7
TMO
THERMO FISHER SCIENTIFIC INC · Health Care
Consensus score 7/100 · #69 this quarter · tier-weighted across tracked managers
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
3.0%
of their portfolios
Combined value
$1.66B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lindsell Train Concentrated | 9.7% | $303M | TRIM |
| Glenview Capital Concentrated | 3.3% | $123M | ADD |
| Cantillon Capital Concentrated | 2.5% | $378M | TRIM |
| Viking Global Investors Concentrated | 2.3% | $820M | ADD |
| Markel Group Concentrated | 0.3% | $33M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $215K | 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.