Janus Henderson US Opportunistic Alpha's portfolio and holdings - Aug 2025

As per corporate shareholdings filed for Jul-2025, people matching Janus Henderson US Opportunistic Alpha publicly holds 36 stocks with a net worth of over US$ 4.8 B.

These are shares held by Janus Henderson US Opportunistic Alpha as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Ceridian HCM Holding Inc. Janus Henderson Us Opportunistic Alpha 69.77 643,431 0.41% 0.00 44.9 M
Amazon.com Inc. Janus Henderson Us Opportunistic Alpha 229.00 977,028 0.01% 0.00 223.7 M
Argen X SE - ADR Janus Henderson Us Opportunistic Alpha 712.20 197,679 0.32% 0.04 140.8 M
AST SpaceMobile Inc - Ordinary Shares - Class A Janus Henderson Us Opportunistic Alpha 48.94 450,000 0.17% -0.09 22.0 M
Builders Firstsource Inc Janus Henderson Us Opportunistic Alpha 138.68 803,150 0.73% 0.36 111.4 M
Blackstone Inc Janus Henderson Us Opportunistic Alpha 171.40 709,577 0.09% NEW 121.6 M
Cullen Frost Bankers Inc. Janus Henderson Us Opportunistic Alpha 129.03 853,195 1.33% 0.34 110.1 M
Core & Main Inc - Ordinary Shares Class A Janus Henderson Us Opportunistic Alpha 64.72 1,583,893 0.84% 0.01 102.5 M
Capital One Financial Corp. Janus Henderson Us Opportunistic Alpha 227.22 1,383,731 0.22% 0.01 314.4 M
Caesars Entertainment Inc Janus Henderson Us Opportunistic Alpha 26.77 8,025,191 3.86% 0.10 214.8 M
Dell Technologies Inc - Ordinary Shares - Class C Janus Henderson Us Opportunistic Alpha 122.15 813,283 0.12% -0.08 99.3 M
Freeport-McMoRan Inc Janus Henderson Us Opportunistic Alpha 44.40 2,836,202 0.20% 0.00 125.9 M
Ferguson Plc. Janus Henderson Us Opportunistic Alpha 231.15 185,604 0.09% -0.02 42.9 M
Flutter Entertainment Plc Janus Henderson Us Opportunistic Alpha 307.17 573,650 0.32% 0.00 176.2 M
Globus Medical Inc - Ordinary Shares - Class A Janus Henderson Us Opportunistic Alpha 61.27 1,422,641 1.05% 0.00 87.2 M
HubSpot Inc Janus Henderson Us Opportunistic Alpha 483.17 203,634 0.39% 0.05 98.4 M
Howmet Aerospace Inc Janus Henderson Us Opportunistic Alpha 174.10 1,001,031 0.25% -0.02 174.3 M
Intercontinental Exchange Inc Janus Henderson Us Opportunistic Alpha 176.60 850,154 0.15% -0.08 150.1 M
Lantheus Holdings Inc Janus Henderson Us Opportunistic Alpha 54.90 1,077,453 1.58% 0.32 59.2 M
Mid-America Apartment Communities, Inc. Janus Henderson Us Opportunistic Alpha 145.82 453,136 0.39% 0.11 66.1 M
Madrigal Pharmaceuticals Inc Janus Henderson Us Opportunistic Alpha 437.85 304,975 1.37% -0.24 133.5 M
3M Co. Janus Henderson Us Opportunistic Alpha 155.53 787,512 0.15% 0.00 122.5 M
Monster Beverage Corp. Janus Henderson Us Opportunistic Alpha 62.41 1,761,730 0.18% 0.00 109.9 M
Marvell Technology Inc Janus Henderson Us Opportunistic Alpha 62.86 2,378,680 0.28% 0.09 149.5 M
Oracle Corp. Janus Henderson Us Opportunistic Alpha 226.13 1,678,906 0.06% 0.00 379.7 M
Vaxcyte Inc Janus Henderson Us Opportunistic Alpha 30.79 681,033 0.52% 0.04 21.0 M
PNC Financial Services Group Inc Janus Henderson Us Opportunistic Alpha 207.44 1,259,635 0.32% 0.04 261.3 M
Surgery Partners Inc Janus Henderson Us Opportunistic Alpha 22.69 11,678,754 9.11% 0.72 265.0 M
Sotera Health Co Janus Henderson Us Opportunistic Alpha 16.37 3,403,536 1.20% -0.18 55.7 M
Beauty Health Company (The) - Ordinary Shares - Class A Janus Henderson Us Opportunistic Alpha 2.08 5,327,107 4.20% -2.35 11.1 M
Sportradar Group AG - Ordinary Shares - Class A Janus Henderson Us Opportunistic Alpha 30.94 3,005,854 1.02% 0.00 93.0 M
Taiwan Semiconductor Manufacturing - ADR Janus Henderson Us Opportunistic Alpha 230.87 737,037 0.01% 0.00 170.2 M
Unitedhealth Group Inc Janus Henderson Us Opportunistic Alpha 309.87 473,831 0.05% 0.01 146.8 M
Vertiv Holdings Co - Ordinary Shares - Class A Janus Henderson Us Opportunistic Alpha 127.55 1,350,903 0.35% 0.02 172.3 M
Western Alliance Bancorp Janus Henderson Us Opportunistic Alpha 89.55 1,738,289 1.57% -0.52 155.7 M
Wingstop Inc Janus Henderson Us Opportunistic Alpha 328.12 91,643 0.33% NEW 30.1 M
Chart Industries Inc 199.36 - Investor holds below 1%
Alibaba Group Holding Ltd - ADR 135.00 - Investor holds below 1%
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