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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 22 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARES ARES MANAGEMENT CORPORATION Financial Services 14,198.0 $2.3M 0.00% NEW $159.89 -22.5%
422 C CITIGROUP INC Financial Services 21,749.0 $2.2M 0.00% NEW $101.50 +23.3%
423 WCN WASTE CONNECTIONS INC Industrials 12,273.0 $2.2M 0.00% NEW $175.80 -10.7%
424 TPH TRI POINTE HOMES INC Consumer Cyclical 63,070.0 $2.1M 0.00% NEW $33.97 +38.2%
425 FCPT FOUR CORNERS PPTY TR INC Real Estate 86,978.0 $2.1M 0.00% NEW $24.40 +2.4%
426 DLR DIGITAL RLTY TR INC Real Estate 11,699.0 $2.0M 0.00% NEW $172.88 +12.4%
427 OII OCEANEERING INTL INC Energy 80,904.0 $2.0M 0.00% NEW $24.78 +55.3%
428 ALEXANDER & BALDWIN INC NEW 108,897.0 $2.0M 0.00% NEW $18.19
429 MGRC MCGRATH RENTCORP Industrials 16,733.0 $2.0M 0.00% NEW $117.30 -6.5%
430 EVTC EVERTEC INC Technology 56,063.0 $1.9M 0.00% NEW $33.78 -27.0%
431 CCI CROWN CASTLE INC Real Estate 18,515.0 $1.8M 0.00% NEW $96.49 -4.6%
432 NVMI NOVA LTD Technology 5,378.0 $1.7M 0.00% NEW $319.66 +55.3%
433 TTMI TTM TECHNOLOGIES INC Technology 29,684.0 $1.7M 0.00% NEW $57.60 +194.0%
434 SBUX STARBUCKS CORP Consumer Cyclical 18,714.0 $1.6M 0.00% NEW $84.60 +25.9%
435 AXP AMERICAN EXPRESS CO Financial Services 4,726.0 $1.6M 0.00% NEW $332.16 -6.8%
436 ESE ESCO TECHNOLOGIES INC Technology 7,400.0 $1.6M 0.00% NEW $211.11 +38.9%
437 SITE CTRS CORP 170,923.0 $1.5M 0.00% NEW $9.01
438 MWA MUELLER WTR PRODS INC Industrials 58,738.0 $1.5M 0.00% NEW $25.52 -1.6%
439 TKO TKO GROUP HOLDINGS INC Communication Services 7,333.0 $1.5M 0.00% NEW $201.96 -3.8%
440 TILE INTERFACE INC Consumer Cyclical 50,296.0 $1.5M 0.00% NEW $28.94 -0.7%
Page 22 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%