13F filing recap · Q2 2025
What did Jensen Investment Management buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$8.53B
Positions
83
Estimated turnover
30.8%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Jensen Investment Management opened new positions in Nvidia, Eli Lilly, and Meta Platforms, while exiting Lennox International, Marriott International, Microchip Technology, and Starbucks. The firm substantially increased its stakes in Abbott Laboratories, Copart, and Cadence Design Systems. It trimmed Microsoft, Intuit, Apple, Alphabet, Accenture, KLA, Automatic Data Processing, Zoetis, Verisk Analytics, Johnson & Johnson, and others, and sharply reduced Home Depot, PepsiCo, Nike, Texas Instruments, and UnitedHealth Group.