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 |
|---|---|---|---|---|---|---|---|---|
| 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 |