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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 48
减持 68
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.56B
17,883,560
-15%
减持
NVDA
NVIDIA CORPORATION
-$1.65B
73,978,086
-5%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.57B
10,760,942
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
SNOW
SNOWFLAKE INC
-$1.46B
7,164,080
-38%
减持
AMZN
AMAZON COM INC
-$1.38B
41,507,558
-4%
减持
NOW
SERVICENOW INC
-$1.28B
70,061
-99%
减持
AAPL
APPLE INC
-$1.17B
33,589,491
-6%
减持
GOOGL
ALPHABET INC
-$1.13B
19,856,010
-9%
减持
SHOP
SHOPIFY INC
-$1.12B
16,299,259
-14%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.09B
3,829,124
-30%
减持
META
META PLATFORMS INC
-$1.01B
7,865,939
-6%
减持
TSLA
TESLA INC
-$1.01B
9,969,940
-5%
减持
APP
APPLOVIN CORP
-$928.5M
2,300,905
-16%
减持
LLY
ELI LILLY & CO
-$862.2M
5,060,878
-1%
减持
ORCL
ORACLE CORP
-$814.7M
6,935,065
-26%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$810.7M
5,761,905
-25%
增持
GE
GE AEROSPACE
+$662.1M
11,026,006
+38%
减持
CEG
CONSTELLATION ENERGY CORP
-$621.6M
6,604,433
-5%
减持
NFLX
NETFLIX INC.
-$577.8M
27,996,134
-20%
增持
LRCX
LAM RESEARCH CORP
+$575.2M
3,373,306
+297%
建仓
KLAC
KLA CORP
+$566.1M
384,456
减持
DIS
DISNEY WALT CO
-$566.0M
13,826,532
-17%
增持
NET
CLOUDFLARE INC
+$539.3M
4,394,484
+136%
增持
AVGO
BROADCOM INC
-$525.3M
22,783,092
+4%
减持
GOOG
ALPHABET INC
-$467.2M
14,315,477
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$465.1M
897,775
-84%
减持
TOST
TOAST INC
-$452.7M
3,226,502
-79%
减持
AMD
ADVANCED MICRO DEVICES INC
-$418.7M
9,427,377
-14%
减持
ISRG
INTUITIVE SURGICAL INC
-$415.7M
3,041,010
-5%
减持
—
SPOTIFY TECHNOLOGY S A
-$398.8M
2,778,849
-8%
减持
HOOD
ROBINHOOD MKTS INC
-$398.5M
1,449,702
-67%
减持
V
VISA INC
-$396.4M
6,922,544
-2%
增持
ABNB
AIRBNB INC
+$396.1M
3,172,959
+9331%
增持
COST
COSTCO WHOLESALE CORPORATION
+$383.2M
2,312,440
+4%
增持
GEV
GE VERNOVA INC
+$366.3M
904,703
+40%
增持
BE
BLOOM ENERGY CORP
+$362.9M
2,687,029
+20074%
减持
DDOG
DATADOG INC
-$337.6M
5,922,887
-22%
减持
DXCM
DEXCOM INC
-$318.5M
1,048,097
-82%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$317.4M
805,306
清仓
—
ASTRAZENECA PLC
-$309.1M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$253.7M
3,782,456
-41%
减持
KKR
KKR & CO INC
-$250.0M
24,502
-99%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$249.7M
2,740,059
-16%
增持
TJX
TJX COS INC NEW
+$249.6M
3,297,139
+83%
减持
WMT
WALMART INC
+$245.3M
19,951,179
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$238.3M
9,253,729
-23%
清仓
SE
SEA LTD
-$206.6M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$193.8M
318,708
-14%
清仓
—
CYBERARK SOFTWARE LTD
-$191.8M
0
-100%
减持
BAC
BANK AMERICA CORP
-$180.1M
2,872,458
-51%
建仓
—
NEBIUS GROUP N.V.
