Trade Filings

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管理人 A 管理人 B

Jennison Associates Llc ⇄ Danske Bank A/S

60共同持仓

21.3%名称重叠（Jaccard 指数）

15+仅 Jennison…

15+仅 Danske Bank…

共同持仓 · Q2 2026

证券	Jennison Associates… 权重	Danske Bank A/S 权重
NVDA NVIDIA Corporation	7.7%	7.2%
AAPL Apple Inc.	5.7%	6.4%
AMZN Amazon.com, Inc.	5.2%	5.0%
MSFT Microsoft Corporation	3.7%	4.2%
GOOGL Alphabet Inc.	4.0%	3.7%
AVGO Broadcom Inc.	4.8%	2.5%
LLY Eli Lilly and Company	3.9%	1.8%
AMD Advanced Micro Devices…	3.5%	2.2%
GOOG Alphabet Inc.	3.0%	2.4%
META Meta Platforms, Inc.	2.5%	1.9%
TSLA Tesla, Inc.	2.2%	1.8%
TSM Taiwan Semiconductor…	3.1%	0.3%
GE GE Aerospace	2.4%	0.5%
V Visa Inc.	1.4%	1.2%
MU Micron Technology, Inc.	0.4%	2.1%
WMT Walmart Inc.	1.3%	0.9%
MA Mastercard Incorporated	1.5%	0.5%
CRWD CrowdStrike Holdings, Inc.	1.7%	0.2%
COST Costco Wholesale…	1.2%	0.7%
JPM JPMorgan Chase & Co.	0.2%	1.6%
LRCX Lam Research Corporation	0.9%	0.8%
NFLX Netflix, Inc.	1.2%	0.4%
KLAC KLA Corporation	0.9%	0.7%
APH Amphenol Corporation	1.0%	0.4%
BA The Boeing Company	1.2%	0.1%
ISRG Intuitive Surgical, Inc.	0.9%	0.3%
PLTR Palantir Technologies Inc.	0.6%	0.6%
GS The Goldman Sachs Group…	0.7%	0.5%
DDOG Datadog, Inc.	1.1%	0.1%
CDNS Cadence Design Systems…	1.0%	0.1%
TXN Texas Instruments…	0.6%	0.5%
SNOW Snowflake Inc.	1.0%	0.1%
GEV GE Vernova Inc.	0.6%	0.5%
VRTX Vertex Pharmaceuticals…	0.9%	0.2%
CSCO Cisco Systems, Inc.	0.2%	0.8%
CEG Constellation Energy…	0.8%	0.1%
DIS The Walt Disney Company	0.7%	0.2%
ORCL Oracle Corporation	0.5%	0.4%
NET Cloudflare, Inc.	0.8%	0.1%
UNH UnitedHealth Group…	0.2%	0.7%
SPOT Spotify Technology S.A.	0.8%	0.1%
INTC Intel Corp.	0.1%	0.8%
AMAT Applied Materials, Inc.	0.1%	0.7%
ABBV AbbVie Inc.	0.1%	0.7%
SPCX Space Exploration…	0.8%	0.0%
MRK Merck & Co., Inc.	0.2%	0.6%
HLT Hilton Worldwide Holdings…	0.6%	0.1%
APP AppLovin Corporation	0.6%	0.1%
BAC Bank of America…	0.2%	0.5%
SNDK Sandisk Corporation	0.6%	0.1%
NBIS Nebius Group N.V.	0.7%	0.0%
LIN Linde plc	0.0%	0.6%
ORLY O'Reilly Automotive, Inc.	0.5%	0.1%
CB Chubb Limited	0.1%	0.5%
CAT Caterpillar Inc.	0.1%	0.5%
KO The Coca-Cola Company	0.0%	0.6%
TJX The TJX Companies, Inc.	0.4%	0.2%
NEE NextEra Energy, Inc.	0.3%	0.3%
DELL Dell Technologies Inc.	0.1%	0.4%
BE Bloom Energy Corporation	0.5%	0.1%

独特地 Jennison Associates…

CRS Carpenter Technology…	0.4%
SHEL Shell plc	0.2%
ONTO Onto Innovation Inc.	0.1%
ARGX argenx SE	0.1%
ASML ASML Holding N.V.	0.1%
IDA IDACORP, Inc.	0.1%
EMBJ Embraer S.A.	0.1%
CLS Celestica Inc.	0.1%
PVLA Palvella…	0.1%
EGO Eldorado Gold…	0.1%
PTGX Protagonist…	0.1%
SEI Solaris Energy…	0.1%
KTB Kontoor Brands, Inc.	0.1%
SRRK Scholar Rock Holding…	0.1%
LFST LifeStance Health…	0.1%

独特地 Danske Bank A/S

BRK-B Berkshire Hathaway…	1.1%
JNJ Johnson & Johnson	1.1%
BNY Bank of New York…	0.5%
PG The Procter & Gamble…	0.5%
WDC Western Digital…	0.4%
HD The Home Depot, Inc.	0.4%
OXY Occidental Petroleum…	0.3%
SCHW The Charles Schwab…	0.3%
WFC Wells Fargo & Company	0.3%
MCK McKesson Corporation	0.3%
STX Seagate Technology…	0.2%
HCA HCA Healthcare, Inc.	0.2%
QCOM QUALCOMM Incorporated	0.2%
GILD Gilead Sciences, Inc.	0.2%
ALL The Allstate…	0.2%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

Jennison Associates Llc ⇄ Danske Bank A/S

共同持仓 · Q2 2026

独特地 Jennison Associates…

独特地 Danske Bank A/S