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Jensen Investment Management 13F Holdings & Portfolio Activity
Review Jensen Investment Management's current 13F holdings, portfolio weights, historical transactions, and position-level price context.
Jensen Investment Management Top Current Holdings
Jensen Investment Management's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-05. Reported value $5.1B.
| Rank | Holding | Value | Portfolio | Latest Filing |
|---|---|---|---|---|
| 1 | MSFTMicrosoft CorpCOM | 594918104 | $433.5M | 8.5% | 2026-05-05 |
| 2 | GOOGLAlphabet Inc Cap Stk Cl ACOM | 02079K305 | $416.7M | 8.2% | 2026-05-05 |
| 3 | AAPLApple, Inc.COM | 037833100 | $405M | 8.0% | 2026-05-05 |
| 4 | NVDANVIDIA CorpCOM | 67066G104 | $284.6M | 5.6% | 2026-05-05 |
| 5 | AMZNAmazon.com Inc.COM | 023135106 | $254M | 5.0% | 2026-05-05 |
| 6 | MAMastercard IncCOM | 57636Q104 | $245.3M | 4.8% | 2026-05-05 |
| 7 | KLACKLA CorporationCOM | 482480100 | $243.9M | 4.8% | 2026-05-05 |
| 8 | SYKStryker CorpCOM | 863667101 | $228.8M | 4.5% | 2026-05-05 |
| 9 | LLYEli Lilly & Co.COM | 532457108 | $212.2M | 4.2% | 2026-05-05 |
| 10 | SHWSherwin-Williams CoCOM | 824348106 | $200.8M | 4.0% | 2026-05-05 |
| 11 | MRSHMarsh, Inc.COM | 571748102 | $199.7M | 3.9% | 2026-05-05 |
| 12 | METAMeta Platforms, Inc. Class ACOM | 30303M102 | $195.2M | 3.8% | 2026-05-05 |
| 13 | ABTAbbott LabsCOM | 002824100 | $152.6M | 3.0% | 2026-05-05 |
| 14 | WMWaste ManagementCOM | 94106L109 | $149.7M | 3.0% | 2026-05-05 |
| 15 | PGProcter & Gamble CoCOM | 742718109 | $144.1M | 2.8% | 2026-05-05 |
| 16 | EFXEquifax IncCOM | 294429105 | $141M | 2.8% | 2026-05-05 |
| 17 | CDNSCadence Design Systems, Inc.COM | 127387108 | $140.6M | 2.8% | 2026-05-05 |
| 18 | BRBroadridge Financial SolutionsCOM | 11133T103 | $139M | 2.7% | 2026-05-05 |
| 19 | AVGOBroadcom, Inc.COM | 11135F101 | $137.9M | 2.7% | 2026-05-05 |
| 20 | VEEVVeeva Systems Inc. Class ACOM | 922475108 | $99.5M | 2.0% | 2026-05-05 |
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