小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 62
减持 70
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.89B
37,458,386
+16%
增持
ORCL
ORACLE CORP
+$2.50B
9,227,252
+2062%
增持
TSLA
TESLA INC
+$2.35B
10,909,666
+38%
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
NVDA
NVIDIA CORPORATION
+$2.09B
88,210,227
-3%
增持
GOOGL
ALPHABET INC
+$2.04B
19,121,915
+29%
增持
APP
APPLOVIN CORP
+$1.92B
3,886,150
+55%
减持
NFLX
NETFLIX INC
-$1.87B
4,713,051
-16%
增持
SHOP
SHOPIFY INC
+$1.48B
18,923,431
+64%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.39B
3,454,947
-44%
增持
GOOG
ALPHABET INC
+$1.25B
14,170,542
+14%
减持
NVO
NOVO-NORDISK A S
-$1.24B
1,226,004
-94%
减持
LLY
ELI LILLY & CO
-$1.04B
4,196,472
-23%
减持
TTD
THE TRADE DESK INC
-$1.02B
96,592
-99%
减持
AVGO
BROADCOM INC
+$940.0M
22,267,616
-4%
减持
PGR
PROGRESSIVE CORP
-$847.2M
56,133
-98%
减持
—
SPOTIFY TECHNOLOGY S A
-$844.5M
3,089,333
-21%
减持
—
FERRARI N V
-$819.9M
171,343
-91%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$788.2M
12,591,542
+5%
增持
GE
GE AEROSPACE
+$750.8M
8,430,878
+22%
减持
MELI
MERCADOLIBRE INC
-$689.9M
1,086,283
-12%
减持
MCO
MOODYS CORP
-$666.8M
16,708
-99%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$626.8M
3,874,319
减持
META
META PLATFORMS INC
-$592.0M
11,701,736
-6%
减持
UBER
UBER TECHNOLOGIES INC
-$591.8M
10,840,903
-39%
减持
—
ASTRAZENECA PLC
-$567.5M
3,685,664
-70%
减持
CAVA
CAVA GROUP INC
-$538.5M
3,347
-100%
减持
COST
COSTCO WHSL CORP NEW
-$523.2M
2,824,116
-11%
减持
ABNB
AIRBNB INC
-$521.9M
607,865
-86%
减持
SBUX
STARBUCKS CORP
-$503.6M
18,714
-100%
减持
CRM
SALESFORCE INC
-$469.3M
320,087
-84%
减持
ISRG
INTUITIVE SURGICAL INC
-$405.4M
2,887,378
-8%
减持
MA
MASTERCARD INCORPORATED
-$404.0M
5,267,730
-13%
减持
NOW
SERVICENOW INC
-$401.7M
2,218,627
-7%
减持
TJX
TJX COS INC NEW
-$394.4M
1,762,327
-66%
增持
SE
SEA LTD
+$387.7M
5,987,445
+40%
减持
DXCM
DEXCOM INC
-$326.4M
10,090,374
-12%
减持
ABT
ABBOTT LABS
-$324.0M
290,085
-89%
建仓
HOOD
ROBINHOOD MKTS INC
+$322.8M
2,254,664
减持
CRWD
CROWDSTRIKE HLDGS INC
-$315.6M
5,705,412
-7%
减持
AMZN
AMAZON COM INC
-$313.3M
44,267,097
-3%
减持
TXN
TEXAS INSTRS INC
-$305.0M
1,720,961
-42%
减持
—
CYBERARK SOFTWARE LTD
-$289.9M
461,998
-63%
建仓
APH
AMPHENOL CORP NEW
+$287.9M
2,326,847
增持
SNOW
SNOWFLAKE INC
+$258.6M
9,083,889
+14%
减持
DIS
DISNEY WALT CO
-$255.3M
20,164,896
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$255.0M
4,938,746
+134%
减持
HUBS
HUBSPOT INC
-$245.3M
421,279
-47%
增持
NKE
NIKE INC
+$234.5M
11,838,528
+42%
减持
NU
NU HLDGS LTD
-$230.5M
21,561,147
