JANUS HENDERSON GROUP PLC
LONDON X0 · SEC CIK 0001274173
$2,094.38亿2026Q1 申报市值
2,407持仓数
29.8%前十大占比 · 第一大 6.9%
83 / 87新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$23.20亿
GEV 加仓+$12.87亿
META 加仓+$4.45亿
PLTR 加仓+$4.27亿
STX 加仓+$3.69亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$10.77亿
ASND 清仓-$8.66亿
DAYFORCE INC 清仓-$5.76亿
APP 减仓-$5.65亿
AVIDITY BIOSCIEN 清仓-$5.01亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9,011.91万 | 0.04% | 1,436,990 | 156,544 | 12.2% | $981.75万 | 加仓 |
| HLNE | HAMILTON LANE INC | $9,004.55万 | 0.04% | 905,660 | 103,663 | 12.9% | $1,030.67万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $8,872.39万 | 0.04% | 647,235 | -317,611 | -32.9% | -$4,353.86万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $8,810.38万 | 0.04% | 1,551,117 | 181,792 | 13.3% | $1,032.58万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $8,788.36万 | 0.04% | 585,891 | 31,749 | 5.7% | $476.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $8,680.26万 | 0.04% | 528,840 | -2,125,222 | -80.1% | -$3.49亿 | 减仓 |
| CSL | CARLISLE COS INC | $8,603.31万 | 0.04% | 257,878 | -27,118 | -9.5% | -$904.71万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $8,579.03万 | 0.04% | 3,095,448 | 177,339 | 6.1% | $491.50万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $8,528.03万 | 0.04% | 2,858,876 | -283,711 | -9.0% | -$846.31万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $8,485.35万 | 0.04% | 8,908,506 | 1,504,120 | 20.3% | $1,432.67万 | 加仓 |
| FOX | FOX CORP | $8,481.42万 | 0.04% | 1,597,659 | 332,131 | 26.2% | $1,763.17万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $8,358.66万 | 0.04% | 1,656,164 | -172,845 | -9.5% | -$872.35万 | 减仓 |
| TU | TELUS CORPORATION | $8,287.22万 | 0.04% | 6,470,019 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $8,232.73万 | 0.04% | 693,919 | -351,156 | -33.6% | -$4,166.15万 | 减仓 |
| CAT | CATERPILLAR INC | $8,182.51万 | 0.04% | 115,517 | -409 | -0.4% | -$28.97万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $8,129.97万 | 0.04% | 248,574 | -125,101 | -33.5% | -$4,091.61万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,127.83万 | 0.04% | 592,581 | -6,229 | -1.0% | -$85.44万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $8,109.74万 | 0.04% | 700,527 | 680,148 | 3,337.5% | $7,873.82万 | 加仓 |
| EBAY | EBAY INC. | $7,988.88万 | 0.04% | 877,682 | 810,633 | 1,209.0% | $7,378.58万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7,988.62万 | 0.04% | 918,153 | -207,972 | -18.5% | -$1,809.51万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $7,974.20万 | 0.04% | 1,233,658 | 369,702 | 42.8% | $2,389.70万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $7,930.84万 | 0.04% | 570,819 | -38,608 | -6.3% | -$536.41万 | 减仓 |
| — | ORACLE CORP | $7,908.55万 | 0.04% | 1,744,850 | 1,744,850 | — | $7,908.55万 | 新建仓 |
| ROKU | ROKU INC | $7,896.75万 | 0.04% | 834,619 | 775,861 | 1,320.4% | $7,340.81万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $7,890.41万 | 0.04% | 1,804,347 | 57,900 | 3.3% | $253.20万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $7,855.97万 | 0.04% | 1,006,144 | 10,603 | 1.1% | $82.79万 | 加仓 |
| WAB | WABTEC | $7,829.01万 | 0.04% | 313,398 | 1,025 | 0.3% | $25.61万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $7,809.31万 | 0.04% | 725,961 | 76,588 | 11.8% | $823.87万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $7,751.17万 | 0.04% | 1,470,057 | -1,909,512 | -56.5% | -$1.01亿 | 减仓 |
| STN | STANTEC INC | $7,733.19万 | 0.04% | 903,925 | -2,547 | -0.3% | -$21.79万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $7,689.22万 | 0.04% | 11,063,862 | 3,793,862 | 52.2% | $2,636.68万 | 加仓 |
