Managed by
Hedge FundAUM Tracked
$145.4B
AI Exposure
58.8%
AI & Tech holdings for JENNISON ASSOCIATES LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 72,067,725 | $12.6B | 8.6% | Reduced by 8% |
| $AMZNAI | Amazon.com, Inc. | 40,486,105 | $8.4B | 5.8% | Reduced by 7% |
| $AAPLAI | Apple Inc. | 32,743,401 | $8.3B | 5.7% | Reduced by 8% |
| $AVGOAI | Broadcom Inc. | 22,242,132 | $6.9B | 4.7% | No change |
| $MSFTAI | Microsoft Corporation | 17,540,185 | $6.5B | 4.5% | Reduced by 17% |
| $GOOGLAI | Alphabet Inc. | 19,264,532 | $5.5B | 3.8% | Reduced by 12% |
| $METAAI | Meta Platforms, Inc. | 7,671,477 | $4.4B | 3% | Reduced by 8% |
| $GOOGAI | Alphabet Inc. | 14,004,052 | $4.0B | 2.8% | No change |
| $TSMAI | Taiwan Semiconductor | 11,638,234 | $3.9B | 2.7% | Reduced by 13% |
| $TSLAAI | Tesla, Inc. | 9,753,026 | $3.6B | 2.5% | Reduced by 7% |
| $SHOPAI | Shopify Inc. | 15,771,624 | $1.9B | 1.3% | Reduced by 17% |
| $AMDAI | Advanced Micro Devices | 9,172,478 | $1.9B | 1.3% | Reduced by 16% |
| $CEGAI | Constellation Energy | 6,480,667 | $1.8B | 1.2% | Reduced by 7% |
| $CDNSAI | Cadence Design Systems | 5,641,900 | $1.6B | 1.1% | Reduced by 27% |
| $PLTRAI | Palantir Technologies | 10,386,807 | $1.5B | 1% | New Position |
| $CRWDAI | CrowdStrike Holdings | 3,722,738 | $1.5B | 1% | Reduced by 32% |
| $ISRGAI | Intuitive Surgical | 2,949,150 | $1.4B | 0.9% | Reduced by 8% |
| $SNOWAI | Snowflake Inc. | 6,935,387 | $1.0B | 0.7% | Reduced by 40% |
| $ORCLAI | Oracle Corporation | 6,707,645 | $986.8M | 0.7% | Reduced by 29% |
| $APPAI | AppLovin Corporation | 2,255,711 | $897.8M | 0.6% | Reduced by 18% |
| $NETAI | Cloudflare Inc. | 4,226,667 | $872.1M | 0.6% | Increased by 127% |
| $DDOGAI | Datadog Inc. | 5,783,361 | $682.7M | 0.5% | Reduced by 24% |
| $LRCXAI | Lam Research | 3,177,733 | $679.0M | 0.5% | Increased by 274% |
| $KLACAI | KLA Corporation | 374,825 | $551.9M | 0.4% | New Position |
| $TXNAI | Texas Instruments | 2,212,930 | $429.6M | 0.3% | Increased by 8% |
| $ABNBAI | Airbnb Inc. | 3,080,186 | $389.0M | 0.3% | Increased by 9055% |
| $NVDAAI | NVIDIA Corporation | 1,910,361 | $333.2M | 0.2% | Reduced by 98% |
| $UBERAI | Uber Technologies | 3,695,725 | $265.8M | 0.2% | Reduced by 43% |
| $VSTAI | Vistra Corp. | 1,522,432 | $228.9M | 0.2% | Increased by 12% |
| $AAPLAI | Apple Inc. | 846,090 | $214.7M | 0.1% | Reduced by 98% |
| $AMZNAI | Amazon.com, Inc. | 1,021,453 | $212.7M | 0.1% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 591,478 | $170.1M | 0.1% | Reduced by 97% |
| $AVGOAI | Broadcom Inc. | 540,960 | $167.4M | 0.1% | Reduced by 98% |
| $ASMLAI | ASML Holding NV | 115,553 | $152.6M | 0.1% | Increased by 52% |
