JENSEN INVESTMENT MANAGEMENT INC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -865,929 shares of $KLAC (~$261,259,439). This was a decrease of ~52% from their previous position.
- A decrease of -651,923 shares of $GOOGL (~$232,977,723). This was a decrease of ~45% from their previous position.
- A decrease of -734,972 shares of $AAPL (~$212,671,498). This was a decrease of ~46% from their previous position.
- A decrease of -433,865 shares of $MSFT (~$161,840,322). This was a decrease of ~37% from their previous position.
- A decrease of -231,691 shares of $META (~$130,509,223). This was a decrease of ~68% from their previous position.
- A decrease of -76,936 shares of $LLY (~$92,279,346). This was a decrease of ~33% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for JENSEN INVESTMENT MANAGEMENT INC for more details.
