Diff de portefeuille
Jennison Associates Llc
Q1 2026 ⇄ Q2 2026
+76Ajouté
−73Supprimé
200Redimensionné
14Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| HSY HERSHEY CO | 3.85K | 156.54K | +3970.2% |
| VRT VERTIV HOLDINGS CO | 1.18K | 42.98K | +3554.9% |
| MRK MERCK & CO INC | 103.28K | 2.73M | +2542.2% |
| ALGN ALIGN TECHNOLOGY INC | 21.43K | 353.62K | +1549.8% |
| STRL STERLING INFRASTRUCTURE… | 1.98K | 31.89K | +1509.9% |
| KLAC KLA CORP | 9.63K | 104.54K | +985.4% |
| IGE ISHARES TR | 8.87K | 51.37K | +479.0% |
| CHRW C H ROBINSON WORLDWIDE… | 29.15K | 164.74K | +465.1% |
| CRDO CREDO TECHNOLOGY GROUP… | 30.64K | 164.85K | +438.1% |
| SBUX STARBUCKS CORP | 17.22K | 77.16K | +348.0% |
| APPF APPFOLIO INC | 15.45K | 67.56K | +337.3% |
| POWL POWELL INDS INC | 5.57K | 22.18K | +297.8% |
| WT WISDOMTREE INC | 11.15K | 43.14K | +286.9% |
| AXON AXON ENTERPRISE INC | 22.21K | 84.62K | +281.1% |
| PCVX VAXCYTE INC | 127.45K | 476.22K | +273.7% |
| TEX TEREX CORP NEW | 60.77K | 223.57K | +267.9% |
| RDNT RADNET INC | 80.05K | 260.74K | +225.7% |
| MRSH MARSH & MCLENNAN COS INC | 222.59K | 683.27K | +207.0% |
| PVLA PALVELLA THERAPEUTICS… | 48.71K | 144.10K | +195.8% |
| CRWV COREWEAVE INC | 106.95K | 300.32K | +180.8% |
| WM WASTE MGMT INC DEL | 5.04K | 13.43K | +166.3% |
| AEP AMERICAN ELEC PWR CO INC | 493.08K | 1.28M | +158.7% |
| LYV LIVE NATION… | 79.09K | 201.05K | +154.2% |
| NBIS NEBIUS GROUP N.V. | 72.98K | 183.25K | +151.1% |
| CBIO CRESCENT BIOPHARMA INC. | 152.97K | 378.51K | +147.4% |
| IONQ IONQ INC | 22.41K | 49.39K | +120.4% |
| GFF GRIFFON CORP | 57.80K | 127.12K | +119.9% |
| FA FIRST ADVANTAGE CORP NEW | 151.88K | 333.31K | +119.5% |
| FIX COMFORT SYS USA INC | 29.89K | 63.48K | +112.4% |
| CRGY CRESCENT ENERGY COMPANY | 1.03M | 2.16M | +110.5% |
| IBP INSTALLED BLDG PRODS INC | 3.04K | 6.16K | +102.9% |
| ESLT ELBIT SYS LTD | 150.91K | 23 | -100.0% |
| BAC BANK OF AMER CORP | 2.87M | 5.73M | +99.4% |
| UL UNILEVER PLC | 760.16K | 8.49K | -98.9% |
| APGE APOGEE THERAPEUTICS INC | 585.02K | 7.26K | -98.8% |
| MU MICRON TECHNOLOGY INC | 344.05K | 7.03K | -98.0% |
| CHWY CHEWY INC | 786.78K | 21.48K | -97.3% |
| RACE FERRARI N V | 66.61K | 2.28K | -96.6% |
| NU NU HLDGS LTD | 1.16M | 48.89K | -95.8% |
| CASY CASEYS GEN STORES INC | 13.63K | 1.01K | -92.6% |
| IWF ISHARES TR | 87.74K | 164.90K | +87.9% |
| ROIV ROIVANT SCIENCES LTD | 2.98M | 421.05K | -85.9% |
| XENE XENON PHARMACEUTICALS… | 1.32M | 208.06K | -84.2% |
| INN SUMMIT HOTEL PPTYS | 1.87M | 3.43M | +83.1% |
| ILMN ILLUMINA INC | 191.91K | 32.67K | -83.0% |
| CRNX CRINETICS… | 904.67K | 161.86K | -82.1% |
| TPG TPG INC | 282.53K | 52.01K | -81.6% |
| A AGILENT TECHNOLOGIES INC | 342.71K | 621.28K | +81.3% |
| ACWI ISHARES TR | 183.28K | 35.42K | -80.7% |
| MPWR MONOLITHIC PWR SYS INC | 49.39K | 10.18K | -79.4% |
| CABA CABALETTA BIO INC | 8.97M | 1.92M | -78.6% |
| SEI SOLARIS ENERGY INFRAS… | 227.65K | 403.49K | +77.2% |
| WRBY WARBY PARKER INC | 210.39K | 369.65K | +75.7% |
| TEVA TEVA PHARMACEUTICAL… | 1.44M | 359.11K | -75.0% |
| GH GUARDANT HEALTH INC | 44.25K | 76.17K | +72.1% |
| CON CONCENTRA GROUP… | 529.07K | 910.32K | +72.1% |
| AUGO AURA MINERALS INC | 25.71K | 44.24K | +72.0% |
| VT VANGUARD INTL EQUITY… | 8.80K | 2.52K | -71.4% |
| AGX ARGAN INC | 20.13K | 5.86K | -70.9% |
