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Eric SchoensteinGabriel L. Goddard

Jensen Investment Management Inc

Assets Managed
$5.073B
Holdings
84
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-20.18%(2Q avg: -20.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jensen Investment Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Jensen Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.073B in assets, with a quarterly growth rate of -20.18% and a 2-quarter average growth rate of -20.66%. The portfolio is managed by Eric Schoenstein, Gabriel L. Goddard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -11.74%
8.55%
$433.472M
1.171M shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.42%
8.22%
$416.68M
1.449M shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -19.32%
7.99%
$405.034M
1.596M shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -27.58%
5.62%
$284.623M
1.632M shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.57%
5.01%
$253.969M
1.219M shares@ $208.28 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 1.7%
4.84%
$245.298M
490,929 shares@ $499.66 avg price
KLAC
Kla Corp
Recent Activity
Decreased -12.6%
4.81%
$243.878M
165,632 shares@ $1472.41 avg price
SYK
Stryker Corp
Recent Activity
Decreased -4.8%
4.52%
$228.819M
696,367 shares@ $328.6 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -7.66%
4.19%
$212.164M
230,671 shares@ $919.78 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 1.3%
3.96%
$200.756M
626,286 shares@ $320.55 avg price

1-10 of 84