Jensen Investment Management·CIK 1106129
83
Positions
$8.5B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| NEW |
| 3 | META | 1.76% | $150,136,363 | NEW |
| 4 | ABT | 3.79% | $323,508,354 | ▲ +1.8% |
| 5 | CDNS | 2.97% | $253,729,477 | ▲ +1.4% |
| 6 | MSFT | 9.15% | $780,699,420 | ▲ +1.8% |
| 7 | APH | 3.02% | $257,935,889 | ▲ +1.2% |
| 8 | CPRT | 3.06% | $260,849,299 | ▲ +0.7% |
| 9 | KLAC | 4.08% | $348,467,941 | ▲ +0.6% |
| 10 | INTU | 5.80% | $494,982,135 | ▲ +0.2% |
| 11 | ORCL | 0.37% | $31,747,044 | ▲ +0.1% |
| 12 | GOOGL | 4.91% | $418,577,619 | ▲ +0.2% |
| 13 | EFX | 3.12% | $266,271,058 | ▲ +0.3% |
| 14 | SYK | 6.57% | $560,853,396 | ▲ +0.3% |
| 15 | EMR | 0.14% | $12,346,358 | ▲ +0% |
| 16 | IDXX | 0.07% | $5,583,299 | ▲ +0% |
| 17 | MSCI | 0.07% | $6,372,977 | ▲ +0% |
| 18 | ECL | 0.21% | $18,318,148 | ▲ +0% |
| 19 | VEEV | 0.07% | $5,877,960 | ▲ +0% |
| 20 | KEYS | 0.07% | $5,805,560 | ▲ +0% |
| 21 | TSCO | 0.07% | $5,777,787 | ▲ +0% |
| 22 | KR | 0.07% | $5,755,615 | ▲ +0% |