JGLTX holdings — Janus Henderson VIT Global Technology and Innovation Portfolio
Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) held 56 positions with net assets of $1.88B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 63.7% of the fund, led by Taiwan Semiconductor Manufacturing Co. Ltd., NVDA, LRCX.
JGLTX top holdings
- Taiwan Semiconductor Manufacturing Co. Ltd. — 14.73% ($276M)
- NVDA NVIDIA Corp. — 11.94% ($224M)
- LRCX Lam Research Corp. — 5.55% ($104M)
- Samsung Electronics Co. Ltd. — 5.21% ($97.7M)
- AVGO Broadcom, Inc. — 4.99% ($93.6M)
- MSFT Microsoft Corp. — 4.99% ($93.6M)
- SK hynix, Inc. — 4.28% ($80.3M)
- KLAC KLA Corp. — 4.28% ($80.2M)
- MU Micron Technology, Inc. — 3.85% ($72.3M)
- AAPL Apple, Inc. — 3.83% ($71.9M)
- ASML Holding NV — 2.95% ($55.4M)
- AMD Advanced Micro Devices, Inc. — 2.84% ($53.2M)
- GOOG Alphabet, Inc. — 2.48% ($46.6M)
- Nebius Group NV — 2.45% ($45.9M)
- Janus Henderson Cash Collateral Fund LLC — 2.33% ($43.7M)
- AMZN Amazon.com, Inc. — 2.18% ($41.0M)
- APH Amphenol Corp. — 1.84% ($34.6M)
- AMAT Applied Materials, Inc. — 1.70% ($31.9M)
- Seagate Technology Holdings plc — 1.65% ($31.0M)
- SPCX Space Exploration Technologies Corp. — 1.42% ($26.7M)
- ADI Analog Devices, Inc. — 1.39% ($26.1M)
- SNOW Snowflake, Inc. — 1.37% ($25.7M)
- DDOG Datadog, Inc. — 1.34% ($25.1M)
- LITE Lumentum Holdings, Inc. — 1.26% ($23.6M)
- CDNS Cadence Design Systems, Inc. — 1.14% ($21.3M)
What are JGLTX's top 10 holdings?
Taiwan Semiconductor Manufacturing Co. Ltd. (14.7%), NVDA (11.9%), LRCX (5.6%), Samsung Electronics Co. Ltd. (5.2%), AVGO (5.0%), MSFT (5.0%), SK hynix, Inc. (4.3%), KLAC (4.3%), MU (3.9%), AAPL (3.8%).
How many stocks are in JGLTX?
Janus Henderson VIT Global Technology and Innovation Portfolio reported 56 holdings as of June 30, 2026.