Jennison Associates LLC Top Holdings and 13F Report (2025) About Jennison Associates LLCInvestment ActivityJennison Associates LLC has $164.68 billion in total holdings as of December 31, 2024.Jennison Associates LLC owns shares of 572 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 8.35% of the portfolio was purchased this quarter.About 11.05% of the portfolio was sold this quarter.This quarter, Jennison Associates LLC has purchased 558 new stocks and bought additional shares in 230 stocks.Jennison Associates LLC sold shares of 251 stocks and completely divested from 72 stocks this quarter.Largest Holdings NVIDIA $13,059,980,771Amazon.com $11,591,384,527Apple $9,887,764,036Microsoft $9,609,389,095Meta Platforms $8,342,139,213 Largest New Holdings this Quarter Spotify Technology $1,335,575,025 HoldingEdwards Lifesciences $555,939,423 HoldingARISTA NETWORKS INC $512,055,637 HoldingREDDIT INC $494,860,937 HoldingAPPLOVIN CORP $414,462,086 Holding Largest Purchases this Quarter Spotify Technology 2,985,326 shares (about $1.34B)Boeing 3,600,559 shares (about $637.30M)Walmart 6,860,189 shares (about $619.82M)Taiwan Semiconductor Manufacturing 2,931,209 shares (about $578.88M)Snowflake 3,662,671 shares (about $565.55M) Largest Sales this Quarter Eli Lilly and Company 2,151,072 shares (about $1.66B)MercadoLibre 738,534 shares (about $1.26B)Broadcom 4,749,055 shares (about $1.10B)ASML 1,460,680 shares (about $1.01B)Tesla 2,488,299 shares (about $1.00B) Sector Allocation Over TimeMap of 500 Largest Holdings ofJennison Associates LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,059,980,771$31,342,077 ▼-0.2%97,252,0727.9%Computer and TechnologyAMZNAmazon.com$11,591,384,527$178,787,275 ▼-1.5%52,834,6077.0%Retail/WholesaleAAPLApple$9,887,764,036$368,955,304 ▼-3.6%39,484,7226.0%Computer and TechnologyMSFTMicrosoft$9,609,389,095$315,829,952 ▼-3.2%22,798,0765.8%Computer and TechnologyMETAMeta Platforms$8,342,139,213$113,133,413 ▼-1.3%14,247,6465.1%Computer and TechnologyAVGOBroadcom$7,244,893,383$1,101,020,916 ▼-13.2%31,249,5404.4%Computer and TechnologyNFLXNetflix$5,897,290,632$333,815,395 ▼-5.4%6,616,3563.6%Consumer DiscretionaryTSLATesla$3,922,462,863$1,004,874,688 ▼-20.4%9,712,9132.4%Auto/Tires/TrucksLLYEli Lilly and Company$3,702,761,650$1,660,627,716 ▼-31.0%4,796,3232.2%MedicalMAMastercard$3,347,759,725$74,697,111 ▼-2.2%6,357,6732.0%Business ServicesGOOGLAlphabet$3,072,243,861$369,897,321 ▼-10.7%16,229,4971.9%Computer and TechnologyCOSTCostco Wholesale$2,961,557,999$152,960,291 ▼-4.9%3,232,1891.8%Retail/WholesaleGOOGAlphabet$2,724,854,556$212,553,702 ▼-7.2%14,308,2051.7%Computer and TechnologyNOWServiceNow$2,493,519,542$369,119,947 ▲17.4%2,352,1111.5%Computer and TechnologyVVisa$2,440,856,241$433,194,763 ▼-15.1%7,723,2511.5%Business ServicesCDNSCadence Design Systems$2,406,760,046$121,408,677 ▲5.3%8,010,2511.5%Computer and TechnologyWMTWalmart$2,289,419,104$619,818,070 ▲37.1%25,339,4481.4%Retail/WholesaleDISWalt Disney$2,137,637,482$404,951,217 ▲23.4%19,197,4631.3%Consumer DiscretionaryMELIMercadoLibre$1,930,654,734$1,255,833,187 ▼-39.4%1,135,3851.2%Retail/WholesaleCRWDCrowdStrike$1,854,842,537$120,501,910 ▲6.9%5,420,9801.1%Computer and TechnologyBABoeing$1,823,323,905$637,298,943 ▲53.7%10,301,2651.1%AerospaceVRTXVertex Pharmaceuticals$1,738,762,592$496,377,638 ▼-22.2%4,317,7621.1%MedicalNVONovo Nordisk A/S$1,715,652,476$21,603,751 ▼-1.2%19,944,8091.0%MedicalTTDTrade Desk$1,631,713,001$756,587,060 ▼-31.7%13,883,3741.0%Computer and TechnologyUBERUber Technologies$1,596,086,036$430,534,728 ▲36.9%26,460,3121.0%Computer and TechnologyCRMSalesforce$1,482,347,174$511,716,080 ▲52.7%4,433,7850.9%Computer and TechnologyISRGIntuitive Surgical$1,467,393,919$296,353,217 ▼-16.8%2,811,3150.9%MedicalETNEaton$1,433,571,769$23,585,999 ▼-1.6%4,319,6790.9%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$1,372,460,790$578,884,501 ▲72.9%6,949,5200.8%Computer and TechnologySPOTSpotify Technology$1,335,575,025$1,335,575,025 ▲New Holding2,985,3260.8%Business ServicesDDOGDatadog$1,325,825,993$429,427,311 ▲47.9%9,278,6480.8%Computer and TechnologyABNBAirbnb$1,317,510,366$103,765,017 ▼-7.3%10,025,9520.8%Consumer DiscretionaryGEGeneral Electric$1,314,080,016$17,828,350 ▲1.4%7,878,6500.8%TransportationSNOWSnowflake$1,179,230,036$565,553,000 ▲92.2%7,637,0060.7%Computer and TechnologyRACEFerrari$1,147,297,338$100,079,887 ▼-8.0%2,691,8070.7%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,099,183,154$330,053,104 ▼-23.1%9,099,9520.7%Computer and TechnologyPANWPalo Alto Networks$1,048,032,968$475,365,750 ▲83.0%5,759,6890.6%Computer and TechnologyMCOMoody's$1,032,409,213$72,087,633 ▼-6.5%2,180,9770.6%FinanceAZNAstraZeneca$1,011,036,711$30,559,577 ▲3.1%15,430,9630.6%MedicalORLYO'Reilly Automotive$998,250,062$61,827,596 ▼-5.8%841,8370.6%Retail/WholesalePGRProgressive$988,436,003$149,622,300 ▼-13.1%4,125,1870.6%FinanceVRTVertiv$880,971,325$358,318,199 ▲68.6%7,754,3470.5%Computer and TechnologyHLTHilton Worldwide$840,163,684$40,648,186 ▲5.1%3,399,2700.5%Consumer DiscretionaryTJXTJX Companies$831,005,992$19,134,009 ▼-2.3%6,878,6190.5%Retail/WholesaleADBEAdobe$828,142,896$263,896,303 ▼-24.2%1,862,3340.5%Computer and TechnologyHDHome Depot$705,107,810$69,048,062 ▼-8.9%1,812,6630.4%Retail/WholesaleGSThe Goldman Sachs Group$630,352,639$396,400,169 ▼-38.6%1,100,8220.4%FinanceMARMarriott International$602,919,179$13,181,034 ▼-2.1%2,161,4650.4%Consumer DiscretionaryDXCMDexCom$594,454,973$55,283,426 ▲10.3%7,643,7570.4%MedicalEWEdwards Lifesciences$555,939,423$555,939,423 ▲New Holding7,509,6500.3%MedicalCYBRCyberArk Software$534,287,236$130,561,466 ▲32.3%1,603,7440.3%Computer and TechnologyADIAnalog Devices$530,529,294$188,858,705 ▼-26.3%2,497,0780.3%Computer and TechnologyARISTA NETWORKS INC$512,055,637$512,055,637 ▲New Holding4,632,7300.3%COM SHSFICOFair Isaac$506,257,216$26,146,861 ▲5.4%254,2820.3%Computer and TechnologyREDDIT INC$494,860,937$494,860,937 ▲New Holding3,027,7840.3%CL ANEENextEra Energy$431,594,159$16,588,564 ▲4.0%6,020,2840.3%UtilitiesJPMJPMorgan Chase & Co.