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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 48
减持 74
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.37B
89,367,948
-8%
减持
AVGO
BROADCOM INC
-$2.76B
26,760,207
-14%
减持
AMZN
AMAZON COM INC
-$2.38B
48,409,201
-8%
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
MSFT
MICROSOFT CORP
-$2.04B
20,167,966
-12%
减持
AAPL
APPLE INC
-$1.76B
36,585,441
-7%
减持
TSLA
TESLA INC
-$1.66B
8,718,411
-10%
减持
—
EATON CORP PLC
-$1.43B
6,784
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.10B
3,558
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.04B
29,916
-99%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.00B
4,247,940
+42%
减持
TTD
THE TRADE DESK INC
-$969.7M
12,098,205
-13%
减持
NOW
SERVICENOW INC
-$891.0M
2,012,921
-14%
建仓
SBUX
STARBUCKS CORP
+$817.8M
8,336,826
减持
META
META PLATFORMS INC
-$753.7M
13,166,153
-8%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$715.6M
5,062,442
+17%
减持
DDOG
DATADOG INC
-$691.9M
6,389,613
-31%
增持
CEG
CONSTELLATION ENERGY CORP
+$677.6M
4,253,439
+429%
增持
LLY
ELI LILLY & CO
+$609.3M
5,221,016
+9%
减持
MAR
MARRIOTT INTL INC NEW
-$602.2M
3,191
-100%
减持
VRT
VERTIV HOLDINGS CO
-$573.0M
4,265,097
-45%
减持
HD
HOME DEPOT INC
-$564.6M
383,330
-79%
增持
GOOGL
ALPHABET INC
-$525.3M
16,469,948
+1%
减持
CRM
SALESFORCE INC
-$524.3M
3,569,900
-19%
建仓
NKE
NIKE INC
+$509.1M
8,019,081
减持
ABNB
AIRBNB INC
-$504.5M
6,806,088
-32%
增持
KKR
KKR & CO INC
+$495.0M
4,393,841
+4919%
减持
GOOG
ALPHABET INC
-$489.6M
14,307,441
-0%
减持
ANET
ARISTA NETWORKS INC
-$484.2M
359,882
-92%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$459.9M
6,565,275
+21%
增持
CAVA
CAVA GROUP INC
+$458.5M
8,519,459
+246%
减持
ADBE
ADOBE INC
-$433.6M
1,028,768
-45%
减持
—
FERRARI N V
-$430.5M
1,687,903
-37%
增持
IOT
SAMSARA INC
+$424.9M
11,763,133
+1882%
减持
ADI
ANALOG DEVICES INC
-$409.9M
598,137
-76%
减持
NVO
NOVO-NORDISK A S
-$408.7M
18,822,002
-6%
增持
TXN
TEXAS INSTRS INC
+$384.1M
2,214,471
+2898%
增持
SHOP
SHOPIFY INC
+$371.9M
5,280,781
+324%
减持
RDDT
REDDIT INC
-$338.5M
1,490,741
-51%
建仓
SE
SEA LTD
+$336.5M
2,578,905
增持
AXON
AXON ENTERPRISE INC
+$321.4M
614,053
+23204%
增持
MELI
MERCADOLIBRE INC
+$320.9M
1,154,116
+2%
清仓
NVR
NVR INC
-$307.1M
0
-100%
减持
MCO
MOODYS CORP
-$301.7M
1,569,087
-28%
减持
FICO
FAIR ISAAC CORP
-$291.3M
116,546
-54%
增持
LPLA
LPL FINL HLDGS INC
+$278.5M
959,371
+786%
减持
DIS
DISNEY WALT CO
-$272.0M
18,902,149
-2%
清仓
—
FLUTTER ENTMT PLC
-$239.3M
0
-100%
减持
—
ASTRAZENECA PLC
-$234.7M
10,562,232
-32%
清仓
ALAB
ASTERA LABS INC
-$230.0M
0
-100%
增持
APP
APPLOVIN CORP
+$218.0M
2,386,980
+87%
增持
COST
COSTCO WHSL CORP NEW
+$214.0M
3,357,630
+4%
减持
SNOW
SNOWFLAKE INC
-$209.1M
6,637,278
-13%
减持
TJX
TJX COS INC NEW
-$208.1M
5,114,576
-26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$206.0M
9,509,032
+37%
减持
NFLX
NETFLIX INC
+$192.5M
6,530,346
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$182.6M
2,594,031
-8%
减持
—
MONDAY COM LTD
-$179.6M
65,788
-92%
增持
EW
EDWARDS LIFESCIENCES CORP
+$175.1M
10,086,033
+34%
清仓
—
GLOBANT S A
-$172.1M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$155.3M
24,037,678
-9%
减持
V
VISA INC
+$146.8M
7,383,557
-4%
增持
EMBJ
EMBRAER S.A.
