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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
Q2 2026 Q4 2025 · All 95 New 202 Added 244 Reduced
Page 13 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GENI GENIUS SPORTS LIMITED Communication Services 28,826.0 $318K -31K -51.6% $11.02 -26.9%
242 BCE BCE INC Communication Services 11,748.0 $280K -145.0 -1.2% $23.82 -0.5%
243 ARM ARM HOLDINGS PLC Technology 2,253.0 $246K -1K -32.9% $109.32 +122.6%
244 STWD STARWOOD PPTY TR INC Real Estate 11,370.0 $205K -361.0 -3.1% $18.01 -9.1%
Page 13 of 13  ·  244 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 44.4%
Consumer Cyclical 12.6%
Communication Services 12.2%
Healthcare 9.6%
Financial Services 6.9%
Industrials 5.4%
Utilities 4.0%
Consumer Defensive 2.8%
Energy 1.0%
Basic Materials 0.5%