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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 20 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TTAN SERVICETITAN INC Technology 113,466.0 $12.1M 0.01% -921.0 -0.8% $106.50 -40.7%
382 CGON CG ONCOLOGY INC Healthcare 282,506.0 $11.7M 0.01% NEW $41.52 +54.7%
383 CTVA CORTEVA INC Basic Materials 172,501.0 $11.6M 0.01% -109K -38.7% $67.03 +18.7%
384 PG&E CORP 279,165.0 $11.4M 0.01% $41.00
385 APOS APOLLO GLOBAL MGMT INC Financial Services 76,829.0 $11.1M 0.01% -54K -41.4% $144.76 -81.9%
386 CSGP COSTAR GROUP INC Real Estate 164,960.0 $11.1M 0.01% +48K +40.6% $67.24 -49.5%
387 NGNE NEUROGENE INC Healthcare 533,088.0 $11.0M 0.01% +139K +35.3% $20.60 +34.5%
388 GFL GFL ENVIRONMENTAL INC Industrials 243,220.0 $10.4M 0.01% -467K -65.8% $42.95 -16.8%
389 AMT AMERICAN TOWER CORP NEW Real Estate 57,955.0 $10.2M 0.01% -22K -27.9% $175.57 +4.7%
390 BBCP CONCRETE PUMPING HLDGS INC Industrials 1,495,209.0 $10.0M 0.01% -31K -2.0% $6.71 +13.4%
391 ORA ORMAT TECHNOLOGIES INC Utilities 90,753.0 $10.0M 0.01% +31K +51.6% $110.47 +20.8%
392 FANG DIAMONDBACK ENERGY INC Energy 65,937.0 $9.9M 0.01% -519.0 -0.8% $150.33 +33.5%
393 TVTX TRAVERE THERAPEUTICS INC Healthcare 256,335.0 $9.8M 0.01% -828K -76.4% $38.21 +16.3%
394 KNTK KINETIK HOLDINGS INC Energy 270,126.0 $9.7M 0.01% +67K +33.0% $36.05 +40.2%
395 ESNT ESSENT GROUP LTD Financial Services 148,655.0 $9.7M 0.01% -230K -60.7% $65.01 -6.5%
396 FA FIRST ADVANTAGE CORP NEW Industrials 633,878.0 $9.2M 0.01% -12K -1.9% $14.53 +6.1%
397 ALNT ALLIENT INC Technology 167,114.0 $9.0M 0.01% NEW $53.75 +17.9%
398 GDEN GOLDEN ENTMT INC Consumer Cyclical 322,886.0 $8.8M 0.01% -6K -1.8% $27.19 +5.0%
399 SNY SANOFI SA Healthcare 178,539.0 $8.7M 0.01% -10K -5.4% $48.46 -8.6%
400 AVALO THERAPEUTICS INC 475,625.0 $8.6M 0.01% NEW $18.16
Page 20 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%