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TMO - THERMO FISHER SCIENTIFIC INC

This page shows which of the focused investors we track hold TMO and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2023 it was held by 12 managers with an aggregate reported value of $4.29B, which is 0.39% of the combined portfolio.

As of Q2 2023, 12 tracked institutional managers held TMO (THERMO FISHER SCIENTIFIC INC) with an aggregate reported value of $4.29B0.39% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2023
Ticker
TMO

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Chris Hohn - TCI Fund Management 4.92%Add +280.4%3,173,182$1.66B
2Polen Capital Management - Polen Capital Management2.90%Reduce -1.4%2,238,649$1.17B
3William Von Mueffling - Cantillon Capital Management3.31%Add +10.6%907,214$473.34M
4Viking Global Investors - Viking Global Investors1.78%Reduce -2.8%833,233$434.74M
5John Armitage - Egerton Capital3.03%Add +426.9%562,479$293.47M
6AKO Capital - AKO Capital2.73%Reduce -43.7%345,573$180.3M
7Wallace Weitz - Weitz Investment Management2.88%Add +52.6%103,700$54.11M
8Dodge & Cox - Dodge & Cox0.01%Reduce -7.1%27,423$14.31M
9David Katz - Matrix Asset Advisors1.60%Add +0.1%22,195$11.58M
10Thomas Gayner - Markel Asset Management0.05%-8,200$4.28M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%Add +0.2%1,742$908.89K
12First Pacific Advisors - First Pacific Advisors0.01%-650$339.14K
Loading holder history for TMO