+$176.4M
1,700,223
增持
BA
BOEING CO
-$170.2M
10,232,501
+1%
增持
MRK
MERCK & CO INC
+$166.5M
6,249,337
+12%
减持
AXON
AXON ENTERPRISE INC
-$160.3M
826,680
-8%
减持
NU
NU HLDGS LTD
-$143.9M
35,850,092
-9%
增持
PH
PARKER-HANNIFIN CORP
+$143.2M
261,912
+152%
建仓
—
ASTRAZENECA PLC
+$130.9M
663,945
减持
EW
EDWARDS LIFESCIENCES CORP
-$128.4M
13,066,274
-5%
建仓
—
ELBIT SYS LTD
+$128.1M
150,909
清仓
—
ICON PLC
-$123.5M
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$116.2M
344,048
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$110.5M
0
-100%
减持
GH
GUARDANT HEALTH INC
-$100.7M
203,778
-83%
减持
LOW
LOWES COS INC
-$98.6M
279,549
-59%
建仓
CVNA
CARVANA CO
+$98.4M
313,110
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$98.3M
0
-100%
减持
EXE
EXPAND ENERGY CORPORATION
-$98.2M
3,222
-100%
减持
DHR
DANAHER CORP DEL
-$96.9M
370,723
-49%
建仓
CRWV
COREWEAVE INC
+$95.1M
1,228,027
增持
TXN
TEXAS INSTRS INC
+$92.9M
2,311,547
+13%
减持
APH
AMPHENOL CORP
-$92.5M
10,238,520
-0%
清仓
VEEV
VEEVA SYS INC
-$92.4M
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$90.4M
5,123,041
+10%
建仓
REGN
REGENERON PHARMACEUTICALS
+$89.0M
115,199
增持
VLO
VALERO ENERGY CORP
+$88.0M
413,437
+377%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$84.1M
1,072,011
+224%
增持
RTX
RTX CORPORATION
+$82.0M
1,378,798
+37%
增持
—
EXXON MOBIL CORP
+$79.7M
1,202,981
+16%
增持
PR
PERMIAN RESOURCES CORP
+$79.2M
6,230,034
+63%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$78.9M
4,980,770
-26%
增持
COR
CENCORA INC
+$75.1M
426,092
+145%
增持
AMAT
APPLIED MATLS INC
+$73.6M
292,287
+186%
增持
—
ASML HLDG NV
+$71.4M
115,553
+52%
减持
GS
GOLDMAN SACHS GROUP INC
-$70.8M
1,322,121
-2%
减持
NEE
NEXTERA ENERGY INC
+$70.6M
5,888,264
-1%
增持
WMB
WILLIAMS COS INC
+$70.3M
2,754,878
+27%
增持
—
JOHNSON CONTROLS INTERNATION
+$68.6M
1,154,315
+67%
增持
PCVX
VAXCYTE INC
+$67.4M
1,698,011
+151%
增持
GILD
GILEAD SCIENCES INC
+$67.1M
1,264,546
+42%
清仓
—
MAKEMYTRIP LIMITED MAURITIUS
-$66.9M
0
-100%
减持
C
CITIGROUP INC
-$63.7M
19,352
-97%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$62.5M
1,712,124
-23%
增持
IMVT
IMMUNOVANT INC
+$61.6M
3,196,705
+356%
减持
MET
METLIFE INC
-$61.3M
2,596,458
-16%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$60.2M
796,930
-2%
建仓
CHRD
CHORD ENERGY CORPORATION
+$60.2M
423,338
减持
—
ON HLDG AG
-$58.9M
1,957,674
-27%
清仓
FOUR
SHIFT4 PMTS INC
-$58.3M
0
-100%
建仓
DOW
DOW HLDGS INC
+$57.8M
1,386,562
减持
—
TOWER SEMICONDUCTOR LTD
-$56.3M
615,216
-56%
减持
UL
UNILEVER PLC
-$56.0M
760,163
-50%
增持
WHD
CACTUS INC
+$55.3M
1,713,701
+202%
减持
SHEL
SHELL PLC
+$54.7M
3,444,210
-5%
增持
ALGN
ALIGN TECHNOLOGY INC
+$54.3M
453,207
+203%
建仓
WULF
TERAWULF INC
+$53.4M
3,701,895
减持
XYL
XYLEM INC
-$53.3M
275,683
-56%
增持
PEP
PEPSICO INC
+$52.6M
529,129
+157%
建仓
GKOS
GLAUKOS CORP
+$52.4M
487,020
增持
CPT
CAMDEN PPTY TR
+$51.5M
1,206,854
+100%
增持
RUSHA
RUSH ENTERPRISES INC
+$51.4M
1,121,450
+166%
建仓
—
AURA MINERALS INC
+$50.4M
617,378
增持
PLD
PROLOGIS INC.
