13F filing recap · Q3 2025

What did Jensen Investment Management buy in Q3 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$8.06B

Positions

Estimated turnover

23.9%

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 Nordson, Fair Isaac, W.W. Grainger, Lululemon Athletica, and Landstar System, and exited Bio-Techne entirely. The firm substantially increased its stake in Eli Lilly and dramatically added to Veeva Systems and Meta Platforms. Notable trims included Stryker, Alphabet, Intuit, and KLA, while Zoetis, Amphenol, Accenture, Johnson & Johnson, and Home Depot were significantly reduced.

New positions

NDSNNordson Corporation$2.73Mreported value+12.1K shares FICOFair Isaac Corp$2.42Mreported value+1.6K shares GWWW.w. Grainger, Inc.$2.19Mreported value+2.3K shares LULULululemon Athletica Inc.$1.46Mreported value+8.2K shares LSTR

Increased positions

NVDANvidia Corp$403.06Mreported value+412.3K shares+23.6%LLYEli Lilly & Co$353.83Mreported value+257.1K shares+124.4%ABTAbbott Laboratories$322.72Mreported value+30.9K shares+1.3%METAMeta Platforms, Inc.$293.70Mreported value+196.5K shares

Reduced positions

MSFTMicrosoft Corporation$787.00Mreported value-50.1K shares-3.2%AAPLApple Inc.$586.48Mreported value-14.0K shares-0.6%MRSHMarsh & Mclennan Companies, Inc.$485.01Mreported value-17.0K shares-0.7%SYKStryker Corp$451.02Mreported value-197.6K shares

Exited positions

TECHBio-Techne Corp$2.44Mprior reported value-47.5K shares-100.0%