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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 17 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RSKD RISKIFIED LTD Technology 4,595,027.0 $22.8M 0.01% -115K -2.4% $4.97 -1.6%
322 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 420,939.0 $22.7M 0.01% -189K -31.0% $53.94 +29.7%
323 AVNT AVIENT CORPORATION Basic Materials 719,938.0 $22.5M 0.01% -626K -46.5% $31.24 +9.2%
324 ROAD CONSTRUCTION PARTNERS INC Industrials 206,935.0 $22.5M 0.01% -68K -24.8% $108.55 +3.7%
325 MTZ MASTEC INC Industrials 102,856.0 $22.4M 0.01% -146K -58.7% $217.37 +78.9%
326 EPD ENTERPRISE PRODS PARTNERS L Energy 687,096.0 $22.0M 0.01% -38K -5.3% $32.06 +23.1%
327 PAGP PLAINS GP HLDGS L P Energy 1,141,702.0 $21.9M 0.01% -63K -5.3% $19.14 +33.3%
328 UMH UMH PPTYS INC Real Estate 1,355,600.0 $21.6M 0.01% -233K -14.7% $15.91 -3.3%
329 HBNC HORIZON BANCORP INC Financial Services 1,242,365.0 $21.1M 0.01% +510K +69.6% $16.96 +8.6%
330 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 146,432.0 $21.1M 0.01% -3K -2.2% $143.89 +34.4%
331 WRBY WARBY PARKER INC Healthcare 965,275.0 $21.0M 0.01% -1.0M -51.4% $21.79 +12.2%
332 VALE VALE S A Basic Materials 1,603,391.0 $20.9M 0.01% +569K +55.0% $13.03 +25.5%
333 GLW CORNING INC Technology 237,503.0 $20.8M 0.01% -2K -1.0% $87.56 +119.2%
334 CRGY CRESCENT ENERGY COMPANY Energy 2,444,182.0 $20.5M 0.01% -150K -5.8% $8.39 +56.1%
335 PNW PINNACLE WEST CAP CORP Utilities 230,932.0 $20.5M 0.01% -121K -34.4% $88.70 +14.9%
336 RGEN REPLIGEN CORP Healthcare 123,600.0 $20.3M 0.01% NEW $163.86 -31.8%
337 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 429,248.0 $20.0M 0.01% -449K -51.1% $46.49 +2.9%
338 MIDWESTONE FINL GROUP INC NE 517,960.0 $19.9M 0.01% -912K -63.8% $38.50
339 VERX VERTEX INC Technology 991,820.0 $19.8M 0.01% +173K +21.1% $19.97 -32.3%
340 CCS CENTURY CMNTYS INC Consumer Cyclical 333,045.0 $19.8M 0.01% -12K -3.6% $59.35 -11.6%
Page 17 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%