So sánh danh mục
Jennison Associates Llc
Q1 2026 ⇄ Q2 2026
+76Đã thêm
−73Đã loại bỏ
200Đã điều chỉnh kích thước
10Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| VRT VERTIV HOLDINGS CO | 1.18K | 1.33M | +112604.7% |
| STRL STERLING INFRASTRUCTURE… | 1.98K | 369.58K | +18556.4% |
| SBUX STARBUCKS CORP | 17.22K | 2.77M | +16012.0% |
| HSY HERSHEY CO | 3.85K | 156.54K | +3970.2% |
| LYV LIVE NATION… | 79.09K | 2.37M | +2891.5% |
| KLAC KLA CORP | 384.46K | 4.89M | +1171.1% |
| IONQ IONQ INC | 22.41K | 283.46K | +1165.2% |
| CRDO CREDO TECHNOLOGY GROUP… | 247.09K | 2.66M | +974.6% |
| IGE ISHARES TR | 8.87K | 51.37K | +479.0% |
| MANE VERADERMICS INC | 141.78K | 748.68K | +428.1% |
| WT WISDOMTREE INC | 11.15K | 43.14K | +286.9% |
| POWL POWELL INDS INC | 25.59K | 96.76K | +278.1% |
| MPWR MONOLITHIC PWR SYS INC | 49.39K | 185.50K | +275.6% |
| CRWV COREWEAVE INC | 1.23M | 4.02M | +227.3% |
| TEX TEREX CORP NEW | 242.56K | 779.89K | +221.5% |
| APPF APPFOLIO INC | 76.11K | 238.17K | +212.9% |
| MRSH MARSH & MCLENNAN COS INC | 222.59K | 683.27K | +207.0% |
| WM WASTE MGMT INC DEL | 5.04K | 13.43K | +166.3% |
| AEP AMERICAN ELEC PWR CO INC | 493.08K | 1.28M | +158.7% |
| WBI WATERBRIDGE… | 323.92K | 821.53K | +153.6% |
| CBIO CRESCENT BIOPHARMA INC. | 152.97K | 378.51K | +147.4% |
| NBIS NEBIUS GROUP N.V. | 1.70M | 3.98M | +134.3% |
| CABA CABALETTA BIO INC | 8.97M | 20.03M | +123.3% |
| FIX COMFORT SYS USA INC | 29.89K | 63.48K | +112.4% |
| DNTH DIANTHUS THERAPEUTICS… | 485.14K | 1.02M | +110.6% |
| IBP INSTALLED BLDG PRODS INC | 3.04K | 6.16K | +102.9% |
| NU NU HLDGS LTD | 35.85M | 48.89K | -99.9% |
| 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% |
| EW EDWARDS LIFESCIENCES… | 13.07M | 238.40K | -98.2% |
| CHWY CHEWY INC | 786.78K | 21.48K | -97.3% |
| RACE FERRARI N V | 66.61K | 2.28K | -96.6% |
| CVNA CARVANA CO | 313.11K | 11.25K | -96.4% |
| CASY CASEYS GEN STORES INC | 13.63K | 1.01K | -92.6% |
| AXON AXON ENTERPRISE INC | 826.68K | 84.62K | -89.8% |
| FA FIRST ADVANTAGE CORP NEW | 626.28K | 1.18M | +87.9% |
| IWF ISHARES TR | 87.74K | 164.90K | +87.9% |
| XENE XENON PHARMACEUTICALS… | 1.32M | 208.06K | -84.2% |
| CNM CORE & MAIN INC | 275.48K | 45.17K | -83.6% |
| 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% |
| GFF GRIFFON CORP | 248.41K | 447.60K | +80.2% |
| CRGY CRESCENT ENERGY COMPANY | 4.25M | 7.59M | +78.4% |
| KFY KORN FERRY | 647.88K | 153.29K | -76.3% |
| TEVA TEVA PHARMACEUTICAL… | 1.44M | 359.11K | -75.0% |
| GH GUARDANT HEALTH INC | 203.78K | 356.00K | +74.7% |
| AUGO AURA MINERALS INC | 617.38K | 1.07M | +74.1% |
| PCVX VAXCYTE INC | 1.70M | 476.22K | -72.0% |
| VT VANGUARD INTL EQUITY… | 8.80K | 2.52K | -71.4% |
| 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% |
| AGX ARGAN INC | 84.52K | 26.78K | -68.3% |
| EXC EXELON CORP | 2.15M | 714.78K | -66.8% |
| ADI ANALOG DEVICES INC | 95.13K | 32.91K | -65.4% |
| INN SUMMIT HOTEL PPTYS | 7.08M | 11.65M | +64.6% |
| MRX MAREX GROUP PLC | 1.61M | 604.39K | -62.4% |
