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Jensen Investment Management Inc.vsNick Train

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
14.9%
Whale B
Nick Train
Lindsell Train Ltd.
AUM
$3.1B
Positions
27
Shared %
40.9%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockJensen weightNick weightJensen valueNick value
GOOGL · Alphabet Inc.8.2%15.6%$417M$490M
INTU · Intuit0.9%10.1%$45M$317M
FICO · Fair Isaac Corp.0.0%8.5%$1M$266M
PEP · Pepsico Inc.0.2%6.3%$13M$198M
EFX · Equifax Inc.2.8%0.1%$141M$2M
VRSK · Verisk Analytics Inc.1.8%0.1%$91M$2M
ORCL · Oracle Corp.0.4%0.0%$18M$1M
CL · Colgate Palmolive Co.0.2%0.0%$10M$852K
ADBE · Adobe Inc.0.2%0.1%$8M$2M
KO · Coca Cola Co.0.2%0.0%$8M$913K
NKE · Nike Inc.0.1%0.0%$4M$1M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.5%$433M
AAPL · Apple Inc.8.0%$405M
NVDA · Nvidia Corp.5.6%$285M
AMZN · Amazon Com Inc.5.0%$254M
MA · Mastercard Inc.4.8%$245M
KLAC · Kla Corp.4.8%$244M
SYK · Stryker Corporation4.5%$229M
LLY · Eli Lilly & Co.4.2%$212M
SHW · Sherwin Williams Co.4.0%$201M
MRSH · Marsh & Mclennan Cos Inc.3.9%$200M
Unique to Nick Train
Top 10 by value held — not in the other's portfolio
StockWeightValue
TKO · Tko Group Holdings Inc.15.7%$494M
DIS · Disney Walt Co.9.9%$309M
TMO · Thermo Fisher Scientific Inc.9.7%$303M
MDLZ · Mondelez Intl Inc.6.5%$205M
PYPL · Paypal Holdings, Inc.6.0%$189M
EBAY · Ebay Inc.5.6%$175M
BF-A · Brown Forman Corp.2.2%$69M
MANU · Manchester Utd Plc New1.7%$53M
BF-A · Brown Forman Corp.1.3%$42M
V · Visa, Inc.0.1%$3M
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★ WatchlistData from SEC EDGAR · whalstreet.com