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For Financial Professionals in the US

Concentrated All Cap Growth Managed Account Holdings

Full Portfolio Holdings

(As of 01/31/2025)

% OF INVESTMENTS
Microsoft Corp 10.28
Amazon.com Inc 8.40
Apple Inc 5.87
Alphabet Inc 5.69
Meta Platforms Inc 5.61
NVIDIA Corp 5.54
Mastercard Inc 4.86
Broadcom Inc 3.57
Core & Main Inc 3.56
Oracle Corp 3.11
UnitedHealth Group Inc 2.83
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 2.80
Eli Lilly & Co 2.74
Marvell Technology Inc 2.64
Howmet Aerospace Inc 2.49
Booking Holdings Inc 2.18
MercadoLibre Inc 2.07
Surgery Partners Inc 1.81
DraftKings Inc 1.66
Monster Beverage Corp 1.65
ASML Holding NV 1.59
Argenx SE (ADR) 1.51
Danaher Corp 1.47
Intercontinental Exchange Inc 1.45
Progressive Corp 1.44
Datadog Inc 1.34
DoorDash Inc 1.25
Las Vegas Sands Corp 1.20
Deere & Co 1.17
Shopify Inc 1.11
American Tower Corp 1.11
Vertiv Holdings Co 1.02
Linde PLC 0.96
PTC Inc 0.95
Madrigal Pharmaceuticals Inc 0.87
Vaxcyte Inc 0.76
REVOLUTION Medicines Inc 0.45
Cash & Equivalents 0.99
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.