---
title: "Jensen Investment Management Inc.在二季度增持了英偉達、禮來製藥和 Meta Platforms，同時增持雅培、鏗騰電子、Amphenol、Copart 和 Idexx"
description: "Jensen Investment Management Inc.在二季度增持了英偉達、禮來製藥和 Meta Platforms，同時增持雅培、鏗騰電子、Amphenol、Copart 和 Idexx Labs。清倉微芯科技、Lennox、萬豪國際和星巴克，減持聯合健康、德州儀器、Accenture、蘋果和百事可樂。重倉股包括微軟、Stryker、Marsh McLennan、Intuit 和蘋果"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/252333158.md"
published_at: "2025-08-09T11:12:14.000Z"
---

# Jensen Investment Management Inc.在二季度增持了英偉達、禮來製藥和 Meta Platforms，同時增持雅培、鏗騰電子、Amphenol、Copart 和 Idexx

> Jensen Investment Management Inc.在二季度增持了英偉達、禮來製藥和 Meta Platforms，同時增持雅培、鏗騰電子、Amphenol、Copart 和 Idexx Labs。清倉微芯科技、Lennox、萬豪國際和星巴克，減持聯合健康、德州儀器、Accenture、蘋果和百事可樂。重倉股包括微軟、Stryker、Marsh McLennan、Intuit 和蘋果。

Jensen Investment Management Inc.二季度建倉做多英偉達、禮來製藥、以及 Meta Platforms。 增持雅培、鏗騰電子、Amphenol、Copart、Idexx Labs。 清倉微芯科技、Lennox、萬豪國際、以及星巴克。 減持聯合健康、德州儀器、Accenture、蘋果、百事可樂。 重倉股包括微軟、Stryker、Marsh McLennan、Intuit、蘋果。

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