+$49.9M
1,414,743
+32%
清仓
SOLV
SOLVENTUM CORP
-$49.6M
0
-100%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$49.5M
1,179,736
+215%
减持
EMBJ
EMBRAER S.A.
-$49.3M
5,383,720
-6%
减持
CVX
CHEVRON CORPORATION
-$47.3M
534,696
-48%
增持
ESI
ELEMENT SOLUTIONS INC
+$47.2M
2,977,958
+37%
增持
SO
SOUTHERN CO
+$47.1M
1,930,415
+21%
清仓
ACVA
ACV AUCTIONS INC
-$46.2M
0
-100%
增持
TOL
TOLL BROTHERS INC
+$46.1M
1,418,543
+30%
清仓
PINS
PINTEREST INC
-$45.8M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$45.1M
1,383,648
-1%
减持
CVS
CVS HEALTH CORP
-$44.1M
928,053
-34%
减持
A
AGILENT TECHNOLOGIES INC
-$43.4M
342,707
-43%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.4M
238,402
-14%
增持
NDSN
NORDSON CORP
+$42.6M
388,110
+54%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$41.1M
3,340,492
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$40.9M
658,056
+58%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$40.7M
485,136
增持
UE
URBAN EDGE PPTYS
+$40.5M
4,585,256
+72%
清仓
BX
BLACKSTONE INC
-$40.3M
0
-100%
减持
ABBV
ABBVIE INC
-$40.1M
1,062,732
-10%
清仓
WGS
GENEDX HOLDINGS CORP
-$39.3M
0
-100%
增持
PVLA
PALVELLA THERAPEUTICS INC NE
+$39.3M
640,611
+65%
增持
FIX
COMFORT SYS USA INC
+$39.2M
29,887
+1311%
清仓
BZ
KANZHUN LIMITED
-$38.5M
0
-100%
减持
CHDN
CHURCHILL DOWNS INC
-$38.4M
1,134,718
-8%
清仓
—
APELLIS PHARMACEUTICALS INC
-$37.8M
0
-100%
增持
—
DUPONT DE NEMOURS INC
+$37.5M
1,322,015
+131%
增持
PNC
PNC FINL SVCS GROUP INC
+$37.4M
1,403,630
+15%
增持
CRGY
CRESCENT ENERGY COMPANY
+$36.9M
4,254,407
+74%
减持
QTWO
Q2 HLDGS INC
-$36.8M
894,749
-18%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$36.5M
866,583
-30%
减持
NI
NISOURCE INC
+$36.5M
9,221,560
-2%
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$36.2M
0
-100%
增持
ROST
ROSS STORES INC
+$36.0M
177,524
+1218%
增持
EBC
EASTERN BANKSHARES INC
+$36.0M
6,846,216
+29%
清仓
—
STEVANATO GROUP S P A
-$35.7M
0
-100%
减持
VSEC
VSE CORP
-$35.6M
484,836
-33%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$35.4M
28,059
-98%
