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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.7B AUM 805 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 133 New 170 Added 255 Reduced 140 Exited
Page 8 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QBTS D-WAVE QUANTUM INC Technology 239,215.0 $5.7M 0.00% +225K +1581.5% $23.99 -15.0%
142 TE T1 ENERGY INC Industrials 408,038.0 $3.9M 0.00% +13K +3.4% $9.48 -53.3%
143 USAR USA RARE EARTH INC Basic Materials 162,787.0 $3.5M 0.00% +30K +22.1% $21.58 -10.8%
144 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 168,863.0 $2.9M 0.00% +91K +118.2% $17.31 +3.5%
145 IGE ISHARES TR 51,365.0 $2.9M 0.00% +36K +226.4% $56.18 +18.2%
146 DLR DIGITAL RLTY TR INC Real Estate 14,755.0 $2.6M 0.00% +3K +21.0% $179.58 +6.2%
147 XLE SELECT SECTOR SPDR TR 46,878.0 $2.5M 0.00% +5K +12.3% $53.11 +19.8%
148 EQIX EQUINIX INC Real Estate 2,271.0 $2.4M 0.00% +484.0 +27.1% $1042.39 +2.2%
149 TILE INTERFACE INC Consumer Cyclical 63,424.0 $2.3M 0.00% +7K +12.8% $35.84 +8.6%
150 NSC NORFOLK SOUTHN CORP Industrials 6,621.0 $2.1M 0.00% +391.0 +6.3% $314.59 +11.5%
151 EVTC EVERTEC INC Technology 70,639.0 $2.0M 0.00% +33K +87.9% $27.78 +7.5%
152 MTH MERITAGE HOMES CORP Consumer Cyclical 21,316.0 $1.8M 0.00% +9K +67.9% $83.85 -14.5%
153 ITRI ITRON INC Technology 18,886.0 $1.6M 0.00% +13K +220.9% $86.53 +15.6%
154 POR PORTLAND GEN ELEC CO Utilities 30,308.0 $1.6M 0.00% +12K +62.2% $51.83 -4.3%
155 GCMG GCM GROSVENOR INC Financial Services 124,048.0 $1.5M 0.00% +39K +45.7% $12.30 +11.6%
156 AZZ AZZ INC Industrials 9,497.0 $1.5M 0.00% +938.0 +11.0% $155.05 -9.0%
157 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 103,790.0 $1.5M 0.00% +50K +91.7% $14.14 +17.3%
158 INSTALLED BLDG PRODS INC 6,161.0 $1.4M 0.00% +3K +98.4% $229.84
159 MD PEDIATRIX MEDICAL GROUP INC Healthcare 52,822.0 $1.3M 0.00% +17K +47.1% $25.33 +5.0%
160 TDOC TELADOC HEALTH INC Healthcare 157,287.0 $1.3M 0.00% +57K +56.7% $8.48 -24.6%
Page 8 of 9  ·  170 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.1%
Consumer Cyclical 11.2%
Communication Services 10.1%
Healthcare 9.0%
Industrials 8.1%
Financial Services 6.4%
Utilities 3.9%
Consumer Defensive 2.9%
Energy 1.4%
Real Estate 0.6%