What Jensen Investment Management bought and sold in Q2 2025
In Q2 2025, Jensen Investment Management (Jensen Investment Management) opened 3 new positions — including NVDA (3.2%), LLY (1.9%), META (1.8%), added to 4, trimmed 10, exited 4 (MCHP, LII, MAR). The book stood at $8.53B across 83 positions, filed Aug 8, 2025.
3New4Added10Trimmed4Exited
New positions (3)
Added to (4)
Trimmed (10)
- INTUIntuit Inc-24% shares · 5.8% · $495M
- ACNAccenture Plc Class A-28% shares · 4.6% · $397M
- ADPAutomatic Data Processing-27% shares · 3.4% · $290M
- JNJJohnson & Johnson-32% shares · 0.7% · $64M
- HDHome Depot Inc-47% shares · 0.7% · $59M
- PEPPepsico Inc-90% shares · 0.2% · $14M
- NKENike Inc -cl B-96% shares · 0.1% · $6M
- TXNTexas Instruments Inc-99% shares · <0.1% · $3M
- CHDChurch & Dwight CO Inc-21% shares · <0.1% · $3M
- UNHUnitedhealth Group Inc-98% shares · <0.1% · $3M
Exited (4)
Jensen Investment Management's other filings
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.