小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
JENSEN INVESTMENT MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JENSEN INVESTMENT MANAGEMENT INC
报告期 2026-03-31 · CIK 0001106129
持仓数
84
前50大市值合计
$5.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 68 项
建仓 3
增持 15
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BALL
Ball Corporation
-$152.9M
44,441
-98%
建仓
CDNS
Cadence Design Systems, Inc.
+$126.6M
421,257
减持
SBUX
Starbucks Corp
-$125.7M
30,221
-98%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
KLAC
KLA Corporation
-$82.8M
533,827
-1%
减持
ZTS
Zoetis, Inc.
-$74.2M
2,123,398
-1%
减持
UNH
Unitedhealth Group Inc
-$62.9M
716,067
-2%
减持
PEP
PepsiCo Inc.
-$52.2M
2,554,303
-1%
减持
JNJ
Johnson & Johnson
-$51.7M
1,534,765
-9%
减持
EFX
Equifax Inc
-$51.2M
1,231,044
-1%
减持
VRSK
Verisk Analytics Inc
-$50.4M
496,246
-29%
减持
NKE
Nike Inc
-$47.3M
3,387,637
-1%
减持
MSFT
Microsoft Corp
-$46.5M
2,055,344
-3%
减持
TXN
Texas Instruments Inc
-$40.3M
1,835,681
-1%
减持
MRSH
Marsh & McLennan Company Inc
-$34.8M
3,040,551
-0%
减持
PG
Procter & Gamble Co
-$29.3M
1,729,493
-6%
减持
SYK
Stryker Corp
-$27.4M
1,763,522
-4%
减持
APH
Amphenol Corp
-$26.7M
2,519,676
-19%
减持
SHW
Sherwin-Williams Co
-$25.1M
534,062
-1%
减持
MA
Mastercard Inc
+$24.4M
941,593
-1%
减持
AAPL
Apple, Inc.
-$20.9M
3,329,243
-9%
减持
CPRT
Copart Inc. (DE)
+$15.9M
3,506,594
-1%
减持
—
Accenture plc Class A
-$14.4M
2,282,326
-1%
减持
BR
Broadridge Financial Solutions
+$13.4M
1,622,179
-1%
减持
WM
Waste Management
-$12.9M
1,481,365
-1%
减持
MCD
McDonald's Corp.
-$11.4M
609,109
-1%
减持
HD
Home Depot Inc.
-$10.2M
484,242
-1%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$9.6M
3,231,336
-14%
建仓
ROST
Ross Stores Inc
+$6.2M
40,800
减持
BDX
Becton Dickinson & Co.
-$6.0M
14,732
-62%
清仓
ULTA
Ulta Beauty, Inc.
-$4.4M
0
-100%
清仓
URI
United Rentals, Inc.
-$3.8M
0
-100%
建仓
—
Hologic Inc.
+$3.7M
50,760
减持
GPC
Genuine Parts Company
-$3.0M
32,554
-33%
清仓
CRL
Charles River Laboratories
-$2.4M
0
-100%
减持
CCK
Crown Holdings Inc.
-$2.3M
89,318
-11%
增持
CLX
Clorox Company
+$2.0M
70,495
+21%
清仓
POOL
Pool Corporation
-$1.8M
0
-100%
减持
ECL
Ecolab Inc
-$1.7M
69,614
-1%
减持
MCHP
Microchip Technology Inc
-$1.5M
38,850
-17%
减持
OMC
Omnicom Group Inc
-$1.4M
78,996
-0%
减持
EHC
Encompass Health Corp
-$1.4M
81,730
-11%
减持
LII
Lennox International Inc.
-$1.3M
5,980
-27%
减持
KO
Coca-Cola Company
-$1.3M
125,358
-1%
减持
MANH
Manhattan Associates, Inc.
-$1.2M
16,030
-18%
增持
—
Genpact Limited
+$946.8K
195,485
+3%
增持
BAH
Booz Allen Hamilton Holding Co
-$902.9K
47,440
+10%
减持
ORCL
Oracle Corp
-$847.2K
147,364
-1%
减持
WAT
Waters Corp
-$781.5K
44,412
-7%
增持
CPB
Campbell Soup Company
-$695.9K
129,428
+4%
增持
LEVI
Levi Strauss & Co
-$691.6K
213,270
+6%
增持
TSCO
Tractor Supply Co
-$646.6K
126,150
+400%
减持
INTU
Intuit Inc.
-$545.1K
970,689
-1%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$518.7K
20,538
+1%
清仓
SOLV
Solventum Corp.
-$462.6K
0
-100%
增持
VEEV
Veeva Systems Inc. Class A
+$420.9K
25,211
+8%
减持
UPS
United Parcel Svc Cl B
-$362.4K
22,874
-4%
减持
ADP
Automatic Data Processing, Inc
+$360.6K
1,660,416
-5%
增持
IDXX
Idexx Laboratories Inc.
-$358.0K
9,020
+11%
增持
APD
Air Products & Chemicals
+$307.5K
14,580
+11%
增持
KEYS
Keysight Technologies, Inc.
+$288.8K
39,010
+4%
增持
DCI
Donaldson Co. Inc.
+$252.5K
77,110
+15%
减持
—
Kellanova
-$214.5K
11,432
-19%
增持
—
AON plc Registered Shs
+$140.5K
8,830
+1%
减持
FFIV
F5 Networks Inc.
+$111.0K
22,280
-11%
减持
TJX
TJX Companies Inc
+$69.7K
27,771
-1%
增持
ON
ON Semiconductor Corp
+$60.4K
47,840
+18%
减持
MAR
Marriott International Inc
+$35.4K
2,970
-7%
增持
GNTX
Gentex Corporation
+$30.1K
178,920
+4%
