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Jensen Investment Management Inc.vsChase Coleman

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
40.0%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
50.6%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockJensen weightChase weightJensen valueChase value
GOOGL · Alphabet Inc.8.2%11.2%$417M$3.3B
MSFT · Microsoft Corp.8.5%8.9%$433M$2.6B
AMZN · Amazon Com Inc.5.0%7.8%$254M$2.3B
NVDA · Nvidia Corp.5.6%6.9%$285M$2.1B
META · Meta Platforms, Inc.3.8%6.1%$195M$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.0.1%3.8%$6M$1.1B
AVGO · Broadcom Inc.2.7%3.3%$138M$995M
VEEV · Veeva Sys Inc.2.0%1.8%$100M$540M
SHW · Sherwin Williams Co.4.0%0.3%$201M$83M
UNH · Unitedhealth Group Inc.0.0%0.5%$403K$139M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.8.0%$405M
MA · Mastercard Inc.4.8%$245M
KLAC · Kla Corp.4.8%$244M
SYK · Stryker Corporation4.5%$229M
LLY · Eli Lilly & Co.4.2%$212M
MRSH · Marsh & Mclennan Cos Inc.3.9%$200M
ABT · Abbott Labs3.0%$153M
WM · Waste Mgmt Inc. Del3.0%$150M
PG · Procter And Gamble Co.2.8%$144M
EFX · Equifax Inc.2.8%$141M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
SE · Sea Ltd.6.6%$2.0B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
APO · Apollo Global Mgmt Inc.3.0%$899M
RDDT · Reddit Inc.3.0%$884M
APP · Applovin Corp.2.9%$871M
FLUT · Flutter Entmt Plc2.9%$861M
SPOT · Spotify Technology S A2.5%$733M
LRCX · Lam Research Corp.2.2%$668M
GEV · Ge Vernova Inc.2.1%$636M
CPNG · Coupang Inc.2.1%$620M
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★ WatchlistData from SEC EDGAR · whalstreet.com