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

Concentrated Growth Managed Account Holdings

Full Portfolio Holdings

(As of 08/31/2025)

% OF INVESTMENTS
Microsoft Corp 11.54
NVIDIA Corp 10.23
Amazon.com Inc 8.72
Broadcom Inc 5.61
Meta Platforms Inc 5.00
Oracle Corp 4.51
Apple Inc 4.05
Mastercard Inc 3.81
Alphabet Inc 3.42
Blackstone Inc 3.17
Hilton Worldwide Holdings Inc 3.05
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 3.04
Eli Lilly & Co 2.87
DraftKings Inc 2.60
Howmet Aerospace Inc 2.54
Eaton Corp PLC 2.49
Datadog Inc 2.43
Danaher Corp 2.27
Monster Beverage Corp 1.89
UnitedHealth Group Inc 1.88
Shopify Inc 1.71
Argenx SE (ADR) 1.52
DoorDash Inc 1.48
Intercontinental Exchange Inc 1.26
Madrigal Pharmaceuticals Inc 1.09
Chipotle Mexican Grill Inc 1.04
HubSpot Inc 1.03
AppLovin Corp 1.02
Boeing Co 1.00
American Tower Corp 0.94
Marvell Technology Inc 0.81
Vaxcyte Inc 0.26
Cash & Equivalents 1.72
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.