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JENNISON ASSOCIATES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JENNISON ASSOCIATES LLC
报告期 2026-03-31 · CIK 0000053417
持仓数
562
前50大市值合计
$120.02B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 71
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$1.21B
29,557,607
+200%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$877.5M
4,755,821
+168%
减持
NKE
NIKE INC
-$697.0M
7,738,814
-41%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOGL
ALPHABET INC
-$683.9M
26,231,920
+1690%
减持
MSFT
MICROSOFT CORP
-$586.3M
23,053,827
-1%
增持
—
ATLASSIAN CORP PLC
+$558.1M
7,134,346
+42%
增持
MELI
MERCADOLIBRE INC
+$541.9M
2,195,714
+10%
增持
GOOG
ALPHABET INC
-$534.0M
23,253,198
+1736%
减持
NVDA
NVIDIA CORPORATION
-$523.8M
17,285,644
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$497.4M
4,752,598
+28%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$491.5M
4,227,703
-6%
增持
COST
COSTCO WHSL CORP NEW
+$482.4M
4,345,886
+33%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$443.7M
1,200,837
-81%
减持
EL
LAUDER ESTEE COS INC
-$398.2M
5,921,043
-10%
增持
UBER
UBER TECHNOLOGIES INC
+$364.6M
47,898,025
+8%
增持
NFLX
NETFLIX INC
+$356.5M
2,601,128
+78%
增持
NOC
NORTHROP GRUMMAN CORP
+$352.1M
812,239
+1198%
减持
ABT
ABBOTT LABS
-$328.6M
8,871,122
-19%
增持
TTD
THE TRADE DESK INC
+$328.0M
14,797,740
+11%
减持
—
ALCON AG
-$262.2M
3,083,909
-51%
增持
CRM
SALESFORCE INC
-$255.5M
13,688,506
+2%
增持
V
VISA INC
-$240.1M
13,270,127
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$232.9M
9,695,501
+20%
建仓
TMUS
T-MOBILE US INC
+$222.4M
1,657,443
减持
AMZN
AMAZON COM INC
+$215.9M
47,160,581
-2%
增持
NU
NU HLDGS LTD
+$212.6M
94,293,389
+74%
增持
MA
MASTERCARD INCORPORATED
-$206.8M
7,874,093
+2%
增持
ENPH
ENPHASE ENERGY INC
+$200.4M
890,322
+272%
清仓
SNAP
SNAP INC
-$197.5M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$181.2M
5,450,812
+2%
减持
ABNB
AIRBNB INC
-$175.7M
10,438,175
-27%
增持
—
ASML HOLDING N V
+$144.2M
1,159,495
+64%
减持
META
META PLATFORMS INC
-$143.6M
4,713,525
-3%
增持
LULU
LULULEMON ATHLETICA INC
+$137.5M
4,887,522
+8%
减持
SLB
SCHLUMBERGER LTD
-$131.6M
25,140,165
-13%
减持
HUBS
HUBSPOT INC
-$127.4M
632,841
-36%
增持
RBLX
ROBLOX CORP
+$116.7M
7,102,954
+69%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$111.0M
542,847
+1%
减持
LLY
LILLY ELI & CO
-$104.0M
10,064,742
-3%
减持
AVGO
BROADCOM INC
-$102.7M
2,221,625
-1%
减持
SHOP
SHOPIFY INC
-$95.9M
919,158
-76%
减持
TGT
TARGET CORP
-$91.6M
1,554,638
-32%
增持
AMT
AMERICAN TOWER CORP NEW
-$89.2M
4,649,348
+9%
增持
CEG
CONSTELLATION ENERGY CORP
+$86.9M
2,208,947
+31%
建仓
—
