Jensen Investment Management
$5.1B Assets Reported
88 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 1,171,009 | $433M | 8.5% |
| GOOGL | Alphabet Inc Cap Stk Cl A | 1,449,021 | $417M | 8.2% |
| AAPL | Apple, Inc. | 1,595,941 | $405M | 8.0% |
| NVDA | NVIDIA Corp | 1,632,015 | $285M | 5.6% |
| AMZN | Amazon.com Inc. | 1,219,422 | $254M | 5.0% |
| MA | Mastercard Inc | 490,929 | $245M | 4.8% |
| KLAC | KLA Corporation | 165,632 | $244M | 4.8% |
| SYK | Stryker Corp | 696,367 | $229M | 4.5% |
| LLY | Eli Lilly & Co. | 230,671 | $212M | 4.2% |
| SHW | Sherwin-Williams Co | 626,286 | $201M | 4.0% |
Track Jensen Investment Management's 13F portfolio: $5.1B in reported holdings, 88 positions. Top holdings, AUM, and quarterly changes on SentiSense.