGY INC | 82 | 244.94K | +298606.1% |
| WCC WESCO INTL INC | 11 | 21.43K | +194672.7% |
| UBS UBS GROUP AG | 2.83K | 5.03M | +177617.7% |
| DMRA DAMORA THERAPEUTICS INC | 1.74K | 2.36M | +135765.2% |
| DTE DTE ENERGY CO | 2.29K | 2.92M | +127348.3% |
| FWONA LIBERTY MEDIA CORP DEL | 8.25K | 10.47M | +126781.8% |
| RTO RENTOKIL INITIAL PLC | 11.63K | 14.63M | +125715.7% |
| TFII TRANSFORCE INC | 3.38K | 3.57M | +105661.8% |
| TVTX TRAVERE THERAPEUTICS INC | 13.00K | 11.15M | +85613.1% |
| OLMA OLEMA PHARMACEUTICALS… | 8.81K | 7.07M | +80152.9% |
| TDY TELEDYNE TECHNOLOGIES… | 1.83K | 1.44M | +78853.0% |
| RVTY REVVITY INC | 10.20K | 7.82M | +76559.0% |
| CSGP COSTAR GROUP INC | 9.62K | 7.32M | +75921.1% |
| BRC BRADY CORP | 36 | 19.29K | +53494.4% |
| NERV MINERVA NEUROSCIENCES… | 9.00K | 4.29M | +47614.0% |
| FOLD AMICUS THERAPEUTIC | 2.33K | 1.07M | +46087.7% |
| KVUE KENVUE INC | 636 | 283.26K | +44438.1% |
| LXEO LEXEO THERAPEUTICS INC | 11.35K | 4.96M | +43642.9% |
| IDYA IDEAYA BIOSCIENCES INC | 16.22K | 7.06M | +43454.2% |
| WING WINGSTOP INC | 1.86K | 756.27K | +40603.4% |
| BKR BAKER HUGHES COMPANY | 3.59K | 1.34M | +37264.4% |
| META META PLATFORMS INC | 17.24K | 5.77M | +33389.3% |
| OXY OCCIDENTAL PETE CORP | 92 | 29.27K | +31715.2% |
| FTV FORTIVE CORP | 112 | 32.66K | +29065.2% |
| MIDD MIDDLEBY CORP | 77 | 20.56K | +26601.3% |
| CTVA CORTEVA INC | 26.73K | 6.83M | +25454.1% |
| AGI ALAMOS GOLD INC | 1.31K | 321.70K | +24419.7% |
| TU TELUS CORPORATION | 28.56K | 6.44M | +22454.1% |
| CVX CHEVRON CORPORATION | 16.56K | 3.56M | +21387.0% |
| AEP AMERICAN ELEC PWR CO INC | 317 | 66.98K | +21030.9% |
| AMAT APPLIED MATLS INC | 4.60K | 848.51K | +18333.8% |
| LMT LOCKHEED MARTIN CORP | 2.36K | 429.34K | +18107.9% |
| ASML ASML HLDG NV | 3 | 541 | +17933.3% |
| PRM PERIMETER SOLUTIONS INC | 20.89K | 3.75M | +17830.8% |
| BX BLACKSTONE INC | 27.78K | 4.38M | +15682.4% |
| RPRX ROYALTY PHARMA PLC | 177 | 27.68K | +15537.9% |
| HLT HILTON WORLDWIDE HLDGS… | 11.01K | 1.72M | +15485.1% |
| DYN DYNE THERAPEUTICS INC | 93.42K | 13.55M | +14402.5% |
| IOT SAMSARA INC | 8.40K | 1.07M | +12582.9% |
| ZS ZSCALER INC | 4.32K | 537.36K | +12350.3% |
| LGND LIGAND PHARMACEUTICALS… | 7.41K | 915.08K | +12250.9% |
| NBIX NEUROCRINE BIOSCIENCES… | 3.91K | 457.58K | +11614.8% |
| OSIS OSI SYSTEMS INC | 6.10K | 691.02K | +11222.7% |
| HQY HEALTHEQUITY INC | 6.70K | 746.29K | +11036.9% |
| TSEM TOWER SEMICONDUCTOR LTD | 9.05K | 985.63K | +10793.3% |
| ODD ODDITY TECH LTD | 17.80K | 1.90M | +10596.5% |
| APTV APTIV PLC | 2.99K | 309.74K | +10273.0% |
| VOYG VOYAGER TECHNOLOGIES INC | 9.15K | 935.95K | +10125.6% |
| TTE TOTALENERGIES SE | 96.68K | 9.17M | +9383.8% |
| NWG NATWEST GROUP PLC | 285 | 26.93K | +9347.4% |
| PCVX VAXCYTE INC | 192.15K | 16.17M | +8313.3% |
| BFST BUSINESS FIRST… | 11.63K | 978.06K | +8310.5% |
| ABBV ABBVIE INC | 80.87K | 6.59M | +8053.5% |
| ENTG ENTEGRIS INC | 4.82K | 380.19K | +7784.4% |
| KEYS KEYSIGHT TECHNOLOGIES… | 7.69K | 595.25K | +7642.6% |
| MDLN MEDLINE INC | 173.27K | 11.14M | +6330.9% |
| LNTH LANTHEUS HLDGS INC | 72.07K | 4.46M | +6084.3% |
| AMCR AMCOR PLC | 57.77K | 3.51M | +5982.0% |
| BABA ALIBABA GROUP HLDG LTD | 557.74K | 33.00M | +5816.7% |