| 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% |
| TSEM TOWER SEMICONDUCTOR LTD | 615.22K | 249.73K | -59.4% |
| IRT INDEPENDENCE RLTY TR INC | 3.17M | 1.29M | -59.2% |
| DD DUPONT DE NEMOURS INC | 1.32M | 539.76K | -59.2% |
| PEG PUBLIC SVC ENTERPRISE… | 1.50M | 620.66K | -58.7% |
| PEP PEPSICO INC | 529.13K | 838.56K | +58.5% |
| SHOP SHOPIFY INC | 16.30M | 6.85M | -58.0% |
| AMGN AMGEN INC | 129.98K | 205.19K | +57.9% |
| VEA VANGUARD TAX-MANAGED FDS | 45.12K | 19.53K | -56.7% |
| SKWD SKYWARD SPECIALTY INS… | 422.25K | 183.66K | -56.5% |
| MRK MERCK & CO INC | 6.25M | 2.73M | -56.3% |
| TTAN SERVICETITAN INC | 380.47K | 166.82K | -56.2% |
| EFA ISHARES TR | 4.75K | 2.10K | -55.9% |
| NSA NATIONAL STORAGE… | 1.27M | 568.45K | -55.4% |
| CELC CELCUITY INC | 231.14K | 358.97K | +55.3% |
| ILMN ILLUMINA INC | 191.91K | 295.27K | +53.9% |
| MU MICRON TECHNOLOGY INC | 344.05K | 529.20K | +53.8% |
| CWK CUSHMAN AND WAKEFIELD… | 544.22K | 836.69K | +53.7% |
| WRBY WARBY PARKER INC | 960.30K | 1.46M | +52.3% |
| PPL PPL CORP | 2.30M | 3.50M | +51.9% |
| RUSHA RUSH ENTERPRISES INC | 1.12M | 1.70M | +51.6% |
| DELL DELL TECHNOLOGIES INC | 855.26K | 417.21K | -51.2% |
| IRTC IRHYTHM HOLDINGS INC | 137.04K | 67.92K | -50.4% |
| HAYW HAYWARD HLDGS INC | 4.80M | 2.38M | -50.4% |
| ROIV ROIVANT SCIENCES LTD | 2.98M | 4.48M | +50.3% |
| COR CENCORA INC | 426.09K | 212.09K | -50.2% |
| PVLA PALVELLA THERAPEUTICS… | 640.61K | 960.62K | +50.0% |
| CON CONCENTRA GROUP… | 2.17M | 3.26M | +49.9% |
| INSM INSMED INC | 604.69K | 905.09K | +49.7% |
| EMBJ EMBRAER S.A. | 5.38M | 2.73M | -49.2% |
| MRCY MERCURY SYS INC | 688.11K | 354.89K | -48.4% |
| CRS CARPENTER TECHNOLOGY… | 805.31K | 1.19M | +48.1% |
| DVN DEVON ENERGY CORP NEW | 205.38K | 303.85K | +47.9% |
| DPZ DOMINOS PIZZA INC | 200.40K | 105.80K | -47.2% |
| NTB BANK OF N T BUTTERFIELD… | 20.65K | 30.26K | +46.5% |
| CSTM CONSTELLIUM SE | 29.26K | 42.88K | +46.5% |
| BBCP CONCRETE PUMPING HLDGS… | 1.48M | 797.41K | -46.2% |
| ACWX ISHARES TR | 549.02K | 296.08K | -46.1% |
| ALNT ALLIENT INC | 353.43K | 512.53K | +45.0% |
| RTX RTX CORPORATION | 1.38M | 764.64K | -44.5% |
| ELAN ELANCO ANIMAL HEALTH INC | 3.12M | 4.51M | +44.5% |
| SKYW SKYWEST INC | 15.81K | 8.79K | -44.4% |
| FRPT FRESHPET INC | 651.20K | 939.46K | +44.3% |
| MFA MFA FINL INC | 74.93K | 108.01K | +44.2% |
| PRIM PRIMORIS SVCS CORP | 8.15K | 4.61K | -43.5% |
| SEI SOLARIS ENERGY INFRAS… | 1.18M | 1.69M | +43.4% |
| AMAT APPLIED MATLS INC | 292.29K | 165.78K | -43.3% |
| 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% |
| CHRW C H ROBINSON WORLDWIDE… | 272.86K | 164.74K | -39.6% |
| IBM INTERNATIONAL BUSINESS… | 636.26K | 389.93K | -38.7% |
| VUG VANGUARD INDEX FDS | 11.07K | 15.30K | +38.2% |
| RGEN REPLIGEN CORP | 121.24K | 75.00K | -38.1% |
| CWST CASELLA WASTE SYS INC | 154.07K | 96.58K | -37.3% |
| MELI MERCADOLIBRE INC | 318.71K | 200.54K | -37.1% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
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