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Jensen Investment Management
Jensen Investment Management Portfolio: Aktien und Depot im Überblick
Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot von Jensen Investment Management 83 Positionen mit einem Gesamtwert von $4,1 Mrd.
Wertentwicklung1 Jahr+8,47 %3 Jahre+50,31 %5 Jahre+66,53 %
Die größten Positionen im Depot sind Alphabet (GOOGL, 6,9 %), Microsoft (MSFT, 6,7 %) und Amazon Com (AMZN, 6,1 %). Zusammen machen sie 19,7 % des Depots aus.
Was hat Jensen Investment Management im 2. Quartal 2026 gekauft und verkauft?
Laut 13F-Meldung hat Jensen Investment Management im 2. Quartal 2026 1 Position neu gekauft, 9 aufgestockt, 68 reduziert und 2 komplett verkauft.
Größte Käufe
- KlaKLACaufgestockt um 377,2 %≈ $188 Mio.
- Tjx Companies Inc NewTJXaufgestockt um 2.072,6 %≈ $73 Mio.
- AmphenolAPHaufgestockt um 172,7 %≈ $69 Mio.
Prozentangaben: Veränderung der Stückzahl der jeweiligen Position gegenüber dem Vorquartal (kein Kursgewinn). Dollarwerte geschätzt mit dem Kurs zum Quartalsende. Sortiert nach Wert.
Jensen Investment Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $4,1 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +8,47 %
Gesamtrendite · 3 Jahre +50,31 %
Gesamtrendite · 5 Jahre +66,53 %
83 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 GOOGLAlphabet Inc | 6,91% | $284.858.912 | 797.098 | SOLD Q2 · 2026-45,0% · 652 Tsd. Stk. | ← | $288,15 | |
 MSFTMicrosoft Corp | 6,67% | $274.969.455 | 737.144 | SOLD Q2 · 2026-37,1% · 434 Tsd. Stk. | ← | $545,18 | |
 AMZNAmazon Com Inc | 6,09% | $251.242.774 | 1.054.136 | SOLD Q2 · 2026-13,6% · 165 Tsd. Stk. | ← | $266,93 | |
 AAPLApple Inc | 6,04% | $249.129.990 | 860.969 | SOLD Q2 · 2026-46,1% · 735 Tsd. Stk. | ← | $350,69 | |
 NVDANvidia Corporation | 5,81% | $239.605.174 | 1.197.487 | SOLD Q2 · 2026-26,6% · 435 Tsd. Stk. | ← | $178,67 | |
 KLACKla Corp | 5,78% | $238.468.869 | 790.391 | BUY Q2 · 2026+377,2% · 625 Tsd. Stk. | ← | $151,38 | |
 SHWSherwin Williams Co | 4,50% | $185.600.531 | 539.035 | SOLD Q2 · 2026-13,9% · 87 Tsd. Stk. | ← | $357,93 | |
 SYKStryker Corporation | 4,50% | $185.651.703 | 589.670 | SOLD Q2 · 2026-15,3% · 107 Tsd. Stk. | ← | $325,73 | |
 LLYEli Lilly & Co | 4,47% | $184.394.371 | 153.735 | SOLD Q2 · 2026-33,4% · 77 Tsd. Stk. | ← | $1.411,95 | |
 MAMastercard Incorporated | 4,33% | $178.585.910 | 347.714 | SOLD Q2 · 2026-29,2% · 143 Tsd. Stk. | ← | $655,81 | |
N/A MRSHMarsh & Mclennan Cos Inc | 3,98% | $164.153.950 | 984.904 | SOLD Q2 · 2026-14,4% · 166 Tsd. Stk. | ← | $204,37 | |
 AVGOBroadcom Inc | 3,59% | $148.108.976 | 392.082 | SOLD Q2 · 2026-12,0% · 54 Tsd. Stk. | ← | $319,48 | |
 WMWaste Mgmt Inc Del | 3,41% | $140.648.870 | 631.052 | SOLD Q2 · 2026-3,1% · 20 Tsd. Stk. | ← | $236,61 | |
 PGProcter & Gamble Co | 3,06% | $126.175.215 | 860.442 | SOLD Q2 · 2026-13,7% · 137 Tsd. Stk. | ← | $168,32 | |
 CDNSCadence Design System Inc | 2,81% | $115.806.863 | 308.555 | SOLD Q2 · 2026-39,0% · 197 Tsd. Stk. | ← | $336,53 | |
 MSIMotorola Solutions Inc | 2,81% | $115.750.044 | 278.721 | BUY Q2 · 2026+64,4% · 109 Tsd. Stk. | ← | $527,97 | |
 APHAmphenol Corp | 2,63% | $108.376.851 | 614.660 | BUY Q2 · 2026+172,7% · 389 Tsd. Stk. | ← | $80,71 | |
 ABTAbbott Laboratories | 1,95% | $80.328.674 | 885.262 | SOLD Q2 · 2026-40,4% · 601 Tsd. Stk. | ← | $110,51 | |
