Jensen Investment Management
$4.1B 13F equity value
84 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jensen Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stk Cl A | 797,098 | $285M | 6.9% |
| MSFT | Microsoft Corp | 737,144 | $275M | 6.7% |
| AMZN | Amazon.com Inc. | 1,054,136 | $251M | 6.1% |
| AAPL | Apple, Inc. | 860,969 | $249M | 6.0% |
| NVDA | NVIDIA Corp | 1,197,487 | $240M | 5.8% |
| KLAC | KLA Corporation | 790,391 | $238M | 5.8% |
| SYK | Stryker Corp | 589,670 | $186M | 4.5% |
| SHW | Sherwin-Williams Co | 539,035 | $186M | 4.5% |
| LLY | Eli Lilly & Co. | 153,735 | $184M | 4.5% |
| MA | Mastercard Inc | 347,714 | $179M | 4.3% |
Track Jensen Investment Management's 13F portfolio: $4.1B in reported holdings, 84 positions. Top holdings and quarterly changes on SentiSense.
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