| $DELLAI | Dell Technologies | 855,260 | $140.4M | 0.1% | Reduced by 33% |
| $TSMAI | Taiwan Semiconductor | 383,591 | $129.6M | 0.1% | Reduced by 97% |
| $MSFTAI | Microsoft Corporation | 343,375 | $127.1M | 0.1% | Reduced by 98% |
| $MUAI | Micron Technology | 344,048 | $116.2M | 0.1% | New Position |
| $METAAI | Meta Platforms, Inc. | 194,462 | $111.3M | 0.1% | Reduced by 98% |
| $AMATAI | Applied Materials | 292,287 | $99.9M | 0.1% | Increased by 186% |
| $GOOGAI | Alphabet Inc. | 311,425 | $89.3M | 0.1% | Reduced by 98% |
| $TSLAAI | Tesla, Inc. | 216,914 | $80.6M | 0.1% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 527,635 | $62.6M | 0% | Reduced by 97% |
| $PLTRAI | Palantir Technologies | 374,135 | $54.7M | 0% | New Position |
| $MPWRAI | Monolithic Power Systems | 49,394 | $54.0M | 0% | Reduced by 20% |
| $AMDAI | Advanced Micro Devices | 254,899 | $51.9M | 0% | Reduced by 98% |
| $ISRGAI | Intuitive Surgical | 91,860 | $42.3M | 0% | Reduced by 97% |
| $LRCXAI | Lam Research | 195,573 | $41.8M | 0% | Reduced by 77% |
| $CRWDAI | CrowdStrike Holdings | 106,386 | $41.5M | 0% | Reduced by 98% |
| $NETAI | Cloudflare Inc. | 167,817 | $34.6M | 0% | Reduced by 91% |
| $CEGAI | Constellation Energy | 123,766 | $34.6M | 0% | Reduced by 98% |
| $SNOWAI | Snowflake Inc. | 228,693 | $34.5M | 0% | Reduced by 98% |
| $ANETAI | Arista Networks | 279,269 | $34.3M | 0% | No change |
| $ORCLAI | Oracle Corporation | 227,420 | $33.5M | 0% | Reduced by 98% |
| $CDNSAI | Cadence Design Systems | 120,005 | $33.3M | 0% | Reduced by 98% |
| $ADIAI | Analog Devices | 95,128 | $30.3M | 0% | Increased by 2183% |
| $TXNAI | Texas Instruments | 98,617 | $19.1M | 0% | Reduced by 95% |
| $APPAI | AppLovin Corporation | 45,194 | $18.0M | 0% | Reduced by 98% |
| $DDOGAI | Datadog Inc. | 139,526 | $16.5M | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 247,773 | $16.0M | 0% | Increased by 166% |
| $KLACAI | KLA Corporation | 9,631 | $14.2M | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 92,773 | $11.7M | 0% | Increased by 176% |
| $BABAAI | Alibaba Group | 83,627 | $10.5M | 0% | Increased by 54% |
| $MDBAI | MongoDB Inc. | 35,642 | $8.7M | 0% | New Position |
| $SAPAI | SAP SE | 48,323 | $8.3M | 0% | Reduced by 68% |
| $CRMAI | Salesforce Inc. | 43,442 | $8.1M | 0% | Increased by 48% |
| $PANWAI | Palo Alto Networks | 48,340 | $7.7M | 0% | Reduced by 37% |
| $NOWAI | ServiceNow Inc. | 70,061 | $7.3M | 0% | Reduced by 99% |
| $UBERAI | Uber Technologies | 86,731 | $6.2M | 0% | Reduced by 99% |
| $IONQAI | IonQ Inc. | 22,405 | $645.9K | 0% | Increased by 81% |
| $ARMAI | ARM Holdings plc | 2,232 | $337.7K | 0% | No change |
| $VRTAI | Vertiv Holdings | 1,176 | $294.6K | 0% | New Position |