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TMO: insider buying, 13F holders, analyst moves
Thermo Fisher Scientific Inc
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SEC Form 13F · Q2 2026
12 of our 100 managers hold TMO
Combined reported value $3.08B; 1 sold out since Q1 2026.
Holders among our 100 managers: 12 in Q3 2023, 12 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Viking Global Investors | $971.3M | 2.77% | Added |
| Farallon Capital | $526.0M | 3.08% | Added |
| D1 Capital Partners | $409.7M | 1.18% | Added |
| Glenview Capital | $314.5M | 6.28% | Added |
| Lindsell Train | $258.0M | 9.81% | Trimmed |
| Southpoint Capital Advisors | $250.7M | 5.70% | Added |
| First Pacific Advisors | $124.5M | 1.54% | Added |
| Castle Hook Partners | $83.2M | 0.89% | New |
| Weitz Investment | $57.8M | 4.00% | Trimmed |
| Markel Group | $36.6M | 0.28% | Added |
| Tudor Investment | $35.7M | 0.15% | Added |
| Duquesne Family Office | $9.6M | 0.22% | New |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.