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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.6B AUM 798 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 95 New 202 Added 244 Reduced 81 Exited
Page 6 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GREAT LAKES DREDGE & DOCK CO 3,806,504.0 $49.9M 0.03% -468K -10.9% $13.12
102 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 583,585.0 $47.9M 0.03% -891K -60.4% $82.02 -21.6%
103 OLED UNIVERSAL DISPLAY CORP Technology 409,678.0 $47.8M 0.03% -13K -3.2% $116.78 -21.6%
104 FIBK FIRST INTST BANCSYSTEM INC Financial Services 1,356,333.0 $46.9M 0.03% -273K -16.7% $34.60 +1.7%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 272,648.0 $46.2M 0.03% -35K -11.5% $169.53 +4.8%
106 DTE DTE ENERGY CO Utilities 355,298.0 $45.8M 0.03% -158K -30.7% $128.98 +11.5%
107 PINS PINTEREST INC Communication Services 1,768,597.0 $45.8M 0.03% -2.1M -54.3% $25.89 -27.3%
108 MCD MCDONALDS CORP Consumer Cyclical 148,145.0 $45.3M 0.03% -24K -13.9% $305.63 -7.0%
109 RNST RENASANT CORP Financial Services 1,276,458.0 $45.0M 0.03% -356K -21.8% $35.22 +16.8%
110 NTRA NATERA INC Healthcare 195,943.0 $44.9M 0.03% -144K -42.4% $229.09 -11.1%
111 CHEF CHEFS WHSE INC Consumer Defensive 702,128.0 $43.8M 0.03% -35K -4.7% $62.33 +25.3%
112 AMGN AMGEN INC Healthcare 132,464.0 $43.4M 0.03% -91K -40.8% $327.31 +3.1%
113 CBRE CBRE GROUP INC Real Estate 268,456.0 $43.2M 0.03% -7K -2.7% $160.79 -18.5%
114 MRSH MARSH & MCLENNAN COS INC Financial Services 229,075.0 $42.5M 0.03% -371K -61.8% $185.52 -11.0%
115 PI IMPINJ INC Technology 242,504.0 $42.2M 0.03% -5K -2.0% $174.01 -21.2%
116 RRX REGAL REXNORD CORPORATION Industrials 295,785.0 $41.5M 0.03% -83K -21.9% $140.32 +39.1%
117 CCJ CAMECO CORP Energy 449,577.0 $41.1M 0.03% -68K -13.2% $91.49 +15.1%
118 CNM CORE & MAIN INC Industrials 775,592.0 $40.3M 0.02% -1.3M -62.8% $51.97 -9.3%
119 LPLA LPL FINL HLDGS INC Financial Services 111,667.0 $39.9M 0.02% -993K -89.9% $357.17 -19.4%
120 WGS GENEDX HOLDINGS CORP Healthcare 302,149.0 $39.3M 0.02% -296K -49.5% $130.06 -65.6%
Page 6 of 13  ·  244 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 43.1%
Communication Services 14.6%
Consumer Cyclical 12.2%
Healthcare 9.4%
Financial Services 6.9%
Industrials 5.2%
Utilities 3.9%
Consumer Defensive 2.7%
Energy 1.0%
Basic Materials 0.5%