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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 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SKYWARD SPECIALTY INS GROUP 183,657.0 $10.7M 0.01% -286K -60.9% $58.35
182 MLYS MINERALYS THERAPEUTICS INC Healthcare 382,747.0 $10.3M 0.01% -876K -69.6% $26.98 -4.9%
183 RGEN REPLIGEN CORP Healthcare 74,996.0 $10.2M 0.01% -49K -39.3% $136.44 +32.8%
184 KFY KORN FERRY Industrials 153,286.0 $10.2M 0.01% -803K -84.0% $66.58 +27.8%
185 RSG REPUBLIC SVCS INC Industrials 46,501.0 $9.9M 0.01% -135K -74.4% $213.08 +3.6%
186 BBCP CONCRETE PUMPING HLDGS INC Industrials 797,410.0 $9.6M 0.01% -698K -46.7% $12.05 -22.7%
187 XZO EXZEO GROUP INC Financial Services 568,680.0 $9.6M 0.01% -13K -2.2% $16.87 +0.0%
188 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 198,715.0 $9.4M 0.01% -11K -5.2% $47.27 +8.5%
189 CWST CASELLA WASTE SYS INC Industrials 96,577.0 $9.4M 0.01% -104K -51.8% $96.97 -5.1%
190 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 550,826.0 $9.1M 0.01% -353K -39.0% $16.53 +26.8%
191 CNI CANADIAN NATL RY CO Industrials 72,524.0 $8.6M 0.01% -766.0 -1.1% $119.24 +8.9%
192 AGI ALAMOS GOLD INC Basic Materials 274,450.0 $8.3M 0.01% -408K -59.8% $30.34 +24.8%
193 IRTC IRHYTHM HOLDINGS INC Healthcare 67,924.0 $8.1M 0.01% -71K -51.1% $118.95 +8.0%
194 PCOR PROCORE TECHNOLOGIES INC Technology 194,267.0 $7.9M 0.01% -375K -65.9% $40.62 +56.3%
195 AMT AMERICAN TOWER CORP Real Estate 44,324.0 $7.3M 0.00% -14K -23.5% $163.57 +7.5%
196 NOW SERVICENOW INC Technology 72,797.0 $7.2M 0.00% -8.4M -99.1% $99.28 +29.4%
197 XME SPDR SERIES TRUST 56,903.0 $6.1M 0.00% -26K -31.2% $106.93 +11.6%
198 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 161,861.0 $6.1M 0.00% -1.1M -87.4% $37.42 +126.3%
199 IE IVANHOE ELECTRIC INC Technology 628,208.0 $6.0M 0.00% -159K -20.2% $9.61 +17.3%
200 ACWI ISHARES TR 35,423.0 $5.6M 0.00% -146K -80.5% $156.97 +2.4%
Page 10 of 13  ·  255 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%