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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 3 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 3,442,877.0 $248.4M 0.15% -3.0M -46.5% $72.16 +8.8%
42 ENTERGY CORP NEW 2,081,062.0 $239.0M 0.14% -538K -20.5% $114.86
43 LNG CHENIERE ENERGY INC Energy 948,048.0 $226.6M 0.14% -81K -7.9% $239.01 +16.0%
44 MET METLIFE INC Financial Services 2,669,463.0 $225.9M 0.14% -433K -14.0% $84.61 +11.5%
45 ONTO ONTO INNOVATION INC Technology 594,166.0 $224.9M 0.14% -87K -12.7% $378.45 -22.5%
46 UNP UNION PAC CORP Industrials 808,441.0 $219.9M 0.13% -38K -4.5% $272.00 +12.7%
47 ARGX ARGENX SE Healthcare 226,200.0 $209.9M 0.13% -4K -1.6% $927.77 +12.9%
48 SRE SEMPRA Utilities 2,045,621.0 $189.6M 0.11% -111K -5.1% $92.71 -9.7%
49 CB CHUBB LIMITED Financial Services 545,906.0 $186.0M 0.11% -9K -1.6% $340.74 +0.2%
50 DELL DELL TECHNOLOGIES INC Technology 417,214.0 $180.0M 0.11% -859K -67.3% $431.46 +1.7%
51 IDA IDACORP INC Utilities 1,187,372.0 $179.6M 0.11% -296K -20.0% $151.30 -8.7%
52 EMBJ EMBRAER S.A. Industrials 2,732,952.0 $174.4M 0.10% -3.0M -52.3% $63.80 +19.2%
53 ABBV ABBVIE INC Healthcare 679,544.0 $171.0M 0.10% -507K -42.8% $251.64 +5.6%
54 HOOD ROBINHOOD MKTS INC Financial Services 1,605,609.0 $161.0M 0.10% -2.8M -63.6% $100.28 +7.4%
55 RL RALPH LAUREN CORP Consumer Cyclical 393,234.0 $157.8M 0.10% -165K -29.5% $401.41 -6.8%
56 AEE AMEREN CORP Utilities 1,365,345.0 $154.3M 0.09% -75K -5.2% $113.04 -5.3%
57 EWBC EAST WEST BANCORP INC Financial Services 1,186,619.0 $153.2M 0.09% -79K -6.2% $129.09 +1.2%
58 XEL XCEL ENERGY INC Utilities 1,858,552.0 $149.2M 0.09% -103K -5.3% $80.30 -4.3%
59 EGO ELDORADO GOLD CORP NEW Basic Materials 4,716,829.0 $146.6M 0.09% -3.4M -41.6% $31.09 +47.1%
60 PCG PG&E CORP Utilities 8,673,570.0 $145.9M 0.09% -459K -5.0% $16.82 +4.7%
Page 3 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%