Titelia

Holdings of Jensen Global Quality Growth Fund

Trust for Professional Managers · Original filing · Compare with another fund · Report an error

Net assets
76.2M $ including 74.9M $ in equities, 98.4 %
Positions
31 in 10 countries
Top ten
52.2 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 16,2006.1M $7.97 %
2Microsoft Corp 12,2104.8M $6.30 %
3Alphabet Inc 14,1704.4M $5.80 %
4ASML Holding NV 2,7604M $5.27 %
5AstraZeneca PLC 18,4003.9M $5.08 %
6KLA Corp 2,2503.4M $4.50 %
7Amazon.com Inc 16,2003.4M $4.47 %
8NVIDIA Corp 18,9603.4M $4.41 %
9Aon PLC 9,6303.2M $4.24 %
10Hermes International SCA 1,3103.1M $4.13 %
11Eli Lilly & Co 2,9203.1M $4.03 %
12Apple Inc 11,0402.9M $3.83 %
13Meta Platforms Inc 4,2402.7M $3.61 %
14Stryker Corp 5,9802.3M $3.04 %
15Airbus SE 10,3202.2M $2.94 %
16Compass Group PLC 72,7502.2M $2.93 %
17Mastercard Inc 4,2802.2M $2.91 %
18Sherwin-Williams Co/The 5,9902.2M $2.85 %
19Amadeus IT Group SA 31,5902M $2.57 %
20SAP SE 8,7201.8M $2.30 %
21Adyen NV 1,4701.7M $2.27 %
22Alimentation Couche-Tard Inc 25,1001.5M $2.00 %
23Waste Management Inc 5,2301.3M $1.65 %
24Abbott Laboratories 10,8101.3M $1.65 %
25Bajaj Finance Ltd 95,8001.1M $1.38 %
26Ferrari NV 2,600987.8K $1.30 %
27Copart Inc 24,040915.7K $1.20 %
28Equifax Inc 3,940823.3K $1.08 %
29Broadridge Financial Solutions Inc 4,070756.5K $0.99 %
30MSCI Inc 1,140651.9K $0.86 %
31Broadcom Inc 1,900607.1K $0.80 %

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Sector breakdown

  • Technology 36.0 %
  • Health care 14.0 %
  • Consumer discretionary 12.9 %
  • Financials 10.4 %
  • Communication 9.6 %
  • Industrials 6.8 %
  • Materials 2.9 %
  • Unattributed 7.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 68.6 %
  • EUR 19.8 %
  • GBP 8.1 %
  • CAD 2.0 %
  • INR 1.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 59.2 %
  • United Kingdom 8.1 %
  • Taiwan 8.1 %
  • Netherlands 7.7 %
  • France 7.2 %
  • Spain 2.6 %
  • Germany 2.3 %
  • Canada 2.0 %
  • India 1.4 %
  • Italy 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1944.3M $59.20 %
2United Kingdom26.1M $8.14 %
3Taiwan16.1M $8.10 %
4Netherlands25.7M $7.66 %
5France25.4M $7.19 %
6Spain12M $2.61 %
7Germany11.8M $2.34 %
8Canada11.5M $2.03 %
9India11.1M $1.40 %
10Italy1987.8K $1.32 %
Cite this page

Titelia. "Holdings of Jensen Global Quality Growth Fund". https://titelia.com/en/funds/S000067414