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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 69
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$4.69B
90,962,458
+2%
增持
MSFT
MICROSOFT CORP
+$3.45B
22,158,469
+10%
减持
AVGO
BROADCOM INC
+$1.93B
23,240,649
-13%
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
META
META PLATFORMS INC
+$1.60B
12,444,957
-5%
减持
AAPL
APPLE INC
-$1.48B
32,412,407
-11%
减持
NFLX
NETFLIX INC
+$1.43B
5,617,176
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.15B
12,046,792
+27%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.06B
5,956,566
+40%
增持
MELI
MERCADOLIBRE INC
+$976.9M
1,235,240
+7%
增持
BA
BOEING CO
+$872.0M
12,615,602
+21%
增持
NOW
SERVICENOW INC
+$840.9M
2,376,714
+18%
增持
SHOP
SHOPIFY INC
+$824.6M
11,519,610
+118%
减持
AMZN
AMAZON COM INC
+$822.7M
45,731,623
-6%
增持
SNOW
SNOWFLAKE INC
+$820.2M
8,000,667
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$798.7M
6,113,100
-7%
增持
DIS
DISNEY WALT CO
+$698.5M
20,676,921
+9%
减持
—
SPOTIFY TECHNOLOGY S A
+$664.4M
3,910,788
-8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$572.0M
9,338,102
+3%
增持
GE
GE AEROSPACE
+$423.5M
6,936,337
+2%
减持
CRM
SALESFORCE INC
-$412.9M
1,999,019
-44%
增持
ISRG
INTUITIVE SURGICAL INC
+$412.0M
3,122,390
+20%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$372.5M
4,631,719
+22%
增持
HUBS
HUBSPOT INC
+$372.3M
794,677
+549%
增持
TTD
THE TRADE DESK INC
+$365.1M
14,267,457
+18%
增持
SE
SEA LTD
+$345.9M
4,266,600
+65%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$318.3M
28,247
-99%
增持
TOST
TOAST INC
+$314.8M
8,601,887
+331%
减持
SBUX
STARBUCKS CORP
-$312.6M
5,512,982
-34%
清仓
VRT
VERTIV HOLDINGS CO
-$307.9M
0
-100%
增持
DXCM
DEXCOM INC
+$286.7M
11,517,546
+9%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$284.3M
6,151,505
+22%
增持
NU
NU HLDGS LTD
+$264.5M
41,962,679
+38%
减持
ADBE
ADOBE INC
-$258.5M
351,764
-66%
减持
TSLA
TESLA INC
+$246.3M
7,888,116
-10%
增持
APP
APPLOVIN CORP
+$244.2M
2,504,180
+5%
增持
TXN
TEXAS INSTRS INC
+$223.3M
2,992,090
+35%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$219.6M
14,116,976
+1821%
减持
ABNB
AIRBNB INC
-$217.4M
4,501,151
-34%
增持
LPLA
LPL FINL HLDGS INC
+$212.1M
1,402,750
+46%
减持
IOT
SAMSARA INC
-$210.0M
6,054,741
-49%
减持
WMT
WALMART INC
+$206.8M
24,450,071
-2%
减持
CAVA
CAVA GROUP INC
-$197.4M
6,396,155
-25%
增持
—
FERRARI N V
+$186.2M
1,841,200
+9%
减持
AXON
AXON ENTERPRISE INC
+$185.2M
613,731
-0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$181.8M
11,670,991
+16%
增持
—
JOHNSON CTLS INTL PLC
+$173.2M
2,124,125
+232%
增持
VST
VISTRA CORP
+$169.5M
1,712,726
+24%
减持
KKR
KKR & CO INC
-$165.6M
2,574,018
-41%
减持
RDDT
REDDIT INC
-$155.5M
6,156
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$150.9M
1,051,055
+225%
增持
CVS
CVS HEALTH CORP
+$148.4M
4,014,139
+112%
增持
EMBJ
EMBRAER S.A.
