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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 22 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 219,355.0 $5.8M 0.00% +29K +15.0% $26.52 -18.7%
422 ALB ALBEMARLE CORP Basic Materials 40,933.0 $5.8M 0.00% NEW $141.44 +20.1%
423 FIGS FIGS INC Consumer Cyclical 503,279.0 $5.7M 0.00% NEW $11.36 +9.5%
424 HBM HUDBAY MINERALS INC Basic Materials 249,345.0 $4.9M 0.00% -25K -9.0% $19.85 +24.6%
425 HUBS HUBSPOT INC Technology 12,310.0 $4.9M 0.00% -409K -97.1% $401.31 -50.6%
426 VEA VANGUARD TAX-MANAGED FDS 76,275.0 $4.8M 0.00% +68K +795.6% $62.47 +13.2%
427 AXP AMERICAN EXPRESS CO Financial Services 12,820.0 $4.7M 0.00% +8K +171.3% $369.95 -16.3%
428 IWM ISHARES TR 19,201.0 $4.7M 0.00% NEW $246.16 +14.8%
429 APD AIR PRODS & CHEMS INC Basic Materials 18,649.0 $4.6M 0.00% -182.0 -1.0% $247.02 +17.5%
430 ABNB AIRBNB INC Consumer Cyclical 33,644.0 $4.6M 0.00% -574K -94.5% $135.72 -1.1%
431 WLTH WEALTHFRONT CORP Technology 323,476.0 $4.4M 0.00% NEW $13.59 -14.8%
432 HD HOME DEPOT INC Consumer Cyclical 12,217.0 $4.2M 0.00% +182.0 +1.5% $344.09 -8.8%
433 INDA ISHARES TR 75,050.0 $4.1M 0.00% -12K -13.7% $54.05 -11.1%
434 CSX CSX CORP Industrials 99,032.0 $3.6M 0.00% +28K +39.8% $36.25 +26.6%
435 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 115,961.0 $3.5M 0.00% NEW $30.09 +27.5%
436 BOEING CO 50,000.0 $3.5M 0.00% $69.06
437 LIFEZONE METALS LIMITED 775,168.0 $3.3M 0.00% $4.27
438 LEU CENTRUS ENERGY CORP Energy 13,077.0 $3.2M 0.00% -2K -11.8% $242.76 -27.0%
439 VIA VIA TRANSN INC Technology 101,336.0 $2.9M 0.00% -6K -6.0% $29.01 -50.0%
440 TE T1 ENERGY INC Industrials 394,757.0 $2.6M 0.00% NEW $6.68 +30.2%
Page 22 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%