Janus Henderson Contrarian Fund
Janus Henderson Contrarian Fund reported 45 holdings worth US$5.49B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 26, 2026
Janus Henderson Contrarian Fund reported 45 holdings worth US$5.49B as of Jun 30, 2026. Largest: Nebius Group N.v., Marvell Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 26, 2026 (Form N-PORT).
- Holdings
- 45
- Value as reported
- US$5.49B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nebius Group N.v. | 1.15M | US$316M | 5.8% |
| Marvell Technology, Inc. | 1.02M | US$303M | 5.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.94M | US$297M | 5.4% |
| Pnc Financial Services Group, Inc. (the) | 971K | US$239M | 4.4% |
| Capital One Financial Corporation | 1.19M | US$239M | 4.4% |
| Surgery Partners, Inc. | 13.3M | US$223M | 4.1% |
| Unitedhealth Group Incorporated | 535K | US$223M | 4.1% |
| Lumentum Holdings Inc. | 254K | US$218M | 4.0% |
| Oracle Corporation | 1.44M | US$210M | 3.8% |
| Howmet Aerospace Inc. | 766K | US$206M | 3.8% |
| Amazon.com, Inc. | 801K | US$191M | 3.5% |
| Vertiv Holdings, Llc | 546K | US$183M | 3.3% |
| Forgent Power Solutions, Inc. | 3.25M | US$181M | 3.3% |
| 3m Company | 861K | US$139M | 2.5% |
| Argenx Se | 144K | US$134M | 2.4% |
| Nexstar Media Group, Inc. | 631K | US$113M | 2.1% |
| Centerpoint Energy, Inc (holding Co) | 2.55M | US$112M | 2.0% |
| Sotera Health Company | 5.85M | US$104M | 1.9% |
| Hong Kong Exchanges & Clearing Ltd. | 2.23M | US$104M | 1.9% |
| Wingstop Inc. | 582K | US$101M | 1.8% |
| Western Alliance Bancorporation | 1.19M | US$98.1M | 1.8% |
| Madrigal Pharmaceuticals, Inc. | 168K | US$90.3M | 1.6% |
| Cullen/frost Bankers, Inc. | 583K | US$90.1M | 1.6% |
| Arxis, Inc. | 1.94M | US$89.4M | 1.6% |
| Glaukos Corporation | 639K | US$89.3M | 1.6% |
| Datadog, Inc. | 336K | US$87.4M | 1.6% |
| Core & Main, Inc. | 1.7M | US$82.2M | 1.5% |
| Robinhood Markets, Inc. | 816K | US$81.8M | 1.5% |
| Flutter Entertainment Plc | 787K | US$80.4M | 1.5% |
| Builders Firstsource, Inc. | 778K | US$69.7M | 1.3% |
| Anterix Inc. | 635K | US$65.3M | 1.2% |
| Revolution Medicines, Inc. | 348K | US$65.2M | 1.2% |
| Meta Platforms, Inc. | 113K | US$63.4M | 1.2% |
| Medline Inc. | 1.61M | US$63.3M | 1.2% |
| Intercontinental Exchange Inc. | 468K | US$57.6M | 1.0% |
| Chewy, Inc. | 2.6M | US$51.1M | 0.93% |
| Space Exploration Technologies Corp | 267K | US$45.6M | 0.83% |
| Blackstone Inc. | 360K | US$42.4M | 0.77% |
| Vaxcyte, Inc. | 670K | US$38.9M | 0.71% |
| Bullish | 1.04M | US$24.4M | 0.44% |
| Cipher Digital Inc. | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Sportradar Group Ag | 0 | US$0 | 0.00% |
| Legence Corp. | 0 | US$0 | 0.00% |
| Caesars Entertainment, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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