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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 80
减持 58
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$1.63B
25,505,600
+1%
增持
AMZN
AMAZON COM INC
+$1.58B
56,371,051
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.35B
26,886,280
+6%
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
NFLX
NETFLIX INC
+$1.19B
5,452,271
+41%
增持
AVGO
BROADCOM INC
+$1.13B
2,877,068
+15%
减持
NVDA
NVIDIA CORPORATION
-$1.13B
14,324,925
-24%
建仓
BA
BOEING CO
+$960.4M
3,684,483
增持
CRWD
CROWDSTRIKE HLDGS INC
+$822.4M
6,340,819
+33%
减持
TSLA
TESLA INC
-$781.7M
15,631,235
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$683.3M
3,617,813
+49%
减持
ARGX
ARGENX SE
-$641.2M
268,208
-82%
增持
HD
HOME DEPOT INC
+$557.8M
4,347,596
+38%
增持
AMT
AMERICAN TOWER CORP NEW
+$526.0M
5,299,306
+41%
减持
MELI
MERCADOLIBRE INC
+$518.1M
2,131,538
-5%
减持
AAPL
APPLE INC
+$496.9M
29,029,498
-2%
减持
CRM
SALESFORCE INC
+$473.1M
8,609,732
-3%
减持
META
META PLATFORMS INC
+$464.1M
11,118,778
-4%
增持
TTD
THE TRADE DESK INC
+$455.1M
14,586,150
+92%
清仓
ULTA
ULTA BEAUTY INC
-$451.5M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$436.7M
2,616,803
+83%
增持
NOW
SERVICENOW INC
+$402.0M
2,521,190
+2%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$395.8M
2,487,830
增持
V
VISA INC
+$378.3M
11,824,113
+1%
增持
NU
NU HLDGS LTD
+$365.3M
65,813,072
+161%
增持
MAR
MARRIOTT INTL INC NEW
+$362.2M
4,547,098
+35%
减持
—
ASTRAZENECA PLC
-$359.7M
17,732,542
-23%
减持
DXCM
DEXCOM INC
-$353.5M
378,085
-91%
减持
ABNB
AIRBNB INC
-$294.3M
6,732,856
-24%
增持
MDB
MONGODB INC
+$285.4M
3,856,857
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$284.5M
3,944,913
+4%
增持
—
ASML HOLDING N V
+$282.2M
1,146,157
+15%
减持
SNOW
SNOWFLAKE INC
+$271.9M
6,759,215
-4%
减持
ADBE
ADOBE INC
+$240.7M
4,302,355
-6%
增持
ARM
ARM HOLDINGS PLC
+$212.1M
7,346,660
+16%
减持
NVO
NOVO-NORDISK A S
+$200.7M
22,527,772
-4%
减持
COST
COSTCO WHSL CORP NEW
+$198.1M
3,359,739
-6%
增持
—
GLOBANT S A
+$179.9M
960,833
+290%
增持
HUBS
HUBSPOT INC
+$174.7M
972,957
+23%
减持
LULU
LULULEMON ATHLETICA INC
+$171.7M
3,935,596
-18%
减持
—
HESS CORP
-$165.3M
275,393
-79%
增持
—
EXXON MOBIL CORP
+$157.2M
1,864,895
+651%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$153.5M
6,625,923
-6%
减持
—
ON HLDG AG
-$150.7M
2,547,016
-68%
减持
NKE
NIKE INC
-$150.2M
6,084,070
-28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$147.2M
1,393,554
-63%
减持
SPGI
S&P GLOBAL INC
-$141.5M
651
-100%
减持
SLB
SCHLUMBERGER LTD
-$136.9M
1,517,243
-59%
增持
—
CYBERARK SOFTWARE LTD
+$135.7M
1,053,964
+81%
