Titelia

Holdings of Janus Henderson Global Research Fund

JANUS INVESTMENT FUND · 120 declared positions · as of Mar 31, 2026

Original filing · Net assets 4.1B $ · Ten largest lines: 29.4 % of the equity sleeve

Sector breakdown

  • Technology 24.6 %
  • Financials 13.1 %
  • Communication 9.4 %
  • Industrials 8.6 %
  • Consumer discretionary 8.6 %
  • Health care 7.4 %
  • Energy 2.4 %
  • Consumer staples 1.9 %
  • Utilities 1.9 %
  • Materials 0.8 %
  • Unattributed 21.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 74.0 %
  • EUR 11.3 %
  • CAD 5.6 %
  • GBP 4.6 %
  • SEK 1.4 %
  • JPY 1.1 %
  • TWD 1.1 %
  • BRL 0.9 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 74.8 %
  • CA 5.6 %
  • GB 4.6 %
  • FR 2.4 %
  • NL 1.5 %
  • IT 1.5 %
  • SE 1.4 %
  • ES 1.3 %
  • DE 1.2 %
  • AT 1.2 %
  • JP 1.1 %
  • TW 1.1 %
  • Other countries 2.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US853.1B $74.76 %
CA8228.6M $5.59 %
GB6189.2M $4.63 %
FR5100M $2.45 %
NL160.1M $1.47 %
IT260.1M $1.47 %
SE257M $1.40 %
ES154.8M $1.34 %
DE250M $1.22 %
AT149.7M $1.22 %
JP246.8M $1.15 %
TW144M $1.08 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 1,435,445250.3M $6.04 %
Alphabet Inc 697,522200.1M $4.83 %
Microsoft Corp 440,768163.2M $3.94 %
Amazon.com Inc 577,527120.3M $2.90 %
Broadcom Inc 317,30498.2M $2.37 %
JPMorgan Chase & Co 303,05289.1M $2.15 %
Apple Inc 348,03588.3M $2.13 %
Meta Platforms Inc 124,42371.2M $1.72 %
Netflix Inc 629,84860.6M $1.46 %
ASML Holding NV 45,40560.1M $1.45 %
Johnson & Johnson 234,39457.3M $1.38 %
Mastercard Inc 114,64257.3M $1.38 %
Lam Research Corp 266,16256.9M $1.37 %
Banco Bilbao Vizcaya Argentaria SA 2,509,84354.8M $1.32 %
Visa Inc 176,04653.2M $1.28 %
Unilever PLC 900,84550.8M $1.22 %
UniCredit SpA 694,94750.1M $1.21 %
Erste Group Bank AG 460,38749.7M $1.20 %
TJX Cos Inc/The 296,76947.4M $1.14 %
Vistra Corp 315,05547.4M $1.14 %
McDonald's Corp. 148,99846.3M $1.12 %
BAE Systems PLC 1,584,76046.1M $1.11 %
GE Vernova Inc 52,79346.1M $1.11 %
Taiwan Semiconductor Manufacturing Co Ltd 780,00044M $1.06 %
Eli Lilly & Co 46,77343M $1.04 %
3M Co 294,00942.7M $1.03 %
Capital One Financial Corp 226,09141.2M $0.99 %
General Electric Co 141,05440M $0.97 %
Micron Technology Inc 118,04339.9M $0.96 %
TC Energy Corp 635,48039.8M $0.96 %
Teck Resources Ltd 759,29339.4M $0.95 %
Progressive Corp/The 197,72339.2M $0.95 %
AbbVie Inc 173,18037.7M $0.91 %
Eaton Corp PLC 104,67037.4M $0.90 %
Howmet Aerospace Inc 160,69737M $0.89 %
Vale SA 2,283,34636.4M $0.88 %
Boeing Co/The 181,25336.1M $0.87 %
Canadian Natural Resources Ltd 706,78434.5M $0.83 %
Arthur J Gallagher & Co 157,63634.1M $0.82 %
Deere & Co 60,02333.8M $0.82 %
Trane Technologies PLC 81,05833.8M $0.81 %
Walt Disney Co/The 342,21333M $0.80 %
Chevron Corp 154,79032M $0.77 %
Ecolab Inc 118,71231.6M $0.76 %
Ares Management Corp 288,86031.5M $0.76 %
Canadian Pacific Kansas City Ltd 398,45331.4M $0.76 %
