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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 16 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WHD CACTUS INC Energy 566,935.0 $25.9M 0.02% -93K -14.2% $45.68 +36.3%
302 ACWI ISHARES TR 181,265.0 $25.6M 0.01% +155K +584.4% $141.49 +10.2%
303 EPAC ENERPAC TOOL GROUP CORP Industrials 663,069.0 $25.4M 0.01% -142K -17.7% $38.24 -9.7%
304 RDNT RADNET INC Healthcare 350,615.0 $25.0M 0.01% -10K -2.7% $71.35 -23.8%
305 CIFR CIPHER MINING INC Financial Services 1,694,663.0 $25.0M 0.01% NEW $14.76 +48.8%
306 ET ENERGY TRANSFER L P Energy 1,514,712.0 $25.0M 0.01% -84K -5.3% $16.49 +21.7%
307 SHC SOTERA HEALTH CO Healthcare 1,401,362.0 $24.7M 0.01% NEW $17.64 -11.2%
308 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 139,059.0 $24.7M 0.01% -18K -11.6% $177.44 -34.3%
309 TOTALENERGIES SE 372,385.0 $24.4M 0.01% NEW $65.42
310 RVMD REVOLUTION MEDICINES INC Healthcare 305,260.0 $24.3M 0.01% NEW $79.65 +90.3%
311 PDD PDD HOLDINGS INC Consumer Cyclical 213,348.0 $24.2M 0.01% NEW $113.39 -16.6%
312 GFF GRIFFON CORP Industrials 328,431.0 $24.2M 0.01% -266K -44.7% $73.65 +15.2%
313 OLMA OLEMA PHARMACEUTICALS INC Healthcare 963,997.0 $24.1M 0.01% NEW $25.00 -45.3%
314 SKYWARD SPECIALTY INS GROUP 469,438.0 $24.0M 0.01% -160K -25.4% $51.11
315 BROS DUTCH BROS INC Consumer Cyclical 382,067.0 $23.4M 0.01% +371K +3274.8% $61.22 -14.9%
316 ALGN ALIGN TECHNOLOGY INC Healthcare 149,584.0 $23.4M 0.01% NEW $156.15 +4.8%
317 MIR MIRION TECHNOLOGIES INC Industrials 992,583.0 $23.2M 0.01% -59K -5.6% $23.42 -21.6%
318 BEONE MEDICINES LTD 76,438.0 $23.2M 0.01% +3K +3.9% $303.81
319 DD DUPONT DE NEMOURS INC Basic Materials 572,209.0 $23.0M 0.01% $40.20 +19.7%
320 CELC CELCUITY INC Healthcare 229,704.0 $22.9M 0.01% NEW $99.74 +38.6%
Page 16 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%