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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 12 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DTE DTE ENERGY CO Utilities 355,298.0 $45.8M 0.03% -158K -30.7% $128.98 +11.5%
222 PINS PINTEREST INC Communication Services 1,768,597.0 $45.8M 0.03% -2.1M -54.3% $25.89 -27.3%
223 MLYS MINERALYS THERAPEUTICS INC Healthcare 1,258,653.0 $45.7M 0.03% +882K +234.4% $36.29 -16.7%
224 CHRW C H ROBINSON WORLDWIDE INC Industrials 282,431.0 $45.4M 0.03% +25K +9.7% $160.76 +10.8%
225 MCD MCDONALDS CORP Consumer Cyclical 148,145.0 $45.3M 0.03% -24K -13.9% $305.63 -7.0%
226 RNST RENASANT CORP Financial Services 1,276,458.0 $45.0M 0.03% -356K -21.8% $35.22 +16.8%
227 NTRA NATERA INC Healthcare 195,943.0 $44.9M 0.03% -144K -42.4% $229.09 -11.1%
228 TNDM TANDEM DIABETES CARE INC Healthcare 2,021,376.0 $44.4M 0.03% +601K +42.3% $21.98 -31.6%
229 TTMI TTM TECHNOLOGIES INC Technology 640,047.0 $44.2M 0.03% +610K +2056.2% $69.00 +145.4%
230 IWF ISHARES TR 93,000.0 $44.0M 0.03% +66K +241.3% $473.30 -73.7%
231 CHEF CHEFS WHSE INC Consumer Defensive 702,128.0 $43.8M 0.03% -35K -4.7% $62.33 +25.3%
232 APOGEE THERAPEUTICS INC 578,627.0 $43.7M 0.03% NEW $75.48
233 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 2,674,668.0 $43.4M 0.03% +1.4M +103.9% $16.24 -14.6%
234 AMGN AMGEN INC Healthcare 132,464.0 $43.4M 0.03% -91K -40.8% $327.31 +3.1%
235 CBRE CBRE GROUP INC Real Estate 268,456.0 $43.2M 0.03% -7K -2.7% $160.79 -18.5%
236 HLIO HELIOS TECHNOLOGIES INC Industrials 796,101.0 $42.6M 0.03% NEW $53.49 +45.8%
237 MRSH MARSH & MCLENNAN COS INC Financial Services 229,075.0 $42.5M 0.03% -371K -61.8% $185.52 -11.0%
238 DISC MEDICINE INC 532,079.0 $42.3M 0.03% NEW $79.41
239 PI IMPINJ INC Technology 242,504.0 $42.2M 0.03% -5K -2.0% $174.01 -21.2%
240 RRX REGAL REXNORD CORPORATION Industrials 295,785.0 $41.5M 0.03% -83K -21.9% $140.32 +39.1%
Page 12 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%