JENSEN INVESTMENT MANAGEMENT INC

Long Only Manager

JENSEN INVESTMENT MANAGEMENT INC is a Long Only Manager based in Lake Oswego, OR led by Robert David Mciver, reporting $11.2B in AUM as of Q3 2025 with 40% Technology concentration and 56% concentrated in top 10 holdings.

PresidentRobert David Mciver

Portfolio Value: $8.1B
Positions: 87
Top Holding: MSFT at 9.77%
Last Reported: Q3 2025

Address5500 Meadows Road, Suite 200, Lake Oswego, OR, 97035-3623, United States

Top Holdings

Largest long holdings in JENSEN INVESTMENT MANAGEMENT INC's portfolio (56.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$787.0M	9.77%	-$25.9M Sold	0.02% 1.5M shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$586.5M	7.28%	-$3.6M Sold	0.02% 2.3M shares	Q2 2015 Held for 10y 5m
3 Marsh & McLennan Companies MMC	Insurance - Brokers Financial Services	$485.0M	6.02%	-$3.4M Sold	0.49% 2.4M shares	Q2 2021 Held for 4y 5m
4 Stryker SYK	Medical - Devices Healthcare	$451.0M	5.60%	-$73.0M Sold	0.32% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$435.5M	5.40%	-$141.9M Sold	0.01% 1.8M shares	Q3 2016 Held for 9y 2m
6 Nvidia NVDA	Semiconductors Technology	$403.1M	5.00%	+$76.9M Bought	0.01% 2.2M shares	Q2 2025 Held for 5 months
7 Intuit INTU	Software - Application Technology	$366.7M	4.55%	-$62.5M Sold	0.19% 537.0K shares	Q3 2017 Held for 8y 2m
8 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$353.8M	4.39%	+$196.2M Bought	0.05% 463.7K shares	Q2 2025 Held for 5 months
9 Mastercard MA	Financial - Credit Services Financial Services	$330.8M	4.10%	-$22.4M Sold	0.06% 581.5K shares	Q3 2015 Held for 10y 2m
10 Abbott ABT	Medical - Devices Healthcare	$322.7M	4.00%	+$4.1M Bought	0.14% 2.4M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in JENSEN INVESTMENT MANAGEMENT INC's latest filing

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Market Value

$8.1B

Prior: $8.5B

Q/Q Change

-5.55%

-$473.2M

Net Flows % of MV

-9.06%

Turnover Ratio

11.51%

New Purchases

3 stocks

$6.6M

Added To

22 stocks

+$617.6M

Sold Out Of

1 stocks

$2.4M

Reduced Holdings

49 stocks

-$1.4B

Increased Positions

Position	Shares Δ	Change
1 Nordson NDSN	New	0 → 12.1K +$2.7M
2 Fair Isaac FICO	New	0 → 1.6K +$2.4M
3 lululemon athletica LULU	New	0 → 8.2K +$1.5M
4 Veeva Systems VEEV	+1,924.46%	20.4K → 413.2K +$117.0M
5 Eli Lilly LLY	+124.45%	206.6K → 463.7K +$196.2M

Decreased Positions

Position	Shares Δ	Change
1 Bio-Techne TECH	Sold	47.5K → 0 −$2.4M
2 Home Depot HD	-95.29%	160.6K → 7.6K −$62.0M
3 Johnson & Johnson JNJ	-93.04%	416.2K → 29.0K −$71.8M
4 Genuine Parts GPC	-89.95%	26.6K → 2.7K −$3.3M
5 Becton, Dickinson and Company BDX	-80.12%	12.5K → 2.5K −$1.9M