+$142.7M
4,126,160
+216%
增持
UNH
UNITEDHEALTH GROUP INC
+$139.3M
502,076
+105%
减持
ORCL
ORACLE CORP
-$136.0M
470,518
-61%
增持
CVX
CHEVRON CORP NEW
+$126.6M
1,189,354
+138%
增持
DXCM
DEXCOM INC
+$124.2M
10,523,246
+38%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$123.4M
1,975,626
-42%
增持
PWR
QUANTA SVCS INC
+$121.0M
620,973
+433%
减持
BX
BLACKSTONE INC
-$115.9M
371,612
-62%
增持
CVS
CVS HEALTH CORP
+$114.4M
1,896,341
+504%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$112.5M
5,240,877
+43%
减持
FOUR
SHIFT4 PMTS INC
-$112.0M
1,595,376
-32%
增持
ABT
ABBOTT LABS
+$111.7M
1,866,391
+55%
减持
FRPT
FRESHPET INC
-$110.8M
497,987
-52%
清仓
CI
THE CIGNA GROUP
-$105.9M
0
-100%
减持
WMT
WALMART INC
-$105.5M
24,876,980
-2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$101.3M
9,064,953
+13%
减持
DELL
DELL TECHNOLOGIES INC
-$101.2M
363,185
-69%
增持
—
ON HLDG AG
+$100.7M
4,848,438
+137%
减持
BAC
BANK AMERICA CORP
-$99.7M
3,210,244
-40%
减持
—
CYBERARK SOFTWARE LTD
-$97.6M
1,292,027
-19%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$96.1M
726,695
减持
VST
VISTRA CORP
-$93.2M
1,383,432
-25%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$91.6M
1,340,129
-32%
清仓
—
INARI MED INC
-$90.0M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$87.2M
0
-100%
减持
TOL
TOLL BROTHERS INC
-$86.7M
642,000
-48%
减持
PR
PERMIAN RESOURCES CORP
-$81.8M
3,607,144
-61%
减持
BSX
BOSTON SCIENTIFIC CORP
-$79.9M
928,053
-52%
增持
ACWI
ISHARES TR
+$76.3M
790,200
+494%
减持
APO
APOLLO GLOBAL MGMT INC
-$74.7M
346,586
-53%
建仓
DHR
DANAHER CORPORATION
+$72.7M
354,555
增持
SO
SOUTHERN CO
+$72.1M
2,161,929
+41%
减持
PGR
PROGRESSIVE CORP
-$71.7M
3,239,191
-21%
建仓
IDA
IDACORP INC
+$71.4M
614,667
清仓
OTIS
OTIS WORLDWIDE CORP
-$71.0M
0
-100%
增持
NI
NISOURCE INC
+$70.1M
11,577,832
+8%
清仓
EIX
EDISON INTL
-$68.9M
0
-100%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$67.4M
2,119,767
-22%
减持
NU
NU HLDGS LTD
-$66.7M
30,394,814
-17%
增持
GPOR
GULFPORT ENERGY CORP
+$65.2M
378,663
+1437%
增持
MMM
3M CO
+$64.8M
842,174
+85%
减持
NTRA
NATERA INC
-$64.6M
398,720
-48%
清仓
—
QIAGEN NV
-$64.4M
0
-100%
增持
EXC