| ZS | ZSCALER INC | $7,600.46万 | 0.04% | 541,671 | 173,268 | 47.0% | $2,431.21万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $7,516.37万 | 0.04% | 4,043,089 | -553,860 | -12.0% | -$1,029.66万 | 减仓 |
| MLI | MUELLER INDS INC | $7,490.66万 | 0.04% | 676,052 | 70,433 | 11.6% | $780.40万 | 加仓 |
| LFUS | LITTELFUSE INC | $7,416.95万 | 0.04% | 218,571 | -468 | -0.2% | -$15.88万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $7,348.47万 | 0.04% | 467,396 | 46,157 | 11.0% | $725.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,335.37万 | 0.04% | 302,610 | -9,634 | -3.1% | -$233.53万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $7,283.27万 | 0.03% | 2,360,866 | 91,384 | 4.0% | $281.92万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $7,249.30万 | 0.03% | 569,689 | 101,137 | 21.6% | $1,286.97万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $7,225.36万 | 0.03% | 2,258,984 | -82,739 | -3.5% | -$264.64万 | 减仓 |
| TOL | TOLL BROTHERS INC | $7,220.90万 | 0.03% | 528,903 | 62,168 | 13.3% | $848.75万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $7,206.23万 | 0.03% | 1,317,410 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $7,106.75万 | 0.03% | 850,411 | 30,178 | 3.7% | $252.19万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $6,959.60万 | 0.03% | 4,157,470 | 1,306 | 0.0% | $2.19万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $6,925.66万 | 0.03% | 4,986,073 | 520,201 | 11.6% | $722.56万 | 加仓 |
| ETR | ENTERGY CORP NEW | $6,908.92万 | 0.03% | 614,906 | 87,561 | 16.6% | $983.81万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $6,887.90万 | 0.03% | 266,659 | 47,219 | 21.5% | $1,219.68万 | 加仓 |
| AME | AMETEK INC | $6,881.69万 | 0.03% | 321,113 | -78,040 | -19.6% | -$1,672.45万 | 减仓 |
| INSM | INSMED INC | $6,856.44万 | 0.03% | 419,304 | -381,251 | -47.6% | -$6,234.20万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,854.93万 | 0.03% | 198,606 | -31,565 | -13.7% | -$1,089.47万 | 减仓 |
| EMXC | ISHARES INC | $6,851.01万 | 0.03% | 870,965 | 870,965 | — | $6,851.01万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $6,722.70万 | 0.03% | 3,556,041 | 3,556,041 | — | $6,722.70万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $6,677.46万 | 0.03% | 872,415 | -62,735 | -6.7% | -$480.17万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $6,635.03万 | 0.03% | 3,339,218 | 692,933 | 26.2% | $1,376.86万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $6,498.52万 | 0.03% | 239,768 | -19,046 | -7.4% | -$516.21万 | 减仓 |
| ATS | ATS CORPORATION | $6,454.40万 | 0.03% | 2,297,214 | 1,435,375 | 166.5% | $4,032.92万 | 加仓 |
| FTDR | FRONTDOOR INC | $6,448.51万 | 0.03% | 1,220,768 | 317,995 | 35.2% | $1,679.76万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $6,430.38万 | 0.03% | 3,451,628 | 1,355,640 | 64.7% | $2,525.56万 | 加仓 |
| FTI | TECHNIPFMC PLC | $6,395.71万 | 0.03% | 924,838 | 205,637 | 28.6% | $1,422.08万 | 加仓 |
| KEX | KIRBY CORP | $6,378.46万 | 0.03% | 480,015 | -78,285 | -14.0% | -$1,040.25万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6,373.98万 | 0.03% | 761,118 | 177,045 | 30.3% | $1,482.66万 | 加仓 |
| IEMG | ISHARES INC | $6,365.23万 | 0.03% | 912,578 | 912,578 | — | $6,365.23万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $6,319.90万 | 0.03% | 338,772 | 285,426 | 535.0% | $5,324.71万 | 加仓 |
| BLBD | BLUE BIRD CORP | $6,266.94万 | 0.03% | 1,102,335 | 324,710 | 41.8% | $1,846.03万 | 加仓 |
| CR | CRANE COMPANY | $6,177.70万 | 0.03% | 361,270 | 71,086 | 24.5% | $1,215.57万 | 加仓 |
