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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 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MANE VERADERMICS INC Healthcare 748,678.0 $92.0M 0.06% NEW $122.94 -14.3%
22 DUPONT DE NEMOURS INC 539,760.0 $73.2M 0.04% NEW $135.64
23 GKOS GLAUKOS CORP Healthcare 491,498.0 $68.7M 0.04% NEW $139.76 +32.3%
24 AUGO AURA MINERALS INC Basic Materials 1,074,817.0 $67.7M 0.04% NEW $62.95 +37.7%
25 MSGE SPHERE ENTERTAINMENT CO Communication Services 361,440.0 $62.5M 0.04% NEW $173.03 -53.9%
26 LITE LUMENTUM HLDGS INC Technology 66,862.0 $57.4M 0.03% NEW $858.06 +2.5%
27 TEX TEREX CORP NEW Industrials 779,895.0 $56.5M 0.03% NEW $72.39 -11.3%
28 ERAS ERASCA INC Healthcare 2,788,412.0 $51.1M 0.03% NEW $18.32 -6.8%
29 PDFS PDF SOLUTIONS INC Technology 716,075.0 $50.7M 0.03% NEW $70.79 -36.7%
30 CHRD CHORD ENERGY CORPORATION Energy 435,641.0 $49.8M 0.03% NEW $114.30 +30.2%
31 ARMK ARAMARK Industrials 809,531.0 $46.1M 0.03% NEW $56.90 +4.3%
32 SOLV ENERGY INC 1,168,757.0 $39.8M 0.02% NEW $34.05
33 FE FIRSTENERGY CORP Utilities 700,736.0 $33.3M 0.02% NEW $47.54 -0.7%
34 BHE BENCHMARK ELECTRS INC Technology 335,616.0 $33.1M 0.02% NEW $98.67 -25.7%
35 RKLB ROCKET LAB CORP Industrials 318,542.0 $32.4M 0.02% NEW $101.65 -28.2%
36 VIAV VIAVI SOLUTIONS INC Technology 656,976.0 $31.4M 0.02% NEW $47.75 -19.2%
37 QUANTINUUM INC 358,462.0 $29.3M 0.02% NEW $81.74
38 NIC NICOLET BANKSHARES INC Financial Services 172,925.0 $28.6M 0.02% NEW $165.39 +3.8%
39 ORKA ORUKA THERAPEUTICS INC Healthcare 299,257.0 $28.5M 0.02% NEW $95.17 +10.2%
40 POWL POWELL INDS INC Industrials 96,763.0 $27.7M 0.02% NEW $286.36 -31.1%
Page 2 of 7  ·  133 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 44.7%
Communication Services 12.9%
Consumer Cyclical 10.8%
Healthcare 8.7%
Industrials 7.9%
Financial Services 6.2%
Utilities 3.7%
Consumer Defensive 2.8%
Energy 1.4%
Basic Materials 0.5%