Janus Henderson Group Portfolio holdings
Janus Henderson Group, formed in 2017 through the merger of Janus Capital Group (founded 1969) and Henderson Group (founded 1934), is a global asset management firm headquartered in London, managing over $350 billion in assets as of late 2024 for institutional, retail, and high-net-worth clients. With a strong presence in the U.S., Europe, and Asia-Pacific, the firm offers a wide range of investment products, including equities, fixed income, multi-asset, and alternative strategies, often blending active management with research-driven insights. Known for its equity expertise from Janus’s growth-focused heritage and Henderson’s European fixed-income strengths, Janus Henderson serves clients through mutual funds, ETFs, and bespoke portfolios, emphasizing risk-adjusted returns and ESG integration. Led by CEO Ali Dibadj since 2022, the publicly traded firm (NYSE: JHG) continues to refine its strategy amid competitive pressures, maintaining a foothold in key markets worldwide.
Top Buys
| 1 |
Microsoft
MSFT
|
$7.54B |
| 2 |
Apple
AAPL
|
$5.11B |
| 3 |
Amazon
AMZN
|
$2.93B |
| 4 |
UnitedHealth
UNH
|
$2.83B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.75B |
Top Sells
| 1 |
ZEN
ZENDESK INC
ZEN
|
$330M |
| 2 |
Snap
SNAP
|
$321M |
| 3 |
Twilio
TWLO
|
$309M |
| 4 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
$156M |
| 5 |
AVLR
Avalara, Inc.
AVLR
|
$154M |
Sector Composition
| 1 | Technology | 29.71% |
| 2 | Healthcare | 21.23% |
| 3 | Financials | 11.2% |
| 4 | Consumer Discretionary | 10.46% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PAYA
2426
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $174K | ﹤0.01% |
28,396
+13,900
| +96% | +$85.2K |
|
2427
Berry Corp
BRY
$249M
| $172K | ﹤0.01% |
23,124
+11,541
| +100% | +$85.8K |
|
|
ADTH
2428
DELISTED
AdTheorent Holding Company, Inc. Common Stock
ADTH
| $172K | ﹤0.01% |
80,652
+37,987
| +89% | +$81K |
|
|
SRNE
2429
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $172K | ﹤0.01% |
109,526
+55,083
| +101% | +$86.5K |
|
2430
AvePoint
AVPT
$3.45B
| $170K | ﹤0.01% |
42,418
+20,932
| +97% | +$83.9K |
|
|
LGF.A
2431
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $170K | ﹤0.01% |
22,878
+11,439
| +100% | +$85K |
|
|
NVTA
2432
DELISTED
Invitae Corporation
NVTA
| $170K | ﹤0.01% |
68,638
+34,408
| +101% | +$85.2K |
|
2433
Hims & Hers Health
HIMS
$10.9B
| $168K | ﹤0.01% |
30,334
+14,765
| +95% | +$81.8K |
|
2434
MaxCyte
MXCT
$150M
| $168K | ﹤0.01% |
26,000
+13,000
| +100% | +$84K |
|
2435
SiriusPoint
SPNT
$2.19B
| $166K | ﹤0.01% |
33,300
+16,650
| +100% | +$83K |
|
2436
Pitney Bowes
PBI
$2.11B
| $164K | ﹤0.01% |
70,250
+35,127
| +100% | +$82K |
|
|
CTEV
2437
Claritev Corporation
CTEV
$1.15B
| $164K | ﹤0.01% |
1,431
+678
| +90% | +$77.7K |
|
|
DSEY
2438
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $164K | ﹤0.01% |
33,774
+15,448
| +84% | +$75K |
|
2439
Eventbrite
EB
$254M
| $162K | ﹤0.01% |
26,526
+13,248
| +100% | +$80.9K |
|
2440
Vaalco Energy
EGY
$399M
| $162K | ﹤0.01% |
+37,174
| New | +$162K |
|
|
VVNT
2441
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
| $162K | ﹤0.01% |
24,642
+11,393
| +86% | +$74.9K |
|
2442
Babcock & Wilcox
BW
$215M
| $160K | ﹤0.01% |
+25,068
| New | +$160K |
|
|
TBCH
2443
Turtle Beach Corporation Common Stock
TBCH
$305M
| $156K | ﹤0.01% |
22,644
+12,577
| +125% | +$86.6K |
|
2444
GoodRx Holdings
GDRX
$1.39B
| $154K | ﹤0.01% |
33,036
+16,470
| +99% | +$76.8K |
|
2445
Mersana Therapeutics
MRSN
$34M
| $154K | ﹤0.01% |
907
+453
| +100% | +$76.9K |
|
2446
Arlo Technologies
ARLO
$1.89B
| $152K | ﹤0.01% |
33,008
+16,529
| +100% | +$76.1K |
|
2447
Heron Therapeutics
HRTX
$201M
| $150K | ﹤0.01% |
35,474
+17,783
| +101% | +$75.2K |
|
|
BHIL
2448
DELISTED
Benson Hill, Inc.
BHIL
| $148K | ﹤0.01% |
1,551
+764
| +97% | +$72.9K |
|
|
ILPT
2449
Industrial Logistics Properties Trust
ILPT
$407M
| $146K | ﹤0.01% |
26,522
+13,284
| +100% | +$73.1K |
|
2450
8x8 Inc
EGHT
$282M
| $144K | ﹤0.01% |
41,658
+20,863
| +100% | +$72.1K |
|