What Jensen Investment Management bought and sold in Q3 2025
In Q3 2025, Jensen Investment Management (Jensen Investment Management) opened 5 new positions — including NDSN (<0.1%), FICO (<0.1%), GWW (<0.1%), added to 6, trimmed 19, exited 1 (TECH). The book stood at $8.06B across 87 positions, filed Nov 6, 2025.
5New6Added19Trimmed1Exited
New positions (5)
Added to (6)
Trimmed (19)
- GOOGLAlphabet Inc-cl A-25% shares · 5.4% · $435M
- KLACKla Corp-33% shares · 3.5% · $283M
- CDNSCadence Design Sys Inc-25% shares · 2.7% · $218M
- ZTSZoetis Inc-45% shares · 1.6% · $129M
- APHAmphenol Corp-cl A-67% shares · 1.3% · $108M
- ACNAccenture Plc Class A-76% shares · 1.0% · $77M
- JNJJohnson & Johnson-93% shares · 0.1% · $5M
- CCKCrown Holdings Inc-25% shares · 0.1% · $5M
- HDHome Depot Inc-95% shares · <0.1% · $3M
- IDXXIdexx Laboratories Inc-57% shares · <0.1% · $3M
- APDAir Products & Chemicals Inc-29% shares · <0.1% · $2M
- CPBThe Campbell's Company-40% shares · <0.1% · $3M
- BBYBest Buy CO Inc-34% shares · <0.1% · $2M
- TXNTexas Instruments Inc-40% shares · <0.1% · $2M
- UNHUnitedhealth Group Inc-58% shares · <0.1% · $2M
- MANHManhattan Associates Inc-61% shares · <0.1% · $1M
- BDXBecton Dickinson And CO-80% shares · <0.1% · $465K
- KELKellanova-44% shares · <0.1% · $523K
- GPCGenuine Parts CO-90% shares · <0.1% · $371K
Exited (1)
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.