# Jensen Investment Management — Jensen Investment Management

Source: SEC EDGAR 13F filings (CIK 0001106129).
Page URL: https://superinvestorclub.com/manager/93
Last updated: 2026-07-08T11:36:19.721Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-05), Jensen Investment Management reported 84 long equity positions in their Jensen Investment Management 13F filing, with a total reported value of $5.07B.

### About

Quality growth fund

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | MSFT | Microsoft Corp | 1171009 | $433.5M | 8.55% | -11.7% |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 1449021 | $416.7M | 8.21% | -5.4% |
| 3 | AAPL | Apple, Inc. | 1595941 | $405.0M | 7.98% | -19.3% |
| 4 | NVDA | NVIDIA Corp | 1632015 | $284.6M | 5.61% | -27.6% |
| 5 | AMZN | Amazon.com Inc. | 1219422 | $254.0M | 5.01% | +7.6% |
| 6 | MA | Mastercard Inc | 490929 | $245.3M | 4.84% | +1.7% |
| 7 | KLAC | KLA Corporation | 165632 | $243.9M | 4.81% | -12.6% |
| 8 | SYK | Stryker Corp | 696367 | $228.8M | 4.51% | -4.8% |
| 9 | LLY | Eli Lilly & Co. | 230671 | $212.2M | 4.18% | -7.7% |
| 10 | SHW | Sherwin-Williams Co | 626286 | $200.8M | 3.96% | +1.3% |
| 11 | MRSH | Marsh, Inc. | 1151204 | $199.7M | 3.94% | +6.2% |
| 12 | META | Meta Platforms, Inc. Class A | 341147 | $195.2M | 3.85% | -6.8% |
| 13 | ABT | Abbott Labs | 1486036 | $152.6M | 3.01% | -20.7% |
| 14 | WM | Waste Management | 651328 | $149.7M | 2.95% | +-34.9% |
| 15 | PG | Procter & Gamble Co | 997406 | $144.1M | 2.84% | +-22.2% |
| 16 | EFX | Equifax Inc | 783100 | $141.0M | 2.78% | -5.0% |
| 17 | CDNS | Cadence Design Systems, Inc. | 505861 | $140.6M | 2.77% | -4.5% |
| 18 | BR | Broadridge Financial Solutions | 855784 | $139.0M | 2.74% | +11.2% |
| 19 | AVGO | Broadcom, Inc. | 445649 | $137.9M | 2.72% | +149.7% |
| 20 | VEEV | Veeva Systems Inc. Class A | 566467 | $99.5M | 1.96% | +83.5% |
| 21 | VRSK | Verisk Analytics Inc | 481494 | $91.4M | 1.80% | +8.1% |
| 22 | MCD | McDonald's Corp. | 276262 | $85.9M | 1.69% | -37.7% |
| 23 | MSI | Motorola Solutions Inc. | 169491 | $73.6M | 1.45% | -3.3% |
| 24 | CPRT | Copart Inc. | 1603423 | $53.2M | 1.05% | -26.1% |
| 25 | INTU | Intuit Inc. | 103535 | $44.8M | 0.88% | -62.1% |

## New positions this quarter (0)


## Increased positions (20)

- AMZN: 1219422 shares (+7.6%), $254.0M
- MA: 490929 shares (+1.7%), $245.3M
- SHW: 626286 shares (+1.3%), $200.8M
- MRSH: 1151204 shares (+6.2%), $199.7M
- WM: 651328 shares (-34.9%), $149.7M
- PG: 997406 shares (-22.2%), $144.1M
- BR: 855784 shares (+11.2%), $139.0M
- AVGO: 445649 shares (+149.7%), $137.9M
- VEEV: 566467 shares (+83.5%), $99.5M
- VRSK: 481494 shares (+8.1%), $91.4M
- JGRW: 574732 shares (+11.0%), $14.0M
- WAT: 38766 shares (+0.1%), $11.5M
- AON: 25569 shares (+141.1%), $8.3M
- TJX: 23160 shares (+0.0%), $3.7M
- G: 92985 shares (-20.3%), $3.5M
- LEVI: 139440 shares (+17.5%), $2.6M
- JNJ: 9767 shares (-4.9%), $2.4M
- NDSN: 6990 shares (-42.0%), $1.9M
- URI: 2171 shares (+0.9%), $1.6M
- RACE: 2682 shares (+3.2%), $907,723

## Reduced positions (47)

- MSFT: 1171009 shares (-11.7%), $433.5M
- GOOGL: 1449021 shares (-5.4%), $416.7M
- AAPL: 1595941 shares (-19.3%), $405.0M
- NVDA: 1632015 shares (-27.6%), $284.6M
- KLAC: 165632 shares (-12.6%), $243.9M
- SYK: 696367 shares (-4.8%), $228.8M
- LLY: 230671 shares (-7.7%), $212.2M
- META: 341147 shares (-6.8%), $195.2M
- ABT: 1486036 shares (-20.7%), $152.6M
- EFX: 783100 shares (-5.0%), $141.0M
- CDNS: 505861 shares (-4.5%), $140.6M
- MCD: 276262 shares (-37.7%), $85.9M
- MSI: 169491 shares (-3.3%), $73.6M
- CPRT: 1603423 shares (-26.1%), $53.2M
- INTU: 103535 shares (-62.1%), $44.8M
- APH: 225363 shares (-2.2%), $28.5M
- ADP: 104897 shares (-83.4%), $21.3M
- ORCL: 120790 shares (-2.9%), $17.8M
- ECL: 58860 shares (-1.8%), $15.7M
- PEP: 81335 shares (-0.8%), $12.6M

## Sold positions (5)

- FDS: previously held 11810 shares worth $3.4M
- HOLX: previously held 28000 shares worth $2.1M
- ON: previously held 21406 shares worth $1.2M
- LULU: previously held 3920 shares worth $814,615
- LSTR: previously held 5350 shares worth $768,795

## Filing history (5)

- 2026-03-31 (filed 2026-05-05)
- 2025-12-31 (filed 2026-02-11)
- 2025-09-30 (filed 2025-11-06)
- 2025-06-30 (filed 2025-08-08)
- 2025-03-31 (filed 2025-05-09)

## Citation

When citing, use: "Jensen Investment Management, Jensen Investment Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/93)".