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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.7B AUM 805 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 133 New 170 Added 255 Reduced 140 Exited
Page 20 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TTAN SERVICETITAN INC Technology 166,818.0 $11.8M 0.01% +53K +47.0% $70.71 +34.2%
382 UTZ UTZ BRANDS INC Consumer Defensive 1,521,159.0 $11.7M 0.01% -309K -16.9% $7.70 +82.3%
383 PG&E CORP 279,165.0 $11.5M 0.01% $41.37
384 CUSHMAN AND WAKEFIELD LTD 836,686.0 $11.2M 0.01% NEW $13.39
385 PENN PENN ENTERTAINMENT INC Consumer Cyclical 516,715.0 $11.0M 0.01% -408K -44.1% $21.36 -12.7%
386 ESE ESCO TECHNOLOGIES INC Technology 31,201.0 $10.9M 0.01% +24K +323.4% $350.04 -17.9%
387 EQNR EQUINOR ASA Energy 346,819.0 $10.9M 0.01% NEW $31.40 +36.5%
388 SKYWARD SPECIALTY INS GROUP 183,657.0 $10.7M 0.01% -286K -60.9% $58.35
389 MLYS MINERALYS THERAPEUTICS INC Healthcare 382,747.0 $10.3M 0.01% -876K -69.6% $26.98 -4.9%
390 RGEN REPLIGEN CORP Healthcare 74,996.0 $10.2M 0.01% -49K -39.3% $136.44 +32.8%
391 KFY KORN FERRY Industrials 153,286.0 $10.2M 0.01% -803K -84.0% $66.58 +27.8%
392 VENTURE GLOBAL INC 900,136.0 $10.0M 0.01% NEW $11.13
393 ORA ORMAT TECHNOLOGIES INC Utilities 91,938.0 $10.0M 0.01% +1K +1.3% $108.90 -0.5%
394 MIAMI INTL HLDGS INC 267,303.0 $9.9M 0.01% NEW $37.16
395 RSG REPUBLIC SVCS INC Industrials 46,501.0 $9.9M 0.01% -135K -74.4% $213.08 +3.6%
396 BBCP CONCRETE PUMPING HLDGS INC Industrials 797,410.0 $9.6M 0.01% -698K -46.7% $12.05 -22.7%
397 XZO EXZEO GROUP INC Financial Services 568,680.0 $9.6M 0.01% -13K -2.2% $16.87 +0.0%
398 NXT NEXTPOWER INC Technology 79,385.0 $9.5M 0.01% $119.14 -27.7%
399 FAST FASTENAL CO Industrials 196,625.0 $9.4M 0.01% NEW $48.03 +6.7%
400 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 198,715.0 $9.4M 0.01% -11K -5.2% $47.27 +8.5%
Page 20 of 29  ·  567 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 46.1%
Consumer Cyclical 11.2%
Communication Services 10.1%
Healthcare 9.0%
Industrials 8.1%
Financial Services 6.4%
Utilities 3.9%
Consumer Defensive 2.9%
Energy 1.4%
Real Estate 0.6%