Please ensure Javascript is enabled for purposes of website accessibility Concentrated All Cap Growth Managed Account - Janus Henderson Investors - US Advisor
For Financial Professionals in the US

Concentrated All Cap Growth Managed Account Holdings

Full Portfolio Holdings

(As of 08/31/2025)

% OF INVESTMENTS
Microsoft Corp 11.19
NVIDIA Corp 9.69
Amazon.com Inc 7.91
Broadcom Inc 5.81
Meta Platforms Inc 4.80
Oracle Corp 4.32
Apple Inc 3.93
Mastercard Inc 3.75
Alphabet Inc 3.41
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 3.00
Datadog Inc 2.61
DraftKings Inc 2.53
Howmet Aerospace Inc 2.50
Surgery Partners Inc 2.47
Eli Lilly & Co 2.45
MercadoLibre Inc 2.44
Core & Main Inc 2.32
Danaher Corp 2.23
Booking Holdings Inc 2.21
UnitedHealth Group Inc 1.83
Shopify Inc 1.73
Argenx SE (ADR) 1.68
DoorDash Inc 1.55
Monster Beverage Corp 1.39
Intercontinental Exchange Inc 1.18
PTC Inc 1.18
HubSpot Inc 1.05
AppLovin Corp 1.04
Vertiv Holdings Co 1.03
Boeing Co 1.02
Chipotle Mexican Grill Inc 1.01
Madrigal Pharmaceuticals Inc 0.95
Marvell Technology Inc 0.82
Global-e Online Ltd 0.63
American Tower Corp 0.60
Vaxcyte Inc 0.37
REVOLUTION Medicines Inc 0.36
Cash & Equivalents 1.01
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.