$416,264,804$40,544,549 ▲10.8%1,736,5350.3%FinanceAPPLOVIN CORP$414,462,086$414,462,086 ▲New Holding1,279,8760.3%COM CL ANINiSource$394,073,779$3,783,192 ▼-1.0%10,720,1790.2%UtilitiesNUNU$377,973,544$624,407,692 ▼-62.3%36,483,9330.2%FinanceCHENIERE ENERGY INC$313,683,248$29,118,099 ▲10.2%1,459,8750.2%COM NEWPNCThe PNC Financial Services Group$310,244,352$787,021 ▼-0.3%1,608,7340.2%FinanceNVRNVR$307,117,696$16,578,630 ▲5.7%37,5500.2%ConstructionPEGPublic Service Enterprise Group$285,982,005$159,066,535 ▲125.3%3,384,8030.2%UtilitiesCAVACAVA Group$277,683,392$276,927,970 ▲36,658.7%2,461,7320.2%Retail/WholesaleMETMetLife$268,096,243$9,347,912 ▲3.6%3,274,2580.2%FinanceVSTVistra$255,652,305$72,545,116 ▼-22.1%1,854,3000.2%UtilitiesPCGPG&E$250,887,044$1,900,633 ▼-0.8%12,432,4600.2%UtilitiesCBChubb$247,383,549$46,759,907 ▼-15.9%895,3440.2%FinanceFOURShift4 Payments$242,353,404$51,765,468 ▼-17.6%2,335,2610.1%Business ServicesFLUTTER ENTMT PLC$239,305,817$239,305,817 ▲New Holding925,9270.1%SHSBACBank of America$233,697,928$144,387,616 ▼-38.2%5,317,3590.1%FinanceASTERA LABS INC$229,991,474$229,991,474 ▲New Holding1,736,4400.1%COMMMYTMakeMyTrip$222,917,986$37,186,682 ▼-14.3%1,985,3760.1%Computer and TechnologyCNPCenterPoint Energy$216,429,474$1,567,430 ▼-0.7%6,820,9730.1%UtilitiesPHParker-Hannifin$207,842,520$4,912,696 ▼-2.3%326,7810.1%Industrial ProductsBMYBristol-Myers Squibb$207,169,892$32,715,492 ▼-13.6%3,662,8340.1%MedicalGLPIGaming and Leisure Properties$206,467,605$10,193,401 ▲5.2%4,287,1180.1%FinanceCSCOCisco Systems$203,720,993$6,318,002 ▼-3.0%3,441,2330.1%Computer and TechnologyORCLOracle$201,758,551$148,616,554 ▲279.7%1,210,7450.1%Computer and TechnologyWMBWilliams Companies$197,074,487$128,637,303 ▼-39.5%3,641,4350.1%Oils/EnergyULUnilever$195,880,699$78,161,915 ▲66.4%3,454,6860.1%Consumer StaplesMNDYmonday.com$195,606,083$23,622,394 ▲13.7%830,8110.1%Computer and TechnologySHELShell$190,771,936$1,932,377 ▲1.0%3,045,0430.1%Oils/EnergyARGXargenx$185,821,376$39,472,490 ▲27.0%302,1490.1%MedicalETREntergy$183,754,016$107,017,883 ▲139.5%2,423,5560.1%UtilitiesUNPUnion Pacific$182,379,549$14,486,013 ▲8.6%799,7700.1%TransportationCEGConstellation Energy$180,014,292$42,029,964 ▼-18.9%804,6770.1%Oils/EnergySRESempra$175,224,384$13,742,742 ▲8.5%1,997,5420.1%UtilitiesRTXRTX$175,201,814$114,941,550 ▲190.7%1,514,0150.1%AerospaceBSXBoston Scientific$173,544,739$37,047,613 ▲27.1%1,942,9550.1%MedicalGLOBGlobant$172,082,137$1,065,667 ▲0.6%802,5470.1%Computer and TechnologyARQTArcutis Biotherapeutics$171,893,301$9,420,789 ▲5.8%12,339,7920.1%MedicalKEYSKeysight Technologies$170,425,728$175,308,078 ▼-50.7%1,060,9830.1%Computer and TechnologyBXBlackstone$167,824,662$88,307,489 ▲111.1%973,3480.1%FinanceXOMExxon Mobil$166,051,327$2,852,434 ▲1.7%1,543,6580.1%Oils/EnergyTRGPTarga Resources$164,336,027$68,207,885 ▼-29.3%920,6500.1%Oils/EnergyEWBCEast West Bancorp$159,802,892$12,975,771 ▼-7.5%1,668,7850.1%FinanceABBVAbbVie$155,322,419$152,325,686 ▼-49.5%874,0710.1%MedicalTOLToll Brothers$154,448,831$43,072,381 ▲38.7%1,226,2710.1%ConstructionShowing largest 100 holdings. 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