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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 60
减持 64
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC
-$3.08B
8,350,538
-29%
增持
NFLX
NETFLIX INC
-$2.38B
34,871,951
+640%
增持
LLY
ELI LILLY & CO
+$2.32B
5,133,676
+22%
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
GOOGL
ALPHABET INC
+$2.19B
21,851,279
+14%
减持
NVDA
NVIDIA CORPORATION
-$1.90B
78,051,805
-12%
减持
MELI
MERCADOLIBRE INC
-$1.79B
369,796
-66%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.71B
10,910,310
+182%
增持
GOOG
ALPHABET INC
+$1.12B
14,575,191
+3%
增持
APH
AMPHENOL CORP NEW
+$1.10B
10,257,379
+341%
减持
APP
APPLOVIN CORP
-$948.1M
2,737,024
-30%
减持
MSFT
MICROSOFT CORP
-$939.0M
21,051,290
-2%
减持
SE
SEA LTD
-$863.6M
1,619,291
-73%
清仓
NKE
NIKE INC
-$825.5M
0
-100%
增持
ORCL
ORACLE CORP
-$760.1M
9,414,334
+2%
增持
NOW
SERVICENOW INC
-$750.0M
8,432,389
+280%
减持
COST
COSTCO WHSL CORP NEW
-$693.1M
2,227,635
-21%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$655.4M
7,715,550
-12%
建仓
MRK
MERCK & CO INC
+$585.2M
5,559,488
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$553.7M
13,394,299
+6%
减持
UBER
UBER TECHNOLOGIES INC
-$536.3M
6,435,002
-41%
增持
ISRG
INTUITIVE SURGICAL INC
+$526.2M
3,209,137
+11%
增持
CEG
CONSTELLATION ENERGY CORP
+$519.3M
6,980,223
+18%
增持
SNOW
SNOWFLAKE INC
+$496.4M
11,603,302
+28%
增持
GS
GOLDMAN SACHS GROUP INC
+$424.2M
1,353,007
+41%
减持
DIS
DISNEY WALT CO
-$410.3M
16,688,019
-17%
减持
—
SPOTIFY TECHNOLOGY S A
-$410.0M
3,007,221
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$404.9M
11,977,711
-14%
增持
GEV
GE VERNOVA INC
+$394.9M
647,791
+1300%
减持
MA
MASTERCARD INCORPORATED
-$346.1M
4,642,316
-12%
减持
LPLA
LPL FINL HLDGS INC
-$327.7M
111,667
-90%
增持
NET
CLOUDFLARE INC
+$323.1M
1,863,612
+803%
增持
NU
NU HLDGS LTD
+$313.9M
39,370,791
+83%
减持
AMZN
AMAZON COM INC
+$306.4M
43,437,204
-2%
减持
DXCM
DEXCOM INC
-$294.7M
5,789,944
-43%
增持
DDOG
DATADOG INC
+$281.1M
7,623,993
+44%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$278.5M
3,321,298
-30%
减持
BA
BOEING CO
-$246.2M
10,163,707
-11%
增持
SHOP
SHOPIFY INC
+$240.8M
18,966,407
+0%
减持
AVGO
BROADCOM INC
+$230.6M
21,892,210
-2%
增持
BAC
BANK AMERICA CORP
+$217.9M
5,821,274
+194%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$216.0M
5,507,835
-3%
减持
HUBS
HUBSPOT INC
-$192.1M
12,310
-97%
增持
HOOD
ROBINHOOD MKTS INC
+$176.2M
4,412,036
+96%
减持
AXON
AXON ENTERPRISE INC
-$166.0M
900,397
-5%
清仓
—
UNILEVER PLC
-$165.9M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$163.4M
401,664
+273%
减持
AAPL
APPLE INC
+$159.0M
35,669,018
