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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 28 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HUBB HUBBELL INC Industrials 1,097.0 $574K $523.20 -10.2%
542 APOS APOLLO GLOBAL MGMT INC 4,782.0 $566K -72K -93.8% $118.32
543 TROX TRONOX HOLDINGS PLC Basic Materials 87,151.0 $549K NEW $6.30 -11.7%
544 FSLR FIRST SOLAR INC Energy 2,325.0 $549K -56K -96.0% $235.98 -9.2%
545 DAR DARLING INGREDIENTS INC Consumer Defensive 9,961.0 $544K +1K +16.6% $54.62 +20.4%
546 SATS ECHOSTAR CORP Technology 5,067.0 $514K NEW $101.50 -8.9%
547 MAA MID-AMER APT CMNTYS INC Real Estate 3,691.0 $513K -205K -98.2% $138.94 -5.5%
548 UNILEVER PLC 8,490.0 $510K -1.5M -99.4% $60.12
549 AAOI APPLIED OPTOELECTRONICS INC Technology 3,417.0 $506K NEW $148.16 -15.8%
550 NEXTERA ENERGY INC 10,076.0 $501K $49.70
551 MS MORGAN STANLEY Financial Services 2,305.0 $482K NEW $209.04 +2.5%
552 PRIM PRIMORIS SVCS CORP Industrials 4,607.0 $457K -2K -34.3% $99.12 -22.1%
553 PL PLANET LABS PBC Industrials 13,461.0 $446K -24K -63.7% $33.13 -32.7%
554 CHWY CHEWY INC Consumer Cyclical 21,475.0 $422K -768K -97.3% $19.65 +22.2%
555 OKLO OKLO INC Utilities 7,813.0 $409K -64.0 -0.8% $52.33 -19.6%
556 VT VANGUARD INTL EQUITY INDEX F 2,517.0 $395K -46K -94.8% $156.98 +2.4%
557 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 561.0 $395K -3K -84.1% $703.77 -0.6%
558 PLUG PLUG PWR INC Industrials 144,820.0 $392K NEW $2.71 -16.2%
559 BCE BCE INC Communication Services 13,723.0 $295K +2K +16.8% $21.51 +10.2%
560 IVW ISHARES TR 1,971.0 $271K -1K -39.8% $137.51 +1.0%
Page 28 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%