建仓
—
MONDAY COM LTD
+$131.1M
697,972
增持
AMGN
AMGEN INC
+$128.9M
650,637
+199%
增持
JPM
JPMORGAN CHASE & CO
+$118.8M
2,260,149
+23%
减持
COP
CONOCOPHILLIPS
-$117.5M
1,124,220
-46%
增持
BAC
BANK AMERICA CORP
+$117.3M
7,726,908
+48%
减持
MA
MASTERCARD INCORPORATED
+$116.6M
7,668,138
-4%
增持
CNC
CENTENE CORP DEL
+$116.5M
1,837,980
+536%
增持
AMAT
APPLIED MATLS INC
+$115.5M
2,831,986
+14%
增持
MCO
MOODYS CORP
+$114.1M
1,515,430
+0%
减持
GOOGL
ALPHABET INC
+$109.8M
23,405,422
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$107.0M
4,289,860
-6%
减持
UBER
UBER TECHNOLOGIES INC
-$103.6M
30,375,613
-29%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$99.6M
947,484
+8%
增持
CI
THE CIGNA GROUP
+$98.3M
566,233
+127%
增持
—
ARISTA NETWORKS INC
+$95.9M
1,807,494
+1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$92.1M
1,010,943
+180%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$91.5M
219,950
-2%
清仓
HUM
HUMANA INC
-$90.7M
0
-100%
增持
FOUR
SHIFT4 PMTS INC
+$89.2M
2,945,060
+26%
减持
LLY
ELI LILLY & CO
-$87.2M
7,597,612
-10%
减持
—
NXP SEMICONDUCTORS N V
-$86.4M
1,361
-100%
减持
MU
MICRON TECHNOLOGY INC
-$85.0M
4,031,840
-36%
增持
ABBV
ABBVIE INC
+$74.2M
1,926,468
+28%
减持
CHRD
CHORD ENERGY CORPORATION
-$67.9M
373,494
-53%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$67.3M
3,378,874
+55%
增持
DAL
DELTA AIR LINES INC DEL
+$65.8M
2,618,627
+145%
减持
MET
METLIFE INC
-$62.0M
1,462,629
-42%
减持
—
APELLIS PHARMACEUTICALS INC
+$61.4M
3,275,922
-8%
增持
WMB
WILLIAMS COS INC
+$61.3M
4,105,754
+69%
增持
SRE
SEMPRA
+$61.2M
2,455,445
+37%
增持
RL
RALPH LAUREN CORP
+$60.8M
794,127
+72%
增持
XEL
XCEL ENERGY INC
+$60.7M
1,451,483
+185%
增持
NEE
NEXTERA ENERGY INC
+$56.5M
5,177,446
+15%
增持
MKL
MARKEL GROUP INC
+$56.4M
77,995
+111%
减持
MRSH
MARSH & MCLENNAN COS INC
-$54.6M
282,947
-50%
减持
PAYC
PAYCOM SOFTWARE INC
-$54.5M
90,969
-68%
增持
INSP
INSPIRE MED SYS INC
+$53.9M
304,886
+648%
建仓
—
FERGUSON PLC NEW
+$53.2M
276,628
增持
—
CHUBB LIMITED
+$53.1M
1,161,145
+15%
增持
EXAS
EXACT SCIENCES CORP
+$52.8M
1,360,917
+94%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$52.6M
349,312
+984%
增持
WAL
WESTERN ALLIANCE BANCORP
+$52.2M
1,184,458
+112%
增持
—
LINDE PLC
+$51.9M
641,870
+13%
减持
—
JOHNSON CTLS INTL PLC
-$50.5M
1,030,783
-50%
增持
KRYS
KRYSTAL BIOTECH INC
+$50.3M
724,344
+113%
减持
NI
NISOURCE INC
-$49.9M
10,309,480
-21%
减持
PEP
PEPSICO INC
-$49.8M
367,284
-45%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$48.0M
2,547,683
+78%
增持
MLM
MARTIN MARIETTA MATLS INC
+$45.8M
157,904
+97%
增持
FTV
FORTIVE CORP
+$45.4M
1,176,655
+112%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$45.4M
