As of Q1 2026, this manager reported 84 long-equity positions worth $5.07B in aggregate.
As of Q1 2026, Jensen Investment Management's Jensen Investment Management held 84 long-equity positions with a reported value of $5.07B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom, Inc. | Add +149.8% | 2.72% | 445,649 | $137.93M | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| AON | AON plc Registered Shs | Add +141.2% | 0.16% | 25,569 | $8.25M | $322.78 | $304.59 - $358.04(34%)$344.27 -> $322.78 |
| DOX | Amdocs Limited | Add +92.7% | 0.02% | 17,820 | $1.16M | $65.26 | $63.33 - $84.95(9%)$80.16 -> $65.26 |
| VEEV | Veeva Systems Inc. Class A | Add +83.5% | 1.96% | 566,467 | $99.51M | $175.66 | $168.14 - $245.49(10%)$219.49 -> $175.66 |
| LEVI | Levi Strauss & Co | Add +17.5% | 0.05% | 139,440 | $2.58M | $18.49 | $17.72 - $23.15(14%)$20.82 -> $18.49 |
| BR | Broadridge Financial Solutions | Add +11.2% | 2.74% | 855,784 | $139.05M | $162.48 | $156.94 - $224.51(8%)$220.47 -> $162.48 |
| JGRW | Jensen Quality Growth ETF | Add +11.0% | 0.28% | 574,732 | $13.97M | $24.31 | $23.59 - $27.55(18%)$26.83 -> $24.32 |
| VRSK | Verisk Analytics Inc | Add +8.1% | 1.80% | 481,494 | $91.36M | $189.75 | $164.60 - $226.39(41%)$221.02 -> $189.75 |
| AMZN | Amazon.com Inc. | Add +7.6% | 5.01% | 1,219,422 | $253.97M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| MMC | Marsh, Inc. | Add +6.2% | 3.94% | 1,151,204 | $199.68M | — | - |
| RACE | Ferrari N.V. | Add +3.1% | 0.02% | 2,682 | $907.72K | $338.45 | $312.51 - $393.50(32%)$371.89 -> $338.45 |
| MA | Mastercard Inc | Add +1.7% | 4.84% | 490,929 | $245.3M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| SHW | Sherwin-Williams Co | Add +1.3% | 3.96% | 626,286 | $200.76M | $320.55 | $301.58 - $377.77(25%)$327.84 -> $320.55 |
| URI | United Rentals, Inc. | Add +0.9% | 0.03% | 2,171 | $1.58M | $728.56 | $701.59 - $961.19(10%)$845.06 -> $728.56 |
| WAT | Waters Corp | Add +0.1% | 0.23% | 38,766 | $11.54M | $297.80 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| TJX | TJX Companies Inc | Add +0.0% | 0.07% | 23,160 | $3.7M | $159.70 | $145.83 - $162.68(82%)$154.28 -> $159.70 |