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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 8 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSA NATIONAL STORAGE AFFILIATES Real Estate 975,810.0 $27.5M 0.02% -543K -35.7% $28.21 +51.6%
142 AME AMETEK INC Industrials 132,974.0 $27.3M 0.02% -128K -49.0% $205.31 +8.7%
143 TCOM TRIP COM GROUP LTD Consumer Cyclical 369,952.0 $26.6M 0.02% -132K -26.3% $71.91 -32.5%
144 FUTU FUTU HLDGS LTD Financial Services 161,280.0 $26.5M 0.02% -54K -25.0% $164.21 -24.6%
145 AGI ALAMOS GOLD INC NEW Basic Materials 682,747.0 $26.3M 0.02% -6K -0.8% $38.58 +1.7%
146 RACE FERRARI N V Consumer Cyclical 70,993.0 $26.2M 0.02% -100K -58.6% $369.56 -7.5%
147 WHD CACTUS INC Energy 566,935.0 $25.9M 0.02% -93K -14.2% $45.68 +36.1%
148 EPAC ENERPAC TOOL GROUP CORP Industrials 663,069.0 $25.4M 0.01% -142K -17.7% $38.24 -10.6%
149 RDNT RADNET INC Healthcare 350,615.0 $25.0M 0.01% -10K -2.7% $71.35 -24.0%
150 ET ENERGY TRANSFER L P Energy 1,514,712.0 $25.0M 0.01% -84K -5.3% $16.49 +21.3%
151 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 139,059.0 $24.7M 0.01% -18K -11.6% $177.44 -33.6%
152 GFF GRIFFON CORP Industrials 328,431.0 $24.2M 0.01% -266K -44.7% $73.65 +14.9%
153 SKYWARD SPECIALTY INS GROUP 469,438.0 $24.0M 0.01% -160K -25.4% $51.11
154 MIR MIRION TECHNOLOGIES INC Industrials 992,583.0 $23.2M 0.01% -59K -5.6% $23.42 -24.8%
155 RSKD RISKIFIED LTD Technology 4,595,027.0 $22.8M 0.01% -115K -2.4% $4.97 -1.6%
156 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 420,939.0 $22.7M 0.01% -189K -31.0% $53.94 +29.7%
157 AVNT AVIENT CORPORATION Basic Materials 719,938.0 $22.5M 0.01% -626K -46.5% $31.24 +9.2%
158 ROAD CONSTRUCTION PARTNERS INC Industrials 206,935.0 $22.5M 0.01% -68K -24.8% $108.55 +3.7%
159 MTZ MASTEC INC Industrials 102,856.0 $22.4M 0.01% -146K -58.7% $217.37 +78.9%
160 EPD ENTERPRISE PRODS PARTNERS L Energy 687,096.0 $22.0M 0.01% -38K -5.3% $32.06 +23.1%
Page 8 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%