CYBERARK SOFTWARE LTD
+$83.1M
554,175
增持
NVO
NOVO-NORDISK A S
-$82.9M
10,930,506
+4%
减持
DXCM
DEXCOM INC
-$79.0M
6,943,376
-19%
减持
MRK
MERCK & CO INC
-$74.9M
866,022
-47%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$71.7M
6,972,740
+6%
增持
—
APELLIS PHARMACEUTICALS INC
+$69.2M
2,534,712
+10%
增持
SRE
SEMPRA
+$67.5M
1,046,771
+76%
清仓
MTCH
MATCH GROUP INC NEW
-$66.5M
0
-100%
建仓
SO
SOUTHERN CO
+$65.1M
957,530
增持
SPGI
S&P GLOBAL INC
-$64.0M
2,333,284
+1%
减持
LNT
ALLIANT ENERGY CORP
-$61.3M
607,561
-62%
增持
MCD
MCDONALDS CORP
+$60.1M
961,359
+47%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$59.7M
565,229
-61%
减持
AAPL
APPLE INC
-$57.2M
48,069,405
-2%
减持
CNC
CENTENE CORP DEL
-$55.0M
1,765,374
-22%
清仓
WTRG
ESSENTIAL UTILS INC
-$51.0M
0
-100%
减持
—
ICON PLC
-$49.3M
429,677
-27%
减持
—
DLOCAL LTD
-$47.8M
7,596,050
-2%
增持
ABBV
ABBVIE INC
+$47.7M
1,977,453
+39%
增持
—
EQUITRANS MIDSTREAM CORP
+$47.1M
7,428,814
+461%
减持
D
DOMINION ENERGY INC
-$46.2M
3,633,980
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$45.9M
788,112
+21%
减持
ISRG
INTUITIVE SURGICAL INC
-$45.6M
3,200,169
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$42.8M
5,301,911
+3%
减持
KKR
KKR & CO INC
-$42.6M
9,870,372
-2%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$42.4M
2,853,926
+27%
减持
AEE
AMEREN CORP
-$40.6M
2,064,971
-10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.6M
3,865,190
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$40.0M
2,171,621
+240%
增持
NEE
NEXTERA ENERGY INC
+$40.0M
6,223,897
+8%
减持
—
SEAGEN INC
-$39.6M
324,230
-32%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$39.6M
1,649,795
增持
HDB
HDFC BANK LTD
+$39.4M
3,008,875
+21%
增持
ARGX
ARGENX SE
-$38.6M
1,549,065
+0%
增持
CHRD
CHORD ENERGY CORPORATION
+$38.2M
828,020
+34%
减持
MDLZ
MONDELEZ INTL INC
-$36.9M
1,292,080
-26%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$36.4M
1,740,977
减持
—
LINDE PLC
-$36.2M
582,519
-13%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$35.8M
1,274,021
清仓
—
AMERICAN CAMPUS CMNTYS INC
-$35.8M
0
-100%
增持
GFL
GFL ENVIRONMENTAL INC
+$35.4M
3,080,040
+87%
增持
—
GLOBANT S A
+$34.6M
851,322
+19%
增持
FOUR
SHIFT4 PMTS INC
+$33.4M
1,947,345
+21%
增持
EIX
EDISON INTL
+$33.3M
1,251,924
+111%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$32.8M
4,283,750
-36%
减持
IWF
ISHARES TR
-$32.6M
56,882
-72%
建仓
PPL
PPL CORP
+$31.6M
1,248,150
减持
CMS
CMS ENERGY CORP
-$31.0M
2,477,123
-5%
建仓
VST
VISTRA CORP
+$31.0M
1,474,536
清仓
NTES
NETEASE INC
-$30.4M
0
-100%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$29.8M
4,900,918
-4%
建仓
—
IMMUNOGEN INC
+$29.6M
6,197,480
减持
ORLY