+$147.5M
5,941,202
+44%
减持
UNH
UNITEDHEALTH GROUP INC
-$140.8M
391,594
-22%
增持
BSX
BOSTON SCIENTIFIC CORP
+$133.6M
2,115,002
+128%
减持
HD
HOME DEPOT INC
-$132.1M
22,865
-94%
增持
ABT
ABBOTT LABS
+$115.2M
2,667,555
+43%
增持
AMGN
AMGEN INC
+$114.7M
604,774
+248%
减持
PWR
QUANTA SVCS INC
-$114.1M
115,626
-81%
减持
DDOG
DATADOG INC
+$110.9M
5,545,010
-13%
减持
TRGP
TARGA RES CORP
-$110.4M
157,730
-77%
增持
MTB
M & T BK CORP
+$108.2M
583,241
+2024%
减持
UNP
UNION PAC CORP
-$103.1M
337,035
-56%
减持
RTX
RTX CORPORATION
-$100.6M
515,024
-61%
减持
UBER
UBER TECHNOLOGIES INC
-$97.5M
17,726,469
-26%
减持
GS
GOLDMAN SACHS GROUP INC
+$96.8M
950,708
-10%
增持
LNG
CHENIERE ENERGY INC
+$90.9M
1,663,035
+23%
增持
GEV
GE VERNOVA INC
+$90.2M
192,499
+403%
减持
NEE
NEXTERA ENERGY INC
-$89.4M
4,941,249
-19%
减持
ACWI
ISHARES TR
-$84.6M
56,957
-93%
增持
NKE
NIKE INC
+$82.0M
8,319,862
+4%
增持
IDA
IDACORP INC
+$81.4M
1,323,656
+115%
减持
MRVL
MARVELL TECHNOLOGY INC
-$81.3M
32,866
-98%
减持
—
CYBERARK SOFTWARE LTD
+$76.4M
1,261,041
-2%
减持
MA
MASTERCARD INCORPORATED
+$74.1M
6,051,004
-0%
增持
—
ASTRAZENECA PLC
+$73.9M
12,167,365
+15%
增持
CNP
CENTERPOINT ENERGY INC
+$72.4M
7,859,693
+32%
减持
CVX
CHEVRON CORP NEW
-$71.9M
887,625
-25%
建仓
GILD
GILEAD SCIENCES INC
+$71.8M
647,337
减持
TFC
TRUIST FINL CORP
-$71.1M
1,293,147
-58%
建仓
RBLX
ROBLOX CORP
+$71.1M
675,899
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$68.8M
694,476
-53%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$67.3M
165,992
增持
LLY
ELI LILLY & CO
-$65.5M
5,447,636
+4%
减持
GOOGL
ALPHABET INC
+$64.5M
14,818,272
-10%
增持
NRG
NRG ENERGY INC
+$58.0M
529,556
+87%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$57.1M
199,748
-57%
减持
MCO
MOODYS CORP
-$55.9M
1,345,306
-14%
减持
PGR
PROGRESSIVE CORP
-$55.7M
3,226,560
-0%
减持
PCG
PG&E CORP
-$53.7M
11,269,211
-8%
清仓
—
GLOBAL E ONLINE LTD
-$50.6M
0
-100%
增持
SHAK
SHAKE SHACK INC
+$50.2M
593,971
+57%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$50.0M
1,849,767
+38%
建仓
PAYC
PAYCOM SOFTWARE INC
+$49.9M
215,443
建仓
LOAR
LOAR HOLDINGS INC
+$49.6M
575,552
减持
JPM
JPMORGAN CHASE & CO.
