Generalist · Public · New York, NY
Jennison Associates LLC
Growth public manager.
- Software
- $19.4B
- Weight of 13F
- 12.0%
- Names
- 27
- Vs prior quarter
- +$1.1B
Filed 3 August 2026.
805 positions in the whole 13F.
Software held
- MicrosoftMSFT16,326,489 shares · 31.4% of their software$6.1B−$530M
- CrowdStrikeCRWD3,760,300 shares · 14.8% of their software$2.9B+$1.4B
- DatadogDDOG6,860,657 shares · 9.2% of their software$1.8B+$1.1B
- CadenceCDNS4,503,061 shares · 8.7% of their software$1.7B+$89.0M
- SnowflakeSNOW6,340,455 shares · 8.3% of their software$1.6B+$533M
- CloudflareNET5,419,068 shares · 6.9% of their software$1.3B+$422M
- PalantirPLTR8,711,763 shares · 5.2% of their software$1.0B−$558M
- AppLovinAPP1,819,508 shares · 4.8% of their software$937M+$21.7M
- OracleORCL5,793,909 shares · 4.4% of their software$849M−$171M
- ShopifySHOP6,846,396 shares · 4.0% of their software$782M−$1.2B
- FlywireFLYW5,272,962 shares · 0.5% of their software$92.6MFlat
- ToastTOST2,730,780 shares · 0.4% of their software$76.0M−$9.6M