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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 57
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.79B
29,742,101
-27%
增持
AMZN
AMAZON COM INC
+$1.41B
54,981,548
+28%
增持
META
META PLATFORMS INC
+$912.7M
11,563,595
+30%
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。
减持
MSFT
MICROSOFT CORP
-$741.5M
25,227,719
-1%
减持
NVDA
NVIDIA CORPORATION
-$711.1M
18,903,391
-10%
减持
SPGI
S&P GLOBAL INC
-$628.4M
387,889
-80%
减持
DXCM
DEXCOM INC
-$535.4M
4,292,166
-41%
增持
GOOGL
ALPHABET INC
+$515.8M
24,145,417
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$514.0M
2,422,461
-33%
减持
LLY
ELI LILLY & CO
+$491.5M
8,407,613
-2%
增持
MDB
MONGODB INC
+$474.1M
3,733,964
+88%
减持
—
ASML HOLDING N V
-$436.9M
994,313
-30%
减持
AVGO
BROADCOM INC
-$376.2M
2,501,124
-12%
减持
AXP
AMERICAN EXPRESS CO
-$340.3M
193,450
-91%
建仓
ARM
ARM HOLDINGS PLC
+$340.0M
6,352,109
增持
ADBE
ADOBE INC
+$339.4M
4,561,859
+12%
增持
HUBS
HUBSPOT INC
+$339.2M
792,135
+728%
减持
TSLA
TESLA INC
-$334.5M
18,646,593
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$304.0M
25,395,283
-1%
增持
ARGX
ARGENX SE
+$297.6M
1,511,745
+32%
增持
GOOG
ALPHABET INC
+$262.9M
19,822,203
+2%
增持
NOW
SERVICENOW INC
+$252.0M
2,467,471
+23%
增持
NVO
NOVO-NORDISK A S
+$237.7M
23,419,405
+100%
减持
SNOW
SNOWFLAKE INC
-$229.1M
7,024,586
-5%
增持
MA
MASTERCARD INCORPORATED
+$223.5M
7,966,348
+7%
增持
MELI
MERCADOLIBRE INC
+$219.3M
2,233,430
+1%
减持
ULTA
ULTA BEAUTY INC
-$209.5M
1,130,379
-20%
减持
PANW
PALO ALTO NETWORKS INC
-$200.9M
1,428,888
-32%
减持
MAR
MARRIOTT INTL INC NEW
-$194.5M
3,374,070
-28%
减持
HDB
HDFC BANK LTD
-$185.4M
2,440,197
-48%
清仓
RBLX
ROBLOX CORP
-$175.5M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$169.7M
3,758,277
-7%
减持
V
VISA INC
-$164.3M
11,738,990
-3%
减持
MCD
MCDONALDS CORP
-$158.1M
564,795
-45%
减持
GS
GOLDMAN SACHS GROUP INC
-$153.1M
1,793,259
-21%
减持
NKE
NIKE INC
-$142.5M
8,478,642
-2%
增持
ISRG
INTUITIVE SURGICAL INC
-$133.7M
4,585,190
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$130.7M
7,047,231
+9%
减持
SLB
SCHLUMBERGER LTD
-$126.0M
3,702,308
-47%
减持
CRM
SALESFORCE INC
-$122.9M
8,839,684
-3%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$116.8M
1,301,861
-51%
清仓
TMUS
T-MOBILE US INC
-$112.9M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$110.4M
4,503,330
-9%
增持
—
ARISTA NETWORKS INC
+$108.9M
1,792,867
+32%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$105.2M
224,658
-7%
增持
MCO
MOODYS CORP
+$101.7M
1,510,986
+40%
增持
AMAT
APPLIED MATLS INC
+$99.6M
2,480,780
+47%
增持
NFLX
