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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 26 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LRN STRIDE INC Consumer Defensive 15,216.0 $988K 0.00% NEW $64.93 +35.0%
502 DX DYNEX CAP INC Real Estate 70,482.0 $987K 0.00% NEW $14.01 -8.3%
503 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 77,401.0 $975K 0.00% NEW $12.60 -1.4%
504 HAE HAEMONETICS CORP MASS Healthcare 12,103.0 $970K 0.00% +1K +11.9% $80.15 -22.7%
505 CLS CELESTICA INC Technology 3,271.0 $967K 0.00% +2K +90.6% $295.61 +20.0%
506 DOCN DIGITALOCEAN HLDGS INC Technology 20,037.0 $964K 0.00% -13K -39.3% $48.12 +229.1%
507 GCMG GCM GROSVENOR INC Financial Services 85,159.0 $964K 0.00% NEW $11.32 -5.9%
508 HLMN HILLMAN SOLUTIONS CORP Industrials 109,694.0 $950K 0.00% NEW $8.66 -16.3%
509 LIBERTY MEDIA CORP DEL 9,631.0 $949K 0.00% NEW $98.51
510 LBRT LIBERTY ENERGY INC Energy 51,175.0 $945K 0.00% -33K -39.5% $18.46 +78.1%
511 INVA INNOVIVA INC Healthcare 46,403.0 $928K 0.00% NEW $19.99 +11.1%
512 ETN EATON CORP PLC Industrials 2,901.0 $924K 0.00% $318.49 +19.8%
513 AZZ AZZ INC Industrials 8,559.0 $917K 0.00% +3K +67.1% $107.18 +27.9%
514 PLAB PHOTRONICS INC Technology 28,560.0 $914K 0.00% NEW $32.00 +55.7%
515 VAL VALARIS LTD Energy 18,019.0 $908K 0.00% NEW $50.40 +117.4%
516 POR PORTLAND GEN ELEC CO Utilities 18,687.0 $897K 0.00% NEW $47.99 +3.6%
517 PRIM PRIMORIS SVCS CORP Industrials 7,013.0 $871K 0.00% -3K -28.8% $124.14 -14.1%
518 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 37,955.0 $867K 0.00% +15K +63.2% $22.84 -13.7%
519 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 32,754.0 $864K 0.00% NEW $26.37 -37.2%
520 BORR DRILLING LTD 212,364.0 $856K 0.00% NEW $4.03
Page 26 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%