Jensen Investment Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Jensen Investment Management during the 2026 Q1 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 |
|---|---|---|---|---|---|---|---|
| AMZN | 1,219,422 | $208.27 | Increased | 7.56% | 5.01% | $253.97M | 2026 Q1 |
| MA | 490,929 | $499.66 | Increased | 1.70% | 4.84% | $245.3M | 2026 Q1 |
| SHW | 626,286 | $320.55 | Increased | 1.30% | 3.96% | $200.76M | 2026 Q1 |
| MRSH | 1,151,204 | $173.45 | Increased | 6.17% | 3.94% | $199.68M | 2026 Q1 |
| BR | 855,784 | $162.48 | Increased | 11.22% | 2.74% | $139.05M | 2026 Q1 |
| AVGO | 445,649 | $309.51 | Increased | 149.75% | 2.72% | $137.93M | 2026 Q1 |
| VEEV | 566,467 | $175.66 | Increased | 83.47% | 1.96% | $99.51M | 2026 Q1 |
| VRSK | 481,494 | $189.75 | Increased | 8.06% | 1.80% | $91.36M | 2026 Q1 |
| JGRW | 574,732 | $24.31 | Increased | 10.98% | 0.28% | $13.97M | 2026 Q1 |
| WAT | 38,766 | $297.81 | Increased | 0.08% | 0.23% | $11.54M | 2026 Q1 |
| AON | 25,569 | $322.77 | Increased | 141.15% | 0.16% | $8.25M | 2026 Q1 |
| TJX | 23,160 | $159.72 | Increased | 0.00% | 0.07% | $3.7M | 2026 Q1 |
| LEVI | 139,440 | $18.49 | Increased | 17.53% | 0.05% | $2.58M | 2026 Q1 |
| URI | 2,171 | $728.7 | Increased | 0.93% | 0.03% | $1.58M | 2026 Q1 |
| DOX | 17,820 | $65.26 | Increased | 92.65% | 0.02% | $1.16M | 2026 Q1 |
| RACE | 2,682 | $338.55 | Increased | 3.15% | 0.02% | $907.99K | 2026 Q1 |
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