13F filing recap · Q2 2026

What did Jensen Investment Management buy in Q2 2026?

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

Stock value

$4.13B

Positions

Estimated turnover

44.1%

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.

New positions

CTASCintas Corporation$56.74Mreported value+333.6K shares

Increased positions

KLACKla Corporation$238.47Mreported value+624.8K shares+377.2%MSIMotorola, Inc.$115.75Mreported value+109.2K shares+64.4%APHAmphenol Corp /de/$108.38Mreported value+389.3K shares+172.7%TJXThe Tjx Companies, Inc.$76.23Mreported value+480.0K shares

Reduced positions

GOOGLAlphabet Inc.$284.86Mreported value-651.9K shares-45.0%MSFTMicrosoft Corporation$274.97Mreported value-433.9K shares-37.1%AMZNAmazon.com Inc$251.24Mreported value-165.3K shares-13.6%AAPLApple Inc.$249.13Mreported value-735.0K shares

Exited positions

BBYBest Buy Co., Inc.$1.59Mprior reported value-24.7K shares-100.0%BAJFINANCEBajaj Finance Limited$819.7Kprior reported value-95.8K shares-100.0%