-5%
减持
PH
PARKER-HANNIFIN CORP
-$148.1M
103,831
-67%
减持
LNG
CHENIERE ENERGY INC
-$147.8M
1,029,213
-30%
减持
—
JOHNSON CTLS INTL PLC
-$141.8M
689,441
-66%
减持
TSLA
TESLA INC
-$136.5M
10,484,848
-4%
增持
ABBV
ABBVIE INC
+$127.7M
1,186,974
+91%
建仓
—
ICON PLC
+$123.5M
677,981
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$120.1M
3,249,541
-6%
增持
NEE
NEXTERA ENERGY INC
+$112.2M
5,932,840
+23%
减持
VST
VISTRA CORP
-$112.0M
1,353,285
-20%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$107.3M
814,722
-56%
增持
ONTO
ONTO INNOVATION INC
+$101.2M
680,822
+1293%
减持
FOUR
SHIFT4 PMTS INC
-$100.9M
925,232
-55%
建仓
UL
UNILEVER PLC
+$99.3M
1,518,969
增持
RTX
RTX CORPORATION
+$98.7M
1,003,143
+97%
增持
GM
GENERAL MTRS CO
+$95.4M
2,160,491
+64%
增持
GILD
GILEAD SCIENCES INC
+$92.7M
889,187
+500%
减持
WMB
WILLIAMS COS INC
-$92.3M
2,166,100
-38%
减持
EW
EDWARDS LIFESCIENCES CORP
+$89.2M
13,780,515
-1%
增持
DHR
DANAHER CORPORATION
+$82.8M
730,178
+72%
减持
CCK
CROWN HLDGS INC
-$79.0M
582,375
-60%
减持
PINS
PINTEREST INC
-$78.6M
1,768,597
-54%
减持
MRSH
MARSH & MCLENNAN COS INC
-$78.4M
229,075
-62%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$73.0M
0
-100%
减持
V
VISA INC
-$72.7M
7,096,058
-5%
减持
CNM
CORE & MAIN INC
-$72.0M
775,592
-63%
增持
SHEL
SHELL PLC
+$71.8M
3,615,220
+33%
增持
LNC
LINCOLN NATL CORP IND
+$70.4M
3,681,158
+59%
减持
GE
GE AEROSPACE
-$69.5M
8,008,069
-5%
减持
ABNB
AIRBNB INC
-$69.2M
33,644
-94%
减持
CRM
SALESFORCE INC
-$68.1M
29,447
-91%
清仓
NVO
NOVO-NORDISK A S
-$68.0M
0
-100%
减持
WMT
WALMART INC
+$67.5M
20,053,855
-5%
增持
C
CITIGROUP INC
+$63.7M
564,595
+2496%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$63.3M
2,795,188
+74%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$62.9M
583,585
-60%
减持
—
APELLIS PHARMACEUTICALS INC
-$60.6M
1,504,299
-65%
增持
XYL
XYLEM INC
+$58.9M
633,648
+242%
清仓
PG
PROCTER AND GAMBLE CO
-$58.7M
0
-100%
建仓
—
EXPRO GROUP HOLDINGS NV
+$58.2M
4,356,921
减持
—
FERRARI N V
-$56.9M
70,993
-59%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$56.8M
918,567
+123%
减持
CW
CURTISS WRIGHT CORP
-$56.2M
2,528
-98%
减持
PPL
PPL CORP
-$55.4M
2,353,709
-37%
增持
LNT
ALLIANT ENERGY CORP
+$54.1M
1,805,214
+92%
减持
EHC
ENCOMPASS HEALTH CORP
-$54.1M
560,779
-37%
减持
EGO
ELDORADO GOLD CORP NEW
+$54.0M
8,077,905
-1%
增持
HXL
HEXCEL CORP NEW
+$54.0M
1,335,002
+88%
增持
NDSN
NORDSON CORP
+$51.7M
252,353
+539%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$51.2M
1,231,691
-21%
建仓
—
ROIVANT SCIENCES LTD
+$51.1M
2,353,386
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$51.0M
1,960,900
+54%
减持
FIX
COMFORT SYS USA INC
