Janus Capital’s Top Tech Stocks: Apple, Microsoft and Oracle

Wall St. Watchdog reveals information regarding Janus Capital Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 146 stocks in the Technology sector at the end of the quarter with an aggregate market value of $19.138 billion.

  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Janus Capital Management reported holding 8,764,403 shares with a market value of $2,941,947,273. This comprised 3% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 8,630,837 shares with a market value of $3,291,110,828. This comprised 4.06% of the total portfolio. The net change in shares for this position over the two quarters is -133,566. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Microsoft Corporation (NASDAQ:MSFT): On 06/30/2011, Janus Capital Management reported holding 61,344,153 shares with a market value of $1,594,947,978. This comprised 1.62% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 68,235,845 shares with a market value of $1,698,390,140. This comprised 2.09% of the total portfolio. The net change in shares for this position over the two quarters is 6,891,692. About Company: Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
  • Oracle Corp. (NASDAQ:ORCL): On 06/30/2011, Janus Capital Management reported holding 46,505,584 shares with a market value of $1,530,498,762. This comprised 1.56% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 48,918,031 shares with a market value of $1,405,904,200. This comprised 1.73% of the total portfolio. The net change in shares for this position over the two quarters is 2,412,447. About Company: Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle’s software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
  • Emc Corporation (NYSE:EMC): On 06/30/2011, Janus Capital Management reported holding 46,517,669 shares with a market value of $1,281,561,745. This comprised 1.31% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 47,987,000 shares with a market value of $1,007,247,119. This comprised 1.24% of the total portfolio. The net change in shares for this position over the two quarters is 1,469,331. About Company: EMC Corporation provides enterprise storage systems, software, networks, and services. The Company’s products store, retrieve, manage, protect, and share information from all major computing environments and mainframe platforms. EMC operates offices around the world.
  • International Business Machines (NYSE:IBM): On 06/30/2011, Janus Capital Management reported holding 6,644,736 shares with a market value of $1,139,904,481. This comprised 1.16% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 4,645,993 shares with a market value of $812,444,773. This comprised 1% of the total portfolio. The net change in shares for this position over the two quarters is -1,998,743. About Company: International Business Machines Corporation provides computer solutions through the use of advanced information technology. The Company’s solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.
  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, Janus Capital Management reported holding 20,304,240 shares with a market value of $828,209,968. This comprised 0.84% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 19,159,123 shares with a market value of $779,201,497. This comprised 0.96% of the total portfolio. The net change in shares for this position over the two quarters is -1,145,117. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • Te Connectivity Ltd. (NYSE:TEL): On 06/30/2011, Janus Capital Management reported holding 29,042,282 shares with a market value of $1,067,594,238. This comprised 1.09% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 26,791,495 shares with a market value of $753,912,653. This comprised 0.93% of the total portfolio. The net change in shares for this position over the two quarters is -2,250,787. About Company: Tyco Electronics Ltd. provides engineered electronic components, network solutions, undersea telecommunication systems, and wireless systems. The Company designs, manufactures, and markets products for customers in industries ranging from automotive, appliance, and aerospace and defense to telecommunications, computers, and consumer electronics.
  • Amphenol Corporation (NYSE:APH): On 06/30/2011, Janus Capital Management reported holding 12,591,296 shares with a market value of $679,804,092. This comprised 0.69% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 11,876,663 shares with a market value of $484,211,556. This comprised 0.6% of the total portfolio. The net change in shares for this position over the two quarters is -714,633. About Company: Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable. The Company’s products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.
  • At&t Inc. (NYSE:T): On 06/30/2011, Janus Capital Management reported holding 17,405,089 shares with a market value of $546,693,843. This comprised 0.56% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 16,448,261 shares with a market value of $469,104,411. This comprised 0.58% of the total portfolio. The net change in shares for this position over the two quarters is -956,828. About Company: AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.
  • Teradata Corporation (NYSE:TDC): On 06/30/2011, Janus Capital Management reported holding 6,898,329 shares with a market value of $415,279,411. This comprised 0.42% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 8,611,373 shares with a market value of $460,966,786. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 1,713,044. About Company: Teradata Corporation provides data warehousing solutions, including enterprise analytic technologies and services. The Company’s data warehousing solutions are comprised of software, hardware, and related business consulting and support services.

(Note: Data regarding Janus Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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