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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 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD INDEX FDS 15,296.0 $1.3M 0.00% +3K +25.6% $86.14 +1.5%
162 INVA INNOVIVA INC Healthcare 53,651.0 $1.2M 0.00% +7K +15.6% $22.71 -6.7%
163 OUTFRONT MEDIA INC 34,972.0 $1.1M 0.00% +5K +17.9% $32.76
164 MFA MFA FINL INC Real Estate 108,013.0 $1.0M 0.00% +35K +48.3% $9.69 -8.2%
165 DX DYNEX CAP INC Real Estate 79,006.0 $1.0M 0.00% +9K +12.1% $13.11 -0.5%
166 FBRT FRANKLIN BSP RLTY TR INC Real Estate 123,723.0 $1.0M 0.00% +23K +22.6% $8.14 +2.5%
167 KSS KOHLS CORP Consumer Cyclical 49,810.0 $883K 0.00% +22K +79.3% $17.72 -1.4%
168 ENSG ENSIGN GROUP INC Healthcare 5,289.0 $848K 0.00% +741.0 +16.3% $160.30 +12.0%
169 DAR DARLING INGREDIENTS INC Consumer Defensive 9,961.0 $544K +1K +16.6% $54.62 +19.6%
170 BCE BCE INC Communication Services 13,723.0 $295K +2K +16.8% $21.51 +10.3%
Page 9 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%