What Jensen Investment Management bought and sold in Q1 2026

Added to (4)

• AVGOBroadcom Inc+150% shares · 2.7% · $138M
• VEEVVeeva Systems Inc-class A+83% shares · 2.0% · $100M
• AONAon Plc Registered Shs+141% shares · 0.2% · $8M
• DOXAmdocs Limited+93% shares · <0.1% · $1M

Trimmed (18)

• NVDANvidia Corp-28% shares · 5.6% · $285M
• ABTAbbott Laboratories-21% shares · 3.0% · $153M
• WMWaste Management Inc-35% shares · 3.0% · $150M
• PGProcter & Gamble Co/the-22% shares · 2.8% · $144M
• MCDMcdonald's Corp-38% shares · 1.7% · $86M
• CPRTCopart Inc-26% shares · 1.0% · $53M
• INTUIntuit Inc-62% shares · 0.9% · $45M
• ADPAutomatic Data Processing-83% shares · 0.4% · $21M
• KEYSKeysight Technologies IN-39% shares · 0.1% · $5M
• CLXClorox Company-33% shares · 0.1% · $5M
• MSCIMsci Inc-21% shares · 0.1% · $4M
• TTCToro CO-46% shares · <0.1% · $2M
• DCIDonaldson CO Inc-42% shares · <0.1% · $2M
• NDSNNordson Corp-42% shares · <0.1% · $2M
• OMCOmnicom Group-35% shares · <0.1% · $2M
• HDHome Depot Inc-41% shares · <0.1% · $481K
• UNHUnitedhealth Group Inc-62% shares · <0.1% · $403K
• TXNTexas Instruments Inc-86% shares · <0.1% · $272K

Exited (5)

• FDSFactset Research Systems Incwas 0.1% of book
• HO1Hologic Incwas <0.1% of book
• ONON Semiconductorwas <0.1% of book
• LULULululemon Athletica Incwas <0.1% of book
• LSTRLandstar System Incwas <0.1% of book

Jensen Investment Management's other filings