JENSEN INVESTMENT MANAGEMENT INC: 13F holdings
CIK 11061292026Q2
| Positions | 83 |
|---|---|
| Reported value | $4.1bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL Alphabet Inc Cap Stk Cl A | 797,098 | $284.9m | 6.9% |
| MSFT Microsoft Corp | 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 Corp | 1,197,487 | $239.6m | 5.8% |
| KLAC KLA Corporation | 790,391 | $238.5m | 5.8% |
| SYK Stryker Corp | 589,670 | $185.7m | 4.5% |
| SHW Sherwin-Williams Co | 539,035 | $185.6m | 4.5% |
| LLY Eli Lilly & Co. | 153,735 | $184.4m | 4.5% |
| MA Mastercard Inc | 347,714 | $178.6m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1106129")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.