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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 66
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$3.87B
12,139,354
-15%
增持
META
META PLATFORMS INC
+$2.80B
13,867,398
+25%
增持
AVGO
BROADCOM INC
+$2.28B
4,141,025
+44%
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
TSLA
TESLA INC
-$2.24B
9,347,026
-40%
增持
AMZN
AMAZON COM INC
+$1.66B
56,666,183
+1%
建仓
DIS
DISNEY WALT CO
+$1.49B
12,181,207
减持
LLY
ELI LILLY & CO
+$1.38B
7,466,502
-2%
增持
NFLX
NETFLIX INC
+$1.22B
6,381,464
+17%
减持
GOOGL
ALPHABET INC
-$1.11B
14,311,691
-39%
减持
MSFT
MICROSOFT CORP
+$1.03B
25,234,288
-1%
增持
ABNB
AIRBNB INC
+$837.2M
10,632,035
+58%
增持
—
ASML HOLDING N V
+$800.8M
1,719,153
+50%
减持
GOOG
ALPHABET INC
-$800.4M
11,930,959
-36%
减持
ADBE
ADOBE INC
-$780.9M
3,539,209
-18%
减持
LULU
LULULEMON ATHLETICA INC
-$709.5M
3,334,875
-15%
减持
MELI
MERCADOLIBRE INC
-$632.1M
1,797,484
-16%
清仓
MBLY
MOBILEYE GLOBAL INC
-$607.0M
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$552.1M
0
-100%
增持
AAPL
APPLE INC
-$527.8M
29,515,371
+2%
增持
NU
NU HLDGS LTD
+$491.5M
87,155,886
+32%
增持
HUBS
HUBSPOT INC
+$423.6M
1,577,511
+62%
减持
AMD
ADVANCED MICRO DEVICES INC
+$410.6M
24,233,365
-10%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$400.9M
7,085,526
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$393.9M
4,782,374
+21%
增持
—
EATON CORP PLC
+$384.5M
1,262,479
+2857%
增持
HD
HOME DEPOT INC
+$379.6M
4,917,286
+13%
减持
NVO
NOVO-NORDISK A S
+$376.8M
21,084,614
-6%
清仓
MU
MICRON TECHNOLOGY INC
-$344.1M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$344.0M
4,488,343
+5%
建仓
EL
LAUDER ESTEE COS INC
+$291.2M
1,888,884
减持
AMT
AMERICAN TOWER CORP NEW
-$264.2M
4,452,606
-16%
减持
UBER
UBER TECHNOLOGIES INC
-$256.7M
20,958,116
-31%
增持
SNOW
SNOWFLAKE INC
-$212.5M
7,008,464
+4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$200.3M
3,811,605
+53%
减持
TTD
THE TRADE DESK INC
+$197.9M
14,270,414
-2%
减持
MA
MASTERCARD INCORPORATED
+$178.8M
7,162,762
-7%
减持
CRM
SALESFORCE INC
+$175.2M
8,104,051
-6%
增持
NKE
NIKE INC
+$172.1M
8,859,580
+46%
减持
—
ARISTA NETWORKS INC
-$167.1M
891,860
-51%
增持
GS
GOLDMAN SACHS GROUP INC
+$163.4M
1,801,395
+18%
减持
COST
COSTCO WHSL CORP NEW
+$161.0M
3,246,755
-3%
增持
BA
BOEING CO
-$149.2M
4,203,435
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$147.8M
3,714,266
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$138.5M
932,452
+230%
减持
AMAT
APPLIED MATLS INC
-$135.7M
1,567,349
-45%
减持
—
LINDE PLC
-$126.9M
294,484
