Thermo Fisher Scientific (TMO)

Sector:Health Care
Super Investor Stats:
Ownership count:9
Ownership rank:33
% of all portfolios:0.238%
Hold Price * :$547.67
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Reduce 4.35% 956 0.07
Thomas Gayner - Markel Asset Management Add 26.02% 5,100 0.03
Q4  2023
AKO Capital Reduce 51.56% 174,490 1.32
Viking Global Investors Reduce 40.15% 361,230 0.70
Polen Capital Management Reduce 5.49% 118,078 0.15
William Von Mueffling - Cantillon Capital Management Reduce 2.41% 21,746 0.08
Chris Hohn - TCI Fund Management Reduce 1.47% 46,800 0.07
Thomas Gayner - Markel Asset Management Add 44.12% 6,000 0.03
David Katz - Matrix Asset Advisors Reduce 1.20% 267 0.02
Lee Ainslie - Maverick Capital Add 94.25% 738 0.01
Bill & Melinda Gates Foundation Trust Sell 100.00% 5,675 0.01
Q3  2023
John Armitage - Egerton Capital Sell 100.00% 562,479 3.03
Wallace Weitz - Weitz Large Cap Equity Fund Add 15.38% 10,000 0.63
Viking Global Investors Add 7.98% 66,482 0.14
Polen Capital Management Reduce 3.91% 87,621 0.12
AKO Capital Reduce 2.07% 7,146 0.06
Chris Hohn - TCI Fund Management Add 0.63% 20,000 0.04
Thomas Gayner - Markel Asset Management Add 65.85% 5,400 0.03
William Von Mueffling - Cantillon Capital Management Reduce 0.38% 3,451 0.01
Bill & Melinda Gates Foundation Trust Buy 5,675 0.01
Lee Ainslie - Maverick Capital Buy 783 0.01
David Katz - Matrix Asset Advisors Add 0.18% 39 0.00
Q2  2023
Chris Hohn - TCI Fund Management Add 280.41% 2,339,032 3.63
John Armitage - Egerton Capital Add 426.91% 455,728 2.45
AKO Capital Reduce 43.74% 268,711 2.12
William Von Mueffling - Cantillon Capital Management Add 10.62% 87,092 0.32
Wallace Weitz - Weitz Large Cap Equity Fund Add 8.33% 5,000 0.32
Viking Global Investors Reduce 2.75% 23,603 0.05
Polen Capital Management Reduce 1.42% 32,287 0.04
David Katz - Matrix Asset Advisors Add 0.12% 27 0.00
Q1  2023
Stephen Mandel - Lone Pine Capital Sell 100.00% 587,696 3.09
Chris Hohn - TCI Fund Management Add 1208.06% 770,380 1.52
John Armitage - Egerton Capital Buy 106,751 0.66
AKO Capital Reduce 5.11% 33,059 0.29
Polen Capital Management Add 3.52% 77,225 0.12
William Von Mueffling - Cantillon Capital Management Reduce 1.78% 14,827 0.07
Viking Global Investors Add 2.06% 17,310 0.05
David Katz - Matrix Asset Advisors Reduce 0.03% 6 0.00
Q4  2022
Polen Capital Management Buy 2,193,711 3.53
AKO Capital Reduce 29.94% 276,688 2.46
Stephen Mandel - Lone Pine Capital Reduce 33.62% 297,630 1.56
Viking Global Investors Add 41.44% 245,989 0.68
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.69% 5,000 0.38
Chris Hohn - TCI Fund Management Buy 63,770 0.12
William Von Mueffling - Cantillon Capital Management Reduce 1.94% 16,490 0.08
David Katz - Matrix Asset Advisors Reduce 0.79% 176 0.01
Thomas Gayner - Markel Asset Management Add 5.13% 400 0.00
Q3  2022
AKO Capital Reduce 23.79% 288,469 2.41
Viking Global Investors Reduce 31.19% 269,050 0.63
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.14% 5,000 0.37
Stephen Mandel - Lone Pine Capital Reduce 5.04% 46,966 0.22
William Von Mueffling - Cantillon Capital Management Reduce 0.79% 6,767 0.03
Thomas Gayner - Markel Asset Management Add 20.00% 1,300 0.01
David Katz - Matrix Asset Advisors Reduce 0.57% 129 0.01
Q2  2022
Stephen Mandel - Lone Pine Capital Add 79.04% 411,583 2.11
Viking Global Investors Add 77.96% 377,891 0.94
AKO Capital Add 0.49% 5,962 0.05
Thomas Gayner - Markel Asset Management Add 233.33% 4,550 0.04
William Von Mueffling - Cantillon Capital Management Reduce 0.54% 4,695 0.02
David Katz - Matrix Asset Advisors Reduce 0.08% 17 0.00
Q1  2022
Stephen Mandel - Lone Pine Capital Buy 520,709 1.83
Viking Global Investors Add 129.65% 273,638 0.65
AKO Capital Reduce 1.90% 23,361 0.15
William Von Mueffling - Cantillon Capital Management Add 2.94% 24,611 0.10
David Katz - Matrix Asset Advisors Add 2.90% 634 0.05
Thomas Gayner - Markel Asset Management Add 550.00% 1,650 0.01
Q4  2021
AKO Capital Add 7.65% 87,438 0.57
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.67% 5,000 0.33
William Von Mueffling - Cantillon Capital Management Reduce 6.98% 62,921 0.28
Viking Global Investors Add 15.82% 28,821 0.06
David Katz - Matrix Asset Advisors Reduce 0.92% 202 0.02
Thomas Gayner - Markel Asset Management Buy 300 0.00
Q3  2021
Viking Global Investors Reduce 81.98% 829,164 1.32
AKO Capital Add 16.05% 158,024 0.94
William Von Mueffling - Cantillon Capital Management Reduce 1.69% 15,459 0.06
David Katz - Matrix Asset Advisors Add 0.01% 2 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 876 0.00
Q2  2021
AKO Capital Add 33.78% 248,578 1.41
Viking Global Investors Add 17.35% 149,514 0.23
William Von Mueffling - Cantillon Capital Management Reduce 1.37% 12,734 0.04
David Katz - Matrix Asset Advisors Add 1.07% 233 0.02
Lee Ainslie - Maverick Capital Reduce 63.42% 1,519 0.00
Q1  2021
AKO Capital Add 39.03% 206,585 1.17
Viking Global Investors Add 1007.58% 784,070 1.06
William Von Mueffling - Cantillon Capital Management Reduce 3.61% 34,796 0.12
Wallace Weitz - Weitz Large Cap Equity Fund Add 2.74% 2,000 0.10
Lee Ainslie - Maverick Capital Add 118.12% 1,297 0.01
David Katz - Matrix Asset Advisors Reduce 0.05% 11 0.00
Q4  2020
Harry Burn - Sound Shore Sell 100.00% 47,350 2.03
Viking Global Investors Reduce 94.35% 1,299,406 1.67
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.12% 12,000 0.66
AKO Capital Add 21.57% 93,897 0.56
David Katz - Matrix Asset Advisors Reduce 9.13% 2,194 0.17
William Von Mueffling - Cantillon Capital Management Reduce 0.49% 4,781 0.02
Lee Ainslie - Maverick Capital Buy 1,098 0.01
Q3  2020
AKO Capital Buy 435,377 3.02
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 15.00% 15,000 0.84
Viking Global Investors Reduce 20.58% 356,921 0.57
Robert Olstein - Olstein Capital Management Sell 100.00% 7,000 0.47
Harry Burn - Sound Shore Reduce 16.27% 9,200 0.39

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.