§ 13F · FUND PROFILE
JENSEN INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.1B (13F)Positions · 87Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1.17M | $433M | 8.5% | −12% |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 1.45M | $417M | 8.2% | −5% |
| 3 | AAPL | Apple, Inc. | 1.60M | $405M | 8.0% | −19% |
| 4 | NVDA | NVIDIA Corp | 1.63M | $285M | 5.6% | −28% |
| 5 | AMZN | Amazon.com Inc. | 1.22M | $254M | 5.0% | +8% |
| 6 | MA | Mastercard Inc | 491K | $245M | 4.8% | +2% |
| 7 | KLAC | KLA Corporation | 166K | $244M | 4.8% | −13% |
| 8 | SYK | Stryker Corp | 696K | $229M | 4.5% | −5% |
| 9 | LLY | Eli Lilly & Co. | 231K | $212M | 4.2% | −8% |
| 10 | SHW | Sherwin-Williams Co | 626K | $201M | 4.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JENSEN SIGNAL
AC read
JENSEN INVESTMENT MANAGEMENT INC is a Other fund managing $8.1 billion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed