Jennison Associates LLC Purchases in Q2 2025

Jennison Associates LLC

  • $167 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.59M
+ 1.78%
$94.31 - $157.99 $150M - $252M
91M $14.4B
MSFT
Microsoft Corp

Technology
1.99M
+ 9.87%
$354.56 - $497.45 $706M - $990M
22.2M $11B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.54M
+ 26.69%
$141.37 - $228.57 $359M - $580M
12M $2.73B
CEG
Constellation Energy Corp

Utilities
1.7M
+ 40.04%
$170.96 - $322.76 $291M - $550M
5.96M $1.92B
MELI
Mercadolibre Inc

Consumer Cyclical
81.1K
+ 7.03%
$1794.73 - $2613.63 $146M - $212M
1.24M $3.23B
BA
Boeing CO

Industrials
2.23M
+ 21.47%
$136.59 - $217.51 $305M - $485M
12.6M $2.64B
NOW
Service Now, Inc.

Technology
364K
+ 18.07%
$721.65 - $1040.18 $263M - $378M
2.38M $2.44B
SHOP
Shopify Inc.

Technology
6.24M
+ 118.14%
$76.89 - $115.35 $480M - $720M
11.5M $1.33B
SNOW
Snowflake Inc.

Technology
1.36M
+ 20.54%
$130.53 - $223.77 $178M - $305M
8M $1.79B
DIS
Walt Disney CO

Communication Services
1.77M
+ 9.39%
$81.72 - $124.01 $145M - $220M
20.7M $2.56B
GE
General Electric CO

Industrials
132K
+ 1.95%
$166.81 - $257.39 $22.1M - $34.1M
6.94M $1.79B
ISRG
Intuitive Surgical Inc

Healthcare
528K
+ 20.37%
$451.58 - $565.94 $239M - $299M
3.12M $1.7B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
847K
+ 22.39%
$201.28 - $266.34 $171M - $226M
4.63M $1.23B
HUBS
Hubspot Inc

Technology
672K
+ 548.62%
$487.07 - $672.24 $327M - $452M
795K $442M
TTD
Trade Desk, Inc.

Technology
2.17M
+ 17.93%
$45.27 - $79.4 $98.2M - $172M
14.3M $1.03B
SE
Sea LTD

Consumer Cyclical
1.69M
+ 65.44%
$105.57 - $170.4 $178M - $288M
4.27M $682M
TOST
Toast, Inc.

Technology
6.61M
+ 331.03%
$30.03 - $45.23 $198M - $299M
8.6M $381M
DXCM
Dexcom Inc

Healthcare
994K
+ 9.45%
$59.83 - $87.57 $59.5M - $87.1M
11.5M $1.01B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.09M
+ 21.51%
$421.16 - $509.5 $459M - $555M
6.15M $2.74B
NU
Nu Holdings Ltd.

Financial Services
11.6M
+ 38.06%
$9.6 - $13.72 $111M - $159M
42M $576M
APP
App Lovin Corp

Technology
117K
+ 4.91%
$219.37 - $417.89 $25.7M - $49M
2.5M $877M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.4M
+ 1820.93%
$87.84 - $1441.89 $1.18B - $19.3B
14.1M $1.27B
LPLA
Lpl Financial Holdings Inc.

Financial Services
443K
+ 46.22%
$283.31 - $388.96 $126M - $172M
1.4M $526M
EW
Edwards Lifesciences Corp

Healthcare
1.58M
+ 15.71%
$67.07 - $78.22 $106M - $124M
11.7M $913M
RACE
Ferrari N.V.

Consumer Cyclical
153K
+ 9.08%
$397.86 - $499.02 $61M - $76.5M
1.84M $904M
JCI
Johnson Controls International PLC

Industrials
1.49M
+ 232.35%
$71.14 - $105.62 $106M - $157M
2.12M $224M
VST
Vistra Corp.

Utilities
329K
+ 23.8%
$98.07 - $195.04 $32.3M - $64.2M
1.71M $332M
TXN
Texas Instruments Inc

Technology
778K
+ 35.12%
N/A
2.99M $582M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
728K
+ 225.06%
$212.1 - $244.27 $154M - $178M
1.05M $230M
CVS
Cvs Health Corp

Healthcare
2.12M
+ 111.68%
$60.04 - $70.18 $127M - $149M
4.01M $277M
ERJ
Embraer S.A.

Industrials
1.82M
+ 43.99%
$40.42 - $56.91 $73.4M - $103M
5.94M $338M
BSX
Boston Scientific Corp

Healthcare
1.19M
+ 127.9%
$89.7 - $107.41 $106M - $127M
2.12M $227M
ABT
Abbott Laboratories

Healthcare
801K
+ 42.93%
$123.95 - $138.08 $99.3M - $111M
2.67M $363M
AMGN
Amgen Inc

Healthcare
431K
+ 248.1%
$262.28 - $309.85 $113M - $134M
605K $169M
MTB
M&T Bank Corp

Financial Services
556K
+ 2024.04%
$156.58 - $193.99 $87M - $108M
583K $113M
LNG
Cheniere Energy, Inc.

Energy
306K
+ 22.53%
$197.25 - $244.33 $60.3M - $74.7M
1.66M $405M
NKE
Nike, Inc.

Consumer Cyclical
301K
+ 3.75%
$53.27 - $72.04 $16M - $21.7M
8.32M $591M
IDA
Idacorp Inc

Utilities
709K
+ 115.35%
$111.01 - $119.72 $78.7M - $84.9M
1.32M $153M
AZN
Astrazeneca PLC

Healthcare
1.61M
+ 15.2%
$64.87 - $75.0 $104M - $120M
12.2M $850M
CNP
Centerpoint Energy Inc

Utilities
1.89M
+ 31.58%
$35.5 - $39.05 $67M - $73.7M
7.86M $289M
GILD
Gilead Sciences, Inc.

Healthcare
647K
New
$96.91 - $113.0 $62.7M - $73.1M
647K $71.8M
RBLX
Roblox Corp

Communication Services
676K
New
$51.22 - $105.59 $34.6M - $71.4M
676K $71.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
166K
New
$390.26 - $489.06 $64.8M - $81.2M
166K $67.3M
NRG
Nrg Energy, Inc.

Utilities
247K
+ 87.24%
$83.61 - $162.67 $20.6M - $40.1M
530K $85M
SHAK
Shake Shack Inc.

Consumer Cyclical
216K
+ 57.14%
$75.85 - $140.6 $16.4M - $30.4M
594K $83.5M
PAYC
Paycom Software, Inc.

Technology
215K
New
$193.07 - $265.71 $41.6M - $57.2M
215K $49.9M
DUK
Duke Energy Corp

Utilities
413K
New
$112.46 - $124.05 $46.5M - $51.3M
413K $48.8M
CPT
Camden Property Trust

Real Estate
473K
+ 87.35%
$106.53 - $122.8 $50.3M - $58M
1.01M $114M
SAP
Sap Se

Technology
146K
+ 195.04%
$237.53 - $309.8 $34.8M - $45.3M
221K $67.3M
Activity Summary
Buys All Purchases 334 New Holdings 76 Increased Positions 258 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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