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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 11 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PR PERMIAN RESOURCES CORP Energy 3,818,742.0 $53.6M 0.03% +105K +2.8% $14.03 +48.9%
202 WWD WOODWARD INC Industrials 172,861.0 $52.3M 0.03% -60K -25.9% $302.32 +17.9%
203 BOOT BOOT BARN HLDGS INC Consumer Cyclical 296,093.0 $52.3M 0.03% +46K +18.4% $176.47 -12.5%
204 LFST LIFESTANCE HEALTH GROUP INC Healthcare 7,385,413.0 $52.0M 0.03% -48K -0.6% $7.04 +6.0%
205 ERO ERO COPPER CORP Basic Materials 1,824,213.0 $51.6M 0.03% -344K -15.8% $28.29 -5.5%
206 UE URBAN EDGE PPTYS Real Estate 2,662,054.0 $51.1M 0.03% +95K +3.7% $19.19 +14.5%
207 ROIV ROIVANT SCIENCES LTD Healthcare 2,353,386.0 $51.1M 0.03% NEW $21.70 +49.4%
208 EQT EQT CORP Energy 951,774.0 $51.0M 0.03% -54K -5.3% $53.60 +7.7%
209 GREAT LAKES DREDGE & DOCK CO 3,806,504.0 $49.9M 0.03% -468K -10.9% $13.12
210 SOLV SOLVENTUM CORP Healthcare 625,764.0 $49.6M 0.03% +67K +12.0% $79.24 -3.9%
211 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 583,585.0 $47.9M 0.03% -891K -60.4% $82.02 -21.6%
212 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,533,371.0 $47.9M 0.03% NEW $31.21 +10.0%
213 OLED UNIVERSAL DISPLAY CORP Technology 409,678.0 $47.8M 0.03% -13K -3.2% $116.78 -21.6%
214 SHAK SHAKE SHACK INC Consumer Cyclical 588,325.0 $47.8M 0.03% +26K +4.5% $81.17 -21.8%
215 SMTC SEMTECH CORP Technology 643,828.0 $47.4M 0.03% +243K +60.5% $73.69 +92.5%
216 BWXT BWX TECHNOLOGIES INC Industrials 272,132.0 $47.0M 0.03% +120K +79.4% $172.84 +17.2%
217 FIBK FIRST INTST BANCSYSTEM INC Financial Services 1,356,333.0 $46.9M 0.03% -273K -16.7% $34.60 +1.7%
218 ACVA ACV AUCTIONS INC Consumer Cyclical 5,766,578.0 $46.2M 0.03% +88K +1.6% $8.02 -26.4%
219 AEM AGNICO EAGLE MINES LTD Basic Materials 272,648.0 $46.2M 0.03% -35K -11.5% $169.53 +4.8%
220 SION SIONNA THERAPEUTICS INC Healthcare 1,115,278.0 $45.9M 0.03% +118K +11.8% $41.14 -4.0%
Page 11 of 29  ·  574 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%