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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 56
减持 61
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$2.45B
4,796,323
-31%
减持
MELI
MERCADOLIBRE INC
-$1.91B
1,135,385
-39%
减持
AMZN
AMAZON COM INC
+$1.59B
52,834,607
-2%
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。
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.34B
2,985,326
减持
NVDA
NVIDIA CORPORATION
+$1.22B
97,252,072
-0%
减持
—
ASML HOLDING N V
-$1.22B
3,904
-100%
减持
AVGO
BROADCOM INC
+$1.04B
31,249,540
-13%
减持
NU
NU HLDGS LTD
-$942.7M
36,483,933
-62%
减持
NFLX
NETFLIX INC
+$938.9M
6,616,356
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$842.6M
4,317,762
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$842.3M
9,099,952
-23%
减持
MDB
MONGODB INC
-$834.3M
18,590
-99%
增持
BA
BOEING CO
+$804.5M
10,301,265
+54%
增持
WMT
WALMART INC
+$797.2M
25,339,448
+37%
减持
TSLA
TESLA INC
+$730.3M
9,712,913
-20%
增持
SNOW
SNOWFLAKE INC
+$722.7M
7,637,006
+92%
增持
NOW
SERVICENOW INC
+$701.2M
2,352,111
+17%
减持
NVO
NOVO-NORDISK A S
-$689.1M
19,944,809
-1%
增持
CRM
SALESFORCE INC
+$687.7M
4,433,785
+53%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$674.6M
6,949,520
+73%
增持
DIS
DISNEY WALT CO
+$640.9M
19,197,463
+23%
增持
DDOG
DATADOG INC
+$604.0M
9,278,648
+48%
减持
TTD
THE TRADE DESK INC
-$596.5M
13,883,374
-32%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$555.9M
7,509,650
减持
MSFT
MICROSOFT CORP
-$523.0M
22,798,076
-3%
建仓
ANET
ARISTA NETWORKS INC
+$512.1M
4,632,730
建仓
RDDT
REDDIT INC
+$494.9M
3,027,784
减持
ADBE
ADOBE INC
-$443.4M
1,862,334
-24%
清仓
—
ARISTA NETWORKS INC
-$436.1M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$433.2M
5,420,980
+7%
增持
VRT
VERTIV HOLDINGS CO
+$423.3M
7,754,347
+69%
建仓
APP
APPLOVIN CORP
+$414.5M
1,279,876
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$345.3M
8,010,251
+5%
减持
AAPL
APPLE INC
+$344.5M
39,484,722
-4%
增持
CAVA
CAVA GROUP INC
+$276.9M
2,461,732
+36659%
减持
GS
GOLDMAN SACHS GROUP INC
-$257.4M
1,100,822
-39%
减持
ADI
ANALOG DEVICES INC
-$248.8M
2,497,078
-26%
建仓
—
FLUTTER ENTMT PLC
+$239.3M
925,927
建仓
ALAB
ASTERA LABS INC
+$230.0M
1,736,440
减持
—
FERRARI N V
-$221.3M
2,691,807
-8%
减持
PGR
PROGRESSIVE CORP
-$216.8M
4,125,187
-13%
清仓
—
LAM RESEARCH CORP
-$194.5M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$192.6M
2,811,315
-17%
减持
ABBV
ABBVIE INC
-$186.6M
874,071
-50%
增持
—
CYBERARK SOFTWARE LTD
+$180.9M
1,603,744
+32%
减持
CI
THE CIGNA GROUP
-$176.0M
383,460
-53%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$171.6M
