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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $171.8B AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 560 New
Page 21 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLE SELECT SECTOR SPDR TR 57,794.0 $5.2M 0.00% NEW $89.34 -33.8%
402 APD AIR PRODS & CHEMS INC Basic Materials 18,831.0 $5.1M 0.00% NEW $272.72 +6.4%
403 HD HOME DEPOT INC Consumer Cyclical 12,035.0 $4.9M 0.00% NEW $405.20 -22.6%
404 TTD THE TRADE DESK INC Technology 96,592.0 $4.7M 0.00% NEW $49.01 -57.1%
405 NXT NEXTRACKER INC Technology 63,861.0 $4.7M 0.00% NEW $73.99 +63.6%
406 LEU CENTRUS ENERGY CORP Energy 14,818.0 $4.6M 0.00% NEW $310.06 -42.9%
407 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 190,782.0 $4.5M 0.00% NEW $23.76 -9.3%
408 INDA ISHARES TR 87,001.0 $4.5M 0.00% NEW $52.06 -7.7%
409 LIFEZONE METALS LIMITED 775,168.0 $4.2M 0.00% NEW $5.48
410 HBM HUDBAY MINERALS INC Basic Materials 273,871.0 $4.2M 0.00% NEW $15.16 +63.2%
411 AMAT APPLIED MATLS INC Technology 19,672.0 $4.0M 0.00% NEW $204.74 +108.7%
412 DRI DARDEN RESTAURANTS INC Consumer Cyclical 19,525.0 $3.7M 0.00% NEW $190.36 +3.5%
413 ACWI ISHARES TR 26,487.0 $3.7M 0.00% NEW $138.24 +12.6%
414 BOEING CO 50,000.0 $3.5M 0.00% NEW $69.57
415 HTFL HEARTFLOW INC Healthcare 94,121.0 $3.2M 0.00% NEW $33.66 -13.3%
416 CAI CARIS LIFE SCIENCES INC Healthcare 84,459.0 $2.6M 0.00% NEW $30.25 -47.3%
417 CSX CSX CORP Industrials 70,817.0 $2.5M 0.00% NEW $35.51 +29.3%
418 NSC NORFOLK SOUTHN CORP Industrials 8,359.0 $2.5M 0.00% NEW $300.41 +3.7%
419 NJR NEW JERSEY RES CORP Utilities 50,916.0 $2.5M 0.00% NEW $48.15 +18.8%
420 CNO CNO FINL GROUP INC Financial Services 57,603.0 $2.3M 0.00% NEW $39.55 +19.8%
Page 21 of 28  ·  560 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 42.7%
Communication Services 16.0%
Consumer Cyclical 14.3%
Healthcare 6.7%
Financial Services 6.5%
Industrials 5.4%
Utilities 3.3%
Consumer Defensive 3.2%
Energy 1.0%
Real Estate 0.5%