 VEEVVeeva Sys Inc | 1,93% | $79.770.813 | 449.489 | SOLD Q2 · 2026-20,7% · 117 Tsd. Stk. | ← | $306,40 | |
 TJXTjx Cos Inc New | 1,85% | $76.231.770 | 503.180 | BUY Q2 · 2026+2.072,6% · 480 Tsd. Stk. | ← | $138,13 | |
 VRSKVerisk Analytics Inc | 1,65% | $68.064.670 | 379.127 | SOLD Q2 · 2026-21,3% · 102 Tsd. Stk. | ← | $200,60 | |
 METAMeta Platforms Inc | 1,49% | $61.655.537 | 109.456 | SOLD Q2 · 2026-67,9% · 232 Tsd. Stk. | ← | $641,37 | |
 MCDMcdonalds Corp | 1,48% | $60.973.827 | 225.570 | SOLD Q2 · 2026-18,3% · 51 Tsd. Stk. | ← | $281,44 | |
 EFXEquifax Inc | 1,43% | $58.813.855 | 370.551 | SOLD Q2 · 2026-52,7% · 413 Tsd. Stk. | ← | $188,33 | |
 CTASCintas Corp | 1,38% | $56.743.790 | 333.630 | NEW Q2 · 2026334 Tsd. Stk. | – | $223,16 | |
N/A IDXXIdexx Labs Inc | 1,35% | $55.649.446 | 105.709 | BUY Q2 · 2026+2.861,0% · 102 Tsd. Stk. | ← | $706,65 | |
 BRBroadridge Finl Solutions In | 1,26% | $52.058.256 | 380.126 | SOLD Q2 · 2026-55,6% · 476 Tsd. Stk. | ← | $192,34 | |
 CPRTCopart Inc | 0,85% | $35.059.198 | 1.243.675 | SOLD Q2 · 2026-22,4% · 360 Tsd. Stk. | ← | $32,45 | |
 ADPAutomatic Data Processing In | 0,45% | $18.474.083 | 82.492 | SOLD Q2 · 2026-21,4% · 22 Tsd. Stk. | ← | $302,06 | |
 ORCLOracle Corp | 0,42% | $17.350.641 | 118.394 | SOLD Q2 · 2026-2,0% · 2 Tsd. Stk. | ← | $119,79 | |
 ECLEcolab Inc | 0,39% | $16.280.854 | 58.436 | SOLD Q2 · 2026-0,7% · 424 Stk. | ← | $306,74 | |
N/A JGRWJensen Quality Growth Etf | 0,36% | $14.776.603 | 544.862 | SOLD Q2 · 2026-5,2% · 30 Tsd. Stk. | ← | $29,30 | |
N/A WATWaters Corp | 0,35% | $14.463.793 | 38.566 | SOLD Q2 · 2026-0,5% · 200 Stk. | ← | $476,70 | |
 CLColgate Palmolive Co | 0,26% | $10.564.195 | 115.229 | SOLD Q2 · 2026-2,9% · 3 Tsd. Stk. | ← | $97,94 | |
 EMREmerson Elec Co | 0,26% | $10.548.867 | 73.691 | SOLD Q2 · 2026-1,1% · 799 Stk. | ← | $169,52 | |
 PEPPepsico Inc | 0,26% | $10.822.116 | 79.927 | SOLD Q2 · 2026-1,7% · 1 Tsd. Stk. | ← | $141,88 | |
 KOCoca Cola Co | 0,22% | $9.075.258 | 111.668 | BUY Q2 · 2026+0,0% · 17 Stk. | ← | $96,03 | |
 AONAon Plc | 0,21% | $8.553.953 | 25.789 | BUY Q2 · 2026+0,9% · 220 Stk. | ← | $335,77 | |
 TSMTaiwan Semiconductor Mfg Ltd | 0,18% | $7.585.722 | 15.884 | SOLD Q2 · 2026-3,3% · 543 Stk. | ← | $388,62 | |
 ADBEAdobe Inc | 0,17% | $6.877.396 | 33.545 | SOLD Q2 · 2026-0,8% · 287 Stk. | ← | $237,32 | |
 ACNAccenture Plc Ireland | 0,16% | $6.500.123 | 52.235 | SOLD Q2 · 2026-10,4% · 6 Tsd. Stk. | ← | $254,37 | |
 CCKCrown Hldgs Inc | 0,14% | $5.879.831 | 52.583 | SOLD Q2 · 2026-7,6% · 4 Tsd. Stk. | ← | $123,40 | |
 MMM3M Co | 0,11% | $4.471.630 | 27.618 | SOLD Q2 · 20260,0% · 11 Stk. | ← | $188,63 | |
 CLXClorox Co Del | 0,11% | $4.562.509 | 47.805 | BUY Q2 · 2026+3,6% · 2 Tsd. Stk. | ← | $105,53 | |
 LHLabcorp Holdings Inc | 0,11% | $4.494.000 | 16.050 | SOLD Q2 · 2026-13,1% · 2 Tsd. Stk. | ← | $371,83 | |
 CTSHCognizant Technology Solutio | 0,10% | $4.022.769 | 103.867 | SOLD Q2 · 2026-2,4% · 3 Tsd. Stk. | ← | $63,60 | |
 EHCEncompass Health Corp | 0,10% | $3.968.401 | 39.260 | SOLD Q2 · 2026-22,5% · 11 Tsd. Stk. | ← | $141,15 | |
 MSCIMsci Inc | 0,09% | $3.589.856 | 6.410 | SOLD Q2 · 2026-17,3% · 1 Tsd. Stk. | ← | $646,45 | |
 TROWPrice T Rowe Group Inc | 0,09% | $3.632.396 | 31.950 | – | SOLD Q2 · 2024-0,7% · 236 Stk. | $110,82 | |
 ROSTRoss Stores Inc | 0,09% | $3.591.205 | 16.872 | SOLD Q2 · 2026-23,4% · 5 Tsd. Stk. | ← | $237,00 |
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