Holdings
SA Janus Focused Growth Portfolio
As of Jul 31, 2026, SA Janus Focused Growth Portfolio reported 34 positions worth US$479M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 313K | US$62.8M | −7,845 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 113K | US$40.9M | +43,819 | Jul 31, 2026 |
| Amazon.com, Inc. | 131K | US$35.7M | −42,354 | Jul 31, 2026 |
| Broadcom Inc. | 78,913 | US$30.7M | +1,067 | Jul 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 318K | US$20.2M | −61,671 | Jul 31, 2026 |
| Eaton Corporation, Plc | 46,431 | US$19.3M | −1,164 | Jul 31, 2026 |
| Howmet Aerospace Inc. | 65,763 | US$18.6M | no change | Jul 31, 2026 |
| Oracle Corporation | 138K | US$17.9M | +23,338 | Jul 31, 2026 |
| Microsoft Corp. | 38,435 | US$17.9M | −38,943 | Jul 31, 2026 |
| Lumentum Holdings Inc. | 23,203 | US$16.6M | new | Jul 31, 2026 |