JACNX holdings — Janus Henderson Contrarian Fund
Janus Henderson Contrarian Fund (JACNX) held 45 positions with net assets of $5.49B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 46.4% of the fund, led by Nebius Group NV, MRVL, TSM.
JACNX top holdings
- Nebius Group NV — 5.76% ($316M)
- MRVL Marvell Technology, Inc. — 5.53% ($303M)
- TSM Taiwan Semiconductor Manufacturing Co. Ltd. — 5.40% ($297M)
- Janus Henderson Cash Liquidity Fund LLC — 5.07% ($278M)
- PNC PNC Financial Services Group, Inc. (The) — 4.35% ($239M)
- COF Capital One Financial Corp. — 4.35% ($239M)
- SGRY Surgery Partners, Inc. — 4.06% ($223M)
- UNH UnitedHealth Group, Inc. — 4.05% ($223M)
- LITE Lumentum Holdings, Inc. — 3.98% ($218M)
- ORCL Oracle Corp. — 3.83% ($210M)
- HWM Howmet Aerospace, Inc. — 3.75% ($206M)
- AMZN Amazon.com, Inc. — 3.48% ($191M)
- VRT Vertiv Holdings Co. — 3.33% ($183M)
- FPS Forgent Power Solutions, Inc. — 3.31% ($181M)
- MMM 3M Co. — 2.54% ($139M)
- ARGX Argenx SE — 2.44% ($134M)
- NXST Nexstar Media Group, Inc. — 2.05% ($113M)
- CNP CenterPoint Energy, Inc. — 2.05% ($112M)
- SHC Sotera Health Co. — 1.89% ($104M)
- Hong Kong Exchanges & Clearing Ltd. — 1.89% ($104M)
- WING Wingstop, Inc. — 1.84% ($101M)
- WAL Western Alliance Bancorp — 1.79% ($98.1M)
- MDGL Madrigal Pharmaceuticals, Inc. — 1.65% ($90.3M)
- CFR Cullen — 1.64% ($90.1M)
- ARXS Arxis, Inc. — 1.63% ($89.4M)
What are JACNX's top 10 holdings?
Nebius Group NV (5.8%), MRVL (5.5%), TSM (5.4%), Janus Henderson Cash Liquidity Fund LLC (5.1%), PNC (4.4%), COF (4.4%), SGRY (4.1%), UNH (4.1%), LITE (4.0%), ORCL (3.8%).
How many stocks are in JACNX?
Janus Henderson Contrarian Fund reported 45 holdings as of June 30, 2026.
Share classes: JACNX, JCNAX, JCNCX, JCNIX, JCNNX, JCNRX, JCONX, JSVAX