| ANDE | ANDERSONS INC | $6,176.84万 | 0.03% | 860,942 | 223,600 | 35.1% | $1,604.22万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $6,151.52万 | 0.03% | 466,977 | 7,801 | 1.7% | $102.76万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $6,144.19万 | 0.03% | 2,362,696 | 2,360,957 | 135,765.2% | $6,139.67万 | 加仓 |
| LAZ | LAZARD INC | $6,080.59万 | 0.03% | 1,431,358 | 48,607 | 3.5% | $206.49万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $6,041.32万 | 0.03% | 3,855,334 | 646,898 | 20.2% | $1,013.69万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $6,035.77万 | 0.03% | 1,825,651 | 377,073 | 26.0% | $1,246.64万 | 加仓 |
| BLKB | BLACKBAUD INC | $6,007.09万 | 0.03% | 1,555,833 | 58,806 | 3.9% | $227.05万 | 加仓 |
| DAL | DELTA AIR LINES INC | $6,006.37万 | 0.03% | 903,471 | -185,935 | -17.1% | -$1,236.12万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $6,002.61万 | 0.03% | 124,954 | 21,709 | 21.0% | $1,042.87万 | 加仓 |
| ERAS | ERASCA INC | $5,998.78万 | 0.03% | 3,710,966 | 3,710,966 | — | $5,998.78万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $5,912.35万 | 0.03% | 784,231 | 1,806 | 0.2% | $13.62万 | 加仓 |
| VNT | VONTIER CORPORATION | $5,859.96万 | 0.03% | 1,652,081 | -195,376 | -10.6% | -$693.00万 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $5,859.15万 | 0.03% | 2,468,048 | 95,973 | 4.0% | $227.84万 | 加仓 |
| TBBK | BANCORP INC DEL | $5,829.62万 | 0.03% | 1,084,992 | 172,925 | 19.0% | $929.12万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $5,828.00万 | 0.03% | 4,196,409 | -1,154,044 | -21.6% | -$1,602.74万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5,753.03万 | 0.03% | 491,105 | 121,129 | 32.7% | $1,418.96万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5,693.35万 | 0.03% | 195,195 | -4,610 | -2.3% | -$134.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5,688.07万 | 0.03% | 612,257 | 140,591 | 29.8% | $1,306.14万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,670.43万 | 0.03% | 688,745 | -44,111 | -6.0% | -$363.17万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $5,629.24万 | 0.03% | 4,373,982 | 81,192 | 1.9% | $104.49万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $5,614.27万 | 0.03% | 1,424,963 | -144,400 | -9.2% | -$568.93万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $5,611.04万 | 0.03% | 683,180 | 27,007 | 4.1% | $221.81万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,559.39万 | 0.03% | 162,378 | -228,579 | -58.5% | -$7,825.93万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,536.56万 | 0.03% | 912,926 | -60,148 | -6.2% | -$364.78万 | 减仓 |
| PEN | PENUMBRA INC | $5,484.93万 | 0.03% | 167,054 | -308,844 | -64.9% | -$1.01亿 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,468.50万 | 0.03% | 410,854 | 14,414 | 3.6% | $191.85万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5,437.83万 | 0.03% | 363,562 | -127,824 | -26.0% | -$1,911.88万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $5,408.68万 | 0.03% | 907,782 | -14,218 | -1.5% | -$84.71万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5,403.39万 | 0.03% | 947,990 | 94,274 | 11.0% | $537.35万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,386.99万 | 0.03% | 226,706 | -83,092 | -26.8% | -$1,974.43万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $5,359.62万 | 0.03% | 812,882 | 26,844 | 3.4% | $176.99万 | 加仓 |
| ENB | ENBRIDGE INC | $5,348.94万 | 0.03% | 988,554 | -1,000 | -0.1% | -$5.41万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $5,321.70万 | 0.03% | 1,934,813 | 714,913 | 58.6% | $1,966.37万 | 加仓 |
| HTFL | HEARTFLOW INC | $5,306.30万 | 0.03% | 2,180,976 | 1,315,416 | 152.0% | $3,200.40万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $5,281.18万 | 0.03% | 1,519,328 | -87,534 | -5.4% | -$304.27万 | 减仓 |