NETFLIX INC
+$90.6M
3,878,293
+24%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$88.3M
4,759,023
-1%
清仓
—
PDC ENERGY INC
-$81.7M
0
-100%
减持
HUM
HUMANA INC
-$77.2M
186,458
-50%
建仓
PR
PERMIAN RESOURCES CORP
+$76.6M
5,489,179
增持
—
CYBERARK SOFTWARE LTD
+$67.3M
581,003
+227%
减持
RTX
RTX CORPORATION
-$65.4M
713,212
-40%
清仓
QCOM
QUALCOMM INC
-$64.1M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$59.0M
3,639,716
-2%
减持
ABNB
AIRBNB INC
+$58.4M
8,825,128
-2%
增持
DELL
DELL TECHNOLOGIES INC
+$56.3M
2,025,036
+32%
减持
ET
ENERGY TRANSFER L P
-$54.7M
3,445,945
-58%
减持
HD
HOME DEPOT INC
-$50.8M
3,140,208
-2%
增持
LNG
CHENIERE ENERGY INC
+$49.6M
1,175,109
+23%
建仓
—
GLOBANT S A
+$48.8M
246,671
减持
DE
DEERE & CO
-$47.9M
105,335
-51%
增持
—
APELLIS PHARMACEUTICALS INC
-$44.8M
3,542,209
+80%
增持
CVX
CHEVRON CORP NEW
+$44.5M
969,993
+28%
增持
MET
METLIFE INC
+$44.4M
2,522,728
+25%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$44.4M
26,890
-98%
增持
TJX
TJX COS INC NEW
+$44.1M
9,054,237
+1%
增持
CSCO
CISCO SYS INC
+$42.3M
2,683,461
+36%
增持
—
WEATHERFORD INTL PLC
+$42.0M
1,092,771
+28%
减持
—
SUMMIT MATLS INC
-$41.7M
1,308,483
-40%
减持
—
TOWER SEMICONDUCTOR LTD
-$39.8M
1,476,670
-27%
建仓
PTC
PTC INC
+$39.1M
275,646
减持
BC
BRUNSWICK CORP
-$38.5M
471,545
-46%
清仓
—
HOWARD HUGHES CORP
-$38.0M
0
-100%
减持
PHR
PHREESIA INC
-$37.9M
2,237,958
-13%
减持
XEL
XCEL ENERGY INC
-$37.8M
509,386
-53%
减持
GFL
GFL ENVIRONMENTAL INC
-$37.5M
1,185,007
-39%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$36.7M
589,344
+231%
减持
—
LINDE PLC
-$35.4M
568,575
-12%
减持
—
REVANCE THERAPEUTICS INC
-$35.1M
997,616
-46%
增持
—
CYMABAY THERAPEUTICS INC
+$34.7M
3,555,274
+113%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$34.4M
0
-100%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$34.3M
1,433,691
+211%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$34.3M
462,718
建仓
ALGN
ALIGN TECHNOLOGY INC
+$34.1M
111,637
增持
NI
NISOURCE INC
-$33.9M
13,111,122
+0%
减持
FOUR
SHIFT4 PMTS INC
-$33.5M
2,343,311
-3%
清仓
—
SEAGEN INC
-$33.1M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$32.7M
340,849
+485%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$31.6M
0
-100%
增持
AMGN
AMGEN INC
+$31.3M
217,766
+77%
清仓
NVST
ENVISTA HOLDINGS CORPORATION
-$31.1M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
+$30.9M
4,773,078
-0%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$30.8M
2,162,441
-18%
增持
DLR
DIGITAL RLTY TR INC
+$30.7M
278,989
+929%
减持
DHR
DANAHER CORPORATION
-$30.6M
1,790
-99%
增持
—
JOHNSON CTLS INTL PLC
-$30.6M
2,065,560
+0%
增持
