Jensen Investment Management·CIK 1106129
87
Positions
$12.2B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| ▲ +1.6% |
| 3 | KLAC | 3.85% | $470,824,068 | ▲ +0.9% |
| 4 | ZTS | 2.79% | $340,746,188 | ▲ +0.8% |
| 5 | MCD | 1.37% | $166,901,087 | ▲ +0.4% |
| 6 | TXN | 3.46% | $422,874,372 | ▲ +0.5% |
| 7 | INTU | 5.59% | $683,612,755 | ▲ +0.2% |
| 8 | MRSH | 5.56% | $679,837,086 | ▲ +0.5% |
| 9 | BR | 2.80% | $342,441,160 | ▲ +0% |
| 10 | GOOGL | 7.02% | $858,151,273 | ▲ +0.3% |
| 11 | VRSK | 1.87% | $228,551,445 | ▲ +0.3% |
| 12 | VEEV | 0.03% | $3,885,302 | NEW |
| 13 | IDXX | 0.02% | $2,494,464 | NEW |
| 14 | ADBE | 0.20% | $24,533,757 | ▲ +0% |
| 15 | APD | 0.02% | $2,059,239 | NEW |
| 16 | ORCL | 0.17% | $21,050,661 | ▲ +0% |
| 17 | MSFT | 8.08% | $986,986,723 | ▲ +0.5% |
| 18 | ECL | 0.14% | $16,761,388 | ▲ +0% |
| 19 | SOLV | 0.00% | $350,859 | NEW |
| 20 | KO | 0.07% | $8,034,412 | ▲ +0% |
| 21 | EHC | 0.07% | $8,099,434 | ▲ +0% |