-54%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$126.8M
216,661
-1%
清仓
HDB
HDFC BANK LTD
-$115.1M
0
-100%
清仓
—
COOPER COS INC
-$110.6M
0
-100%
增持
TJX
TJX COS INC NEW
+$104.4M
9,392,061
+4%
增持
ABBV
ABBVIE INC
+$94.9M
2,160,455
+12%
增持
CI
THE CIGNA GROUP
+$94.7M
727,561
+28%
清仓
—
CYMABAY THERAPEUTICS INC
-$94.3M
0
-100%
减持
V
VISA INC
+$93.7M
11,366,133
-4%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$91.4M
12,176,315
+34%
建仓
COO
COOPER COS INC
+$89.0M
877,295
增持
WMB
WILLIAMS COS INC
+$81.2M
5,753,223
+40%
增持
COP
CONOCOPHILLIPS
+$78.0M
1,637,685
+46%
增持
APO
APOLLO GLOBAL MGMT INC
+$75.3M
925,222
+200%
增持
UNH
UNITEDHEALTH GROUP INC
-$71.9M
3,704,770
+2%
减持
HXL
HEXCEL CORP NEW
-$70.8M
9,018
-99%
减持
VST
VISTRA CORP
+$69.5M
2,403,986
-5%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$67.7M
785,930
增持
EWBC
EAST WEST BANCORP INC
+$66.9M
1,687,555
+82%
减持
—
GLOBANT S A
-$64.3M
814,139
-15%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$63.1M
853,297
-10%
增持
—
FERGUSON PLC NEW
+$63.0M
531,316
+92%
减持
FOUR
SHIFT4 PMTS INC
-$62.8M
2,363,219
-20%
减持
—
EXXON MOBIL CORP
-$61.7M
1,073,540
-42%
增持
T
AT&T INC
+$59.8M
3,919,092
+620%
减持
JPM
JPMORGAN CHASE & CO
+$59.5M
2,216,546
-2%
建仓
—
QIAGEN NV
+$59.1M
1,374,507
减持
NOW
SERVICENOW INC
+$57.6M
2,411,895
-4%
减持
CVX
CHEVRON CORP NEW
-$57.5M
401,922
-50%
减持
SLB
SCHLUMBERGER LTD
-$57.2M
397,383
-74%
减持
EXAS
EXACT SCIENCES CORP
-$56.9M
633,629
-53%
清仓
—
QIAGEN NV
-$56.8M
0
-100%
增持
TFC
TRUIST FINL CORP
+$54.5M
3,840,374
+49%
建仓
KFY
KORN FERRY
+$52.9M
805,177
增持
TNDM
TANDEM DIABETES CARE INC
+$52.3M
2,556,124
+98%
增持
PNC
PNC FINL SVCS GROUP INC
+$52.3M
1,051,307
+38%
建仓
ALLY
ALLY FINL INC
+$52.3M
1,287,304
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$50.3M
68,640
-62%
增持
NEE
NEXTERA ENERGY INC
+$49.4M
5,693,670
+10%
减持
OLED
UNIVERSAL DISPLAY CORP
-$48.8M
735,697
-19%
清仓
—
PAYCOR HCM INC
-$48.4M
0
-100%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$48.4M
1,330,938
建仓
HUM
HUMANA INC
+$46.9M
135,224
增持
ETR
ENTERGY CORP NEW
+$46.7M
711,703
+153%
增持
—
MONDAY COM LTD
+$45.6M
782,154
+12%
建仓
A
AGILENT TECHNOLOGIES INC
+$44.9M
308,424
建仓
AVY
AVERY DENNISON CORP
+$44.8M
200,837
清仓
MDLZ
MONDELEZ INTL INC
-$43.7M
0
-100%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$42.4M
1,010,101
+72%
清仓
WING
WINGSTOP INC
-$42.4M
0
-100%
增持
—
XP INC
+$41.4M
3,113,154
+111%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$41.3M
2,817,854
+11%
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$39.8M
1,928,179
+96%
减持
