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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 77 项
建仓 5
增持 22
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
—
Accenture plc Class A
-$319.5M
312,897
-76%
增持
LLY
Eli Lilly & Co.
+$192.8M
463,739
+124%
减持
APH
Amphenol Corp
-$150.3M
869,464
-67%
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。
增持
META
Meta Platforms, Inc. Class A
+$143.6M
399,933
+97%
减持
INTU
Intuit Inc.
-$128.3M
536,978
-15%
增持
NVDA
NVIDIA Corp
+$126.9M
2,160,264
+24%
减持
ZTS
Zoetis, Inc.
-$122.6M
883,924
-45%
增持
VEEV
Veeva Systems Inc. Class A
+$117.2M
413,213
+1924%
减持
AAPL
Apple, Inc.
+$111.0M
2,303,255
-1%
减持
SYK
Stryker Corp
-$109.8M
1,220,050
-14%
减持
KLAC
KLA Corporation
-$65.3M
262,493
-33%
减持
JNJ
Johnson & Johnson
-$58.2M
28,970
-93%
减持
HD
Home Depot Inc.
-$55.8M
7,570
-95%
减持
BR
Broadridge Financial Solutions
-$53.3M
1,099,850
-15%
减持
MRSH
Marsh & McLennan Companies Inc
-$44.9M
2,406,645
-1%
增持
SHW
Sherwin-Williams Co
+$38.1M
663,607
+19%
减持
CDNS
Cadence Design Systems, Inc.
-$35.9M
620,210
-25%
减持
WM
Waste Management
-$28.7M
1,086,589
-7%
减持
CPRT
Copart Inc.
-$24.1M
5,263,823
-1%
增持
VRSK
Verisk Analytics Inc
+$19.0M
424,645
+51%
减持
ADP
Automatic Data Processing, Inc
-$18.8M
924,421
-2%
减持
MA
Mastercard Inc
-$18.2M
581,527
-6%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
+$16.9M
1,791,309
-25%
减持
ORCL
Oracle Corp
+$8.3M
142,435
-2%
增持
PG
Procter & Gamble Co
-$6.5M
1,441,978
+1%
增持
MCD
McDonald's Corp.
+$6.4M
500,983
+0%
减持
MSFT
Microsoft Corp
+$6.3M
1,519,446
-3%
减持
EFX
Equifax Inc
-$4.0M
1,022,492
-0%
减持
GPC
Genuine Parts Company
-$2.9M
2,674
-90%
减持
IDXX
Idexx Laboratories Inc.
-$2.8M
4,430
-57%
建仓
NDSN
Nordson Corporation
+$2.7M
12,050
清仓
TECH
Techne Corp
-$2.4M
0
-100%
建仓
FICO
Fair Isaac Corporation
+$2.4M
1,620
建仓
GWW
W.W. Grainger Inc.
+$2.2M
2,300
减持
CCK
Crown Holdings Inc.
-$2.0M
49,228
-25%
减持
UNH
Unitedhealth Group Inc
-$1.7M
4,373
-58%
减持
BDX
Becton Dickinson & Co.
-$1.7M
2,486
-80%
减持
—
Genpact Limited
-$1.6M
116,625
-21%
减持
TXN
Texas Instruments Inc
-$1.6M
10,095
-40%
减持
CPB
Campbell Soup Company
-$1.6M
79,868
-40%
减持
MANH
Manhattan Associates, Inc.
-$1.5M
5,150
-61%
建仓
LULU
lululemon athletica inc.
+$1.5M
8,220
增持
TSM
Taiwan Semiconductor Manuf
+$1.4M
19,120
+10%
增持
FDS
FactSet Research Systems Inc.
-$1.3M
11,810
+14%
减持
APD
Air Products & Chemicals
-$1.1M
9,032
-29%
增持
CL
Colgate Palmolive Co
+$1.1M
124,789
+28%
减持
GIS
General Mills Inc.
-$943.0K
109,965
-12%
增持
URI
United Rentals, Inc.
+$825.8K
2,980
+11%
增持
ABT
Abbott Labs
-$789.4K
2,409,429
+1%
减持
PEP
PepsiCo Inc.
-$771.8K
92,436
-11%
建仓
LSTR
Landstar System Inc.
+$766.0K
6,250
减持
ROST
Ross Stores Inc
+$765.1K
38,450
-4%
减持
BBY
Best Buy Co. Inc.
-$726.8K
27,385
-34%
减持
OMC
Omnicom Group Inc
+$696.9K
75,666
-1%
减持
EHC
Encompass Health Corp
-$623.8K
50,660
-12%
增持
KO
Coca-Cola Company
-$550.8K
124,487
+0%
增持
CLX
Clorox Company
+$537.5K
73,465
+4%
减持
DCI
Donaldson Co. Inc.
+$534.7K
63,140
-5%
减持
UPS
United Parcel Svc Cl B
-$533.9K
20,000
-8%
增持
TTC
Toro Company
+$522.7K
43,470
+10%
减持
TJX
TJX Companies Inc
+$482.0K
23,198
-0%
减持
CHD
Church & Dwight Co Inc
-$446.8K
34,550
-4%
减持
—
Kellanova
-$386.6K
6,372
-44%
增持
RTX
Raytheon Technologies Corp
+$381.6K
17,627
+0%
增持
—
Hologic Inc.
+$326.0K
61,050
+5%
减持
EMR
Emerson Elec Co
-$290.9K
91,900
-1%
减持
FFIV
F5 Networks Inc.
+$280.9K
14,520
-3%
减持
LEVI
Levi Strauss & Co
+$278.6K
137,260
-13%
减持
GNTX
Gentex Corporation
+$226.9K
133,540
-17%
减持
TSCO
Tractor Supply Co
-$217.0K
97,780
-11%
增持
—
AON plc Registered Shs
+$105.2K
10,100
+3%
增持
MMM
3M Co.
+$88.3K
27,842
+0%
增持
NKE
Nike Inc
-$83.3K
84,178
+0%
减持
ABBV
AbbVie Inc.
+$70.2K
18,122
-18%
减持
LH
Labcorp Holdings, Inc.
+$39.7K
25,140
-8%
增持
BMY
Bristol Myers Squibb Co.
-$26.9K
26,475
+0%
减持
ECL
Ecolab Inc
+$26.6K
66,986
-1%
