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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 26 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ECVT ECOVYST INC Basic Materials 81,299.0 $1.0M 0.00% NEW $12.45 -16.1%
502 FBRT FRANKLIN BSP RLTY TR INC Real Estate 123,723.0 $1.0M 0.00% +23K +22.6% $8.14 +3.1%
503 MYRG MYR GROUP INC Industrials 1,987.0 $994K 0.00% NEW $500.40 -37.9%
504 ASAN ASANA INC Technology 141,683.0 $992K 0.00% NEW $7.00 +36.9%
505 RMBS RAMBUS INC DEL Technology 7,295.0 $968K 0.00% -5K -39.1% $132.74 -31.3%
506 BNL BROADSTONE NET LEASE INC Real Estate 46,750.0 $966K 0.00% NEW $20.67 +2.2%
507 APOGEE THERAPEUTICS INC 7,265.0 $964K 0.00% -571K -98.7% $132.73
508 DOCN DIGITALOCEAN HLDGS INC Technology 6,129.0 $962K 0.00% -14K -69.4% $157.03 -26.4%
509 FORM FORMFACTOR INC Technology 5,898.0 $943K 0.00% NEW $159.93 -28.6%
510 EAT BRINKER INTL INC Consumer Cyclical 5,461.0 $917K 0.00% NEW $168.00 +46.5%
511 LMAT LEMAITRE VASCULAR INC Healthcare 9,533.0 $915K 0.00% NEW $95.96 -14.7%
512 KSS KOHLS CORP Consumer Cyclical 49,810.0 $883K 0.00% +22K +79.3% $17.72 -0.7%
513 LRN STRIDE INC Consumer Defensive 10,221.0 $881K 0.00% -5K -32.8% $86.24 -2.2%
514 PLAB PHOTRONICS INC Technology 27,059.0 $880K 0.00% -2K -5.3% $32.53 -6.2%
515 SKYW SKYWEST INC Industrials 8,787.0 $873K 0.00% -9K -49.8% $99.33 +1.8%
516 MOD MODINE MFG CO Consumer Cyclical 3,258.0 $870K 0.00% NEW $267.02 -26.0%
517 CDE COEUR MNG INC Basic Materials 52,893.0 $863K 0.00% -30K -36.4% $16.32 +28.5%
518 HL HECLA MINING COMPANY Basic Materials 55,425.0 $855K 0.00% -28K -33.9% $15.43 +34.3%
519 ENSG ENSIGN GROUP INC Healthcare 5,289.0 $848K 0.00% +741.0 +16.3% $160.30 +12.0%
520 RACE FERRARI N V Consumer Cyclical 2,277.0 $848K 0.00% -69K -96.8% $372.31 +17.3%
Page 26 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%