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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.6B AUM 798 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 95 New 202 Added 244 Reduced 81 Exited
Page 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WCN WASTE CONNECTIONS INC Industrials 13,296.0 $2.3M 0.00% +1K +8.3% $175.36 -10.5%
162 MGRC MCGRATH RENTCORP Industrials 20,424.0 $2.1M 0.00% +4K +22.1% $104.93 +4.5%
163 FCPT FOUR CORNERS PPTY TR INC Real Estate 92,480.0 $2.1M 0.00% +6K +6.3% $23.06 +8.4%
164 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 3,528.0 $2.1M 0.00% +3K +672.0% $603.30 +10.3%
165 OII OCEANEERING INTL INC Energy 87,910.0 $2.1M 0.00% +7K +8.7% $24.03 +60.1%
166 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 48,780.0 $2.0M 0.00% +19K +63.6% $40.74 -8.9%
167 DLR DIGITAL RLTY TR INC Real Estate 12,190.0 $1.9M 0.00% +491.0 +4.2% $154.71 +25.6%
168 SITE CTRS CORP 293,532.0 $1.9M 0.00% +123K +71.7% $6.42
169 EFC ELLINGTON FINANCIAL INC Real Estate 138,517.0 $1.9M 0.00% +54K +64.0% $13.58 -0.1%
170 SKYW SKYWEST INC Industrials 17,517.0 $1.8M 0.00% +6K +57.4% $100.41 -17.1%
171 CCI CROWN CASTLE INC Real Estate 19,732.0 $1.8M 0.00% +1K +6.6% $88.87 +3.6%
172 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 58,573.0 $1.7M 0.00% +32K +118.0% $29.19 +18.4%
173 HL HECLA MNG CO Basic Materials 83,824.0 $1.6M 0.00% +36K +74.6% $19.19 -9.8%
174 HNI HNI CORP Industrials 37,843.0 $1.6M 0.00% +17K +84.5% $42.04 -26.6%
175 TILE INTERFACE INC Consumer Cyclical 56,248.0 $1.6M 0.00% +6K +11.8% $27.92 +3.0%
176 CDE COEUR MNG INC Basic Materials 83,155.0 $1.5M 0.00% +37K +79.0% $17.83 +0.0%
177 SXC SUNCOKE ENERGY INC Energy 199,423.0 $1.4M 0.00% +59K +41.8% $7.20 +9.4%
178 WS WORTHINGTON STL INC Basic Materials 41,277.0 $1.4M 0.00% +17K +70.6% $34.62 +13.1%
179 CRC CALIFORNIA RES CORP Energy 31,154.0 $1.4M 0.00% +13K +71.4% $44.71 +39.3%
180 EQIX EQUINIX INC Real Estate 1,787.0 $1.4M 0.00% +106.0 +6.3% $766.16 +40.8%
Page 9 of 11  ·  202 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 43.1%
Communication Services 14.6%
Consumer Cyclical 12.2%
Healthcare 9.4%
Financial Services 6.9%
Industrials 5.2%
Utilities 3.9%
Consumer Defensive 2.7%
Energy 1.0%
Basic Materials 0.5%