OREILLY AUTOMOTIVE INC
+$28.9M
711,851
-5%
减持
—
DCP MIDSTREAM LP
-$28.7M
219,593
-82%
减持
RUSHA
RUSH ENTERPRISES INC
-$28.7M
343,892
-62%
减持
JPM
JPMORGAN CHASE & CO
-$28.5M
1,861,964
-6%
增持
—
ASTRAZENECA PLC
-$28.3M
4,441,663
+8%
增持
EXC
EXELON CORP
-$28.1M
3,627,220
+0%
增持
HUM
HUMANA INC
+$27.6M
448,468
+10%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$27.0M
1,706,973
+61%
增持
—
AVID BIOSERVICES INC
+$26.4M
2,876,669
+54%
增持
—
KNOWBE4 INC
+$26.4M
2,836,534
+36%
增持
—
ENLINK MIDSTREAM LLC
+$26.2M
4,477,283
+180%
清仓
ENTG
ENTEGRIS INC
-$25.8M
0
-100%
减持
BZ
KANZHUN LIMITED
-$25.7M
1,515,922
-22%
减持
ENB
ENBRIDGE INC
-$25.5M
1,090,683
-30%
减持
XEL
XCEL ENERGY INC
-$25.3M
1,556,444
-12%
减持
LFUS
LITTELFUSE INC
-$25.3M
399,758
-3%
减持
TJX
TJX COS INC NEW
-$24.7M
12,617,705
-13%
增持
—
PINNACLE FINL PARTNERS INC
+$24.2M
997,576
+27%
减持
AVNT
AVIENT CORPORATION
-$23.9M
1,314,084
-17%
减持
QCOM
QUALCOMM INC
-$23.3M
1,032,305
-6%
减持
JKHY
HENRY JACK & ASSOC INC
-$23.3M
147,089
-47%
建仓
CHDN
CHURCHILL DOWNS INC
+$23.2M
125,823
清仓
XPEV
XPENG INC
-$22.9M
0
-100%
增持
KBR
KBR INC
+$22.0M
1,442,525
+73%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$21.9M
1,193,899
+13%
增持
CPNG
COUPANG INC
+$21.1M
2,824,866
+38%
减持
C
CITIGROUP INC
-$20.9M
924,203
-28%
增持
—
RETAIL OPPORTUNITY INVTS COR
+$20.6M
3,869,038
+87%
增持
PG
PROCTER AND GAMBLE CO
-$20.5M
1,225,335
+1%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$20.0M
1,078,908
-48%
增持
DAR
DARLING INGREDIENTS INC
+$19.7M
937,781
+32%
减持
—
LABORATORY CORP AMER HLDGS
-$19.6M
323,003
-12%
减持
CVX
CHEVRON CORP NEW
-$19.2M
934,667
-12%
减持
—
AXIS CAP HLDGS LTD
-$19.2M
1,721,903
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$19.1M
2,908,002
-1%
增持
PGNY
PROGYNY INC
+$19.1M
1,805,735
+10%
增持
HURN
HURON CONSULTING GROUP INC
+$18.9M
858,446
+47%
减持
IQV
IQVIA HLDGS INC
-$18.7M
185,434
-23%
增持
MOH
MOLINA HEALTHCARE INC
+$18.6M
290,684
+5%
建仓
PODD
INSULET CORP
+$18.5M
80,762
减持
—
PACWEST BANCORP DEL
-$18.3M
441,536
-58%
增持
PCRX
PACIRA BIOSCIENCES INC
+$18.2M
797,051
+92%
增持
—
ARISTA NETWORKS INC
+$17.9M
392,688
+40%
增持
YOU
CLEAR SECURE INC
+$17.8M
1,814,211
+53%
增持
DH
DEFINITIVE HEALTHCARE CORP
+$17.7M
1,617,266
+402%
增持
LOW
LOWES COS INC
+$17.5M
383,407
+23%
减持
LNG
CHENIERE ENERGY INC
+$17.4M
2,101,586
-16%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$17.3M
1,389,616
+219%
增持
WMB
WILLIAMS COS INC
+$16.9M
6,230,731
+20%
增持
—
COOPER COS INC
+$16.9M
171,800
+89%
清仓
LKFT
GALAPAGOS NV
-$16.9M
0
-100%
减持
CSCO
CISCO SYS INC
-$16.8M
1,646,556
-15%
增持
—
ON HLDG AG
+$16.7M
2,311,300
+100%
减持
COP
CONOCOPHILLIPS
+$16.5M
4,191,088
-9%