1,060,983
-51%
增持
—
ASTRAZENECA PLC
-$154.9M
15,430,963
+3%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$152.0M
3,384,803
+125%
增持
GE
GE AEROSPACE
-$151.5M
7,878,650
+1%
增持
ORCL
ORACLE CORP
+$147.4M
1,210,745
+280%
减持
GOOG
ALPHABET INC
+$146.1M
14,308,205
-7%
增持
UBER
UBER TECHNOLOGIES INC
+$143.8M
26,460,312
+37%
减持
MA
MASTERCARD INCORPORATED
+$138.3M
6,357,673
-2%
减持
AMGN
AMGEN INC
-$136.8M
191,420
-67%
增持
ABT
ABBOTT LABS
+$135.3M
1,201,364
+22372%
建仓
SHOP
SHOPIFY INC
+$132.3M
1,244,455
增持
DXCM
DEXCOM INC
+$129.7M
7,643,757
+10%
清仓
CNC
CENTENE CORP DEL
-$128.6M
0
-100%
减持
PEP
PEPSICO INC
-$125.3M
344,250
-67%
清仓
MRK
MERCK & CO INC
-$122.7M
0
-100%
清仓
—
WEATHERFORD INTL PLC
-$112.4M
0
-100%
增持
RTX
RTX CORPORATION
+$112.1M
1,514,015
+191%
清仓
FERG
FERGUSON ENTERPRISES INC
-$110.3M
0
-100%
减持
BAC
BANK AMERICA CORP
-$107.7M
5,317,359
-38%
清仓
HUM
HUMANA INC
-$105.7M
0
-100%
减持
HD
HOME DEPOT INC
-$101.3M
1,812,663
-9%
减持
SNY
SANOFI
-$100.1M
200,238
-89%
增持
BX
BLACKSTONE INC
+$97.2M
973,348
+111%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$94.5M
3,399,270
+5%
建仓
GILD
GILEAD SCIENCES INC
+$87.2M
943,628
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$85.8M
3,998,541
+292%
增持
JPM
JPMORGAN CHASE & CO.
+$85.8M
1,736,535
+11%
增持
PLD
PROLOGIS INC.
+$83.4M
1,039,333
+395%
减持
—
CONSTELLIUM SE
-$80.3M
173,310
-97%
减持
CEG
CONSTELLATION ENERGY CORP
-$78.1M
804,677
-19%
减持
WMB
WILLIAMS COS INC
-$77.7M
3,641,435
-39%
减持
META
META PLATFORMS INC
+$75.6M
14,247,646
-1%
增持
LNG
CHENIERE ENERGY INC
+$75.5M
1,459,875
+10%
减持
MCO
MOODYS CORP
-$74.9M
2,180,977
-7%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$73.4M
820,694
+145%
减持
MPWR
MONOLITHIC PWR SYS INC
-$71.7M
38,011
-63%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$66.8M
2,500,132
+15%
减持
GM
GENERAL MTRS CO
-$65.4M
1,487,255
-54%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$63.4M
12,339,792
+6%
建仓
LRCX
LAM RESEARCH CORP
+$63.3M
876,167
减持
KBR
KBR INC
-$62.6M
741,952
-54%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$62.2M
1,709,635
+124%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$61.2M
259,913
增持
—
UNILEVER PLC
+$61.0M
3,454,686
+66%
减持
—
CHUBB LIMITED
-$59.6M
895,344
-16%
减持
V
VISA INC
-$59.5M
7,723,251
-15%
增持
GNRC
GENERAC HLDGS INC
+$58.5M
672,213
+134%
增持
NEE
NEXTERA ENERGY INC
-$57.7M
6,020,284
+4%
增持
ARGX
ARGENX SE
+$56.8M
302,149
+27%
减持
GOOGL
ALPHABET INC
+$56.5M
16,229,497
-11%
增持
CRGY
CRESCENT ENERGY COMPANY
+$54.2M
4,785,326
+234%
减持
ABNB
AIRBNB INC
-$54.0M
10,025,952
-7%
减持
MAR
