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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 62
减持 61
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$2.65B
21,119,279
-7%
增持
META
META PLATFORMS INC
+$1.49B
8,916,444
+77%
减持
DHR
DANAHER CORPORATION
-$1.34B
129,406
-98%
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
AMD
ADVANCED MICRO DEVICES INC
+$1.32B
25,591,636
+57%
减持
MSFT
MICROSOFT CORP
+$1.29B
25,568,522
-1%
建仓
NOW
SERVICENOW INC
+$1.13B
2,005,857
减持
AMZN
AMAZON COM INC
+$1.10B
42,805,434
-1%
增持
LLY
LILLY ELI & CO
+$1.08B
8,581,438
+0%
减持
TMUS
T-MOBILE US INC
-$1.08B
813,073
-90%
减持
AAPL
APPLE INC
+$1.00B
40,623,122
-3%
减持
SLB
SCHLUMBERGER LTD
-$963.9M
6,958,602
-74%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$922.3M
116,314
-93%
减持
TEAM
ATLASSIAN CORPORATION
-$835.1M
4,458
-100%
增持
MDB
MONGODB INC
+$816.9M
1,988,733
+101056%
减持
TSLA
TESLA INC
+$800.2M
19,101,535
-6%
增持
AVGO
BROADCOM INC
+$756.9M
2,828,566
+7%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$502.5M
6,483,146
+34%
减持
UBER
UBER TECHNOLOGIES INC
+$487.5M
45,132,152
-2%
增持
CRM
SALESFORCE INC
+$479.0M
9,066,821
+26%
增持
ULTA
ULTA BEAUTY INC
+$448.2M
1,404,684
+260%
增持
—
ASTRAZENECA PLC
+$437.0M
21,807,209
+35%
增持
GOOGL
ALPHABET INC
+$419.9M
22,087,196
+3%
增持
MU
MICRON TECHNOLOGY INC
+$400.3M
6,358,942
+37767%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$387.9M
4,062,902
-2%
增持
SNOW
SNOWFLAKE INC
+$346.6M
7,399,711
+19%
减持
ISRG
INTUITIVE SURGICAL INC
+$335.5M
4,310,498
-3%
减持
ABT
ABBOTT LABS
-$314.7M
396,497
-89%
清仓
NOC
NORTHROP GRUMMAN CORP
-$279.3M
0
-100%
增持
MELI
MERCADOLIBRE INC
-$266.1M
2,205,335
+1%
清仓
EL
LAUDER ESTEE COS INC
-$265.5M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$258.3M
4,061,923
-21%
减持
GOOG
ALPHABET INC
+$243.3M
19,432,085
-4%
增持
MBLY
MOBILEYE GLOBAL INC
+$242.9M
16,132,453
+85%
增持
GS
GOLDMAN SACHS GROUP INC
+$233.5M
2,273,736
+49%
增持
LULU
LULULEMON ATHLETICA INC
+$197.1M
4,781,168
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$171.8M
815,321
+14%
增持
AXP
AMERICAN EXPRESS CO
+$156.9M
2,119,462
+65%
减持
COST
COSTCO WHSL CORP NEW
-$144.1M
3,696,631
-14%
减持
NKE
NIKE INC
-$140.1M
8,636,501
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$136.2M
2,097,464
+5%
减持
TJX
TJX COS INC NEW
-$134.2M
8,970,594
-21%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$111.2M
241,593
+2%
增持
PCG
PG&E CORP
+$104.0M
16,629,027
+47%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$103.7M
3,805,641
-17%
减持
NEE
NEXTERA ENERGY INC
-$100.4M
