JG
| |
Jennison Growth PortfolioMutual Fund | |
| Brighthouse Funds Trust II | |
| Last update 2026-06-02 | 45 Stocks (5 new) |
| Value $2.50 Bil | Turnover 6 % |
Jennison Growth Portfolio Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,571,384 | 274,049.4 | 0% | 10.970 | 0% | 0.010 | +12.56% | +3.36% | 4,663,269.1 | Semiconductors | |
AMZN | Amazon.com Inc | 892,528 | 185,886.8 | 0% | 7.440 | 0% | 0.010 | +12.12% | +0.81% | 2,503,071.8 | Retail - Cyclical | |
AAPL | Apple Inc | 690,661 | 175,282.9 | 0% | 7.010 | 0% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
AVGO | Broadcom Inc | 528,064 | 163,441.1 | 0% | 6.540 | 0% | 0.010 | +18.16% | +5.86% | 1,736,611.9 | Semiconductors | |
MSFT | Microsoft Corp | 362,328 | 134,123.0 | -11.41% | 5.370 | -0.79% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
META | Meta Platforms Inc | 177,313 | 101,446.1 | -3.15% | 4.060 | -0.13% | 0.010 | +0.59% | -16.49% | 1,396,767.4 | Interactive Media | |
LLY | Eli Lilly and Co | 108,725 | 100,002.0 | 0% | 4.000 | 0% | 0.010 | +34.92% | +12.80% | 1,077,330.6 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 317,303 | 91,243.6 | 0% | 3.650 | 0% | 0.000 | +20.17% | +7.93% | 4,102,177.1 | Interactive Media | |
GOOG | Alphabet Inc | 315,927 | 90,626.8 | 0% | 3.630 | 0% | 0.000 | +19.29% | +6.80% | 4,102,177.1 | Interactive Media | |
TSLA | Tesla Inc | 240,417 | 89,375.0 | -2.02% | 3.580 | -0.08% | 0.010 | +2.04% | -15.57% | 1,426,085.9 | Vehicles & Parts |
Jennison Growth Portfolio's Historical Top Holdings Breakdowns
Jennison Growth Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2026-03-31 | New Buy New Buy | +1.25% | 128.84 ($152.9) 181.68 | $112.93 | -26.14% | New holding | 214,137 | 214,137 | |
NOW | ServiceNow Inc | 2026-03-31 | Sold Out Sold Out | -1.03% | 99.41 ($117.65) 150.9 | $98.34 | -16.41% | Sold Out | 0 | -191,547 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -0.79% | 356.77 ($418.44) 483.47 | $372.97 | -10.87% | Reduce -11.41% | 362,328 | -46,687 | |
KLAC | KLA Corp | 2026-03-31 | New Buy New Buy | +0.76% | 127.45 ($146.3) 168.47 | $248.64 | 69.95% | New holding | 128,440 | 12,844 | |
NET | Cloudflare Inc | 2026-03-31 | New Buy New Buy | +0.65% | 160.19 ($190.7) 225.48 | $237.24 | 24.40% | New holding | 78,606 | 78,606 | |
XMAD:ITX | Industria De Diseno Textil SA | 2026-03-31 | Sold Out Sold Out | -0.64% | 49.24 (€54.64) 57.92 | €56.00 | 2.49% | Sold Out | 0 | -275,843 | |
DXCM | DexCom Inc | 2026-03-31 | Sold Out Sold Out | -0.62% | 61.9 ($69.64) 74.38 | $70.14 | 0.72% | Sold Out | 0 | -264,962 | |
SPOT | Spotify Technology SA | 2026-03-31 | Add Add | +0.58% | 412.75 ($501.86) 593.39 | $460.02 | -8.34% | Add 65.79% | 75,012 | 29,766 | |
ABNB | Airbnb Inc | 2026-03-31 | New Buy New Buy | +0.52% | 115.96 ($130.05) 140.07 | $145.56 | 11.93% | New holding | 103,013 | 103,013 | |
VRTX | Vertex Pharmaceuticals Inc | 2026-03-31 | Reduce Reduce | -0.49% | 433.07 ($466.29) 499.17 | $491.34 | 5.37% | Reduce -41.18% | 44,531 | -31,174 |
Jennison Growth Portfolio Total Holding History ($B)
Jennison Growth Portfolio's Asset Allocation
Jennison Growth Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Jennison Growth Portfolio's Hypothetical Growth since 2026-03-31
Jennison Growth Portfolio's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Jennison Growth Portfolio's Holdings Heat Map
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Jennison Growth Portfolio's Holdings Bubble Chart
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