Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JENSEN INVESTMENT MANAGEMENT INC (CIK 1106129) reported $5.07B across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($433.5M, 8.55%), GOOGL ($416.7M, 8.21%), AAPL ($405.0M, 7.98%), NVDA ($284.6M, 5.61%), AMZN ($254.0M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $433.5M | 8.55% | 1.2M | Trimmed |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | $416.7M | 8.21% | 1.4M | Trimmed |
| 3 | AAPL | Apple, Inc. | $405.0M | 7.98% | 1.6M | Trimmed |
| 4 | NVDA | NVIDIA Corp | $284.6M | 5.61% | 1.6M | Trimmed |
| 5 | AMZN | Amazon.com Inc. | $254.0M | 5.01% | 1.2M | Added |
| 6 | MA | Mastercard Inc | $245.3M | 4.84% | 490,929 | Added |
| 7 | KLAC | KLA Corporation | $243.9M | 4.81% | 165,632 | Trimmed |
| 8 | SYK | Stryker Corp | $228.8M | 4.51% | 696,367 | Trimmed |
| 9 | LLY | Eli Lilly & Co. | $212.2M | 4.18% | 230,671 | Trimmed |
| 10 | SHW | Sherwin-Williams Co | $200.8M | 3.96% | 626,286 | Added |
| 11 | MMC | Marsh, Inc. | $199.7M | 3.94% | 1.2M | Added |
| 12 | META | Meta Platforms, Inc. Class A | $195.2M | 3.85% | 341,147 | Trimmed |
| 13 | ABT | Abbott Labs | $152.6M | 3.01% | 1.5M | Trimmed |
| 14 | WM | Waste Management | $149.7M | 2.95% | 651,328 | Trimmed |
| 15 | PG | Procter & Gamble Co | $144.1M | 2.84% | 997,406 | Trimmed |
| 16 | EFX | Equifax Inc | $141.0M | 2.78% | 783,100 | Trimmed |
| 17 | CDNS | Cadence Design Systems, Inc. | $140.6M | 2.77% | 505,861 | Trimmed |
| 18 | BR | Broadridge Financial Solutions | $139.0M | 2.74% | 855,784 | Added |
| 19 | AVGO | Broadcom, Inc. | $137.9M | 2.72% | 445,649 | Added |
| 20 | VEEV | Veeva Systems Inc. Class A | $99.5M | 1.96% | 566,467 | Added |
| 21 | VRSK | Verisk Analytics Inc | $91.4M | 1.80% | 481,494 | Added |
| 22 | MCD | McDonald's Corp. | $85.9M | 1.69% | 276,262 | Trimmed |
| 23 | MSI | Motorola Solutions Inc. | $73.6M | 1.45% | 169,491 | Trimmed |
| 24 | CPRT | Copart Inc. | $53.2M | 1.05% | 1.6M | Trimmed |
| 25 | INTU | Intuit Inc. | $44.8M | 0.88% | 103,535 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31