JENNISON ASSOCIATES LLC
NEW YORK NY · SEC CIK 0000053417
$1,667.24亿2026Q2 申报市值
567持仓数
44.6%前十大占比 · 第一大 7.7%
70 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$12.73亿
SNDK 新建仓+$10.73亿
CRDO 加仓+$6.55亿
NBIS 加仓+$6.31亿
LLY 加仓+$4.80亿
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$19.27亿
AMZN 减仓-$11.87亿
EW 减仓-$11.60亿
SHOP 减仓-$10.79亿
TSM 减仓-$6.37亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $9.35亿 | 0.56% | 3,136,901 | 825,354 | 35.7% | $2.46亿 | 加仓 |
| APP | APPLOVIN CORP | $9.37亿 | 0.56% | 1,819,508 | -481,397 | -20.9% | -$2.48亿 | 减仓 |
| GEV | GE VERNOVA INC | $9.91亿 | 0.59% | 843,117 | -61,586 | -6.8% | -$7,235.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $10.16亿 | 0.61% | 8,711,763 | -2,049,179 | -19.0% | -$2.39亿 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $10.69亿 | 0.64% | 3,234,104 | -11,464 | -0.4% | -$378.84万 | 减仓 |
| SNDK | SANDISK CORP | $10.73亿 | 0.64% | 472,125 | 472,125 | — | $10.73亿 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $11.00亿 | 0.66% | 3,983,899 | 2,283,676 | 134.3% | $6.31亿 | 加仓 |
| DIS | DISNEY WALT CO | $11.27亿 | 0.68% | 11,706,281 | -2,120,251 | -15.3% | -$2.04亿 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $12.26亿 | 0.74% | 1,212,589 | -109,532 | -8.3% | -$1.11亿 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $12.73亿 | 0.76% | 7,448,891 | 7,448,891 | — | $12.73亿 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $12.90亿 | 0.77% | 2,809,432 | 30,583 | 1.1% | $1,404.16万 | 加仓 |
| NET | CLOUDFLARE INC | $13.29亿 | 0.80% | 5,419,068 | 1,024,584 | 23.3% | $2.51亿 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $13.76亿 | 0.83% | 5,539,966 | -1,064,467 | -16.1% | -$2.64亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $14.59亿 | 0.88% | 3,669,211 | 628,201 | 20.7% | $2.50亿 | 加仓 |
| KLAC | KLA CORP | $14.74亿 | 0.88% | 4,886,998 | 1,042,438 | 27.1% | $3.15亿 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $14.89亿 | 0.89% | 2,998,530 | 258,471 | 9.4% | $1.28亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $15.28亿 | 0.92% | 3,526,442 | 153,136 | 4.5% | $6,635.84万 | 加仓 |
| SNOW | SNOWFLAKE INC | $16.14亿 | 0.97% | 6,340,455 | -823,625 | -11.5% | -$2.10亿 | 减仓 |
| APH | AMPHENOL CORP | $16.26亿 | 0.98% | 9,223,778 | -1,014,742 | -9.9% | -$1.79亿 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $16.90亿 | 1.01% | 4,503,061 | -1,258,844 | -21.8% | -$4.72亿 | 减仓 |
| DDOG | DATADOG INC | $17.86亿 | 1.07% | 6,860,657 | 937,770 | 15.8% | $2.44亿 | 加仓 |
| NFLX | NETFLIX INC. | $19.32亿 | 1.16% | 27,052,012 | -944,122 | -3.4% | -$6,741.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.26亿 | 1.22% | 2,166,050 | -146,390 | -6.3% | -$1.37亿 | 减仓 |
| BA | BOEING CO | $20.61亿 | 1.24% | 9,522,431 | -710,070 | -6.9% | -$1.54亿 | 减仓 |
| WMT | WALMART INC | $21.00亿 | 1.26% | 18,541,042 | -1,410,137 | -7.1% | -$1.60亿 | 减仓 |
| V | VISA INC | $23.78亿 | 1.43% | 6,931,833 | 9,289 | 0.1% | $318.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.65亿 | 1.54% | 4,995,027 | -128,014 | -2.5% | -$6,574.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.70亿 | 1.72% | 3,760,300 | -68,824 | -1.8% | -$5,252.23万 | 减仓 |
| TSLA | TESLA INC | $36.05亿 | 2.16% | 8,570,234 | -1,399,706 | -14.0% | -$5.89亿 | 减仓 |
| GE | GE AEROSPACE | $40.76亿 | 2.44% | 10,906,553 | -119,453 | -1.1% | -$4,464.32万 | 减仓 |
| META | META PLATFORMS INC | $41.50亿 | 2.49% | 7,368,060 | -497,879 | -6.3% | -$2.80亿 | 减仓 |
| GOOG | ALPHABET INC | $49.51亿 | 2.97% | 14,012,220 | -303,257 | -2.1% | -$1.07亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.04亿 | 3.06% | 10,687,770 | -1,334,055 | -11.1% | -$6.37亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.93亿 | 3.47% | 9,972,952 | 545,575 | 5.8% | $3.17亿 | 加仓 |
| MSFT | MICROSOFT CORP | $60.90亿 | 3.65% | 16,326,489 | -1,557,071 | -8.7% | -$5.81亿 | 减仓 |
| LLY | ELI LILLY & CO | $65.51亿 | 3.93% | 5,461,416 | 400,538 | 7.9% | $4.80亿 | 加仓 |
| GOOGL | ALPHABET INC | $67.22亿 | 4.03% | 18,809,377 | -1,046,633 | -5.3% | -$3.74亿 | 减仓 |
| AVGO | BROADCOM INC | $80.86亿 | 4.85% | 21,406,143 | -1,376,949 | -6.0% | -$5.20亿 | 减仓 |
| AMZN | AMAZON COM INC | $87.06亿 | 5.22% | 36,528,921 | -4,978,637 | -12.0% | -$11.87亿 | 减仓 |
| AAPL | APPLE INC | $94.85亿 | 5.69% | 32,780,769 | -808,722 | -2.4% | -$2.34亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $128.75亿 | 7.72% | 64,347,295 | -9,630,791 | -13.0% | -$19.27亿 | 减仓 |