-49%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$225.0M
13,889,043
-2%
减持
WMT
WALMART INC
-$224.0M
21,023,710
-14%
减持
IOT
SAMSARA INC
-$207.6M
892,263
-85%
减持
CVS
CVS HEALTH CORP
-$202.2M
991,265
-75%
减持
BA
BOEING CO
-$190.4M
11,365,276
-10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$189.5M
8,731,648
-6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$172.8M
13,958,774
+20%
清仓
FICO
FAIR ISAAC CORP
-$171.6M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$169.3M
943,944
+54%
增持
TOST
TOAST INC
+$166.7M
15,000,561
+74%
减持
LPLA
LPL FINL HLDGS INC
-$158.4M
1,104,950
-21%
减持
ADI
ANALOG DEVICES INC
-$145.7M
3,200
-99%
减持
ADBE
ADOBE INC
-$135.6M
1,268
-100%
增持
UNP
UNION PAC CORP
+$123.9M
852,110
+153%
增持
TFC
TRUIST FINL CORP
+$123.6M
3,918,994
+203%
增持
DELL
DELL TECHNOLOGIES INC
+$118.1M
1,187,965
+189%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$109.6M
597,242
+199%
减持
MRSH
MARSH & MCLENNAN COS INC
-$108.9M
600,013
-43%
减持
AMGN
AMGEN INC
-$105.7M
223,807
-63%
增持
FIVE
FIVE BELOW INC
+$105.2M
819,502
+397%
减持
MSFT
MICROSOFT CORP
+$98.0M
21,468,902
-3%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$93.3M
1,272,786
增持
GS
GOLDMAN SACHS GROUP INC
+$92.2M
960,688
+1%
增持
VEEV
VEEVA SYS INC
+$88.6M
369,458
+396%
增持
—
TOWER SEMICONDUCTOR LTD
+$83.5M
2,331,831
+19%
减持
—
EXXON MOBIL CORP
-$82.0M
1,020,528
-44%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$81.5M
9,339
-99%
减持
KKR
KKR & CO INC
-$79.9M
2,019,954
-22%
清仓
—
VERONA PHARMA PLC
-$79.4M
0
-100%
增持
TLN
TALEN ENERGY CORP
+$75.9M
281,659
+87%
清仓
—
PINNACLE FINL PARTNERS INC
-$75.8M
0
-100%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$75.2M
12,254,119
+10%
增持
EGO
ELDORADO GOLD CORP NEW
+$73.6M
8,173,003
+2%
减持
GEV
GE VERNOVA INC
-$73.4M
46,258
-76%
增持
SRE
SEMPRA
+$70.3M
2,196,844
+31%
减持
MMM
3M CO
-$68.7M
485,348
-49%
增持
ROK
ROCKWELL AUTOMATION INC
+$67.7M
262,727
+261%
减持
SO
SOUTHERN CO
-$67.0M
1,779,203
-31%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$66.1M
4,198,554
+43%
减持
BABA
ALIBABA GROUP HLDG LTD
-$64.2M
48,475
-92%
增持
ETR
ENTERGY CORP NEW
+$61.6M
2,560,688
+20%
减持
NI
NISOURCE INC
-$60.8M
9,527,596
-19%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$59.3M
1,474,947
+112%
清仓
ENB
ENBRIDGE INC
-$59.1M
0
-100%
增持
LOW
LOWES COS INC
+$57.9M
669,556
+35%
建仓
CW
CURTISS WRIGHT CORP
+$57.6M
106,071
减持
LNG
CHENIERE ENERGY INC
-$57.1M
1,480,581
-11%
增持
—
UNIQURE NV
+$56.4M
999,484
+614%
减持
GILD
GILEAD SCIENCES INC
-$55.3M
148,143
-77%
清仓
DOCU
DOCUSIGN INC
-$55.2M
0
-100%
增持
V
VISA INC
-$55.0M
