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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 70
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.38B
97,485,463
-9%
增持
WMT
WALMART INC
+$1.28B
18,479,259
+480%
增持
—
FERRARI N V
+$1.25B
2,926,616
+910%
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
META
META PLATFORMS INC
+$1.12B
14,440,868
+2%
减持
MSFT
MICROSOFT CORP
-$1.08B
23,547,376
-6%
增持
TSLA
TESLA INC
+$1.03B
12,201,212
+12%
增持
AAPL
APPLE INC
+$926.6M
40,958,068
+0%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$906.7M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$880.9M
1,873,919
+4%
增持
GE
GE AEROSPACE
+$821.5M
7,771,759
+92%
减持
AMD
ADVANCED MICRO DEVICES INC
-$778.2M
11,832,406
-29%
减持
AMZN
AMAZON COM INC
-$776.2M
53,649,536
-4%
减持
ABNB
AIRBNB INC
-$624.6M
10,815,580
-18%
减持
NVO
NOVO-NORDISK A S
-$624.3M
20,195,957
-5%
减持
—
ASML HOLDING N V
-$491.8M
1,464,584
-13%
增持
NFLX
NETFLIX INC
+$454.1M
6,990,874
+5%
增持
VRT
VERTIV HOLDINGS CO
+$454.0M
4,600,415
+10825%
增持
TTD
THE TRADE DESK INC
+$440.1M
20,320,769
+11%
增持
DXCM
DEXCOM INC
+$420.7M
6,932,899
+1683%
减持
V
VISA INC
-$420.6M
9,093,947
-18%
增持
PGR
PROGRESSIVE CORP
+$393.6M
4,749,628
+22%
减持
LLY
ELI LILLY & CO
-$393.6M
6,947,395
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$378.7M
5,550,386
+18%
增持
PANW
PALO ALTO NETWORKS INC
+$364.8M
3,147,215
+50%
建仓
NVR
NVR INC
+$348.5M
35,523
增持
MCO
MOODYS CORP
+$306.6M
2,333,263
+23%
减持
AMAT
APPLIED MATLS INC
-$295.1M
164,609
-88%
减持
HUBS
HUBSPOT INC
-$288.6M
86,707
-85%
减持
MA
MASTERCARD INCORPORATED
+$272.2M
6,499,529
-2%
减持
DIS
DISNEY WALT CO
-$264.8M
15,560,721
-12%
增持
COST
COSTCO WHSL CORP NEW
+$230.8M
3,399,127
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$218.3M
7,606,175
+3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$215.7M
3,234,809
+33%
增持
MDB
MONGODB INC
+$211.2M
3,102,024
+24%
增持
FICO
FAIR ISAAC CORP
+$203.0M
241,149
+35%
减持
ISRG
INTUITIVE SURGICAL INC
-$195.2M
3,379,085
-19%
减持
TJX
TJX COS INC NEW
-$186.0M
7,037,000
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$185.6M
4,241,255
+420%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$173.0M
2,152,361
-43%
减持
COP
CONOCOPHILLIPS
-$170.9M
73,845
-95%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$164.4M
2,316,572
+282%
减持
—
ASTRAZENECA PLC
-$161.8M
14,964,547
-12%
增持
NU
NU HLDGS LTD
