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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 13 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APOS APOLLO GLOBAL MGMT INC 4,782.0 $566K -72K -93.8% $118.32
242 FSLR FIRST SOLAR INC Energy 2,325.0 $549K -56K -96.0% $235.98 -6.6%
243 MAA MID-AMER APT CMNTYS INC Real Estate 3,691.0 $513K -205K -98.2% $138.94 -5.2%
244 UNILEVER PLC 8,490.0 $510K -1.5M -99.4% $60.12
245 PRIM PRIMORIS SVCS CORP Industrials 4,607.0 $457K -2K -34.3% $99.12 -21.5%
246 PL PLANET LABS PBC Industrials 13,461.0 $446K -24K -63.7% $33.13 -32.7%
247 CHWY CHEWY INC Consumer Cyclical 21,475.0 $422K -768K -97.3% $19.65 +24.0%
248 OKLO OKLO INC Utilities 7,813.0 $409K -64.0 -0.8% $52.33 -18.5%
249 VT VANGUARD INTL EQUITY INDEX F 2,517.0 $395K -46K -94.8% $156.98 +2.6%
250 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 561.0 $395K -3K -84.1% $703.77 -0.7%
251 IVW ISHARES TR 1,971.0 $271K -1K -39.8% $137.51 +1.2%
252 MAR MARRIOTT INTL INC NEW Consumer Cyclical 729.0 $270K -422.0 -36.7% $370.34 -4.0%
253 GTLS CHART INDS INC Industrials 1,244.0 $260K -1K -49.0% $208.88 +0.5%
254 EFA ISHARES TR 2,095.0 $218K -4K -64.9% $103.86 +4.3%
255 STWD STARWOOD PPTY TR INC Real Estate 10,882.0 $178K -488.0 -4.3% $16.38 +0.3%
Page 13 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%