ETF · holdings as filed 2026-03-31
What's inside JACNX?
Janus Henderson Contrarian Fund
- Holdings
- 44
- positions in the fund
- Top 10
- 47%
- of fund assets
- Expense ratio
- 0.65%
- net, per year
- Fund size
- $4B
- total net assets
Top 20 holdings
| Rank | Logo | Ticker / Name | Weight | |
|---|---|---|---|---|
| 1 | O  | ORCLORACLE CORP | 6.44% | |
| 2 | T  | TSMTAIWAN SEMICONDUCTOR-SP ADR | 5.61% | |
| 3 | A  | AMZNAMAZON.COM INC | 4.80% | |
| 4 | C  | COFCAPITAL ONE FINANCIAL CORP | 4.76% | |
| 5 | P  | PNCPNC FINANCIAL SERVICES GROUP | 4.70% | |
| 6 | V  | VRTVERTIV HOLDINGS CO-A | 4.59% | |
| 7 | N  | NBISNEBIUS GROUP NV | 4.58% | |
| 8 | H  | HWMHOWMET AEROSPACE INC | 4.07% | |
| 9 | L  | LITELUMENTUM HOLDINGS INC | 3.70% | |
| 10 | S  | SGRYSURGERY PARTNERS INC | 3.56% | |
| 11 | C  | CZRCAESARS ENTERTAINMENT INC | 3.56% | |
| 12 | M  | MRVLMARVELL TECHNOLOGY INC | 3.01% | |
| 13 | U  | UNHUNITEDHEALTH GROUP INC | 2.86% | |
| 14 | M  | MMM3M CO | 2.63% | |
| 15 | N  | NXSTNEXSTAR MEDIA GROUP INC | 2.63% | |
| 16 | H  | HKXCFHONG KONG EXCHANGES & CLEAR | 2.60% | |
| 17 | A  | ARGXARGENX SE - ADR | 2.43% | |
| 18 | I  | ICEINTERCONTINENTAL EXCHANGE IN | 2.39% | |
| 19 | M  | MDGLMADRIGAL PHARMACEUTICALS INC | 2.27% | |
| 20 | F  | FPSFORGENT POWER SOLUTIONS-CL A | 2.26% |
Top holdings — Information Technology
Your 10 largest positions in this sector
1
O
ORCLORACLE CORP
6.44%2
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
5.61%3
V
VRTVERTIV HOLDINGS CO-A
4.59%4
N
NBISNEBIUS GROUP NV
4.58%5
L
LITELUMENTUM HOLDINGS INC
3.70%6
M
MRVLMARVELL TECHNOLOGY INC
3.01%7
F
FPSFORGENT POWER SOLUTIONS-CL A
2.26%8
F
FLUTFLUTTER ENTERTAINMENT PLC-DI
1.85%9
B
BKRBAKER HUGHES CO
1.33%10
D
DDOGDATADOG INC - CLASS A
0.92%Top holdings — United States
Your 10 largest positions in this country
1
O
ORCLORACLE CORP
6.44%2
A
AMZNAMAZON.COM INC
4.80%3
C
COFCAPITAL ONE FINANCIAL CORP
4.76%4
P
PNCPNC FINANCIAL SERVICES GROUP
4.70%5
V
VRTVERTIV HOLDINGS CO-A
4.59%6
H
HWMHOWMET AEROSPACE INC
4.07%7
L
LITELUMENTUM HOLDINGS INC
3.70%8
S
SGRYSURGERY PARTNERS INC
3.56%9
C
CZRCAESARS ENTERTAINMENT INC
3.56%10
M
MRVLMARVELL TECHNOLOGY INC
3.01%Geography reflects each issuer's registered business address per SEC EDGAR filings where available, falling back to the exchange or listing where no SEC filing exists — not necessarily where a company's stock is primarily listed (e.g. TSMC is classified as Taiwan even though its ADR trades on the NYSE).
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Unwrap your portfolio →Funds similar to JACNX
Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.