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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 12 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GTX GARRETT MOTION INC Consumer Cyclical 41,367.0 $1.5M 0.00% -3K -5.8% $36.23 -26.4%
222 FN FABRINET Technology 2,612.0 $1.5M 0.00% -375.0 -12.6% $562.08 -22.5%
223 VEA VANGUARD TAX-MANAGED FDS 19,527.0 $1.4M 0.00% -57K -74.4% $71.25 +3.1%
224 NBR NABORS INDUSTRIES LTD Energy 14,148.0 $1.2M 0.00% -5K -25.4% $84.01 +9.1%
225 ETN EATON CORP PLC Industrials 2,725.0 $1.2M 0.00% -176.0 -6.1% $426.12 -1.2%
226 WLFC WILLIS LEASE FIN CORP Industrials 4,907.0 $1.1M 0.00% -246.0 -4.8% $228.80 -76.2%
227 SITE CTRS CORP 274,051.0 $1.1M 0.00% -19K -6.6% $3.97
228 RMBS RAMBUS INC DEL Technology 7,295.0 $968K 0.00% -5K -39.1% $132.74 -31.0%
229 APOGEE THERAPEUTICS INC 7,265.0 $964K 0.00% -571K -98.7% $132.73
230 DOCN DIGITALOCEAN HLDGS INC Technology 6,129.0 $962K 0.00% -14K -69.4% $157.03 -26.7%
231 LRN STRIDE INC Consumer Defensive 10,221.0 $881K 0.00% -5K -32.8% $86.24 -2.2%
232 PLAB PHOTRONICS INC Technology 27,059.0 $880K 0.00% -2K -5.3% $32.53 -6.3%
233 SKYW SKYWEST INC Industrials 8,787.0 $873K 0.00% -9K -49.8% $99.33 +1.4%
234 CDE COEUR MNG INC Basic Materials 52,893.0 $863K 0.00% -30K -36.4% $16.32 +29.5%
235 HL HECLA MINING COMPANY Basic Materials 55,425.0 $855K 0.00% -28K -33.9% $15.43 +34.4%
236 RACE FERRARI N V Consumer Cyclical 2,277.0 $848K 0.00% -69K -96.8% $372.31 +16.9%
237 CASY CASEYS GEN STORES INC Consumer Cyclical 1,011.0 $804K -28K -96.5% $794.79 +5.1%
238 ARM ARM HOLDINGS PLC Technology 2,046.0 $725K -207.0 -9.2% $354.53 -31.3%
239 NU NU HLDGS LTD Financial Services 48,892.0 $653K -39.3M -99.9% $13.36 +9.8%
240 CORZ CORE SCIENTIFIC INC NEW Technology 23,036.0 $589K -944K -97.6% $25.59 -30.7%
Page 12 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%