Jensen Investment Management Inc.vsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 19 shared positions

Whale A

AUM

$5.1B

Positions

Shared %

52.6%

Whale B

AUM

$23.4B

Positions

231

Shared %

59.8%

Common holdings · 19

Stocks both whales currently hold — sorted by combined value

Stock	Jensen weight	Polen weight	Jensen value	Polen value
MSFT · Microsoft Corp.	8.5%	8.1%	$433M	$1.9B
AMZN · Amazon Com Inc.	5.0%	8.5%	$254M	$2.0B
LLY · Eli Lilly & Co.	4.2%	5.7%	$212M	$1.3B
MA · Mastercard Inc.	4.8%	5.2%	$245M	$1.2B
ORCL · Oracle Corp.	0.4%	6.0%	$18M	$1.4B
AVGO · Broadcom Inc.	2.7%	5.2%	$138M	$1.2B
NVDA · Nvidia Corp.	5.6%	4.2%	$285M	$994M
MSCI · Msci Inc.	0.1%	3.3%	$4M	$764M
AON · Aon Plc	0.2%	2.8%	$8M	$652M
IDXX · Idexx Labs Inc.	0.0%	2.8%	$2M	$650M
ABT · Abbott Labs	3.0%	2.1%	$153M	$496M
G1151C101 · Accenture Plc Ireland	0.2%	2.2%	$12M	$505M
ADBE · Adobe Inc.	0.2%	2.0%	$8M	$471M
GOOGL · Alphabet Inc.	8.2%	0.0%	$417M	$10M
AAPL · Apple Inc.	8.0%	0.0%	$405M	$2M
INTU · Intuit	0.9%	1.4%	$45M	$340M
TSM · Taiwan Semiconductor Mfg Ltd.	0.1%	0.3%	$6M	$61M
ADP · Automatic Data Processing In	0.4%	0.0%	$21M	$508K
UNH · Unitedhealth Group Inc.	0.0%	0.0%	$403K	$395K

Unique to Jensen Investment Management Inc.

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
KLAC · Kla Corp.	4.8%	$244M
SYK · Stryker Corporation	4.5%	$229M
SHW · Sherwin Williams Co.	4.0%	$201M
MRSH · Marsh & Mclennan Cos Inc.	3.9%	$200M
META · Meta Platforms, Inc.	3.8%	$195M
WM · Waste Mgmt Inc. Del	3.0%	$150M
PG · Procter And Gamble Co.	2.8%	$144M
EFX · Equifax Inc.	2.8%	$141M
CDNS · Cadence Design System Inc.	2.8%	$141M
BR · Broadridge Finl Solutions In	2.7%	$139M

Unique to Polen Capital Management LLC

Top 10 by value held — not in the other's portfolio

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com