Jensen Investment Management Portfolio Changes in Q3 2026
Jensen Investment Management's portfolio, valued at $3.19 billion as of September 30, 2026, shows significant turnover with major sales in Technology stocks and new positions in growth-oriented holdings.
Eric H. Schoenstein's Jensen Investment Management portfolio, valued at $3.19 billion as of September 30, 2026, demonstrates substantial activity this quarter. The fund manager has significantly reduced their exposure in the Technology sector while establishing new positions in several companies.
Among the most notable sales are those in Microsoft Corp (MSFT), Alphabet Inc Cap Stk Cl A (GOOGL), and Amazon.com Inc. (AMZN). Jensen Investment Management sold shares in these leading Technology stocks, resulting in a decrease in their portfolio allocation percentages. These sales, representing significant reductions in position size, are detailed in the investor filing.
Conversely, the portfolio saw notable purchases and additions. Jensen Investment Management significantly increased their position in Apple, Inc. (AAPL), acquiring shares that boosted its allocation. Other new positions established this quarter include Amphenol Corp (APH), KLA Corporation (KLAC), and Copart Inc. (CPRT). These additions reflect the fund's focus on specific growth areas within the market.
The overall portfolio turnover rate is high, with 74 holdings experiencing changes. This indicates an active management style focused on capitalizing on market movements and optimizing the investment mix. The fund's Technology sector allocation remains substantial at 38.72%, but its dominance in this area is tempered by significant sales in the largest Technology stocks.
Additionally, Jensen Investment Management sold shares in several Consumer Cyclical stocks, including Amazon.com Inc. (AMZN) and McDonald's Corp. (MCD), which saw a near-total liquidation of its position. The fund also divested from its holdings in the Jensen Quality Growth ETF (JGRW), a fund it previously held.
While the data shows activity across various sectors, the most pronounced shifts involve Technology stocks and the establishment of new positions. The fund's strategy appears to involve rebalancing its Technology exposure while seeking opportunities in other areas like Healthcare and Industrials, as evidenced by the purchase of Stryker Corp (SYK) and Veeva Systems Inc. (VEEV) shares.