EXELON CORP
+$64.2M
2,868,449
+59%
减持
PCVX
VAXCYTE INC
-$59.5M
1,125,720
-10%
清仓
FE
FIRSTENERGY CORP
-$57.7M
0
-100%
减持
ELF
E L F BEAUTY INC
-$57.5M
314,768
-49%
减持
SRE
SEMPRA
-$55.2M
1,682,096
-16%
建仓
CNM
CORE & MAIN INC
+$54.7M
1,133,140
减持
ORLY
OREILLY AUTOMOTIVE INC
+$54.6M
734,902
-13%
减持
GS
GOLDMAN SACHS GROUP INC
-$54.3M
1,054,478
-4%
清仓
DAL
DELTA AIR LINES INC DEL
-$54.1M
0
-100%
增持
TOST
TOAST INC
+$53.4M
1,995,642
+467%
增持
BA
BOEING CO
-$52.0M
10,386,014
+1%
清仓
SMIN
ISHARES TR
-$51.1M
0
-100%
增持
—
GLOBAL E ONLINE LTD
+$50.3M
1,418,526
+33950%
增持
D
DOMINION ENERGY INC
+$50.0M
2,086,948
+68%
减持
COO
COOPER COS INC
-$49.3M
380,544
-57%
清仓
INDA
ISHARES TR
-$48.9M
0
-100%
减持
TLN
TALEN ENERGY CORP
-$48.8M
126,227
-66%
减持
GE
GE AEROSPACE
+$47.7M
6,803,910
-14%
增持
PINS
PINTEREST INC
+$46.7M
2,991,150
+88%
清仓
DUK
DUKE ENERGY CORP NEW
-$45.5M
0
-100%
增持
—
EXXON MOBIL CORP
+$45.0M
1,774,811
+15%
增持
AEP
AMERICAN ELEC PWR CO INC
+$43.2M
1,193,007
+26%
清仓
KBR
KBR INC
-$43.0M
0
-100%
建仓
FUTU
FUTU HLDGS LTD
+$42.6M
416,313
清仓
LEN
LENNAR CORP
-$41.6M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$41.5M
33,594
-89%
增持
DOCU
DOCUSIGN INC
+$41.1M
662,817
+362%
减持
MRSH
MARSH & MCLENNAN COS INC
-$40.8M
323,341
-43%
减持
PCG
PG&E CORP
-$40.1M
12,266,907
-1%
减持
FLYW
FLYWIRE CORPORATION
-$39.6M
3,223,637
-5%
建仓
—
XP INC
+$39.5M
2,871,449
增持
AEE
AMEREN CORP
+$38.9M
1,692,115
+15%
减持
OLED
UNIVERSAL DISPLAY CORP
-$38.6M
440,333
-36%
减持
ARGX
ARGENX SE
-$38.2M
249,461
-17%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$37.9M
623,803
-33%
增持
—
TOWER SEMICONDUCTOR LTD
-$37.4M
2,546,357
+2%
增持
ATO
ATMOS ENERGY CORP
+$36.8M
444,464
+94%
减持
LFUS
LITTELFUSE INC
-$35.4M
37,015
-80%
建仓
CAH
CARDINAL HEALTH INC
+$35.1M
254,817
减持
—
RENAISSANCERE HLDGS LTD
-$34.8M
227,768
-37%
增持
EXE
EXPAND ENERGY CORPORATION
+$34.4M
518,272
+121%
减持
—
APELLIS PHARMACEUTICALS INC
-$33.9M
2,477,531
-10%
增持
ETR
ENTERGY CORP NEW
+$32.7M
2,532,006
+4%
增持
ACVA
ACV AUCTIONS INC
-$31.1M
5,427,521
+9%
建仓
AVPT
AVEPOINT INC
+$30.6M
2,122,457
减持
SHEL
SHELL PLC
+$29.6M
3,006,802
-1%
