What did Jensen Investment Management buy in Q4 2024?

Jensen Investment Management opened 3 new positions (CDNS, ROST, HO1) and added to 2 existing holdings in the Q4 2024 13F.

What did Jensen Investment Management sell in Q4 2024?

Jensen Investment Management exited 5 positions (ULTA, URI, CRL, POOL, SOLV) and trimmed 6.

What Jensen Investment Management bought and sold in Q4 2024

In Q4 2024, Jensen Investment Management (Jensen Investment Management) opened 3 new positions — including CDNS (1.1%), ROST (0.1%), HO1 (<0.1%), added to 2, trimmed 6, exited 5 (ULTA, URI, CRL). The book stood at $11.05B across 85 positions, filed Feb 10, 2025.

3New2Added6Trimmed5Exited

Share𝕏 in

New positions (3)

CDNSCadence Design Sys Inc1.1% · $127M
ROSTRoss Stores Inc0.1% · $6M
HO1Hologic Inc<0.1% · $4M

Added to (2)

CLXClorox Company+21% shares · 0.1% · $11M
TSCOTractor Supply Company+400% shares · 0.1% · $7M

Trimmed (6)

VRSKVerisk Analytics Inc-29% shares · 1.2% · $137M
GPCGenuine Parts CO-33% shares · <0.1% · $4M
LIILennox International Inc-27% shares · <0.1% · $4M
BDXBecton Dickinson And CO-62% shares · <0.1% · $3M
SBUXStarbucks Corp-98% shares · <0.1% · $3M
BALLBall Corp-98% shares · <0.1% · $2M

Exited (5)

ULTAUlta Beauty Incwas <0.1% of book
URIUnited Rentals Incwas <0.1% of book
CRLCharles River Laboratorieswas <0.1% of book
POOLPool Corpwas <0.1% of book
SOLVSolventum Corpwas <0.1% of book

Jensen Investment Management's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Jensen Investment Management's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.