2,329,859
减持
TJX
TJX COS INC NEW
+$43.4M
9,040,661
-0%
减持
GH
GUARDANT HEALTH INC
-$43.1M
479,846
-75%
减持
CVX
CHEVRON CORP NEW
-$42.7M
810,434
-16%
减持
PNW
PINNACLE WEST CAP CORP
-$42.5M
461,885
-55%
增持
TOL
TOLL BROTHERS INC
+$42.1M
834,899
+41%
减持
—
APTIV PLC
-$41.9M
631,680
-37%
增持
SAIA
SAIA INC
+$41.9M
211,673
+66%
增持
—
CYMABAY THERAPEUTICS INC
+$41.3M
3,992,711
+12%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$41.2M
3,437,292
-6%
减持
PHR
PHREESIA INC
-$40.9M
38,778
-98%
增持
BC
BRUNSWICK CORP
+$40.8M
806,396
+71%
减持
GE
GENERAL ELECTRIC CO
-$38.7M
358,993
-53%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$38.7M
0
-100%
增持
DT
DYNATRACE INC
+$38.6M
724,667
+3184%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$38.4M
1,208,830
+49%
减持
MDLZ
MONDELEZ INTL INC
-$37.8M
603,992
-49%
增持
PPL
PPL CORP
+$37.4M
3,461,721
+45%
减持
AEE
AMEREN CORP
-$36.1M
1,065,872
-30%
增持
CHDN
CHURCHILL DOWNS INC
+$36.0M
803,074
+29%
增持
EFOR
ASGN INC
+$36.0M
585,773
+136%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$35.9M
586,523
+723%
增持
DPZ
DOMINOS PIZZA INC
+$35.3M
100,738
+515%
增持
FRPT
FRESHPET INC
+$35.3M
915,827
+37%
建仓
CPK
CHESAPEAKE UTILS CORP
+$35.3M
333,854
减持
—
JAZZ PHARMACEUTICALS PLC
-$35.1M
210,186
-55%
减持
—
AXIS CAP HLDGS LTD
-$35.0M
1,225,542
-33%
增持
CAT
CATERPILLAR INC
+$34.9M
211,953
+108%
减持
DELL
DELL TECHNOLOGIES INC
-$34.8M
1,369,342
-32%
增持
WTFC
WINTRUST FINL CORP
+$33.1M
596,632
+102%
减持
PR
PERMIAN RESOURCES CORP
-$33.0M
3,207,627
-42%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$33.0M
50,780
-98%
减持
D
DOMINION ENERGY INC
-$32.8M
658,212
-54%
增持
DV
DOUBLEVERIFY HLDGS INC
+$32.8M
1,040,759
+426%
增持
LEN
LENNAR CORP
+$32.7M
354,711
+97%
增持
PH
PARKER-HANNIFIN CORP
+$32.2M
290,500
+11%
增持
PWR
QUANTA SVCS INC
+$32.1M
269,508
+93%
增持
OLED
UNIVERSAL DISPLAY CORP
+$31.5M
903,068
+0%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$31.4M
178,793
+51%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$31.3M
2,293,472
+6%
增持
QTWO
Q2 HLDGS INC
+$30.6M
1,616,825
+32%
减持
HURN
HURON CONSULTING GROUP INC
-$30.6M
599,525
-32%
增持
LW
LAMB WESTON HLDGS INC
+$30.6M
498,903
+98%
增持
—
COOPER COS INC
+$30.4M
292,279
+16%
建仓
—
HOLOGIC INC
+$30.1M
420,981
增持
ROST
ROSS STORES INC
+$30.1M
235,316
+963%
建仓
CCK
CROWN HLDGS INC
+$29.7M
323,030
增持
—
AZEK CO INC
+$29.4M
788,666
+2948%
增持
PLYM
PLYMOUTH INDL REIT INC
+$29.3M
3,949,004
+26%
减持
HDB
HDFC BANK LTD
-$28.9M
1,715,215
-30%
建仓
ETR
ENTERGY CORP NEW
+$28.5M
281,703
减持
RRX
REGAL REXNORD CORPORATION
-$28.3M
124,118
-62%