4,965,180
-18%
减持
TTD
THE TRADE DESK INC
+$100.1M
7,368,984
-4%
减持
MA
MASTERCARD INCORPORATED
+$99.5M
7,450,867
-4%
增持
NI
NISOURCE INC
+$95.0M
13,071,748
+39%
增持
DXCM
DEXCOM INC
+$91.8M
7,282,187
+0%
减持
HDB
HDFC BANK LTD
-$89.1M
4,725,638
-25%
清仓
ETR
ENTERGY CORP NEW
-$88.8M
0
-100%
减持
—
PDC ENERGY INC
-$87.3M
1,148,113
-56%
增持
—
ASML HOLDING N V
+$86.7M
1,410,471
+3%
增持
NU
NU HLDGS LTD
+$84.6M
19,335,927
+35%
增持
—
ON HLDG AG
+$83.9M
7,332,487
+44%
建仓
DELL
DELL TECHNOLOGIES INC
+$83.2M
1,537,704
减持
AEP
AMERICAN ELEC PWR CO INC
-$72.1M
375,707
-67%
减持
NVO
NOVO-NORDISK A S
-$71.9M
11,691,898
-5%
建仓
BDX
BECTON DICKINSON & CO
+$67.8M
256,930
减持
RBLX
ROBLOX CORP
-$67.4M
4,354,566
-19%
清仓
ZTS
ZOETIS INC
-$67.0M
0
-100%
增持
—
HESS CORP
+$64.6M
1,390,075
+48%
增持
MRK
MERCK & CO INC
+$60.3M
1,618,268
+36%
减持
COP
CONOCOPHILLIPS
-$57.8M
2,196,041
-24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$56.6M
3,718,953
+9%
减持
—
ICON PLC
-$55.6M
2,969
-99%
减持
MAR
MARRIOTT INTL INC NEW
+$55.0M
4,669,165
-3%
减持
AES
AES CORP
-$54.6M
749,618
-74%
建仓
GH
GUARDANT HEALTH INC
+$53.2M
1,487,409
减持
AMGN
AMGEN INC
-$53.1M
122,739
-63%
减持
—
ENLINK MIDSTREAM LLC
-$51.2M
2,691,230
-63%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$51.0M
918,105
-54%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$50.1M
177,801
-74%
增持
—
WEATHERFORD INTL PLC
+$49.0M
853,965
+559%
增持
FE
FIRSTENERGY CORP
+$48.6M
2,097,476
+155%
增持
—
CONSTELLIUM SE
+$47.5M
5,542,233
+77%
增持
AMAT
APPLIED MATLS INC
+$45.9M
1,687,170
+5%
清仓
WDAY
WORKDAY INC
-$45.5M
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$43.6M
1,741,723
+18%
减持
ABBV
ABBVIE INC
-$42.9M
1,502,908
-2%
建仓
—
XP INC
+$42.4M
1,808,775
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$41.7M
0
-100%
增持
CHDN
CHURCHILL DOWNS INC
+$41.6M
722,628
+215%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$40.0M
4,822,690
-1%
增持
HXL
HEXCEL CORP NEW
+$39.7M
1,223,089
+57%
增持
MRSH
MARSH & MCLENNAN COS INC
+$38.7M
711,035
+25%
清仓
WAB
WABTEC
-$38.2M
0
-100%
增持
PGNY
PROGYNY INC
+$37.9M
2,267,522
+42%
清仓
OGE
OGE ENERGY CORP
-$37.0M
0
-100%
增持
ABNB
AIRBNB INC
+$36.5M
8,992,991
+0%
增持
—
LINDE PLC
+$36.3M
648,572
+9%
增持
KEX
KIRBY CORP
+$36.2M
1,507,817
+32%
减持
ENPH
ENPHASE ENERGY INC
-$36.1M
175,355
-44%
增持
PHR
PHREESIA INC
+$35.3M
2,571,842
+87%
减持
A
AGILENT TECHNOLOGIES INC
-$34.4M
179,312
-56%
清仓
ES
EVERSOURCE ENERGY
-$34.0M
0
-100%
减持
QCOM
QUALCOMM INC
-$32.7M
538,127
-29%
增持
WMT
WALMART INC
+$32.2M
1,193,049
+13%
清仓
LNT
ALLIANT ENERGY CORP
-$32.1M
0
-100%
清仓
OKE
ONEOK INC NEW
