Jensen Investment二季度建仓英伟达等三股

DoNews
Aug 09

2025年8月9日,Jensen Investment Management Inc.公布二季度持仓变动。该公司新建仓买入英伟达、礼来制药及Meta Platforms;增持雅培、铿腾电子等五家公司股份;清仓微芯科技、万豪国际等四家企业;同时减持联合健康、苹果等五家公司股份。目前重仓股包括微软、Stryker、Marsh McLennan、Intuit及苹果。此次调整反映其对科技与医疗板块的持续...

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