BDX
BECTON DICKINSON & CO
+$30.5M
380,277
+48%
增持
NU
NU HLDGS LTD
+$30.3M
25,228,883
+30%
减持
CNM
CORE & MAIN INC
-$29.9M
201,478
-82%
减持
CNMD
CONMED CORP
-$29.5M
364,694
-25%
减持
COST
COSTCO WHSL CORP NEW
+$29.5M
3,574,845
-3%
减持
LFUS
LITTELFUSE INC
-$29.1M
193,757
-27%
增持
PAGP
PLAINS GP HLDGS L P
+$28.7M
4,958,406
+44%
增持
WMT
WALMART INC
+$28.5M
1,350,507
+13%
增持
TFC
TRUIST FINL CORP
+$28.3M
3,673,609
+45%
减持
CHDN
CHURCHILL DOWNS INC
-$28.2M
623,260
-14%
减持
MU
MICRON TECHNOLOGY INC
+$27.7M
6,306,843
-1%
建仓
OKE
ONEOK INC NEW
+$27.7M
436,900
增持
EQIX
EQUINIX INC
+$27.5M
43,527
+720%
减持
PAYC
PAYCOM SOFTWARE INC
-$26.9M
282,819
-9%
增持
TRGP
TARGA RES CORP
+$26.9M
2,487,507
+2%
增持
SHEL
SHELL PLC
+$26.9M
1,093,757
+52%
减持
ETSY
ETSY INC
-$26.8M
407,357
-35%
增持
GE
GENERAL ELECTRIC CO
+$26.3M
764,480
+44%
减持
HSY
HERSHEY CO
-$26.1M
23,969
-81%
建仓
KOS
KOSMOS ENERGY LTD
+$25.8M
3,156,477
减持
MRK
MERCK & CO INC
-$25.8M
1,563,253
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$25.6M
568,420
-20%
增持
TTD
THE TRADE DESK INC
+$25.5M
7,607,798
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$25.4M
42,917,933
-5%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$25.3M
409,475
+86%
减持
ENPH
ENPHASE ENERGY INC
-$25.0M
36,217
-79%
增持
QTWO
Q2 HLDGS INC
+$24.2M
1,225,286
+147%
减持
MXL
MAXLINEAR INC
-$24.2M
430,689
-60%
减持
MDLZ
MONDELEZ INTL INC
-$24.0M
1,175,239
-19%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$23.8M
388,995
-84%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$23.5M
3,768,936
+23%
减持
PEP
PEPSICO INC
-$23.4M
661,972
-10%
增持
—
CHUBB LIMITED
+$22.7M
1,005,593
+4%
增持
—
ON HLDG AG
-$22.6M
7,887,000
+8%
增持
—
BROOKLINE BANCORP INC DEL
+$22.4M
3,623,321
+199%
建仓
VSEC
VSE CORP
+$22.2M
440,188
增持
HURN
HURON CONSULTING GROUP INC
+$22.2M
885,714
+7%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$22.2M
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
+$22.0M
899,671
+9%
减持
INSP
INSPIRE MED SYS INC
-$21.9M
40,747
-56%
减持
—
RENAISSANCERE HLDGS LTD
-$21.9M
436,805
-25%
增持
ABBV
ABBVIE INC
+$21.8M
1,504,935
+0%
减持
—
AVID BIOSERVICES INC
-$21.8M
2,270,885
-27%
增持
VST
VISTRA CORP
+$21.7M
2,830,411
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$21.7M
880,855
+8%
减持
CNP
CENTERPOINT ENERGY INC
-$21.7M
8,552,502
-1%
清仓
A
AGILENT TECHNOLOGIES INC
-$21.6M
0
-100%
减持
WMB
WILLIAMS COS INC
-$21.2M
2,426,302
-23%
增持
HAL
HALLIBURTON CO
+$20.8M
1,679,622
+17%
减持
CEG
CONSTELLATION ENERGY CORP
+$20.7M
1,651,835
-5%
建仓
MTRN
MATERION CORP
+$20.6M
202,275
减持
COP
CONOCOPHILLIPS
+$20.5M
2,070,065
-6%
