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 |
|---|---|---|---|---|---|---|---|---|
| ECVT | ECOVYST INC | $101.22万 | 0.00% | 81,299 | 81,299 | — | $101.22万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $100.71万 | 0.00% | 123,723 | -2,470 | -2.0% | -$2.01万 | 减仓 |
| MYRG | MYR GROUP INC | $99.43万 | 0.00% | 1,987 | 1,987 | — | $99.43万 | 新建仓 |
| ASAN | ASANA INC | $99.18万 | 0.00% | 141,683 | 19,327 | 15.8% | $13.53万 | 加仓 |
| RMBS | RAMBUS INC DEL | $96.83万 | 0.00% | 7,295 | 556 | 8.3% | $7.38万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $96.63万 | 0.00% | 46,750 | 46,750 | — | $96.63万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $96.43万 | 0.00% | 7,265 | -577,751 | -98.8% | -$7,668.49万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $96.24万 | 0.00% | 6,129 | -13,908 | -69.4% | -$218.40万 | 重新持有 |
| FORM | FORMFACTOR INC | $94.33万 | 0.00% | 5,898 | 5,898 | — | $94.33万 | 新建仓 |
| EAT | BRINKER INTL INC | $91.74万 | 0.00% | 5,461 | 5,461 | — | $91.74万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $91.48万 | 0.00% | 9,533 | 9,533 | — | $91.48万 | 新建仓 |
| KSS | KOHLS CORP | $88.26万 | 0.00% | 49,810 | 22,027 | 79.3% | $39.03万 | 重新持有 |
| LRN | STRIDE INC | $88.15万 | 0.00% | 10,221 | -3,540 | -25.7% | -$30.53万 | 减仓 |
| PLAB | PHOTRONICS INC | $88.02万 | 0.00% | 27,059 | -2,797 | -9.4% | -$9.10万 | 减仓 |
| SKYW | SKYWEST INC | $87.28万 | 0.00% | 8,787 | -7,027 | -44.4% | -$69.80万 | 减仓 |
| MOD | MODINE MFG CO | $87.00万 | 0.00% | 3,258 | 3,258 | — | $87.00万 | 新建仓 |
| CDE | COEUR MNG INC | $86.32万 | 0.00% | 52,893 | -5,157 | -8.9% | -$8.42万 | 减仓 |
| HL | HECLA MINING COMPANY | $85.52万 | 0.00% | 55,425 | -10,001 | -15.3% | -$15.43万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $84.78万 | 0.00% | 5,289 | 1,135 | 27.3% | $18.19万 | 加仓 |
| RACE | FERRARI N V | $84.77万 | 0.00% | 2,277 | -64,338 | -96.6% | -$2,395.35万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $82.39万 | 0.00% | 9,153 | 9,153 | — | $82.39万 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $80.75万 | 0.00% | 71,269 | -4,895 | -6.4% | -$5.55万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $80.35万 | 0.00% | 1,011 | -12,624 | -92.6% | -$1,003.34万 | 减仓 |
| KMT | KENNAMETAL INC | $79.94万 | 0.00% | 22,808 | 22,808 | — | $79.94万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $76.90万 | 0.00% | 22,900 | 22,900 | — | $76.90万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $76.37万 | 0.00% | 62,704 | 62,704 | — | $76.37万 | 新建仓 |
| FUL | FULLER H B CO | $74.98万 | 0.00% | 12,863 | 12,863 | — | $74.98万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $74.46万 | 0.00% | 75,829 | 3,318 | 4.6% | $3.26万 | 加仓 |
| CVNA | CARVANA CO | $74.05万 | 0.00% | 11,250 | -1,554,300 | -99.3% | -$1.02亿 | 减仓 |
| STNG | SCORPIO TANKERS INC | $73.80万 | 0.00% | 10,655 | -4,895 | -31.5% | -$33.90万 | 减仓 |
| LASR | NLIGHT INC | $73.71万 | 0.00% | 10,588 | 10,588 | — | $73.71万 | 新建仓 |
| WT | WISDOMTREE INC | $73.08万 | 0.00% | 43,143 | 43,143 | — | $73.08万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $72.54万 | 0.00% | 2,046 | -186 | -8.3% | -$6.59万 | 减仓 |
| SSRM | SSR MINING IN | $70.90万 | 0.00% | 25,069 | 4,748 | 23.4% | $13.43万 | 加仓 |
| ICFI | ICF INTL INC | $67.60万 | 0.00% | 9,278 | -2,756 | -22.9% | -$20.08万 | 减仓 |
| UPWK | UPWORK INC | $67.00万 | 0.00% | 80,145 | 4,549 | 6.0% | $3.80万 | 加仓 |
| BIL | SPDR SERIES TRUST | $65.58万 | 0.00% | 7,156 | 7,156 | — | $65.58万 | 新建仓 |
| NU | NU HLDGS LTD | $65.32万 | 0.00% | 48,892 | -35,801,200 | -99.9% | -$4.78亿 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $64.37万 | 0.00% | 35,841 | 35,841 | — | $64.37万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $58.95万 | 0.00% | 23,036 | -943,673 | -97.6% | -$2,414.86万 | 重新持有 |
| HUBB | HUBBELL INC | $57.40万 | 0.00% | 1,097 | -721 | -39.7% | -$37.72万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.58万 | 0.00% | 4,782 | -134 | -2.7% | -$1.59万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $54.91万 | 0.00% | 87,151 | 166 | 0.2% | $1,046 | 加仓 |
| FSLR | FIRST SOLAR INC | $54.87万 | 0.00% | 2,325 | -97 | -4.0% | -$2.29万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $54.41万 | 0.00% | 9,961 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $51.43万 | 0.00% | 5,067 | -55 | -1.1% | -$5,583 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $51.28万 | 0.00% | 3,691 | -1,085 | -22.7% | -$15.08万 | 减仓 |
