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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 7 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BURL BURLINGTON STORES INC Consumer Cyclical 387,666.0 $112.0M 0.07% -13K -3.2% $288.85 +9.4%
122 CVS CVS HEALTH CORP Healthcare 1,395,959.0 $110.8M 0.07% +405K +40.8% $79.36 +17.6%
123 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,231,691.0 $110.8M 0.07% -325K -20.9% $89.92 +5.2%
124 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 277,759.0 $110.5M 0.07% -27K -8.9% $397.65 -24.4%
125 GILD GILEAD SCIENCES INC Healthcare 889,187.0 $109.1M 0.07% +741K +500.2% $122.74 +6.3%
126 ONTO ONTO INNOVATION INC Technology 680,822.0 $107.5M 0.07% +632K +1293.5% $157.86 +65.6%
127 GTES GATES INDL CORP PLC Industrials 4,956,867.0 $106.4M 0.06% $21.47 +12.1%
128 EXC EXELON CORP Utilities 2,440,833.0 $106.4M 0.06% -46K -1.9% $43.59 +4.0%
129 EVRG EVERGY INC Utilities 1,452,966.0 $105.3M 0.06% -179K -10.9% $72.49 +15.4%
130 TLN TALEN ENERGY CORP Utilities 278,902.0 $104.5M 0.06% -3K -1.0% $374.84 -8.1%
131 HLI HOULIHAN LOKEY INC Financial Services 587,767.0 $102.4M 0.06% $174.19 -13.0%
132 HURN HURON CONSULTING GROUP INC Industrials 587,755.0 $101.6M 0.06% +7K +1.2% $172.91 -39.1%
133 DORM DORMAN PRODS INC Consumer Cyclical 813,781.0 $100.2M 0.06% +147K +22.1% $123.19 -3.6%
134 UNILEVER PLC 1,518,969.0 $99.3M 0.06% NEW $65.40
135 HXL HEXCEL CORP NEW Industrials 1,335,002.0 $98.7M 0.06% +623K +87.5% $73.90 +14.7%
136 EXPAND ENERGY CORPORATION 892,935.0 $98.5M 0.06% +403K +82.1% $110.36
137 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 918,567.0 $98.3M 0.06% +507K +123.2% $107.04 -15.3%
138 EBC EASTERN BANKSHARES INC Financial Services 5,311,122.0 $97.9M 0.06% +992K +23.0% $18.43 +7.7%
139 INSM INSMED INC Healthcare 562,296.0 $97.9M 0.06% -40K -6.7% $174.04 -37.1%
140 VEEV VEEVA SYS INC Healthcare 413,826.0 $92.4M 0.06% +44K +12.0% $223.23 -26.1%
Page 7 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%