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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 62
减持 73
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.56B
40,910,592
+39%
增持
NVDA
NVIDIA CORPORATION
+$2.25B
107,036,673
+782%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.71B
240,506
-94%
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
AMD
ADVANCED MICRO DEVICES INC
-$1.65B
16,766,233
-31%
减持
CRM
SALESFORCE INC
-$1.52B
3,562,088
-56%
减持
LULU
LULULEMON ATHLETICA INC
-$1.30B
1,455
-100%
减持
HD
HOME DEPOT INC
-$1.13B
2,198,442
-55%
增持
—
EATON CORP PLC
+$1.08B
4,699,944
+272%
减持
MDB
MONGODB INC
-$953.6M
2,509,986
-43%
建仓
ADI
ANALOG DEVICES INC
+$927.2M
4,062,204
减持
AMT
AMERICAN TOWER CORP NEW
-$871.0M
45,033
-99%
增持
GOOGL
ALPHABET INC
+$855.1M
16,552,968
+16%
减持
NKE
NIKE INC
-$821.0M
154,518
-98%
增持
PGR
PROGRESSIVE CORP
+$785.9M
3,907,519
+3039%
增持
GOOG
ALPHABET INC
+$775.7M
14,133,050
+18%
增持
DDOG
DATADOG INC
+$745.0M
6,146,735
+1358%
减持
LLY
ELI LILLY & CO
+$740.0M
7,232,988
-3%
减持
HUBS
HUBSPOT INC
-$653.7M
567,439
-64%
减持
AVGO
BROADCOM INC
+$644.7M
3,820,053
-8%
增持
NFLX
NETFLIX INC
+$628.7M
6,674,280
+5%
减持
MSFT
MICROSOFT CORP
+$591.9M
25,077,768
-1%
减持
SNOW
SNOWFLAKE INC
-$574.9M
4,128,195
-41%
增持
GE
GE AEROSPACE
+$559.5M
4,051,865
+740%
减持
AMZN
AMAZON COM INC
+$551.3M
55,745,030
-2%
增持
TTD
THE TRADE DESK INC
+$540.6M
18,307,722
+28%
增持
TSLA
TESLA INC
+$515.2M
10,907,119
+17%
减持
MA
MASTERCARD INCORPORATED
-$512.1M
6,658,099
-7%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$469.9M
2,428,780
+762%
减持
MAR
MARRIOTT INTL INC NEW
-$460.5M
2,264,548
-43%
增持
META
META PLATFORMS INC
+$415.0M
14,177,805
+2%
增持
COST
COSTCO WHSL CORP NEW
+$403.9M
3,273,683
+1%
减持
ADBE
ADOBE INC
-$365.4M
2,556,980
-28%
增持
NVO
NOVO-NORDISK A S
+$321.8M
21,220,641
+1%
增持
BA
BOEING CO
+$298.8M
6,098,563
+45%
清仓
EL
LAUDER ESTEE COS INC
-$291.2M
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$276.9M
14,472,060
+6580%
增持
DIS
DISNEY WALT CO
+$271.1M
17,741,507
+46%
增持
FICO
FAIR ISAAC CORP
+$261.6M
178,496
+5307%
减持
V
VISA INC
-$251.1M
11,128,648
-2%
增持
MELI
MERCADOLIBRE INC
+$246.6M
1,803,765
+0%
增持
ABNB
AIRBNB INC
+$242.3M
13,164,408
+24%
增持
MCO
MOODYS CORP
+$213.6M
1,902,385
+27%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$203.6M
4,699,332
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$201.8M
19,424,646
-7%
减持
JPM
JPMORGAN CHASE & CO.
