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TMO —
THERMO FISHER SCIENTIFIC INC
CUSIP: 883556102 · Held by 18 superinvestors · Combined value: $2,372,507,857
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $770,381,672 | 1,329,505 | ADD | +342,604 |
| 2 | William Von Mueffling | 2.7% | $506,046,433 | 873,322 | ADD | +6,552 |
| 3 | Andreas Halvorsen | 1.2% | $459,612,207 | 793,187 | NEW BUY | +793,187 |
| 4 | Lindsell Train | 9.7% | $303,377,723 | 617,211 | REDUCE | -72,292 |
| 5 | Steven Romick | 1.7% | $126,651,545 | 218,572 | ADD | +3,626 |
| 6 | Wallace Weitz | 4.6% | $78,196,778 | 134,950 | REDUCE | -15,500 |
| 7 | Tom Gayner | 0.3% | $32,981,664 | 67,100 | ADD | +4,300 |
| 8 | Dan Loeb | 0.4% | $28,972,500 | 50,000 | NEW BUY | +50,000 |
| 9 | Leon Cooperman | 2.5% | $25,109,000 | 112,200 | REDUCE | -136,000 |
| 10 | Dodge & Cox | 0.0% | $14,915,622 | 25,741 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +1,206 | +5.7% |
| Robert Olstein | ADD | +350 | +5.5% |
| Tom Gayner | ADD | +4,300 | +6.8% |
| Lindsell Train | REDUCE | -72,292 | -10.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | NEW BUY | +793,187 | New |
| Dan Loeb | NEW BUY | +50,000 | New |
| Ray Dalio | NEW BUY | +1,686 | New |
| FPA Queens Road | ADD | +303 | +2.2% |
| Ken Griffin | ADD | +342,604 | +34.7% |
| Steven Romick | ADD | +3,626 | +1.7% |
| Tom Gayner | ADD | +7,000 | +12.5% |
| William Von Mueffling | ADD | +6,552 | +0.8% |
| David Katz | REDUCE | -170 | -0.8% |
| Hillman Capital | REDUCE | -186 | -22.7% |
| Lindsell Train | REDUCE | -128,026 | -15.7% |
| Mairs & Power | REDUCE | -375 | -23.2% |
| Polen Capital | REDUCE | -112,206 | -98.0% |
| Robert Olstein | REDUCE | -1,600 | -20.0% |
| Wallace Weitz | REDUCE | -15,500 | -10.3% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +541 | New |
| Hillman Capital | NEW BUY | +820 | New |
| Steven Romick | ADD | +127,576 | +146.0% |
| Dodge & Cox | REDUCE | -200 | -0.8% |
| FPA Queens Road | REDUCE | -178 | -1.3% |
| Ken Griffin | REDUCE | -769,122 | -43.8% |
| Polen Capital | REDUCE | -2,075,835 | -94.8% |
| William Von Mueffling | REDUCE | -9,495 | -1.1% |
| AKO Capital | SOLD | -26,427 | Exit |
| Jim Simons | SOLD | -458,950 | Exit |
| Stanley Druckenmiller | SOLD | -12,200 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -136,000 | -54.8% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -10,200 | -3.9% |
Who Owns TMO? Superinvestor Holdings
THERMO FISHER SCIENTIFIC INC is held by 18 tracked superinvestors, with a combined position value of $2.4 billion . The largest positions are held by Ken Griffin (0.1% of portfolio), William Von Mueffling (2.7% of portfolio), Andreas Halvorsen (1.2% of portfolio).
In the most recent quarter, 10 superinvestors added or initiated positions while 6 reduced or exited.