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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 24 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AEIS ADVANCED ENERGY INDS Industrials 7,952.0 $1.7M 0.00% NEW $209.37 +54.6%
462 HL HECLA MNG CO Basic Materials 83,824.0 $1.6M 0.00% +36K +74.6% $19.19 -9.8%
463 SANM SANMINA CORPORATION Technology 10,687.0 $1.6M 0.00% -213.0 -1.9% $150.07 +54.0%
464 HNI HNI CORP Industrials 37,843.0 $1.6M 0.00% +17K +84.5% $42.04 -26.6%
465 USAR USA RARE EARTH INC Basic Materials 133,267.0 $1.6M 0.00% NEW $11.90 +89.7%
466 TILE INTERFACE INC Consumer Cyclical 56,248.0 $1.6M 0.00% +6K +11.8% $27.92 +3.0%
467 TKO TKO GROUP HOLDINGS INC Communication Services 7,303.0 $1.5M 0.00% $209.00 -7.0%
468 SBUX STARBUCKS CORP Consumer Cyclical 17,821.0 $1.5M 0.00% -893.0 -4.8% $84.21 +26.5%
469 EPI WISDOMTREE TR 32,336.0 $1.5M 0.00% $46.29 -9.1%
470 CDE COEUR MNG INC Basic Materials 83,155.0 $1.5M 0.00% +37K +79.0% $17.83 +0.0%
471 ESE ESCO TECHNOLOGIES INC Technology 7,370.0 $1.4M 0.00% $195.39 +50.1%
472 SXC SUNCOKE ENERGY INC Energy 199,423.0 $1.4M 0.00% +59K +41.8% $7.20 +9.4%
473 WS WORTHINGTON STL INC Basic Materials 41,277.0 $1.4M 0.00% +17K +70.6% $34.62 +13.1%
474 RDDT REDDIT INC Communication Services 6,116.0 $1.4M 0.00% $229.87 -36.2%
475 CW CURTISS WRIGHT CORP Industrials 2,528.0 $1.4M 0.00% -104K -97.6% $551.27 +31.9%
476 CRC CALIFORNIA RES CORP Energy 31,154.0 $1.4M 0.00% +13K +71.4% $44.71 +39.3%
477 HAS HASBRO INC Consumer Cyclical 16,950.0 $1.4M 0.00% $82.00 +9.9%
478 EQIX EQUINIX INC Real Estate 1,787.0 $1.4M 0.00% +106.0 +6.3% $766.16 +40.8%
479 FN FABRINET Technology 2,987.0 $1.4M 0.00% +935.0 +45.6% $455.28 +54.5%
480 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 12,950.0 $1.3M 0.00% +8K +150.0% $97.54 +18.4%
Page 24 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%