| UL | UNILEVER PLC | $51.04万 | 0.00% | 8,490 | -751,673 | -98.9% | -$4,519.06万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $50.63万 | 0.00% | 3,417 | -1,727 | -33.6% | -$25.59万 | 减仓 |
| — | NEXTERA ENERGY INC | $50.08万 | 0.00% | 10,076 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $48.18万 | 0.00% | 2,305 | 2,305 | — | $48.18万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $45.66万 | 0.00% | 4,607 | -3,541 | -43.5% | -$35.10万 | 减仓 |
| PL | PLANET LABS PBC | $44.60万 | 0.00% | 13,461 | -4,002 | -22.9% | -$13.26万 | 减仓 |
| CHWY | CHEWY INC | $42.20万 | 0.00% | 21,475 | -765,310 | -97.3% | -$1,503.84万 | 减仓 |
| OKLO | OKLO INC | $40.89万 | 0.00% | 7,813 | -64 | -0.8% | -$3,349 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.51万 | 0.00% | 2,517 | -6,285 | -71.4% | -$98.66万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.48万 | 0.00% | 561 | -1,313 | -70.1% | -$92.40万 | 减仓 |
| PLUG | PLUG PWR INC | $39.25万 | 0.00% | 144,820 | 144,820 | — | $39.25万 | 新建仓 |
| BCE | BCE INC | $29.52万 | 0.00% | 13,723 | 58 | 0.4% | $1,248 | 加仓 |
| IVW | ISHARES TR | $27.10万 | 0.00% | 1,971 | -371 | -15.8% | -$5.10万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $27.00万 | 0.00% | 729 | -26 | -3.4% | -$9,629 | 减仓 |
| SHV | ISHARES TR | $25.98万 | 0.00% | 2,355 | 2,355 | — | $25.98万 | 新建仓 |
| — | CHART INDS INC | $25.98万 | 0.00% | 1,244 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.26万 | 0.00% | 781 | 781 | — | $23.26万 | 新建仓 |
| EFA | ISHARES TR | $21.76万 | 0.00% | 2,095 | -2,660 | -55.9% | -$27.63万 | 减仓 |
| INFQ | INFLEQTION INC | $19.24万 | 0.00% | 14,445 | 14,445 | — | $19.24万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $17.82万 | 0.00% | 10,882 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,264,546 | -100.0% | -$1.76亿 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -115,199 | -100.0% | -$8,900.74万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -1,048,097 | -100.0% | -$6,582.05万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -1,386,562 | -100.0% | -$5,775.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -897,775 | -100.0% | -$5,633.54万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -695,019 | -100.0% | -$4,947.15万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -254,901 | -100.0% | -$3,337.67万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -275,683 | -100.0% | -$3,294.41万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -1,213,025 | -100.0% | -$3,265.46万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -211,509 | -100.0% | -$2,892.60万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,822,123 | -100.0% | -$2,716.79万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -374,831 | -100.0% | -$2,690.16万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -501,419 | -100.0% | -$2,643.48万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -1,357,313 | -100.0% | -$2,584.32万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -438,326 | -100.0% | -$2,479.17万 | 清仓 |
| LNN | LINDSAY CORP | $0 | 0.00% | 0 | -183,680 | -100.0% | -$2,187.08万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $0 | 0.00% | 0 | -586,654 | -100.0% | -$1,959.42万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -189,890 | -100.0% | -$1,949.60万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -32,303 | -100.0% | -$1,901.61万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -67,149 | -100.0% | -$1,841.22万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -1,029,264 | -100.0% | -$1,749.75万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -70,117 | -100.0% | -$1,471.33万 | 清仓 |
| UMH | UMH PPTYS INC | $0 | 0.00% | 0 | -933,034 | -100.0% | -$1,346.37万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -140,591 | -100.0% | -$1,288.66万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -516,149 | -100.0% | -$1,244.43万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -1,072,322 | -100.0% | -$1,243.89万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -982,230 | -100.0% | -$1,167.87万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -83,627 | -100.0% | -$1,049.18万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -386,426 | -100.0% | -$868.69万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -48,323 | -100.0% | -$827.34万 | 清仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $0 | 0.00% | 0 | -583,806 | -100.0% | -$754.28万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -470,775 | -100.0% | -$702.87万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -119,213 | -100.0% | -$623.01万 | 清仓 |