+$49.2M
1,533,788
-5%
建仓
COR
CENCORA INC
+$49.0M
163,544
建仓
DUK
DUKE ENERGY CORP NEW
+$48.8M
413,178
增持
CPT
CAMDEN PPTY TR
+$48.1M
1,013,719
+87%
增持
SAP
SAP SE
+$47.2M
221,349
+195%
减持
FIX
COMFORT SYS USA INC
-$44.7M
2,535
-98%
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$44.2M
0
-100%
增持
GPOR
GULFPORT ENERGY CORP
+$44.0M
565,194
+49%
建仓
LNC
LINCOLN NATL CORP IND
+$43.7M
1,262,613
减持
FICO
FAIR ISAAC CORP
-$43.3M
93,872
-19%
减持
ABBV
ABBVIE INC
-$43.0M
609,176
-18%
清仓
BILI
BILIBILI INC
-$42.2M
0
-100%
减持
CBRE
CBRE GROUP INC
-$41.2M
319,215
-51%
增持
EGO
ELDORADO GOLD CORP NEW
+$40.6M
7,990,223
+10%
增持
CCK
CROWN HLDGS INC
+$40.4M
1,365,574
+22%
减持
—
ADECOAGRO S A
-$39.7M
847,914
-80%
减持
BAC
BANK AMERICA CORP
-$39.6M
1,994,864
-38%
减持
ETR
ENTERGY CORP NEW
-$39.5M
2,129,300
-16%
增持
CSCO
CISCO SYS INC
+$39.0M
3,489,029
+6%
增持
OPCH
OPTION CARE HEALTH INC
+$39.0M
2,138,248
+146%
清仓
ALLY
ALLY FINL INC
-$38.8M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$38.8M
323,697
+5%
建仓
NET
CLOUDFLARE INC
+$38.5M
196,750
减持
GOOG
ALPHABET INC
-$38.4M
12,384,379
-13%
减持
COST
COSTCO WHSL CORP NEW
-$38.3M
3,169,194
-6%
增持
AAMI
ACADIAN ASSET MANAGEMENT INC
+$38.2M
2,091,091
+52%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$38.1M
3,234,717
+322%
增持
LNN
LINDSAY CORP
+$37.5M
450,121
+108%
增持
CUZ
COUSINS PPTYS INC
+$37.3M
3,535,111
+51%
增持
PINS
PINTEREST INC
+$37.3M
3,625,586
+21%
建仓
GH
GUARDANT HEALTH INC
+$37.2M
715,467
增持
SO
SOUTHERN CO
+$36.8M
2,565,858
+19%
增持
WGS
GENEDX HOLDINGS CORP
+$36.2M
397,896
+6163%
增持
—
MONDAY COM LTD
+$35.2M
162,872
+148%
清仓
CAH
CARDINAL HEALTH INC
-$35.1M
0
-100%
减持
D
DOMINION ENERGY INC
-$34.9M
1,451,982
-30%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$34.9M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$34.9M
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$34.6M
922,578
-23%
增持
CNM
CORE & MAIN INC
+$34.1M
1,472,571
+30%
减持
BEKE
KE HLDGS INC
-$32.5M
1,290,232
-53%
减持
DHR
DANAHER CORPORATION
-$32.1M
205,229
-42%
增持
FOUR
SHIFT4 PMTS INC
+$31.9M
1,636,924
+3%
减持
IT
GARTNER INC
-$31.0M
7,274
-91%
清仓
—
BLUEPRINT MEDICINES CORP
-$30.9M
0
-100%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$30.7M
350,070
+13%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$30.0M
1,860,048
+10%
减持
PODD
INSULET CORP
-$29.4M
108,354
-55%
增持
ERO
ERO COPPER CORP
+$29.3M
5,487,290
+5%
增持
EQIX
EQUINIX INC
+$29.1M
37,650
+3624%
增持
HLI
HOULIHAN LOKEY INC
+$28.9M
469,653
+36%
减持
V
VISA INC
+$28.7M
7,368,920
-0%
建仓
WWD
WOODWARD INC
+$28.2M
115,091
减持
TARS
TARSUS PHARMACEUTICALS INC
-$28.1M
2,467,998
-1%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$28.0M
0
-100%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$27.9M
2,946,103
-26%