Atlas Copco AB 1,758,30430.9M $0.75 %
AstraZeneca PLC 157,66330.8M $0.74 %
LPL Financial Holdings Inc 102,16630.7M $0.74 %
Ferguson Enterprises Inc 129,94130.5M $0.74 %
Nippon Sanso Holdings Corp 852,00030.4M $0.73 %
Suncor Energy Inc 447,79129.6M $0.71 %
Monster Beverage Corp 396,97028.8M $0.69 %
Xcel Energy Inc 361,73528.7M $0.69 %
Intuit Inc 64,64928M $0.67 %
RB Global Inc 287,22527.5M $0.66 %
Liberty Media Corp-Liberty Formula One 315,78026.8M $0.65 %
Merck & Co Inc 223,04926.8M $0.65 %
Spotify Technology SA 53,83526.1M $0.63 %
Hexagon AB 2,681,04226.1M $0.63 %
O'Reilly Automotive Inc 279,42425.8M $0.62 %
Bank of New York Mellon Corp/The 212,75425.2M $0.61 %
TotalEnergies SE 272,24425.1M $0.61 %
RWE AG 377,20225.1M $0.61 %
BNP Paribas SA 262,49925M $0.60 %
SAP SE 147,17524.9M $0.60 %
Nexans SA 181,70524.6M $0.59 %
Beazley PLC 1,448,20224.3M $0.59 %
Blackstone Inc 206,76823.8M $0.57 %
NatWest Group PLC 3,170,43223.5M $0.57 %
ConocoPhillips 178,04023.5M $0.57 %
Seagate Technology Holdings PLC 58,38622.9M $0.55 %
Morgan Stanley 136,79122.5M $0.54 %
Hilton Worldwide Holdings Inc 69,03921M $0.51 %
Danaher Corp 110,58121M $0.51 %
Ryanair Holdings PLC 735,58420.8M $0.50 %
ATS Corp 722,53920.4M $0.49 %
Analog Devices Inc 63,52920.2M $0.49 %
MercadoLibre Inc 11,55120M $0.48 %
Boston Scientific Corp 317,98620M $0.48 %
Rosebank Industries PLC 4,567,66819.2M $0.46 %
T-Mobile US Inc 91,50319.2M $0.46 %
Booking Holdings Inc 4,54719.1M $0.46 %
LVMH Moet Hennessy Louis Vuitton SE 34,03518.9M $0.46 %
Cadence Design Systems Inc 66,27318.4M $0.44 %
Arista Networks Inc 149,88518.4M $0.44 %
Apollo Global Management Inc 164,22318.3M $0.44 %
Datadog Inc 154,16118.2M $0.44 %
Abbott Laboratories 176,09118.1M $0.44 %
Vertex Pharmaceuticals Inc 38,73017.3M $0.42 %
Lumentum Holdings Inc 24,44617.2M $0.41 %
McKesson Corp 19,76717.1M $0.41 %
Resona Holdings Inc 1,476,10016.4M $0.40 %
Applied Materials Inc 47,22516.1M $0.39 %
Snowflake Inc 106,46816.1M $0.39 %
Piraeus Bank SA 1,843,02715.2M $0.37 %
EOG Resources Inc 105,04615.2M $0.37 %
Lennar Corp 158,98213.8M $0.33 %
St James's Place PLC 871,92013.7M $0.33 %
Intuitive Surgical Inc 29,54413.6M $0.33 %
Amphenol Corp 107,32213.6M $0.33 %
DoorDash Inc 88,35713.3M $0.32 %
OneMain Holdings Inc 241,20412.9M $0.31 %
Cheniere Energy Inc 43,61012.4M $0.30 %
Gildan Activewear Inc 185,86310.3M $0.25 %
Moncler SpA 166,10710M $0.24 %
NIKE Inc 184,8099.8M $0.24 %
Constellation Brands Inc 64,2389.6M $0.23 %
Royal Caribbean Cruises Ltd 33,8499.3M $0.22 %
Vaxcyte Inc 155,2399M $0.22 %
United Therapeutics Corp 15,0718.9M $0.22 %
Revolution Medicines Inc 84,6718.2M $0.20 %
Oracle Corp 54,5038M $0.19 %
Dexcom Inc 125,0247.9M $0.19 %
Pernod Ricard SA 85,5586.4M $0.15 %
Mirum Pharmaceuticals Inc 65,2766M $0.15 %
Rockpoint Gas Storage Inc 299,5726M $0.15 %
Flutter Entertainment PLC 52,2355.3M $0.13 %
Bridgebio Pharma Inc 65,4714.9M $0.12 %
Wingstop Inc 13,3962.1M $0.05 %