10
TMO
THERMO FISHER SCIENTIFIC INC · Health Care
Consensus score 10/100 · #57 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+6.5%
21-day momentum
+5.0%
recent volume
1.04×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
3.8%
of their portfolios
Combined value
$1.58B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lindsell Train Concentrated | 9.8% | $258M | TRIM |
| Glenview Capital Concentrated | 6.3% | $314M | ADD |
| Viking Global Investors Concentrated | 2.8% | $971M | ADD |
| Markel Group Concentrated | 0.3% | $37M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $220K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.