-$50.5M
2,118
-97%
增持
ACWX
ISHARES TR
+$48.3M
837,174
+593%
增持
TOL
TOLL BROTHERS INC
+$48.3M
1,090,590
+52%
减持
—
ON HLDG AG
-$47.9M
2,699,144
-34%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$47.9M
1,533,371
增持
EXE
EXPAND ENERGY CORPORATION
+$46.5M
892,935
+82%
减持
PLYM
PLYMOUTH INDL REIT INC
-$45.2M
1,532,682
-57%
增持
CNP
CENTERPOINT ENERGY INC
+$45.2M
7,722,893
+19%
建仓
APGE
APOGEE THERAPEUTICS INC
+$43.7M
578,627
减持
CAT
CATERPILLAR INC
-$42.6M
122,936
-48%
建仓
HLIO
HELIOS TECHNOLOGIES INC
+$42.6M
796,101
增持
TTMI
TTM TECHNOLOGIES INC
+$42.5M
640,047
+2056%
建仓
IRON
DISC MEDICINE INC
+$42.3M
532,079
增持
A
AGILENT TECHNOLOGIES INC
+$40.6M
606,316
+86%
增持
TXN
TEXAS INSTRS INC
+$39.6M
2,050,925
+19%
增持
BSX
BOSTON SCIENTIFIC CORP
+$39.2M
5,468,295
+11%
清仓
ABT
ABBOTT LABS
-$38.9M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$38.8M
849,955
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$38.6M
277,111
+10%
增持
—
ASML HOLDING N V
+$38.3M
75,928
+71%
清仓
—
MONDAY COM LTD
-$38.1M
0
-100%
清仓
—
CIDARA THERAPEUTICS INC
-$37.9M
0
-100%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$36.2M
3,597,211
-15%
增持
CVS
CVS HEALTH CORP
+$36.1M
1,395,959
+41%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$35.9M
1,154,080
清仓
PAYC
PAYCOM SOFTWARE INC
-$35.6M
0
-100%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$34.7M
6,758,006
-45%
增持
PVLA
PALVELLA THERAPEUTICS INC NE
+$33.9M
387,483
+262%
减持
LNN
LINDSAY CORP
-$33.8M
296,017
-39%
减持
WRBY
WARBY PARKER INC
-$33.8M
965,275
-51%
增持
—
JFROG LTD
+$33.4M
538,444
+11580%
增持
GPOR
GULFPORT ENERGY CORP
+$33.3M
671,483
+14%
增持
EMBJ
EMBRAER S.A.
+$33.0M
5,729,568
+3%
建仓
EL
LAUDER ESTEE COS INC
+$32.9M
314,556
清仓
TXRH
TEXAS ROADHOUSE INC
-$32.4M
0
-100%
增持
ABCB
AMERIS BANCORP
+$32.1M
1,741,214
+31%
增持
FIVE
FIVE BELOW INC
+$32.0M
842,771
+3%
建仓
AGX
ARGAN INC
+$31.7M
101,097
减持
—
CYBERARK SOFTWARE LTD
-$31.5M
429,883
-7%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$31.4M
1,258,653
+234%
增持
IWF
ISHARES TR
+$31.3M
93,000
+241%
建仓
NAVN
NAVAN INC
+$31.2M
1,826,419
建仓
TREE
LENDINGTREE INC NEW
+$31.1M
586,173
减持
MTZ
MASTEC INC
-$30.7M
102,856
-59%
减持
—
LINDE PLC
-$30.6M
153,975
-24%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$29.9M
0
-100%
减持
SO
SOUTHERN CO
-$29.4M
1,596,263
-10%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$28.9M
331,164
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$28.6M
277,759
-9%
增持
MAA
MID-AMER APT CMNTYS INC
+$28.1M
208,484
+3112%
减持
TARS
TARSUS PHARMACEUTICALS INC
+$27.8M
2,230,069
-14%
增持
MKL
MARKEL GROUP INC
+$27.7M
73,199
+8%
