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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 12 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CCK CROWN HLDGS INC Consumer Cyclical 497,654.0 $55.6M 0.03% -85K -14.6% $111.82 +6.8%
222 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 222,393.0 $55.6M 0.03% -30K -11.8% $249.98 -4.1%
223 FRPT FRESHPET INC Consumer Defensive 939,458.0 $55.5M 0.03% +723K +333.7% $59.12 +25.1%
224 CHEF CHEFS WHSE INC Consumer Defensive 577,047.0 $55.5M 0.03% -125K -17.8% $96.10 +15.1%
225 CIFR CIPHER DIGITAL INC Financial Services 2,195,957.0 $53.8M 0.03% +501K +29.6% $24.50 -35.6%
226 GH GUARDANT HEALTH INC Healthcare 356,001.0 $53.4M 0.03% -814K -69.6% $150.03 +13.8%
227 XPRO EXPRO GROUP HOLDINGS NV Energy 3,613,123.0 $53.4M 0.03% -744K -17.1% $14.77 +23.4%
228 ALNT ALLIENT INC Technology 512,528.0 $52.8M 0.03% +345K +206.7% $102.93 -6.9%
229 VZ VERIZON COMMUNICATIONS INC Communication Services 1,243,533.0 $52.7M 0.03% -88K -6.6% $42.34 +16.8%
230 RVMD REVOLUTION MEDICINES INC Healthcare 280,933.0 $52.6M 0.03% -24K -8.0% $187.28 +11.8%
231 ILMN ILLUMINA INC Healthcare 295,268.0 $51.9M 0.03% +95K +47.7% $175.83 +24.8%
232 SION SIONNA THERAPEUTICS INC Healthcare 1,172,133.0 $51.6M 0.03% +57K +5.1% $43.99 -88.0%
233 DTE DTE ENERGY CO Utilities 336,833.0 $51.3M 0.03% -18K -5.2% $152.37 -11.3%
234 HLI HOULIHAN LOKEY INC Financial Services 382,195.0 $51.3M 0.03% -206K -35.0% $134.13 -3.8%
235 ERAS ERASCA INC Healthcare 2,788,412.0 $51.1M 0.03% NEW $18.32 -3.8%
236 PDFS PDF SOLUTIONS INC Technology 716,075.0 $50.7M 0.03% NEW $70.79 -35.5%
237 LIN LINDE PLC Basic Materials 97,357.0 $50.5M 0.03% -57K -36.8% $518.94 -6.0%
238 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 620,659.0 $50.4M 0.03% -915K -59.6% $81.16 -10.5%
239 FBNC FIRST BANCORP N C Financial Services 785,261.0 $50.2M 0.03% +59K +8.1% $63.93 +1.2%
240 TDY TELEDYNE TECHNOLOGIES INC Technology 75,118.0 $50.1M 0.03% +42K +129.3% $666.90 -4.6%
Page 12 of 29  ·  567 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 46.1%
Consumer Cyclical 11.2%
Communication Services 10.1%
Healthcare 9.0%
Industrials 8.1%
Financial Services 6.4%
Utilities 3.9%
Consumer Defensive 2.9%
Energy 1.4%
Real Estate 0.6%