JENNISON ASSOCIATES LLC
NEW YORK NY · SEC CIK 0000053417
$1,454.14亿2026Q1 申报市值
562持仓数
45.9%前十大占比 · 第一大 8.9%
73 / 84新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PLTR 新建仓+$15.74亿
GE 加仓+$8.56亿
KLAC 新建仓+$5.66亿
LRCX 加仓+$5.39亿
NET 加仓+$5.22亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$11.73亿
NOW 减仓-$8.74亿
NVDA 减仓-$7.10亿
SNOW 减仓-$6.70亿
NFLX 减仓-$6.61亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,681,423 | -100.0% | -$3.09亿 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,619,291 | -100.0% | -$2.07亿 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -429,883 | -100.0% | -$1.92亿 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -677,981 | -100.0% | -$1.24亿 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -277,759 | -100.0% | -$1.10亿 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -918,567 | -100.0% | -$9,832.34万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -413,826 | -100.0% | -$9,237.84万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -814,722 | -100.0% | -$6,690.50万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -925,232 | -100.0% | -$5,826.19万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -625,764 | -100.0% | -$4,958.55万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -5,766,578 | -100.0% | -$4,624.80万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -1,768,597 | -100.0% | -$4,578.90万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -261,761 | -100.0% | -$4,034.78万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -302,149 | -100.0% | -$3,929.75万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -1,891,265 | -100.0% | -$3,854.40万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,504,299 | -100.0% | -$3,778.80万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -1,501,384 | -100.0% | -$3,621.34万 | 清仓 |
| STVN | STEVANATO GROUP S P A | $0 | 0.00% | 0 | -1,772,896 | -100.0% | -$3,567.07万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -1,036,934 | -100.0% | -$3,401.14万 | 清仓 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -1,532,682 | -100.0% | -$3,353.51万 | 清仓 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | -1,826,419 | -100.0% | -$3,119.52万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -369,952 | -100.0% | -$2,660.32万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -1,508,978 | -100.0% | -$2,645.24万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -213,348 | -100.0% | -$2,419.15万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -517,960 | -100.0% | -$1,994.15万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -85,099 | -100.0% | -$1,914.06万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -103,661 | -100.0% | -$1,913.27万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -3,791,286 | -100.0% | -$1,891.85万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -75,975 | -100.0% | -$1,633.76万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -654,362 | -100.0% | -$1,543.64万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -320,157 | -100.0% | -$1,542.20万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -54,593 | -100.0% | -$1,502.07万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -164,960 | -100.0% | -$1,109.19万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -243,220 | -100.0% | -$1,044.63万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -256,335 | -100.0% | -$979.46万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -148,655 | -100.0% | -$966.41万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -322,886 | -100.0% | -$877.93万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -178,539 | -100.0% | -$865.20万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -238,208 | -100.0% | -$840.87万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -356,692 | -100.0% | -$797.92万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -288,847 | -100.0% | -$784.22万 | 清仓 |
| MMI | MARCUS & MILLICHAP INC | $0 | 0.00% | 0 | -280,730 | -100.0% | -$766.11万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -33,268 | -100.0% | -$757.59万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -267,722 | -100.0% | -$644.94万 | 清仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $0 | 0.00% | 0 | -219,355 | -100.0% | -$581.73万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -19,201 | -100.0% | -$472.65万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -323,476 | -100.0% | -$439.60万 | 清仓 |
| VIA | VIA TRANSN INC | $0 | 0.00% | 0 | -101,336 | -100.0% | -$293.98万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -19,732 | -100.0% | -$175.36万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -37,843 | -100.0% | -$159.09万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -7,303 | -100.0% | -$152.63万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SXC | SUNCOKE ENERGY INC | $0 | 0.00% | 0 | -199,423 | -100.0% | -$143.58万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -2,528 | -100.0% | -$139.36万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -31,154 | -100.0% | -$139.29万 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -3,546 | -100.0% | -$116.45万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -7,251 | -100.0% | -$113.99万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -22,178 | -100.0% | -$111.95万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -13,575 | -100.0% | -$108.63万 | 清仓 |
| ARCB | ARCBEST CORP | $0 | 0.00% | 0 | -14,313 | -100.0% | -$106.19万 | 清仓 |
| — | BEAZER HOMES USA INC | $0 | 0.00% | 0 | -51,268 | -100.0% | -$103.92万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -13,208 | -100.0% | -$103.59万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -25,071 | -100.0% | -$99.36万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | -37,955 | -100.0% | -$86.69万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -32,754 | -100.0% | -$86.37万 | 清仓 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -212,364 | -100.0% | -$85.58万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -25,559 | -100.0% | -$82.99万 | 清仓 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | -11,390 | -100.0% | -$77.45万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -50,673 | -100.0% | -$73.78万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -53,785 | -100.0% | -$72.02万 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -20,141 | -100.0% | -$71.34万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -19,081 | -100.0% | -$68.46万 | 清仓 |
| SNEX | STONEX GROUP INC | $0 | 0.00% | 0 | -6,972 | -100.0% | -$66.32万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -5,410 | -100.0% | -$63.05万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -19,394 | -100.0% | -$60.96万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -8,151 | -100.0% | -$60.67万 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -22,637 | -100.0% | -$58.90万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -17,960 | -100.0% | -$58.32万 | 清仓 |
| NPO | ENPRO INC | $0 | 0.00% | 0 | -2,664 | -100.0% | -$57.04万 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -58,055 | -100.0% | -$52.13万 | 清仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $0 | 0.00% | 0 | -22,806 | -100.0% | -$49.92万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -12,599 | -100.0% | -$44.81万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -2,630 | -100.0% | -$43.75万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$37.81万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -28,826 | -100.0% | -$31.77万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $18.74万 | 0.00% | 10,882 | -488 | -4.3% | -$8,403 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $24.69万 | 0.00% | 755 | -396 | -34.4% | -$12.95万 | 减仓 |
| — | CHART INDS INC | $25.71万 | 0.00% | 1,244 | -1,194 | -49.0% | -$24.68万 | 减仓 |
| IVW | ISHARES TR | $26.49万 | 0.00% | 2,342 | -934 | -28.5% | -$10.57万 | 减仓 |
| RDDT | REDDIT INC | $27.78万 | 0.00% | 2,063 | -4,053 | -66.3% | -$54.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $29.46万 | 0.00% | 1,176 | 1,176 | — | $29.46万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $30.33万 | 0.00% | 229,794 | 229,794 | — | $30.33万 | 新建仓 |