7,502,839
+2%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$54.8M
2,604,580
+6%
增持
GH
GUARDANT HEALTH INC
+$54.7M
1,471,294
+106%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$54.7M
251,467
+51%
增持
MTB
M & T BK CORP
+$53.0M
840,655
+44%
建仓
KRMN
KARMAN HLDGS INC
+$52.5M
727,335
增持
—
APELLIS PHARMACEUTICALS INC
+$52.3M
4,348,055
+63%
增持
FIX
COMFORT SYS USA INC
+$51.1M
63,561
+2407%
减持
—
CHUBB LIMITED
-$50.0M
586,822
-21%
增持
LNC
LINCOLN NATL CORP IND
+$49.9M
2,319,323
+84%
减持
CPT
CAMDEN PPTY TR
-$49.7M
604,468
-40%
减持
ERO
ERO COPPER CORP
-$48.8M
2,167,724
-60%
减持
LOAR
LOAR HOLDINGS INC
-$48.7M
11,437
-98%
增持
CSCO
CISCO SYS INC
+$47.4M
4,231,396
+21%
增持
ABCB
AMERIS BANCORP
+$47.0M
1,326,294
+71%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$46.9M
1,606,512
+339%
减持
QTWO
Q2 HLDGS INC
-$45.2M
1,111,292
-17%
增持
CHDN
CHURCHILL DOWNS INC
+$44.7M
1,457,336
+52%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.5M
1,048,890
+2802%
增持
DHR
DANAHER CORPORATION
+$43.8M
425,575
+107%
增持
GFF
GRIFFON CORP
+$43.8M
593,966
+2908%
增持
RL
RALPH LAUREN CORP
+$43.0M
604,728
+13%
减持
TXRH
TEXAS ROADHOUSE INC
-$43.0M
194,956
-52%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$41.6M
411,550
建仓
MRCY
MERCURY SYS INC
+$41.5M
536,407
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$41.4M
343,744
-42%
减持
APO
APOLLO GLOBAL MGMT INC
-$40.7M
131,022
-68%
增持
—
ON HLDG AG
-$39.5M
4,094,195
+0%
增持
—
ASML HOLDING N V
+$39.1M
44,386
+825%
增持
MTZ
MASTEC INC
+$39.1M
249,259
+205%
减持
CNP
CENTERPOINT ENERGY INC
-$37.9M
6,465,900
-18%
减持
AEP
AMERICAN ELEC PWR CO INC
-$37.9M
514,249
-44%
增持
SOLV
SOLVENTUM CORP
+$37.7M
558,537
+1277%
清仓
TRP
TC ENERGY CORP
-$37.4M
0
-100%
清仓
RVTY
REVVITY INC
-$36.6M
0
-100%
增持
HLI
HOULIHAN LOKEY INC
+$36.4M
589,093
+25%
减持
KEX
KIRBY CORP
-$36.1M
988,468
-5%
增持
CELH
CELSIUS HLDGS INC
+$36.0M
953,432
+136%
减持
PNC
PNC FINL SVCS GROUP INC
-$35.8M
1,334,629
-18%
增持
—
CIDARA THERAPEUTICS INC
+$35.5M
396,015
+705%
增持
XEL
XCEL ENERGY INC
+$35.5M
1,780,492
+12%
减持
GNRC
GENERAC HLDGS INC
-$34.6M
288,149
-50%
清仓
GGAL
GRUPO FINANCIERO GALICIA S.A
-$34.4M
0
-100%
减持
OPCH
OPTION CARE HEALTH INC
-$34.2M
1,268,626
-41%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$34.1M
257,538
增持
ACVA
ACV AUCTIONS INC
-$34.1M
5,678,619
+2%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$33.9M
3,974,347
+23%
增持
CVX
CHEVRON CORP NEW
+$33.1M
1,031,837
+16%
减持
—
ESSENT GROUP LTD
-$33.1M
378,624
-60%
清仓
HRI
HERC HLDGS INC
-$32.8M
0
-100%
增持
RBC
RBC BEARINGS INC
+$31.8M
176,922
+83%
