JCONX Holdings — Janus Henderson Contrarian Fund
All 43 reported holdings of Janus Henderson Contrarian Fund (JCONX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| Oracle Corp. | 6.53% | $279.71M |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5.68% | $243.64M |
| Amazon.com, Inc. | 4.86% | $208.46M |
| Capital One Financial Corp. | 4.82% | $206.69M |
| PNC Financial Services Group Inc. | 4.76% | $203.84M |
| Vertiv Holdings Co | 4.65% | $199.40M |
| Nebius Group N.V. | 4.64% | $199.00M |
| Howmet Aerospace Inc | 4.12% | $176.59M |
| Lumentum Holdings Inc. | 3.75% | $160.54M |
| Surgery Partners Inc | 3.61% | $154.72M |
| Caesars Entertainment Inc. | 3.60% | $154.39M |
| Marvell Technology Inc | 3.05% | $130.71M |
| UnitedHealth Group Inc. | 2.89% | $123.99M |
| 3M Company | 2.67% | $114.37M |
| Nexstar Media Group Inc | 2.66% | $114.03M |
| Hong Kong Exchanges & Clearing Ltd. | 2.64% | $113.00M |
| Argenx SE | 2.46% | $105.36M |
| Intercontinental Exchange Inc | 2.42% | $103.54M |
| Madrigal Pharmaceuticals Inc | 2.30% | $98.58M |
| Forgent Power Solutions Inc. | 2.29% | $98.21M |
| Western Alliance Bancorp | 2.19% | $93.91M |
| Cullen/Frost Bankers, Inc. | 1.98% | $84.97M |
| Flutter Entertainment PLC | 1.87% | $80.20M |
| Sotera Health Company | 1.62% | $69.60M |
| Glaukos Corp. | 1.61% | $68.83M |
| Wingstop Inc | 1.60% | $68.46M |
| Legence Corp. | 1.39% | $59.55M |
| Core & Main Inc | 1.36% | $58.43M |
| Baker Hughes Company | 1.34% | $57.55M |
| Builders Firstsource, Inc. | 1.30% | $55.88M |
| Blackstone Inc | 1.29% | $55.39M |
| Janus Henderson Cash Collateral Fund LLC | 1.27% | $54.32M |
| Medline Inc. | 1.27% | $54.32M |
| Cipher Digital Inc. | 1.20% | $51.36M |
| Datadog Inc | 0.93% | $39.97M |
| Robinhood Markets Inc | 0.92% | $39.40M |
| Vaxcyte Inc | 0.91% | $38.92M |
| Sportradar Group AG | 0.89% | $38.02M |
| Bullish | 0.87% | $37.19M |
| Revolution Medicines Inc | 0.53% | $22.56M |
| Structure Therapeutics Inc | 0.37% | $15.88M |
| Janus Henderson Cash Liquidity Fund LLC | 0.19% | $8.06M |
| Pfizer, Inc. | 0.04% | $1.52M |
JCONX overview: performance, fees, allocation and SEC filings