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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 25 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LGIH LGI HOMES INC Consumer Cyclical 28,957.0 $1.2M 0.00% +11K +58.6% $42.96 +25.8%
482 TT TRANE TECHNOLOGIES PLC Industrials 3,016.0 $1.2M 0.00% $389.20 +17.7%
483 NVMI NOVA LTD Technology 3,546.0 $1.2M 0.00% -2K -34.1% $328.39 +77.5%
484 BE BLOOM ENERGY CORP Industrials 13,319.0 $1.2M 0.00% +3K +27.2% $86.89 +199.5%
485 CTRE CARETRUST REIT INC Real Estate 31,968.0 $1.2M 0.00% NEW $36.16 +1.9%
486 ENVA ENOVA INTL INC Financial Services 7,251.0 $1.1M 0.00% NEW $157.20 +20.4%
487 ADI ANALOG DEVICES INC Technology 4,166.0 $1.1M 0.00% +966.0 +30.2% $271.20 +54.1%
488 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 22,178.0 $1.1M 0.00% NEW $50.48 +49.1%
489 KN KNOWLES CORP Technology 52,101.0 $1.1M 0.00% NEW $21.43 +85.6%
490 RMBS RAMBUS INC DEL Technology 11,972.0 $1.1M 0.00% +7K +121.5% $91.89 +59.5%
491 EVTC EVERTEC INC Technology 37,588.0 $1.1M 0.00% -18K -33.0% $29.09 -9.7%
492 TXG 10X GENOMICS INC Healthcare 66,969.0 $1.1M 0.00% +21K +46.2% $16.31 +78.1%
493 SWX SOUTHWEST GAS HLDGS INC Utilities 13,575.0 $1.1M 0.00% NEW $80.02 +11.2%
494 ARCB ARCBEST CORP Industrials 14,313.0 $1.1M 0.00% -3K -19.2% $74.19 +133.2%
495 BZH BEAZER HOMES USA INC Consumer Cyclical 51,268.0 $1.0M 0.00% NEW $20.27 +35.0%
496 ITGR INTEGER HLDGS CORP Healthcare 13,208.0 $1.0M 0.00% NEW $78.43 +16.0%
497 NBR NABORS INDUSTRIES LTD Energy 18,954.0 $1.0M 0.00% NEW $54.30 +87.2%
498 FBRT FRANKLIN BSP RLTY TR INC Real Estate 100,931.0 $1.0M 0.00% NEW $10.03 -16.7%
499 IOO ISHARES TR 7,987.0 $1.0M 0.00% NEW $126.67 +9.2%
500 FLR FLUOR CORP NEW Industrials 25,071.0 $994K 0.00% +6K +28.8% $39.63 +28.1%
Page 25 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%