-$166.7M
1,370,812
-38%
减持
—
ASTRAZENECA PLC
+$157.2M
17,023,655
-1%
减持
NOW
SERVICENOW INC
-$151.8M
2,144,517
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$140.2M
3,713,745
-0%
减持
MCD
MCDONALDS CORP
-$128.4M
240,027
-64%
增持
NU
NU HLDGS LTD
+$124.4M
90,319,420
+4%
增持
—
LAM RESEARCH CORP
+$121.8M
198,550
+115%
减持
ABBV
ABBVIE INC
-$121.4M
1,585,736
-27%
增持
PEP
PEPSICO INC
+$119.9M
1,094,227
+216%
增持
MET
METLIFE INC
+$116.1M
3,225,827
+117%
建仓
NRG
NRG ENERGY INC
+$100.2M
1,287,183
增持
—
EXXON MOBIL CORP
+$96.3M
1,920,330
+79%
减持
PANW
PALO ALTO NETWORKS INC
-$88.9M
2,097,042
-26%
增持
PNC
PNC FINL SVCS GROUP INC
+$81.4M
1,616,202
+54%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$81.0M
3,766,609
-1%
减持
—
MONDAY COM LTD
-$77.6M
411,641
-47%
清仓
SYK
STRYKER CORPORATION
-$76.9M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$74.2M
7,407,945
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$73.8M
1,826,710
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$73.6M
2,039,644
+67%
增持
REGN
REGENERON PHARMACEUTICALS
+$72.6M
99,802
+198%
增持
HUM
HUMANA INC
+$72.6M
319,780
+136%
减持
PGNY
PROGYNY INC
-$65.6M
1,167,962
-55%
减持
—
XP INC
-$65.4M
821,991
-74%
增持
NEE
NEXTERA ENERGY INC
+$64.8M
6,053,560
+6%
增持
—
CYBERARK SOFTWARE LTD
+$64.2M
1,202,274
+21%
减持
ISRG
INTUITIVE SURGICAL INC
+$64.0M
4,170,420
-7%
减持
TJX
TJX COS INC NEW
+$60.6M
9,202,205
-2%
增持
DELL
DELL TECHNOLOGIES INC
+$59.5M
1,309,772
+23%
减持
MOH
MOLINA HEALTHCARE INC
-$59.4M
254,663
-23%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$58.4M
4,055,639
-19%
减持
CI
THE CIGNA GROUP
-$56.2M
629,445
-13%
增持
NI
NISOURCE INC
+$55.1M
10,506,870
+17%
减持
INSP
INSPIRE MED SYS INC
-$54.2M
9,104
-96%
增持
TXRH
TEXAS ROADHOUSE INC
+$53.3M
482,122
+153%
增持
—
APELLIS PHARMACEUTICALS INC
-$52.7M
3,591,416
+11%
增持
FRPT
FRESHPET INC
+$52.0M
1,186,177
+35%
增持
SPT
SPROUT SOCIAL INC
-$51.2M
2,143,070
+0%
减持
—
ARISTA NETWORKS INC
+$50.8M
882,720
-1%
增持
AMGN
AMGEN INC
+$48.6M
658,224
+19%
增持
INSM
INSMED INC
+$46.7M
744,280
+528%
减持
DLR
DIGITAL RLTY TR INC
-$44.7M
25,041
-93%
增持
VST
VISTRA CORP
+$44.3M
2,463,024
+2%
减持
—
ASML HOLDING N V
+$43.8M
1,674,122
-3%
减持
EQIX
EQUINIX INC
-$43.2M
4,569
-92%
减持
INTC
INTEL CORP
-$43.1M
102,767
-90%
减持
—
LINDE PLC
-$42.1M
215,690
-27%
减持
NPO
ENPRO INC
-$41.5M
232,664
-48%
增持
EVRG
EVERGY INC
+$40.7M
1,477,681
+110%
建仓
ENTG
ENTEGRIS INC
+$40.6M
300,162
减持
—
ASSETMARK FINL HLDGS INC
-$40.0M
764,750
-59%
增持
ERO
ERO COPPER CORP
+$39.9M
5,473,482
+37%
增持
NTRA
NATERA INC
+$38.7M
756,252
+60%
增持
ORCL
ORACLE CORP
+$37.9M
453,984
+118%
减持
