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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 6 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AEE AMEREN CORP Utilities 1,365,345.0 $154.3M 0.09% -75K -5.2% $113.04 -5.4%
102 EWBC EAST WEST BANCORP INC Financial Services 1,186,619.0 $153.2M 0.09% -79K -6.2% $129.09 +1.2%
103 XEL XCEL ENERGY INC Utilities 1,858,552.0 $149.2M 0.09% -103K -5.3% $80.30 -4.3%
104 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 960,619.0 $146.8M 0.09% +573K +147.9% $152.82 -8.5%
105 EGO ELDORADO GOLD CORP NEW Basic Materials 4,716,829.0 $146.6M 0.09% -3.4M -41.6% $31.09 +46.6%
106 ESI ELEMENT SOLUTIONS INC Basic Materials 3,069,033.0 $146.5M 0.09% +890K +40.8% $47.75 -24.7%
107 MKL MARKEL GROUP INC Financial Services 74,748.0 $146.0M 0.09% +2K +2.1% $1953.01 -8.1%
108 PCG PG&E CORP Utilities 8,673,570.0 $145.9M 0.09% -459K -5.0% $16.82 +4.4%
109 RTX RTX CORPORATION Industrials 764,638.0 $145.1M 0.09% -239K -23.8% $189.73 +10.9%
110 EBC EASTERN BANKSHARES INC Financial Services 6,514,253.0 $144.9M 0.09% +1.2M +22.6% $22.24 +2.4%
111 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 1,151,681.0 $141.2M 0.09% +821K +247.8% $122.58 +24.7%
112 LSCC LATTICE SEMICONDUCTOR CORP Technology 922,462.0 $141.1M 0.09% -1.0M -53.0% $152.96 -22.9%
113 GM GENERAL MTRS CO Consumer Cyclical 1,822,937.0 $140.5M 0.08% -338K -15.6% $77.08 +13.3%
114 WTFC WINTRUST FINL CORP Financial Services 872,304.0 $140.2M 0.08% -121K -12.2% $160.72 -4.9%
115 DASH DOORDASH INC Communication Services 749,471.0 $138.3M 0.08% NEW $184.53 +20.7%
116 SEI SOLARIS ENERGY INFRAS INC Energy 1,691,193.0 $136.1M 0.08% +1.3M +351.7% $80.46 -33.7%
117 CPT CAMDEN PPTY TR Real Estate 1,178,945.0 $135.0M 0.08% +576K +95.6% $114.49 -5.8%
118 TMO THERMO FISHER SCIENTIFIC INC Healthcare 269,128.0 $134.9M 0.08% -8K -2.9% $501.36 +24.7%
119 KTB KONTOOR BRANDS INC Consumer Cyclical 1,603,623.0 $133.6M 0.08% +389K +32.0% $83.34 -1.5%
120 LNC LINCOLN NATL CORP IND Financial Services 3,772,433.0 $133.4M 0.08% +91K +2.5% $35.35 +19.9%
Page 6 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%