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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 7 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LNT ALLIANT ENERGY CORP Utilities 1,713,259.0 $130.7M 0.08% -92K -5.1% $76.29 -10.8%
122 SRRK SCHOLAR ROCK HLDG CORP Healthcare 2,358,587.0 $129.7M 0.08% -437K -15.6% $55.00 +2.2%
123 LFST LIFESTANCE HEALTH GROUP INC Healthcare 12,077,557.0 $129.4M 0.08% +4.7M +63.5% $10.71 +16.4%
124 PLD PROLOGIS INC. Real Estate 951,858.0 $128.9M 0.08% -122K -11.4% $135.47 +4.5%
125 IMVT IMMUNOVANT INC Healthcare 3,310,238.0 $127.5M 0.08% +2.6M +372.6% $38.53 +14.5%
126 PPL PPL CORP Utilities 3,499,110.0 $127.2M 0.08% +1.1M +48.7% $36.35 -5.2%
127 AZN ASTRAZENECA PLC Healthcare 666,497.0 $126.4M 0.08% NEW $189.62 -12.4%
128 FIX COMFORT SYS USA INC Industrials 63,477.0 $125.8M 0.07% +61K +2897.0% $1981.94 -16.2%
129 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,699,609.0 $124.0M 0.07% +1.3M +303.8% $72.98 +7.6%
130 NDSN NORDSON CORP Industrials 398,533.0 $120.2M 0.07% +146K +57.9% $301.69 +10.1%
131 AMAT APPLIED MATLS INC Technology 165,784.0 $119.9M 0.07% +64K +62.2% $723.00 -32.0%
132 HXL HEXCEL CORP NEW Industrials 1,193,356.0 $119.4M 0.07% -142K -10.6% $100.06 -6.2%
133 GTES GATES INDL CORP PLC Industrials 4,228,443.0 $118.3M 0.07% -728K -14.7% $27.97 -7.2%
134 KEX KIRBY CORP Industrials 865,097.0 $117.6M 0.07% +131K +17.9% $135.97 +3.0%
135 CAT CATERPILLAR INC Industrials 109,244.0 $116.3M 0.07% -14K -11.1% $1064.90 -22.1%
136 CMS CMS ENERGY CORP Utilities 1,517,533.0 $116.1M 0.07% -103K -6.3% $76.50 -10.2%
137 NOC NORTHROP GRUMMAN CORP Industrials 226,563.0 $115.4M 0.07% -175K -43.6% $509.31 +8.3%
138 ABCB AMERIS BANCORP Financial Services 1,274,893.0 $115.1M 0.07% -466K -26.8% $90.26 -4.6%
139 RBC RBC BEARINGS INC Industrials 176,861.0 $113.9M 0.07% -16K -8.3% $644.06 -21.4%
140 MRSH MARSH & MCLENNAN COS INC Financial Services 683,273.0 $113.9M 0.07% +454K +198.3% $166.67 +15.4%
Page 7 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%