+$156.5M
96,754,946
+7%
减持
ADBE
ADOBE INC
-$148.9M
2,455,786
-4%
减持
ADI
ANALOG DEVICES INC
-$147.9M
3,385,992
-17%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$132.4M
5,068,800
+25%
增持
—
ARISTA NETWORKS INC
+$126.7M
1,136,233
+29%
增持
—
UNILEVER PLC
+$124.3M
2,076,169
+982%
增持
SHEL
SHELL PLC
+$123.2M
3,014,199
+188%
减持
CRM
SALESFORCE INC
-$121.2M
2,903,213
-18%
增持
UNP
UNION PAC CORP
+$120.0M
736,246
+171%
建仓
FERG
FERGUSON ENTERPRISES INC
+$110.3M
559,743
清仓
—
FERGUSON PLC NEW
-$109.0M
0
-100%
减持
NOW
SERVICENOW INC
+$105.3M
2,003,924
-7%
清仓
REGN
REGENERON PHARMACEUTICALS
-$104.9M
0
-100%
增持
—
MONDAY COM LTD
+$103.8M
730,478
+77%
建仓
TLN
TALEN ENERGY CORP
+$102.8M
576,973
减持
MRK
MERCK & CO INC
-$101.3M
1,080,765
-40%
减持
SNOW
SNOWFLAKE INC
-$101.2M
3,974,335
-4%
增持
SNY
SANOFI
+$100.9M
1,904,445
+938%
清仓
NRG
NRG ENERGY INC
-$100.2M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$98.0M
0
-100%
增持
MPWR
MONOLITHIC PWR SYS INC
+$93.6M
101,918
+14316%
增持
BA
BOEING CO
-$91.2M
6,700,706
+10%
减持
—
APELLIS PHARMACEUTICALS INC
-$85.2M
1,821,115
-49%
增持
CCK
CROWN HLDGS INC
+$85.0M
1,352,711
+125%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$83.1M
391,475
-65%
建仓
MMM
3M CO
+$82.2M
601,372
清仓
MLM
MARTIN MARIETTA MATLS INC
-$81.1M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$78.3M
522,377
-43%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$77.7M
5,866,389
+113%
增持
GM
GENERAL MTRS CO
+$77.5M
3,226,027
+123%
增持
AVGO
BROADCOM INC
+$76.5M
35,998,595
+842%
增持
DDOG
DATADOG INC
-$75.4M
6,273,348
+2%
增持
CI
THE CIGNA GROUP
+$73.8M
813,583
+29%
增持
NI
NISOURCE INC
+$72.3M
10,823,095
+3%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$72.3M
1,502,136
+79%
减持
VST
VISTRA CORP
+$70.4M
2,380,485
-3%
增持
ABBV
ABBVIE INC
+$69.9M
1,731,278
+9%
增持
FIX
COMFORT SYS USA INC
+$68.1M
176,570
+6072%
清仓
HAL
HALLIBURTON CO
-$67.2M
0
-100%
建仓
INDA
ISHARES TR
+$64.8M
1,106,623
建仓
EPI
WISDOMTREE TR
+$63.4M
1,257,016
增持
GLPI
GAMING & LEISURE PPTYS INC
+$62.6M
4,075,461
+25%
增持
PH
PARKER-HANNIFIN CORP
+$62.3M
334,505
+14%
减持
GS
GOLDMAN SACHS GROUP INC
+$61.5M
1,793,079
-2%
增持
TOL
TOLL BROTHERS INC
+$61.2M
884,291
+35%
增持
FOUR
SHIFT4 PMTS INC
+$61.0M
2,834,061
+9%
减持
NEE
NEXTERA ENERGY INC
+$60.7M
5,788,891
-4%
减持
FTV
FORTIVE CORP
-$56.5M
389,920
-67%
减持
MOH
MOLINA HEALTHCARE INC
-$53.9M
63,402
-75%
增持
JPM
JPMORGAN CHASE & CO.