CNC
CENTENE CORP DEL
-$37.7M
1,732,335
-11%
增持
IRT
INDEPENDENCE RLTY TR INC
+$36.8M
5,777,663
+30%
减持
BC
BRUNSWICK CORP
-$36.5M
624,248
-26%
清仓
ES
EVERSOURCE ENERGY
-$36.0M
0
-100%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$35.7M
0
-100%
清仓
KYTX
KYVERNA THERAPEUTICS INC
-$34.7M
0
-100%
减持
WEX
WEX INC
-$34.6M
315,173
-17%
减持
DAR
DARLING INGREDIENTS INC
-$34.1M
1,050,595
-33%
增持
PR
PERMIAN RESOURCES CORP
+$34.0M
6,680,389
+60%
减持
IQV
IQVIA HLDGS INC
-$34.0M
7,710
-95%
增持
FOUR
SHIFT4 PMTS INC
+$34.0M
2,591,882
+10%
减持
SAIA
SAIA INC
-$34.0M
173,528
-13%
增持
—
EXPRO GROUP HOLDINGS NV
+$33.9M
2,194,220
+167%
清仓
BAX
BAXTER INTL INC
-$33.2M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$32.9M
0
-100%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$32.6M
787,157
-27%
减持
CHRD
CHORD ENERGY CORPORATION
-$32.3M
365,410
-30%
减持
—
PINNACLE FINL PARTNERS INC
-$32.2M
774,943
-29%
增持
WMB
WILLIAMS COS INC
+$32.2M
6,032,631
+5%
增持
CHDN
CHURCHILL DOWNS INC
+$31.6M
978,179
+15%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$31.0M
0
-100%
减持
CCS
CENTURY CMNTYS INC
-$30.9M
495,151
-33%
增持
—
INARI MED INC
+$30.0M
966,173
+181%
减持
COP
CONOCOPHILLIPS
-$29.8M
1,561,949
-5%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$29.5M
0
-100%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$29.2M
4,554,697
+1056%
减持
WSO
WATSCO INC
-$28.0M
112,689
-39%
减持
HRI
HERC HLDGS INC
-$28.0M
308,418
-25%
增持
—
GATES INDL CORP PLC
+$27.9M
2,763,682
+210%
减持
HLI
HOULIHAN LOKEY INC
-$27.6M
125,554
-64%
减持
CAVA
CAVA GROUP INC
-$27.5M
160,864
-73%
减持
CNMD
CONMED CORP
-$27.4M
7,806
-98%
减持
NXT
NEXTRACKER INC
-$27.4M
170,763
-73%
增持
ELF
E L F BEAUTY INC
+$27.1M
370,822
+42%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$26.1M
2,258,439
-4%
增持
PLD
PROLOGIS INC.
+$26.0M
480,186
+124%
减持
MTRN
MATERION CORP
-$26.0M
79,292
-70%
增持
LFUS
LITTELFUSE INC
+$25.8M
130,837
+312%
减持
ILMN
ILLUMINA INC
-$25.6M
198,399
-41%
减持
KEX
KIRBY CORP
+$25.4M
1,327,882
-5%
减持
PTC
PTC INC
-$25.2M
159,014
-44%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$25.2M
486,961
-30%
增持
VSEC
VSE CORP
+$25.2M
793,938
+41%
清仓
FIVE
FIVE BELOW INC
-$25.1M
0
-100%
减持
—
MARINUS PHARMACEUTICALS INC
-$25.1M
1,469,285
-50%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$25.0M
2,359,535
-1%
减持
ABT
ABBOTT LABS
-$24.7M
17,773
-92%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$23.9M
815,466
-23%
减持
KRYS
KRYSTAL BIOTECH INC
-$23.8M
520,390
-22%
建仓
—
ICON PLC
+$23.7M
75,657
增持
—
RISKIFIED LTD
+$23.4M
5,108,548
+199%
建仓
WAY
WAYSTAR HLDG CORP
+$23.3M
1,082,900