DT
DYNATRACE INC
-$39.1M
11,605
-98%
增持
GE
GENERAL ELECTRIC CO
+$38.9M
482,383
+34%
增持
WMT
WALMART INC
-$37.7M
3,281,029
+120%
建仓
EVRG
EVERGY INC
+$37.5M
702,998
增持
AVTR
AVANTOR INC
+$37.1M
2,497,349
+113%
建仓
EGO
ELDORADO GOLD CORP NEW
+$36.4M
2,585,234
建仓
ES
EVERSOURCE ENERGY
+$36.0M
602,032
增持
CAT
CATERPILLAR INC
+$35.5M
267,888
+26%
减持
RL
RALPH LAUREN CORP
-$35.5M
420,922
-47%
增持
RAMP
LIVERAMP HLDGS INC
+$34.8M
1,407,098
+287%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$34.7M
1,398,659
增持
—
FERRARI N V
+$34.5M
266,608
+10%
减持
MRK
MERCK & CO INC
+$34.0M
1,580,395
-1%
减持
—
CYBERARK SOFTWARE LTD
+$33.6M
995,800
-6%
减持
—
CHUBB LIMITED
+$33.4M
1,141,460
-2%
清仓
PNW
PINNACLE WEST CAP CORP
-$33.2M
0
-100%
减持
LOW
LOWES COS INC
-$32.5M
107,146
-60%
建仓
REGN
REGENERON PHARMACEUTICALS
+$32.3M
33,521
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$32.0M
0
-100%
减持
LW
LAMB WESTON HLDGS INC
-$32.0M
206,234
-59%
增持
MCD
MCDONALDS CORP
+$31.7M
672,334
+26%
增持
FANG
DIAMONDBACK ENERGY INC
+$31.7M
367,307
+39%
增持
ERO
ERO COPPER CORP
+$31.7M
3,998,246
+39%
增持
BURL
BURLINGTON STORES INC
+$31.6M
520,505
+13%
增持
DYN
DYNE THERAPEUTICS INC
+$31.6M
1,207,551
+495%
增持
CHRD
CHORD ENERGY CORPORATION
+$31.4M
524,712
+40%
减持
PODD
INSULET CORP
-$31.3M
79,987
-61%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$31.3M
744,811
减持
SRE
SEMPRA
-$30.7M
2,127,195
-13%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$30.3M
694,350
-43%
减持
AMGN
AMGEN INC
-$30.3M
552,514
-15%
增持
PR
PERMIAN RESOURCES CORP
+$30.2M
4,181,257
+30%
增持
NTRA
NATERA INC
+$29.9M
472,147
+122%
减持
—
STERIS PLC
-$29.5M
130,702
-51%
减持
KRYS
KRYSTAL BIOTECH INC
+$29.5M
670,735
-7%
建仓
XYL
XYLEM INC
+$29.2M
226,200
减持
—
APTIV PLC
-$29.0M
347,705
-45%
减持
CNP
CENTERPOINT ENERGY INC
-$28.6M
7,002,418
-12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.3M
447,609
+28%
增持
PANW
PALO ALTO NETWORKS INC
+$28.1M
2,814,881
+8%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$28.1M
688,080
+3327%
增持
KEX
KIRBY CORP
+$27.9M
1,401,844
+4%
增持
D
DOMINION ENERGY INC
+$27.9M
1,195,669
+82%
减持
CCS
CENTURY CMNTYS INC
-$27.8M
739,132
-32%
减持
SO
SOUTHERN CO
-$27.7M
1,957,770
-18%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$27.5M
472,905
+185%
增持
WSO
WATSCO INC
+$27.5M
185,633
+51%
增持
FLYW
FLYWIRE CORPORATION
+$27.4M
1,860,951
+130%
增持
QTWO
Q2 HLDGS INC
+$27.2M
1,852,407
+15%
减持
—
HESS CORP
-$26.8M
84,394
-69%
增持
DRI
DARDEN RESTAURANTS INC
+$26.3M
207,165
+311%
减持
CEG
CONSTELLATION ENERGY CORP
+$26.2M
1,128,112
-28%