+$53.2M
1,567,395
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$52.4M
4,018,311
+8%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$52.2M
542,900
建仓
GGAL
GRUPO FINANCIERO GALICIA S.A
+$51.4M
1,221,583
减持
DAL
DELTA AIR LINES INC DEL
-$51.4M
886,779
-56%
增持
EGO
ELDORADO GOLD CORP NEW
+$50.7M
6,032,048
+65%
建仓
SMIN
ISHARES TR
+$50.0M
581,436
减持
HD
HOME DEPOT INC
+$49.6M
1,990,169
-9%
增持
BAC
BANK AMERICA CORP
+$49.1M
8,602,629
+17%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$47.2M
259,604
-73%
建仓
CPT
CAMDEN PPTY TR
+$47.1M
381,608
减持
PNC
PNC FINL SVCS GROUP INC
+$46.8M
1,612,815
-0%
减持
DELL
DELL TECHNOLOGIES INC
-$46.8M
1,129,133
-14%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$46.5M
0
-100%
增持
ETR
ENTERGY CORP NEW
+$46.1M
1,012,083
+24%
建仓
GNRC
GENERAC HLDGS INC
+$45.7M
287,779
清仓
—
NVENT ELECTRIC PLC
-$45.0M
0
-100%
增持
—
TOPBUILD CORP
+$44.9M
114,030
+2834%
减持
—
EXXON MOBIL CORP
-$43.2M
1,517,141
-21%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$43.0M
893,977
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$41.1M
233,637
-64%
增持
A
AGILENT TECHNOLOGIES INC
+$40.5M
586,439
+63%
减持
UBER
UBER TECHNOLOGIES INC
+$40.5M
19,322,800
-1%
清仓
RAMP
LIVERAMP HLDGS INC
-$38.5M
0
-100%
减持
TRGP
TARGA RES CORP
-$38.4M
1,302,767
-27%
增持
XEL
XCEL ENERGY INC
+$38.3M
1,685,487
+26%
增持
—
AXIS CAP HLDGS LTD
+$37.1M
1,625,057
+24%
减持
PCVX
VAXCYTE INC
+$37.0M
1,237,430
-11%
建仓
COHR
COHERENT CORP
+$35.8M
402,918
清仓
—
HOLOGIC INC
-$35.8M
0
-100%
增持
AEE
AMEREN CORP
+$35.3M
1,034,148
+33%
减持
WAL
WESTERN ALLIANCE BANCORP
-$35.2M
633,163
-56%
减持
CEG
CONSTELLATION ENERGY CORP
+$34.6M
992,554
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.4M
522,131
+11%
减持
MET
METLIFE INC
+$34.2M
3,160,092
-2%
增持
—
VERONA PHARMA PLC
+$33.8M
1,740,886
+54%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$33.5M
761,618
+56%
减持
PG
PROCTER AND GAMBLE CO
-$33.4M
607,879
-28%
增持
BILI
BILIBILI INC
+$33.2M
1,807,524
+208%
增持
KTB
KONTOOR BRANDS INC
+$33.0M
757,426
+73%
增持
AEP
AMERICAN ELEC PWR CO INC
+$32.7M
1,129,667
+19%
建仓
ATO
ATMOS ENERGY CORP
+$32.2M
232,292
增持
BJ
BJS WHSL CLUB HLDGS INC
+$31.7M
533,336
+281%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$31.4M
2,178,580
+47%
减持
WSC
WILLSCOT HLDGS CORP
-$31.4M
323,884
-72%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$31.0M
1,025,063
+60%
增持
TCOM
TRIP COM GROUP LTD
+$30.6M
855,370
+98%
减持
SAIA
SAIA INC
-$30.5M
118,461
-32%
增持
—
TECHNIPFMC PLC
+$30.3M
2,360,587
+95%
增持
EXC
EXELON CORP
+$30.2M
1,830,435
+44%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$30.2M
334,800
-33%
减持
DRI
DARDEN RESTAURANTS INC
-$30.1M
19,876
-91%
增持
EMBJ
EMBRAER S.A.
+$30.1M
1,331,631
+102%
减持
CHRD
CHORD ENERGY CORPORATION
-$29.6M
243,135
-33%
增持
DPZ
DOMINOS PIZZA INC
+$29.1M
214,473
+75%
减持
BSX
BOSTON SCIENTIFIC CORP
-$29.0M
1,528,181
-25%
减持
VLO
VALERO ENERGY CORP
-$28.7M
86,484
-66%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$28.4M
1,542,159
-32%
减持
BC
BRUNSWICK CORP
-$28.1M
207,265
-67%
