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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 27 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 9,153.0 $824K NEW $90.01 +21.1%
522 TTI TETRA TECHNOLOGIES INC DEL Energy 71,269.0 $807K NEW $11.33 -36.5%
523 CASY CASEYS GEN STORES INC Consumer Cyclical 1,011.0 $804K -28K -96.5% $794.79 +5.2%
524 KMT KENNAMETAL INC Industrials 22,808.0 $799K NEW $35.05 -14.5%
525 PRGS PROGRESS SOFTWARE CORP Technology 22,900.0 $769K NEW $33.58 +32.1%
526 DRH DIAMONDROCK HOSPITALITY CO Real Estate 62,704.0 $764K NEW $12.18 +5.3%
527 FUL FULLER H B CO Basic Materials 12,863.0 $750K NEW $58.29 +0.7%
528 OCUL OCULAR THERAPEUTIX INC Healthcare 75,829.0 $745K NEW $9.82 +12.8%
529 CVNA CARVANA CO Consumer Cyclical 11,250.0 $741K NEW $65.82 +6.2%
530 STNG SCORPIO TANKERS INC Energy 10,655.0 $738K NEW $69.26 +13.3%
531 LASR NLIGHT INC Technology 10,588.0 $737K NEW $69.62 -31.9%
532 WT WISDOMTREE INC Financial Services 43,143.0 $731K NEW $16.94 +38.8%
533 ARM ARM HOLDINGS PLC Technology 2,046.0 $725K -207.0 -9.2% $354.53 -31.4%
534 SSRM SSR MINING IN Basic Materials 25,069.0 $709K NEW $28.28 +33.6%
535 ICFI ICF INTL INC Industrials 9,278.0 $676K NEW $72.86 +22.2%
536 UPWK UPWORK INC Industrials 80,145.0 $670K NEW $8.36 +3.0%
537 BIL SPDR SERIES TRUST 7,156.0 $656K NEW $91.64 -0.0%
538 NU NU HLDGS LTD Financial Services 48,892.0 $653K -39.3M -99.9% $13.36 +9.1%
539 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 35,841.0 $644K NEW $17.96 +115.3%
540 CORZ CORE SCIENTIFIC INC NEW Technology 23,036.0 $589K -944K -97.6% $25.59 -30.4%
Page 27 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%