TMO
Thermo Fisher Scientific Inc
12 super-investors hold TMO worth a combined $2.16B. The largest position: Lindsell Train at 9.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 46 — ranked #71 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own TMO
Twelve members of the cohort hold TMO, with a combined $2.2B in exposure — but that figure is skewed heavily by a handful of high-conviction names. Viking Global is the largest holder in dollar terms at $820M, while Lindsell Train runs the deepest conviction at 9.7% of its portfolio ($303M). William Von Mueffling holds $378M, rounding out the three dominant positions. Activity in 2026Q1 was entirely static: no new entrants, no additions, no trims, no exits. That stillness is notable against a backdrop of uneven broader ownership — the cohort count has oscillated between 3 and 5 over the past eight quarters, suggesting TMO attracts a stable core of long-term holders rather than building broad or accelerating interest across the group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 2.3% | 24q | $820M | 1,668,025 |
| 2 | Joel Greenblatt | 0.3% | 40q | $425M | 864,489 |
| 3 | William Von Mueffling | 2.5% | 31q | $378M | 769,698 |
| 4 | Lindsell Train | 9.7% | 6q | $303M | 617,211 |
| 5 | First Pacific Advisors | 1.5% | 33q | $109M | 221,896 |
| 6 | Wallace Weitz | 4.2% | 38q | $59M | 121,000 |
| 7 | Thomas Gayner | 0.3% | 18q | $33M | 67,100 |
| 8 | Dodge & Cox Funds | <0.1% | 40q | $13M | 25,741 |
| 9 | David Katz | 1.0% | 40q | $11M | 22,547 |
| 10 | Robert Olstein | 0.7% | 17q | $3M | 6,750 |
| 11 | Mairs & Power Funds | <0.1% | 40q | $610K | 1,241 |
| 12 | Hillman Capital Management | 0.2% | 3q | $322K | 656 |
- 1Viking Global Investorsport2.3%val$820M1,668,025 sh·24q held
- 2Joel Greenblattport0.3%val$425M864,489 sh·40q held
- 3William Von Muefflingport2.5%val$378M769,698 sh·31q held
- 4Lindsell Trainport9.7%val$303M617,211 sh·6q held
- 5First Pacific Advisorsport1.5%val$109M221,896 sh·33q held
- 6Wallace Weitzport4.2%val$59M121,000 sh·38q held
- 7Thomas Gaynerport0.3%val$33M67,100 sh·18q held
- 8Dodge & Cox Fundsport<0.1%val$13M25,741 sh·40q held
- 9David Katzport1.0%val$11M22,547 sh·40q held
- 10Robert Olsteinport0.7%val$3M6,750 sh·17q held
- 11Mairs & Power Fundsport<0.1%val$610K1,241 sh·40q held
- 12Hillman Capital Managementport0.2%val$322K656 sh·3q held
Owners of TMO also hold
Long US equity 13F-HR filings only. CUSIP 883556102. Not investment advice.