Holdings
Janus Henderson Contrarian Fund
As of Jun 30, 2026, Janus Henderson Contrarian Fund reported 40 positions worth US$5.21B. Largest: Nebius Group N.v., Marvell Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nebius Group N.v. | 1.15M | US$316M | −772K | Jun 30, 2026 |
| Marvell Technology, Inc. | 1.02M | US$303M | −301K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.94M | US$297M | new | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 971K | US$239M | −8,994 | Jun 30, 2026 |
| Capital One Financial Corporation | 1.19M | US$239M | +57,510 | Jun 30, 2026 |
| Surgery Partners, Inc. | 13.3M | US$223M | +279K | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 535K | US$223M | +77,165 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 254K | US$218M | +25,976 | Jun 30, 2026 |
| Oracle Corporation | 1.44M | US$210M | −466K | Jun 30, 2026 |
| Howmet Aerospace Inc. | 766K | US$206M | no change | Jun 30, 2026 |