Skip to content

Search

Search managers or tickers

TMO

Thermo Fisher Scientific, Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
16 of 97 filed · prev 15
Median weight
0.96%
Sector
Technology
Type
equity · US

Moves13 this quarter

Streakslongest holders · 53 quarters on record

  1. Matrix David Katz, CIO 1.1%53+ quarters
  2. Dodge & Cox David Hoeft, CIO 0.8%53+ quarters
  3. Mairs Andrew Adams, CIO 0.0%50 quarters
  4. Weitz Brad Hinton, CIO 4.0%39 quarters
  5. Baillie 0.3%35 quarters

The record for TMO begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding16 Q2 2026

Largest weight9.8% Q2 2026

Holders16 of 97 filed · 1 exited

LindsellMichael Lindsell, CEO9.81%514,512$258Mtrimmed−17%−0.14 pp7 q
WeitzBrad Hinton, CIO4.00%115,200$58Mtrimmed−5%−0.15 pp39 q
VikingAndreas Halvorsen, CEO2.77%1,937,415$971Madded+16%+0.48 pp3 q
Sound ShoreJohn DeGulis, portfolio manager2.55%165,318$83Mnew+2.55 ppnew
FPASteven Romick, CEO1.56%248,244$124Madded+12%—5 q
CenturyArnold Van Den Berg, CIO1.51%14,289$7Madded+1%+0.08 pp11 q
D1Daniel Sundheim, founder1.18%817,123$410Madded+13%+1.99 pp2 q
MatrixDavid Katz, CIO1.13%27,668$14Madded+23%+0.11 pp53+ q
Dodge & CoxDavid Hoeft, CIO0.80%3,054,778$1.5Badded×118.7+0.79 pp53+ q
PRIMECAPJoel Fried, portfolio manager0.59%1,982,271$994Mtrimmed−0%−0.18 pp27 q
Baillie0.29%645,648$324Mtrimmed−8%−0.06 pp35 q
MarkelTom Gayner, CEO0.28%73,100$37Madded+9%—19 q
HillmanMark Hillman, CIO0.27%750$376,020added+14%+0.05 pp4 q
DuquesneStanley Druckenmiller, portfolio manager0.22%19,200$10Mnew+0.22 ppnew
BaronRon Baron, CEO0.01%9,219$5Mtrimmed−61%—28 q
MairsAndrew Adams, CIO0.01%1,241$622,188held—50 q
CantillonWilliam von Mueffling, CEO———exited−2.51 pp—