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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 25 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MD PEDIATRIX MEDICAL GROUP INC Healthcare 52,822.0 $1.3M 0.00% +17K +47.1% $25.33 +4.9%
482 TNET TRINET GROUP INC Industrials 27,030.0 $1.3M 0.00% NEW $49.49 +42.4%
483 TDOC TELADOC HEALTH INC Healthcare 157,287.0 $1.3M 0.00% +57K +56.7% $8.48 -24.6%
484 VUG VANGUARD INDEX FDS 15,296.0 $1.3M 0.00% +3K +25.6% $86.14 +1.6%
485 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 26,156.0 $1.2M 0.00% NEW $47.13 -2.8%
486 INVA INNOVIVA INC Healthcare 53,651.0 $1.2M 0.00% +7K +15.6% $22.71 -7.2%
487 NBR NABORS INDUSTRIES LTD Energy 14,148.0 $1.2M 0.00% -5K -25.4% $84.01 +10.0%
488 ETN EATON CORP PLC Industrials 2,725.0 $1.2M 0.00% -176.0 -6.1% $426.12 -1.6%
489 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 16,637.0 $1.2M 0.00% NEW $69.74 -15.6%
490 OUTFRONT MEDIA INC 34,972.0 $1.1M 0.00% +5K +17.9% $32.76
491 WLFC WILLIS LEASE FIN CORP Industrials 4,907.0 $1.1M 0.00% -246.0 -4.8% $228.80 -76.2%
492 VICR VICOR CORP Technology 2,940.0 $1.1M 0.00% NEW $379.78 -47.2%
493 SITE CTRS CORP 274,051.0 $1.1M 0.00% -19K -6.6% $3.97
494 MWA MUELLER WTR PRODS INC Industrials 42,096.0 $1.1M 0.00% NEW $25.83 -3.4%
495 LC HAPPEN INC Financial Services 51,663.0 $1.1M 0.00% NEW $20.74 -3.8%
496 MFA MFA FINL INC Real Estate 108,013.0 $1.0M 0.00% +35K +48.3% $9.69 -8.0%
497 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 28,636.0 $1.0M 0.00% NEW $36.20 -25.1%
498 DX DYNEX CAP INC Real Estate 79,006.0 $1.0M 0.00% +9K +12.1% $13.11 -0.6%
499 TRTX TPG RE FIN TR INC Real Estate 123,535.0 $1.0M 0.00% NEW $8.37 -5.7%
500 LTC LTC PPTYS INC Real Estate 26,832.0 $1.0M 0.00% NEW $38.45 +4.7%
Page 25 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%