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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 72 项
增持 16
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$208.2M
1,171,009
-12%
减持
ADP
Automatic Data Processing, Inc
-$141.7M
104,897
-83%
减持
INTU
Intuit Inc.
-$136.1M
103,535
-62%
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
NVDA
NVIDIA Corp
-$135.7M
1,632,015
-28%
减持
AAPL
Apple, Inc.
-$132.8M
1,595,941
-19%
减持
ABT
Abbott Labs
-$82.1M
1,486,036
-21%
增持
AVGO
Broadcom, Inc.
+$76.2M
445,649
+150%
减持
WM
Waste Management
-$70.1M
651,328
-35%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$62.9M
1,449,021
-5%
减持
LLY
Eli Lilly & Co.
-$56.3M
230,671
-8%
减持
MCD
McDonald's Corp.
-$49.6M
276,262
-38%
减持
META
Meta Platforms, Inc. Class A
-$46.4M
341,147
-7%
减持
PG
Procter & Gamble Co
-$39.7M
997,406
-22%
减持
EFX
Equifax Inc
-$37.9M
783,100
-5%
增持
BR
Broadridge Financial Solutions
-$32.7M
855,784
+11%
减持
CPRT
Copart Inc.
-$31.7M
1,603,423
-26%
增持
VEEV
Veeva Systems Inc. Class A
+$30.6M
566,467
+83%
增持
MA
Mastercard Inc
-$30.3M
490,929
+2%
减持
SYK
Stryker Corp
-$28.3M
696,367
-5%
减持
CDNS
Cadence Design Systems, Inc.
-$25.0M
505,861
-4%
减持
KLAC
KLA Corporation
+$13.6M
165,632
-13%
增持
VRSK
Verisk Analytics Inc
-$8.3M
481,494
+8%
增持
AMZN
Amazon.com Inc.
-$7.7M
1,219,422
+8%
减持
ORCL
Oracle Corp
-$6.5M
120,790
-3%
减持
MSI
Motorola Solutions Inc.
+$6.4M
169,491
-3%
减持
—
Accenture plc Class A
-$6.3M
58,324
-12%
增持
—
AON plc Registered Shs
+$4.5M
25,569
+141%
减持
ADBE
Adobe Inc
-$3.9M
33,832
-2%
清仓
FDS
FactSet Research Systems Inc.
-$3.4M
0
-100%
增持
WAT
Waters Corp
-$3.2M
38,766
+0%
减持
APH
Amphenol Corp
-$2.7M
225,363
-2%
减持
CTSH
Cognizant Technology Solutions
-$2.4M
106,417
-1%
减持
CLX
Clorox Company
-$2.1M
46,165
-33%
清仓
—
Hologic Inc.
-$2.1M
0
-100%
减持
—
Genpact Limited
-$2.0M
92,985
-20%
减持
DCI
Donaldson Co. Inc.
-$1.6M
23,230
-42%
增持
MRSH
Marsh, Inc.
-$1.5M
1,151,204
+6%
减持
MSCI
MSCI, Inc.
-$1.5M
7,750
-21%
减持
TXN
Texas Instruments Inc
-$1.4M
1,399
-86%
减持
TTC
Toro Company
-$1.2M
23,313
-46%
清仓
ON
ON Semiconductor Corp
-$1.2M
0
-100%
减持
OMC
Omnicom Group Inc
-$1.1M
22,054
-35%
减持
NDSN
Nordson Corporation
-$1.0M
6,990
-42%
减持
NKE
Nike Inc
-$934.5K
74,924
-2%
减持
UNH
Unitedhealth Group Inc
-$897.5K
1,491
-62%
减持
PEP
PepsiCo Inc.
+$861.6K
81,335
-1%
减持
KEYS
Keysight Technologies, Inc.
-$844.9K
16,962
-39%
清仓
LULU
lululemon athletica inc.
-$814.6K
0
-100%
减持
LH
Labcorp Holdings, Inc.
-$794.4K
18,480
-19%
清仓
LSTR
Landstar System Inc.
-$768.8K
0
-100%
减持
CL
Colgate-Palmolive Co
+$713.5K
118,640
-0%
减持
KO
Coca-Cola Co
+$685.5K
111,651
-0%
减持
MMM
3M Co.
-$442.9K
27,629
-1%
增持
SHW
Sherwin-Williams Co
+$420.9K
626,286
+1%
增持
—
Amdocs Limited
+$418.2K
17,820
+93%
减持
IDXX
IDEXX Laboratories Inc.
-$409.9K
3,570
-0%
减持
HD
Home Depot Inc.
-$377.7K
1,462
-41%
减持
TSM
Taiwan Semiconductor Manuf
+$348.9K
16,427
-4%
减持
BAH
Booz Allen Hamilton Holding Co
-$307.0K
13,850
-16%
减持
JNJ
Johnson & Johnson
+$262.9K
9,767
-5%
减持
FFIV
F5 Networks Inc.
+$254.7K
13,320
-6%
减持
KR
Kroger Company
-$218.1K
66,270
-17%
减持
EMR
Emerson Elec Co
-$181.0K
74,490
-1%
增持
URI
United Rentals, Inc.
-$159.1K
2,171
+1%
减持
BDX
Becton Dickinson & Co.
-$146.0K
2,140
-14%
增持
TJX
TJX Companies Inc
+$141.2K
23,160
+0%
增持
LEVI
Levi Strauss & Co
+$117.7K
139,440
+18%
减持
ECL
Ecolab Inc
-$82.8K
58,860
-2%
减持
ROST
Ross Stores Inc
-$82.6K
22,024
-18%
增持
—
Ferrari N.V.
-$53.1K
2,682
+3%
增持
JGRW
Jensen Quality Growth ETF
-$40.8K
574,732
+11%
减持
APD
Air Products & Chemicals
+$3.5K
7,695
-15%
