Managed by
Hedge FundAUM Tracked
$166.7B
AI Exposure
59%
AI & Tech holdings for JENNISON ASSOCIATES LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 62,923,427 | $12.6B | 7.6% | Reduced by 15% |
| $AAPLAI | Apple Inc. | 32,000,772 | $9.3B | 5.6% | No change |
| $AMZNAI | Amazon.com, Inc. | 35,644,057 | $8.5B | 5.1% | Reduced by 14% |
| $AVGOAI | Broadcom Inc. | 20,914,872 | $7.9B | 4.7% | Reduced by 8% |
| $GOOGLAI | Alphabet Inc. | 18,245,141 | $6.5B | 3.9% | Reduced by 8% |
| $MSFTAI | Microsoft Corporation | 16,001,600 | $6.0B | 3.6% | Reduced by 11% |
| $AMDAI | Advanced Micro Devices | 9,679,075 | $5.6B | 3.4% | No change |
| $TSMAI | Taiwan Semiconductor | 10,327,322 | $4.9B | 3% | Reduced by 14% |
| $GOOGAI | Alphabet Inc. | 13,706,024 | $4.8B | 2.9% | No change |
| $METAAI | Meta Platforms, Inc. | 7,196,222 | $4.1B | 2.4% | Reduced by 9% |
| $TSLAAI | Tesla, Inc. | 8,390,103 | $3.5B | 2.1% | Reduced by 16% |
| $CRWDAI | CrowdStrike Holdings | 3,648,581 | $2.8B | 1.7% | No change |
| $DDOGAI | Datadog Inc. | 6,643,731 | $1.7B | 1% | Increased by 12% |
| $CDNSAI | Cadence Design Systems | 4,405,187 | $1.7B | 1% | Reduced by 24% |
| $SNOWAI | Snowflake Inc. | 6,194,901 | $1.6B | 0.9% | Reduced by 14% |
| $LRCXAI | Lam Research | 3,334,571 | $1.4B | 0.9% | No change |
| $KLACAI | KLA Corporation | 4,782,460 | $1.4B | 0.9% | Increased by 1144% |
| $ISRGAI | Intuitive Surgical | 3,595,716 | $1.4B | 0.9% | Increased by 18% |
| $CEGAI | Constellation Energy | 5,427,517 | $1.3B | 0.8% | Reduced by 18% |
| $NETAI | Cloudflare Inc. | 5,262,086 | $1.3B | 0.8% | Increased by 20% |
| $PLTRAI | Palantir Technologies | 8,479,957 | $989.4M | 0.6% | Reduced by 21% |
| $APPAI | AppLovin Corporation | 1,784,131 | $919.2M | 0.6% | Reduced by 22% |
| $TXNAI | Texas Instruments | 3,023,118 | $901.1M | 0.5% | Increased by 31% |
| $ORCLAI | Oracle Corporation | 5,664,090 | $830.1M | 0.5% | Reduced by 18% |
| $SHOPAI | Shopify Inc. | 6,674,218 | $762.1M | 0.5% | Reduced by 59% |
| $MUAI | Micron Technology | 522,167 | $602.7M | 0.4% | Increased by 52% |
| $ABNBAI | Airbnb Inc. | 3,394,371 | $485.7M | 0.3% | Increased by 7% |
| $VRTAI | Vertiv Holdings | 1,282,425 | $429.4M | 0.3% | Increased by 108950% |
| $VSTAI | Vistra Corp. | 1,812,863 | $287.6M | 0.2% | Increased by 19% |
| $NVDAAI | NVIDIA Corporation | 1,423,868 | $284.9M | 0.2% | Reduced by 98% |
| $MPWRAI | Monolithic Power Systems | 175,327 | $242.4M | 0.1% | Increased by 255% |
| $UBERAI | Uber Technologies | 3,356,146 | $242.2M | 0.1% | Reduced by 11% |
| $AAPLAI | Apple Inc. | 779,997 | $225.7M | 0.1% | Reduced by 98% |
| $AMZNAI | Amazon.com, Inc. | 884,864 | $210.9M | 0.1% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 564,236 | $201.6M | 0.1% | Reduced by 97% |
| $AVGOAI | Broadcom Inc. | 491,271 | $185.6M | 0.1% | Reduced by 98% |
