Janus Henderson VIT Global Technology and Innovation Portfolio
Janus Henderson VIT Global Technology and Innovation Portfolio reported 50 holdings worth US$1.88B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 26, 2026
Janus Henderson VIT Global Technology and Innovation Portfolio reported 50 holdings worth US$1.88B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nvidia Corporation and Lam Research Corporation. Filed Aug 26, 2026 (Form N-PORT).
- Holdings
- 50
- Value as reported
- US$1.88B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.6M | US$276M | 14.7% |
| Nvidia Corporation | 1.12M | US$224M | 11.9% |
| Lam Research Corporation | 240K | US$104M | 5.6% |
| Samsung Electronics Co., Ltd. | 447K | US$97.7M | 5.2% |
| Broadcom Inc. | 248K | US$93.6M | 5.0% |
| Microsoft Corp. | 251K | US$93.6M | 5.0% |
| Sk Hynix Inc. | 45,495 | US$80.3M | 4.3% |
| Kla Corporation | 266K | US$80.2M | 4.3% |
| Micron Technology, Inc. | 62,654 | US$72.3M | 3.9% |
| Apple Inc | 249K | US$71.9M | 3.8% |
| Asml Holding Nv | 27,909 | US$55.4M | 3.0% |
| Advanced Micro Devices Inc | 91,646 | US$53.2M | 2.8% |
| Alphabet Inc (google) Class C | 130K | US$46.6M | 2.5% |
| Nebius Group N.v. | 166K | US$45.9M | 2.4% |
| Amazon.com, Inc. | 172K | US$41M | 2.2% |
| Amphenol Corporation | 196K | US$34.6M | 1.8% |
| Applied Materials, Inc. | 44,174 | US$31.9M | 1.7% |
| Seagate Technology Holdings Plc | 32,172 | US$31M | 1.7% |
| Space Exploration Technologies Corp | 156K | US$26.7M | 1.4% |
| Analog Devices, Inc. | 65,786 | US$26.1M | 1.4% |
| Snowflake Inc. | 101K | US$25.7M | 1.4% |
| Datadog, Inc. | 96,471 | US$25.1M | 1.3% |
| Lumentum Holdings Inc. | 27,538 | US$23.6M | 1.3% |
| Cadence Design Systems, Inc. | 56,884 | US$21.3M | 1.1% |
| Arista Networks, Inc. | 121K | US$20.5M | 1.1% |
| Stmicroelectronics Nv | 247K | US$18.4M | 0.98% |
| Ge Vernova Inc. | 14,166 | US$16.6M | 0.89% |
| Doordash, Inc. | 86,733 | US$16M | 0.85% |
| Palantir Technologies Inc. | 113K | US$13.2M | 0.70% |
| Forgent Power Solutions, Inc. | 205K | US$11.5M | 0.61% |
| Tower Semiconductor Ltd. | 37,492 | US$9.77M | 0.52% |
| Softbank Group Corp. | 260K | US$9.75M | 0.52% |
| Spotify Technology S.a. | 19,375 | US$8.9M | 0.47% |
| Shopify Inc. | 59,723 | US$6.82M | 0.36% |
| Servicetitan, Inc. | 95,093 | US$6.72M | 0.36% |
| Applovin Corporation | 12,459 | US$6.42M | 0.34% |
| Twilio Inc. | 20,383 | US$4.21M | 0.22% |
| Guidewire Software, Inc. | 33,497 | US$4.12M | 0.22% |
| Cloudflare, Inc. | 16,498 | US$4.05M | 0.22% |
| Oracle Corporation | 26,965 | US$3.95M | 0.21% |
| Quantinuum Inc. | 38,197 | US$3.12M | 0.17% |
| Coinbase Global, Inc. | 17,742 | US$2.59M | 0.14% |
| Via Transportation, Inc. | 99,232 | US$1.8M | 0.10% |
| Samsara Inc. | 54,125 | US$1.76M | 0.09% |
| Cerebras Systems Inc. | 6,482 | US$1.43M | 0.08% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Nova Ltd. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related