| RUSHA RUSH ENTERPRISES INC | 284.42K | 485.65K | +70.8% |
| EQNR EQUINOR ASA | 203.37K | 346.82K | +70.5% |
| MDY STATE STR SPDR S&P… | 1.87K | 561 | -70.1% |
| MLYS MINERALYS THERAPEUTICS… | 1.27M | 382.75K | -69.8% |
| ORKA ORUKA THERAPEUTICS INC | 176.68K | 299.26K | +69.4% |
| KFY KORN FERRY | 157.04K | 48.31K | -69.2% |
| WBI WATERBRIDGE… | 323.92K | 102.94K | -68.2% |
| SHOP SHOPIFY INC | 527.63K | 172.18K | -67.4% |
| EXC EXELON CORP | 2.15M | 714.78K | -66.8% |
| ADI ANALOG DEVICES INC | 95.13K | 32.91K | -65.4% |
| DNTH DIANTHUS THERAPEUTICS… | 485.14K | 169.55K | -65.1% |
| MRX MAREX GROUP PLC | 371.73K | 131.34K | -64.7% |
| FRPT FRESHPET INC | 153.46K | 252.51K | +64.5% |
| CWK CUSHMAN AND WAKEFIELD… | 130.43K | 212.26K | +62.7% |
| IRT INDEPENDENCE RLTY TR INC | 792.44K | 306.05K | -61.4% |
| MWA MUELLER WTR PRODS INC | 26.09K | 42.10K | +61.3% |
| DHR DANAHER CORP DEL | 370.72K | 597.78K | +61.2% |
| LPLA LPL FINL HLDGS INC | 135.22K | 53.97K | -60.1% |
| BURL BURLINGTON STORES INC | 25.90K | 41.43K | +60.0% |
| CVNA CARVANA CO | 27.73K | 11.25K | -59.4% |
| DD DUPONT DE NEMOURS INC | 1.32M | 539.76K | -59.2% |
| NSA NATIONAL STORAGE… | 323.45K | 132.83K | -58.9% |
| PEG PUBLIC SVC ENTERPRISE… | 1.50M | 620.66K | -58.7% |
| PEP PEPSICO INC | 529.13K | 838.56K | +58.5% |
| AMGN AMGEN INC | 129.98K | 205.19K | +57.9% |
| VEA VANGUARD TAX-MANAGED FDS | 45.12K | 19.53K | -56.7% |
| EFA ISHARES TR | 4.75K | 2.10K | -55.9% |
| DDOG DATADOG INC | 139.53K | 216.93K | +55.5% |
| CELC CELCUITY INC | 231.14K | 358.97K | +55.3% |
| ALNT ALLIENT INC | 85.83K | 133.10K | +55.1% |
| IRTC IRHYTHM HOLDINGS INC | 29.11K | 13.85K | -52.4% |
| TSEM TOWER SEMICONDUCTOR LTD | 150.19K | 72.26K | -51.9% |
| PPL PPL CORP | 2.30M | 3.50M | +51.9% |
| DELL DELL TECHNOLOGIES INC | 855.26K | 417.21K | -51.2% |
| SKWD SKYWARD SPECIALTY INS… | 93.55K | 46.22K | -50.6% |
| COR CENCORA INC | 426.09K | 212.09K | -50.2% |
| INSM INSMED INC | 604.69K | 905.09K | +49.7% |
| AVNT AVIENT CORPORATION | 361.74K | 538.00K | +48.7% |
| DVN DEVON ENERGY CORP NEW | 205.38K | 303.85K | +47.9% |
| KTB KONTOOR BRANDS INC | 306.11K | 451.60K | +47.5% |
| NTB BANK OF N T BUTTERFIELD… | 20.65K | 30.26K | +46.5% |
| MELI MERCADOLIBRE INC | 10.20K | 5.46K | -46.5% |
| CSTM CONSTELLIUM SE | 29.26K | 42.88K | +46.5% |
| MRCY MERCURY SYS INC | 165.57K | 88.81K | -46.4% |
| EMBJ EMBRAER S.A. | 48.43K | 26.06K | -46.2% |
| ACWX ISHARES TR | 549.02K | 296.08K | -46.1% |
| TJX TJX COS INC NEW | 54.07K | 78.58K | +45.3% |
| CRS CARPENTER TECHNOLOGY… | 63.62K | 92.14K | +44.8% |
| BBCP CONCRETE PUMPING HLDGS… | 372.79K | 206.40K | -44.6% |
| RTX RTX CORPORATION | 1.38M | 764.64K | -44.5% |
| SKYW SKYWEST INC | 15.81K | 8.79K | -44.4% |
| MFA MFA FINL INC | 74.93K | 108.01K | +44.2% |
| PRIM PRIMORIS SVCS CORP | 8.15K | 4.61K | -43.5% |
| AMAT APPLIED MATLS INC | 292.29K | 165.78K | -43.3% |
| DPZ DOMINOS PIZZA INC | 14.28K | 8.12K | -43.2% |
| RL RALPH LAUREN CORP | 89.29K | 50.91K | -43.0% |
| ORCL ORACLE CORP | 227.42K | 129.82K | -42.9% |
| AEM AGNICO EAGLE MINES LTD | 236.65K | 139.50K | -41.1% |
| TNDM TANDEM DIABETES CARE INC | 1.66M | 2.33M | +40.6% |
| COLL COLLEGIUM… | 20.44K | 28.64K | +40.1% |
| HUBB HUBBELL INC | 1.82K | 1.10K | -39.7% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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