| $ASMLAI | ASML Holding NV | 92,700 | $184.4M | 0.1% | Reduced by 20% |
| $DELLAI | Dell Technologies | 417,214 | $180.0M | 0.1% | Reduced by 51% |
| $TSMAI | Taiwan Semiconductor | 360,448 | $172.1M | 0.1% | Reduced by 97% |
| $AMDAI | Advanced Micro Devices | 293,877 | $170.7M | 0.1% | Reduced by 97% |
| $MSFTAI | Microsoft Corporation | 324,889 | $121.2M | 0.1% | Reduced by 98% |
| $AMATAI | Applied Materials | 165,784 | $119.9M | 0.1% | Reduced by 43% |
| $GOOGAI | Alphabet Inc. | 306,196 | $108.2M | 0.1% | Reduced by 98% |
| $INTCAI | Intel Corporation | 772,639 | $107.9M | 0.1% | New Position |
| $METAAI | Meta Platforms, Inc. | 171,838 | $96.8M | 0.1% | Reduced by 98% |
| $CRWDAI | CrowdStrike Holdings | 111,719 | $85.3M | 0.1% | Reduced by 97% |
| $LRCXAI | Lam Research | 191,871 | $83.1M | 0% | Reduced by 94% |
| $TSLAAI | Tesla, Inc. | 180,131 | $75.8M | 0% | Reduced by 98% |
| $DDOGAI | Datadog Inc. | 216,926 | $56.5M | 0% | Reduced by 96% |
| $ANETAI | Arista Networks | 267,450 | $45.4M | 0% | No change |
| $NETAI | Cloudflare Inc. | 156,982 | $38.5M | 0% | Reduced by 96% |
| $SNOWAI | Snowflake Inc. | 145,554 | $37.0M | 0% | Reduced by 98% |
| $CDNSAI | Cadence Design Systems | 97,874 | $36.7M | 0% | Reduced by 98% |
| $TXNAI | Texas Instruments | 113,783 | $33.9M | 0% | Reduced by 95% |
| $KLACAI | KLA Corporation | 104,538 | $31.5M | 0% | Reduced by 73% |
| $MCHPAI | Microchip Technology | 331,860 | $30.3M | 0% | Increased by 34% |
| $ISRGAI | Intuitive Surgical | 73,495 | $29.2M | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 112,449 | $27.9M | 0% | Reduced by 98% |
| $PLTRAI | Palantir Technologies | 231,806 | $27.0M | 0% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 172,178 | $19.7M | 0% | Reduced by 99% |
| $ORCLAI | Oracle Corporation | 129,819 | $19.0M | 0% | Reduced by 98% |
| $APPAI | AppLovin Corporation | 35,377 | $18.2M | 0% | Reduced by 98% |
| $MDBAI | MongoDB Inc. | 46,944 | $15.8M | 0% | Increased by 32% |
| $PANWAI | Palo Alto Networks | 45,094 | $15.4M | 0% | Reduced by 7% |
| $VRTAI | Vertiv Holdings | 42,982 | $14.4M | 0% | Increased by 3555% |
| $MPWRAI | Monolithic Power Systems | 10,175 | $14.1M | 0% | Reduced by 79% |
| $ADIAI | Analog Devices | 32,910 | $13.1M | 0% | Reduced by 65% |
| $ABNBAI | Airbnb Inc. | 90,508 | $13.0M | 0% | Reduced by 97% |
| $IONQAI | IonQ Inc. | 234,078 | $12.5M | 0% | Increased by 945% |
| $MUAI | Micron Technology | 7,028 | $8.1M | 0% | Reduced by 98% |
| $CRMAI | Salesforce Inc. | 46,459 | $7.3M | 0% | Increased by 7% |
| $NOWAI | ServiceNow Inc. | 72,797 | $7.2M | 0% | No change |
| $UBERAI | Uber Technologies | 86,731 | $6.3M | 0% | Reduced by 98% |
| $IONQAI | IonQ Inc. | 49,387 | $2.6M | 0% | Increased by 120% |
| $ARMAI | ARM Holdings plc | 2,046 | $725.4K | 0% | Reduced by 8% |
| $MRVLAI | Marvell Technology | 781 | $232.6K | 0% | New Position |