| PSX PHILLIPS 66 | 294 | 16.85K | +5631.0% |
| CBRE CBRE GROUP INC | 4.72K | 267.14K | +5556.1% |
| MKL MARKEL GROUP INC | 209 | 10.94K | +5135.4% |
| HSY HERSHEY CO | 225 | 11.38K | +4956.0% |
| GRMN GARMIN LTD | 7.26K | 366.67K | +4953.3% |
| BBIO BRIDGEBIO PHARMA INC | 2.50K | 124.75K | +4899.8% |
| MSI MOTOROLA SOLUTIONS INC | 7.45K | 361.14K | +4745.6% |
| COGT COGENT BIOSCIENCES INC | 42.00K | 2.02M | +4714.1% |
| MAA MID-AMER APT CMNTYS INC | 5.49K | 257.30K | +4583.3% |
| CEG CONSTELLATION ENERGY… | 641 | 29.16K | +4449.9% |
| SNOW SNOWFLAKE INC | 14.86K | 672.15K | +4422.6% |
| RACE FERRARI N V | 5.61K | 249.01K | +4339.5% |
| SEMR SEMRUSH HLDGS INC | 18.63K | 790.14K | +4141.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 6.95K | 289.06K | +4059.1% |
| TOWN TOWNEBANK PORTSMOUTH VA | 30.36K | 1.25M | +4023.1% |
| STAG STAG INDUSTRIAL INC | 25.52K | 1.03M | +3946.6% |
| KHC KRAFT HEINZ CO | 780 | 31.21K | +3901.7% |
| NVDA NVIDIA CORPORATION | 202.72K | 7.76M | +3729.9% |
| CRNX CRINETICS… | 116.74K | 4.38M | +3654.0% |
| ELS EQUITY LIFESTYLE… | 12.84K | 479.84K | +3636.8% |
| UNP UNION PAC CORP | 42.43K | 1.55M | +3561.1% |
| SIGI SELECTIVE INS GROUP INC | 20.29K | 735.86K | +3526.4% |
| BATRA ATLANTA BRAVES HLDGS INC | 22.23K | 799.02K | +3494.8% |
| THC TENET HEALTHCARE CORP | 1.11K | 39.49K | +3444.5% |
| GSHD GOOSEHEAD INS INC | 10.79K | 367.26K | +3303.0% |
| RCL ROYAL CARIBBEAN GROUP | 55.29K | 1.87M | +3278.4% |
| ZWS ZURN ELKAY WATER SOLNS… | 25.88K | 870.84K | +3264.8% |
| MRVL MARVELL TECHNOLOGY INC | 39.74K | 1.34M | +3264.5% |
| CNC CENTENE CORP DEL | 24.14K | 809.62K | +3254.4% |
| ATO ATMOS ENERGY CORP | 173 | 5.72K | +3207.5% |
| HAL HALLIBURTON CO | 1.15K | 35.97K | +3027.5% |
| FSV FIRSTSERVICE CORP NEW | 47.55K | 1.46M | +2979.9% |
| CIFR CIPHER DIGITAL INC | 142.25K | 4.23M | +2874.2% |
| JPM JPMORGAN CHASE & CO | 124.07K | 3.62M | +2814.5% |
| KWR QUAKER HOUGHTON | 6.74K | 192.61K | +2759.5% |
| CMPR CIMPRESS PLC | 5.17K | 144.51K | +2695.2% |
| COIN COINBASE GLOBAL INC | 5.18K | 144.35K | +2685.0% |
| NXPI NXP SEMICONDUCTORS N V | 18.54K | 495.45K | +2572.9% |
| ADI ANALOG DEVICES INC | 40.20K | 1.07M | +2571.3% |
| FICO FAIR ISAAC CORP | 36 | 947 | +2530.6% |
| WCN WASTE CONNECTIONS INC | 6.80K | 178.55K | +2524.1% |
| DAWN DAY ONE… | 21.30K | 546.43K | +2465.4% |
| WTRG ESSENTIAL UTILS INC | 5.00K | 125.20K | +2404.0% |
| HII HUNTINGTON INGALLS INDS… | 699 | 17.50K | +2403.6% |
| PPL PPL CORP | 39.09K | 949.33K | +2328.5% |
| NDSN NORDSON CORP | 81 | 1.88K | +2217.3% |
| REGN REGENERON… | 8.55K | 196.20K | +2193.4% |
| WEC WEC ENERGY GROUP INC | 519 | 11.61K | +2137.0% |
| FG F&G ANNUITIES & LIFE INC | 799 | 17.80K | +2127.8% |
| VLTO VERALTO CORP | 92.27K | 1.97M | +2033.5% |
| AMZN AMAZON COM INC | 157.93K | 3.31M | +1998.1% |
| GRAB GRAB HOLDINGS LIMITED | 33.25K | 687.17K | +1966.7% |
| TSM TAIWAN SEMICONDUCTOR… | 79.68K | 1.61M | +1926.9% |
| SSNC SS&C TECH HLDGS | 14.78K | 289.45K | +1858.9% |
| EW EDWARDS LIFESCIENCES… | 55.43K | 1.08M | +1855.3% |
| TXN TEXAS INSTRS INC | 43.36K | 842.44K | +1842.7% |
| LIVN LIVANOVA PLC | 22.68K | 433.91K | +1813.5% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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