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For Financial Professionals in the US

Concentrated All Cap Growth Managed Account Holdings

Full Portfolio Holdings

(As of 03/31/2025)

% OF INVESTMENTS
Microsoft Corp 10.60
Amazon.com Inc 8.15
NVIDIA Corp 6.03
Apple Inc 5.41
Mastercard Inc 5.28
Meta Platforms Inc 4.95
Alphabet Inc 4.41
Broadcom Inc 3.52
Eli Lilly & Co 3.47
Oracle Corp 3.33
Howmet Aerospace Inc 3.18
Booking Holdings Inc 2.42
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 2.42
MercadoLibre Inc 2.39
Surgery Partners Inc 2.22
UnitedHealth Group Inc 2.20
Core & Main Inc 2.18
DraftKings Inc 1.96
Monster Beverage Corp 1.74
Marvell Technology Inc 1.69
ASML Holding NV 1.63
Argenx SE (ADR) 1.56
Danaher Corp 1.55
Datadog Inc 1.53
Progressive Corp 1.44
Intercontinental Exchange Inc 1.42
DoorDash Inc 1.38
American Tower Corp 1.30
Alibaba Group Holding Ltd (ADR) 1.27
Las Vegas Sands Corp 1.15
Shopify Inc 1.12
PTC Inc 1.06
Madrigal Pharmaceuticals Inc 0.99
Chart Industries Inc 0.91
HubSpot Inc 0.80
Vertiv Holdings Co 0.72
Vaxcyte Inc 0.58
Global-e Online Ltd 0.49
REVOLUTION Medicines Inc 0.42
Cash & Equivalents 1.13
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.