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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 18 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EPAC ENERPAC TOOL GROUP CORP Industrials 547,987.0 $19.7M 0.01% -115K -17.4% $35.86 +3.9%
342 TH TARGET HOSPITALITY CORP Industrials 938,269.0 $19.1M 0.01% NEW $20.36 -12.3%
343 BKR BAKER HUGHES COMPANY Energy 343,511.0 $19.1M 0.01% +10K +2.9% $55.50 +12.3%
344 IOT SAMSARA INC Technology 580,784.0 $18.8M 0.01% -413K -41.5% $32.43 +23.2%
345 RIO RIO TINTO PLC Basic Materials 195,469.0 $18.6M 0.01% +8K +4.4% $94.93 +10.9%
346 IIIV I3 VERTICALS INC Technology 856,628.0 $18.3M 0.01% -237K -21.7% $21.36 -21.9%
347 ENTG ENTEGRIS INC Technology 100,630.0 $18.1M 0.01% NEW $179.86 -20.1%
348 LBRX LB PHARMACEUTICALS INC Healthcare 540,902.0 $17.6M 0.01% -281K -34.2% $32.45 +46.7%
349 SLB SLB LIMITED Energy 374,758.0 $17.4M 0.01% +152K +68.3% $46.49 +15.9%
350 CTVA CORTEVA INC Basic Materials 205,057.0 $17.4M 0.01% +33K +18.9% $84.69 -3.4%
351 SNDA SONIDA SENIOR LIVING INC Healthcare 414,541.0 $16.9M 0.01% NEW $40.80 -3.0%
352 NGNE NEUROGENE INC Healthcare 518,582.0 $16.3M 0.01% -15K -2.7% $31.45 +22.8%
353 CEREBRAS SYSTEMS INC 73,182.0 $16.2M 0.01% NEW $221.00
354 MIR MIRION TECHNOLOGIES INC Industrials 887,170.0 $15.9M 0.01% -105K -10.6% $17.93 -17.3%
355 MDB MONGODB INC Technology 46,944.0 $15.8M 0.01% NEW $335.90 +28.3%
356 ELVN ENLIVEN THERAPEUTICS INC Healthcare 309,219.0 $15.7M 0.01% NEW $50.75 +17.9%
357 FANG DIAMONDBACK ENERGY INC Energy 88,812.0 $15.6M 0.01% +23K +34.7% $175.78 +19.9%
358 HAL HALLIBURTON CO Energy 454,552.0 $15.4M 0.01% NEW $33.95 +4.1%
359 PANW PALO ALTO NETWORKS INC Technology 45,094.0 $15.4M 0.01% -32K -41.4% $341.02 +4.9%
360 FIGS FIGS INC Consumer Cyclical 1,495,672.0 $15.3M 0.01% +992K +197.2% $10.23 +43.5%
Page 18 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%