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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 24 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 12,095.0 $1.7M 0.00% -855.0 -6.6% $142.41 -7.7%
462 ITRI ITRON INC Technology 18,886.0 $1.6M 0.00% +13K +220.9% $86.53 +15.6%
463 AEIS ADVANCED ENERGY INDS Industrials 4,301.0 $1.6M 0.00% -4K -45.9% $372.87 -23.3%
464 POR PORTLAND GEN ELEC CO Utilities 30,308.0 $1.6M 0.00% +12K +62.2% $51.83 -4.3%
465 CANADIAN PACIFIC KANSAS CITY 17,966.0 $1.6M 0.00% -9K -33.3% $86.65
466 TXG 10X GENOMICS INC Healthcare 39,861.0 $1.5M 0.00% -27K -40.5% $38.34 +69.8%
467 GCMG GCM GROSVENOR INC Financial Services 124,048.0 $1.5M 0.00% +39K +45.7% $12.30 +11.6%
468 GTX GARRETT MOTION INC Consumer Cyclical 41,367.0 $1.5M 0.00% -3K -5.8% $36.23 -26.5%
469 TT TRANE TECHNOLOGIES PLC Industrials 3,016.0 $1.5M 0.00% $491.16 -7.7%
470 AZZ AZZ INC Industrials 9,497.0 $1.5M 0.00% +938.0 +11.0% $155.05 -8.9%
471 VRRM VERRA MOBILITY CORP Technology 346,324.0 $1.5M 0.00% NEW $4.25 +7.3%
472 FN FABRINET Technology 2,612.0 $1.5M 0.00% -375.0 -12.6% $562.08 -22.3%
473 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 103,790.0 $1.5M 0.00% +50K +91.7% $14.14 +17.2%
474 NWN NORTHWEST NAT HLDG CO Utilities 29,196.0 $1.4M 0.00% NEW $49.06 +0.7%
475 ARI APOLLO COML REAL ESTATE FIN Real Estate 133,407.0 $1.4M 0.00% NEW $10.68 -35.1%
476 INSTALLED BLDG PRODS INC 6,161.0 $1.4M 0.00% +3K +98.4% $229.84
477 HAS HASBRO INC Consumer Cyclical 16,950.0 $1.4M 0.00% $82.59 +13.3%
478 VEA VANGUARD TAX-MANAGED FDS 19,527.0 $1.4M 0.00% -57K -74.4% $71.25 +3.0%
479 KALU KAISER ALUMINIUM CORPORATION Basic Materials 7,058.0 $1.4M 0.00% NEW $195.63 -21.2%
480 CSTM CONSTELLIUM SE Basic Materials 42,879.0 $1.4M 0.00% NEW $31.87 -15.2%
Page 24 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%