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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 9 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHAK SHAKE SHACK INC Consumer Cyclical 378,606.0 $21.2M 0.01% -210K -35.6% $56.02 +35.3%
162 RDNT RADNET INC Healthcare 341,261.0 $21.0M 0.01% -9K -2.7% $61.67 +24.6%
163 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 409,615.0 $20.7M 0.01% -20K -4.6% $50.53 -3.0%
164 ROAD CONSTRUCTION PARTNERS INC Industrials 169,241.0 $20.1M 0.01% -38K -18.2% $118.77 -5.6%
165 EPAC ENERPAC TOOL GROUP CORP Industrials 547,987.0 $19.7M 0.01% -115K -17.4% $35.86 +3.9%
166 IOT SAMSARA INC Technology 580,784.0 $18.8M 0.01% -413K -41.5% $32.43 +23.2%
167 IIIV I3 VERTICALS INC Technology 856,628.0 $18.3M 0.01% -237K -21.7% $21.36 -21.9%
168 LBRX LB PHARMACEUTICALS INC Healthcare 540,902.0 $17.6M 0.01% -281K -34.2% $32.45 +46.7%
169 NGNE NEUROGENE INC Healthcare 518,582.0 $16.3M 0.01% -15K -2.7% $31.45 +22.8%
170 MIR MIRION TECHNOLOGIES INC Industrials 887,170.0 $15.9M 0.01% -105K -10.6% $17.93 -17.3%
171 PANW PALO ALTO NETWORKS INC Technology 45,094.0 $15.4M 0.01% -32K -41.4% $341.02 +4.9%
172 LPLA LPL FINL HLDGS INC Financial Services 53,967.0 $15.2M 0.01% -58K -51.7% $281.68 +28.3%
173 PI IMPINJ INC Technology 105,639.0 $15.1M 0.01% -137K -56.4% $143.23 +15.6%
174 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 686,195.0 $14.7M 0.01% -2.0M -74.3% $21.45 +21.2%
175 WES WESTERN MIDSTREAM PARTNERS L Energy 313,367.0 $13.7M 0.01% -62K -16.4% $43.76 +10.5%
176 KNTK KINETIK HOLDINGS INC Energy 261,559.0 $12.6M 0.01% -9K -3.2% $48.34 +12.7%
177 XENE XENON PHARMACEUTICALS INC Healthcare 208,060.0 $12.6M 0.01% -1.1M -83.9% $60.36 +0.7%
178 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 359,114.0 $12.2M 0.01% -1.2M -76.6% $33.88 +10.2%
179 UTZ UTZ BRANDS INC Consumer Defensive 1,521,159.0 $11.7M 0.01% -309K -16.9% $7.70 +82.3%
180 PENN PENN ENTERTAINMENT INC Consumer Cyclical 516,715.0 $11.0M 0.01% -408K -44.1% $21.36 -12.7%
Page 9 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%