-$32.1M
0
-100%
减持
PLRX
PLIANT THERAPEUTICS INC
-$31.7M
50,824
-96%
增持
HAYW
HAYWARD HLDGS INC
+$31.6M
4,517,393
+100%
清仓
YMM
FULL TRUCK ALLIANCE CO LTD
-$31.4M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$30.0M
269,646
+21%
增持
CGNX
COGNEX CORP
+$29.6M
994,710
+89%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$29.5M
1,192,106
-20%
建仓
BAX
BAXTER INTL INC
+$29.2M
640,132
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.6M
3,052,718
-5%
建仓
—
CYBERARK SOFTWARE LTD
+$27.8M
177,927
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$27.3M
0
-100%
建仓
CAVA
CAVA GROUP INC
+$27.2M
664,940
增持
BAC
BANK AMERICA CORP
+$27.2M
4,723,574
+25%
减持
PPL
PPL CORP
-$26.8M
2,743,997
-23%
减持
JPM
JPMORGAN CHASE & CO
+$26.7M
1,884,376
-1%
减持
V
VISA INC
+$26.3M
12,061,653
-4%
增持
VST
VISTRA CORP
+$25.7M
2,749,148
+42%
增持
AVNT
AVIENT CORPORATION
+$25.1M
1,376,024
+81%
增持
MKL
MARKEL GROUP INC
+$24.6M
52,757
+39%
减持
UNH
UNITEDHEALTH GROUP INC
-$24.3M
3,610,651
-3%
增持
MDLZ
MONDELEZ INTL INC
+$23.7M
1,446,752
+23%
清仓
—
HORIZON THERAPEUTICS PUB L
-$23.3M
0
-100%
减持
—
LAM RESEARCH CORP
-$23.1M
174,342
-32%
增持
CHEF
CHEFS WHSE INC
+$23.1M
1,389,462
+78%
清仓
SLM
SLM CORP
-$23.1M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$23.1M
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
+$22.4M
827,203
+33%
减持
HD
HOME DEPOT INC
-$21.9M
3,217,965
-7%
增持
EPAC
ENERPAC TOOL GROUP CORP
+$21.9M
2,121,114
+53%
减持
DG
DOLLAR GEN CORP NEW
-$21.9M
4,000
-96%
增持
ARGX
ARGENX SE
+$21.6M
1,143,378
+0%
减持
SYK
STRYKER CORPORATION
-$21.3M
295,358
-24%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$20.5M
519,349
-43%
建仓
—
MARINUS PHARMACEUTICALS INC
+$20.3M
1,865,430
增持
PAYC
PAYCOM SOFTWARE INC
+$20.2M
312,113
+18%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$19.7M
2,623,813
-11%
建仓
WSO
WATSCO INC
+$19.6M
51,343
增持
FOUR
SHIFT4 PMTS INC
+$19.4M
2,404,436
+27%
减持
STWD
STARWOOD PPTY TR INC
-$19.3M
380,095
-75%
增持
EIX
EDISON INTL
+$19.2M
1,439,262
+26%
减持
—
NXP SEMICONDUCTORS N V
-$19.1M
429,584
-25%
增持
PCVX
VAXCYTE INC
+$19.0M
1,454,502
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$19.0M
747,226
+47%
减持
MET
METLIFE INC
-$18.9M
2,021,140
-12%
增持
MOH
MOLINA HEALTHCARE INC
+$18.7M
316,772
+10%
减持
PG
PROCTER AND GAMBLE CO
-$18.4M
873,484
-14%
减持
CMS
CMS ENERGY CORP
-$18.4M
2,155,348
-9%
减持
NFLX
NETFLIX INC
+$17.7M
3,118,915
-21%
减持
—
SILK RD MED INC
-$17.7M
536,864
-40%
建仓
FIBK
FIRST INTST BANCSYSTEM INC
+$17.6M
737,735
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$17.4M
551,942
+76%
