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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.7B AUM 805 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 133 New 170 Added 255 Reduced 140 Exited
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PINS PINTEREST INC Communication Services 1,768,597 $45.8M 0.03% SOLD
22 BX BLACKSTONE INC Financial Services 261,761 $40.3M 0.02% SOLD
23 WGS GENEDX HOLDINGS CORP Healthcare 302,149 $39.3M 0.02% SOLD
24 BZ KANZHUN LIMITED Industrials 1,891,265 $38.5M 0.02% SOLD
25 APLS APELLIS PHARMACEUTICALS INC Healthcare 1,504,299 $37.8M 0.02% SOLD
26 OPCH OPTION CARE HEALTH INC Healthcare 1,163,931 $37.1M 0.02% SOLD
27 SAP SAP SE Technology 152,356 $37.0M 0.02% SOLD
28 RBLX ROBLOX CORP Technology 454,309 $36.8M 0.02% SOLD
29 CWAN CLEARWATER ANALYTICS HLDGS I Technology 1,501,384 $36.2M 0.02% SOLD
30 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 1,154,080 $35.9M 0.02% SOLD
31 STVN STEVANATO GROUP S P A Healthcare 1,772,896 $35.7M 0.02% SOLD
32 LNN LINDSAY CORP Industrials 296,017 $34.9M 0.02% SOLD
33 VRNS VARONIS SYS INC Technology 1,036,934 $34.0M 0.02% SOLD
34 PLYMOUTH INDL REIT INC 1,532,682 $33.5M 0.02% SOLD
35 EL LAUDER ESTEE COS INC Consumer Defensive 314,556 $32.9M 0.02% SOLD
36 NAVN NAVAN INC Technology 1,826,419 $31.2M 0.02% SOLD
37 DUK DUKE ENERGY CORP NEW Utilities 260,403 $30.5M 0.02% SOLD
38 PODD INSULET CORP Healthcare 105,512 $30.0M 0.02% SOLD
39 WAY WAYSTAR HLDG CORP Technology 882,830 $28.9M 0.02% SOLD
40 HEI HEICO CORP NEW Industrials 88,647 $28.7M 0.02% SOLD
Page 2 of 7  ·  140 positions
Sector Allocation
Technology 44.7%
Communication Services 12.9%
Consumer Cyclical 10.8%
Healthcare 8.7%
Industrials 7.9%
Financial Services 6.2%
Utilities 3.7%
Consumer Defensive 2.8%
Energy 1.4%
Basic Materials 0.5%