Jensen Investment Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Jensen Investment Management during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| NVDA | 2,253,736 | $186.5 | Increased | 4.33% | 6.61% | $420.32M | 2025 Q4 |
| AMZN | 1,133,670 | $230.82 | Buy | 100.00% | 4.11% | $261.67M | 2025 Q4 |
| VRSK | 445,596 | $223.69 | Increased | 4.93% | 1.57% | $99.68M | 2025 Q4 |
| MSI | 175,236 | $383.32 | Buy | 100.00% | 1.06% | $67.17M | 2025 Q4 |
| AVGO | 178,441 | $346.1 | Buy | 100.00% | 0.97% | $61.76M | 2025 Q4 |
| JGRW | 517,847 | $27.06 | Buy | 100.00% | 0.22% | $14.01M | 2025 Q4 |
| CCK | 56,903 | $102.96 | Increased | 15.59% | 0.09% | $5.86M | 2025 Q4 |
| AON | 10,603 | $352.92 | Increased | 4.98% | 0.06% | $3.74M | 2025 Q4 |
| GWW | 3,140 | $1008.92 | Increased | 36.52% | 0.05% | $3.17M | 2025 Q4 |
| APD | 9,035 | $247.04 | Increased | 0.03% | 0.04% | $2.23M | 2025 Q4 |
| RACE | 2,600 | $369.62 | Buy | 100.00% | 0.02% | $961.01K | 2025 Q4 |
| DOX | 9,250 | $80.54 | Buy | 100.00% | 0.01% | $745K | 2025 Q4 |
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