Jensen Investment Management — Jensen Investment Management, Inc.
Jensen Investment ManagementJensen Investment Management, Inc.
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 797,098 | $284.9M | 6.9% |
| MSFT | Microsoft Corporation | 737,144 | $275.0M | 6.7% |
| AMZN | Amazon.com, Inc. | 1,054,136 | $251.2M | 6.1% |
| AAPL | Apple Inc. | 860,969 | $249.1M | 6.0% |
| NVDA | NVIDIA Corporation | 1,197,487 | $239.6M | 5.8% |
| KLAC | KLA Corporation | 790,391 | $238.5M | 5.8% |
| SYK | Stryker Corporation | 589,670 | $185.7M | 4.5% |
| SHW | The Sherwin-Williams Company | 539,035 | $185.6M | 4.5% |
| LLY | Eli Lilly and Company | 153,735 | $184.4M | 4.5% |
| MA | Mastercard Incorporated | 347,714 | $178.6M | 4.3% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.