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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 13 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 URI UNITED RENTALS INC Industrials 44,026.0 $49.9M 0.03% -2K -4.7% $1132.89 -3.0%
242 CHRD CHORD ENERGY CORPORATION Energy 435,641.0 $49.8M 0.03% NEW $114.30 +29.4%
243 EQT EQT CORP Energy 935,048.0 $49.7M 0.03% -17K -1.8% $53.17 +1.0%
244 T AT&T INC Communication Services 2,331,584.0 $48.3M 0.03% -1.3M -36.5% $20.70 +22.2%
245 AXON AXON ENTERPRISE INC Industrials 84,617.0 $47.4M 0.03% -816K -90.6% $560.61 +12.0%
246 ERO ERO COPPER CORP Basic Materials 1,770,128.0 $47.4M 0.03% -54K -3.0% $26.75 +47.4%
247 TWST TWIST BIOSCIENCE CORP Healthcare 453,216.0 $46.6M 0.03% -166K -26.8% $102.88 +41.5%
248 EFSC ENTERPRISE FINL SVCS CORP Financial Services 700,312.0 $46.1M 0.03% +78K +12.6% $65.88 -3.4%
249 NTRA NATERA INC Healthcare 169,857.0 $46.1M 0.03% -26K -13.3% $271.45 +22.3%
250 ARMK ARAMARK Industrials 809,531.0 $46.1M 0.03% NEW $56.90 +5.0%
251 WWD WOODWARD INC Industrials 108,267.0 $46.1M 0.03% -65K -37.4% $425.44 -19.3%
252 ANET ARISTA NETWORKS INC Technology 267,450.0 $45.4M 0.03% -4K -1.4% $169.88 +11.0%
253 BOOT BOOT BARN HLDGS INC Consumer Cyclical 273,140.0 $44.9M 0.03% -23K -7.8% $164.27 +0.8%
254 TREE LENDINGTREE INC Financial Services 1,012,126.0 $44.8M 0.03% +426K +72.7% $44.29 -30.4%
255 WRBY WARBY PARKER INC Healthcare 1,462,994.0 $44.4M 0.03% +498K +51.6% $30.34 -9.6%
256 GFF GRIFFON CORP Industrials 447,603.0 $43.7M 0.03% +119K +36.3% $97.53 +3.1%
257 MRCY MERCURY SYS INC Industrials 354,894.0 $43.4M 0.03% -95K -21.1% $122.33 -25.3%
258 FROG JFROG LTD Technology 476,375.0 $43.3M 0.03% -62K -11.5% $90.88 +1.4%
259 CCJ CAMECO CORP Energy 424,753.0 $43.3M 0.03% -25K -5.5% $101.86 +0.6%
260 MC MOELIS & CO Financial Services 643,712.0 $42.1M 0.03% -292K -31.2% $65.42 +4.4%
Page 13 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%