MARRIOTT INTL INC NEW
+$53.8M
2,161,465
-2%
建仓
EHC
ENCOMPASS HEALTH CORP
+$52.1M
564,097
减持
COST
COSTCO WHSL CORP NEW
-$51.8M
3,232,189
-5%
减持
OTIS
OTIS WORLDWIDE CORP
-$51.5M
766,705
-35%
增持
ETR
ENTERGY CORP NEW
+$50.6M
2,423,556
+139%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$48.7M
7,062,507
+20%
增持
ERO
ERO COPPER CORP
-$47.5M
5,909,627
+3%
建仓
SAP
SAP SE
+$47.2M
191,687
增持
CBRE
CBRE GROUP INC
+$46.7M
716,086
+89%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$46.5M
0
-100%
清仓
—
TOPBUILD CORP
-$46.4M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$45.5M
422,527
增持
BSX
BOSTON SCIENTIFIC CORP
+$45.5M
1,942,955
+27%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$45.0M
0
-100%
增持
LFST
LIFESTANCE HEALTH GROUP INC
+$44.6M
8,086,380
+278%
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$44.1M
0
-100%
增持
HLI
HOULIHAN LOKEY INC
+$42.4M
307,304
+341%
增持
NVR
NVR INC
-$41.4M
37,550
+6%
减持
WES
WESTERN MIDSTREAM PARTNERS L
-$40.8M
677,205
-61%
增持
AEE
AMEREN CORP
+$40.5M
1,469,037
+42%
增持
PCVX
VAXCYTE INC
-$39.4M
1,246,551
+1%
增持
—
GATES INDL CORP PLC
+$38.3M
5,300,805
+31%
增持
—
MAREX GROUP PLC
+$38.0M
2,063,763
+85%
清仓
AVY
AVERY DENNISON CORP
-$37.9M
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$37.8M
640,702
-68%
增持
—
VERONA PHARMA PLC
+$37.7M
1,889,542
+9%
增持
FICO
FAIR ISAAC CORP
+$37.6M
254,282
+5%
清仓
WEX
WEX INC
-$37.3M
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$37.0M
1,475,187
+847%
减持
A
AGILENT TECHNOLOGIES INC
-$36.9M
373,381
-36%
增持
—
APELLIS PHARMACEUTICALS INC
+$35.6M
2,760,404
+52%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$34.9M
102,256
-81%
减持
DPZ
DOMINOS PIZZA INC
-$33.9M
139,131
-35%
增持
FLYW
FLYWIRE CORPORATION
+$33.7M
3,406,312
+53%
减持
CGNX
COGNEX CORP
-$33.0M
229,995
-77%
减持
—
LINDE PLC
-$32.6M
162,072
-23%
建仓
LNT
ALLIANT ENERGY CORP
+$32.2M
544,897
建仓
PNW
PINNACLE WEST CAP CORP
+$32.1M
378,411
减持
ROST
ROSS STORES INC
-$32.1M
5,547
-97%
清仓
CHRD
CHORD ENERGY CORPORATION
-$31.7M
0
-100%
增持
—
ON HLDG AG
+$31.6M
2,049,644
+27%
减持
NPO
ENPRO INC
-$31.5M
40,832
-83%
增持
HUBS
HUBSPOT INC
+$31.5M
111,345
+28%
建仓
—
BLUEPRINT MEDICINES CORP
+$31.4M
360,208
减持
ORLY
OREILLY AUTOMOTIVE INC
-$31.3M
841,837
-6%
减持
DTE
DTE ENERGY CO
-$30.8M
551,305
-27%
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$30.6M
0
-100%
增持
RNST
RENASANT CORP
+$29.4M
1,173,801
+205%
减持
TLN
TALEN ENERGY CORP
-$28.8M
367,377
-36%
减持
AEP
AMERICAN ELEC PWR CO INC
-$28.7M
945,262
-16%
清仓
SVRA
SAVARA INC
-$28.5M
0
-100%
减持
TRGP
TARGA RES CORP
-$28.5M
920,650
-29%
