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Bowie Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Bowie Capital Management’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3M Buy
+48,517
New +$23.3M 1.04% 27
2024
Q3 		– Sell
-43,400
Closed -$24M – 36
2024
Q2 		$24M Sell
43,400
-39,558
-48% -$22.7M 1.47% 24
2024
Q1 		$48.2M Buy
82,958
+4,642
+6% +$2.6M 3.61% 16
2023
Q4 		$41.6M Buy
78,316
+14,613
+23% +$7.07M 4.7% 10
2023
Q3 		$32.2M Buy
63,703
+19,373
+44% +$10.3M 2.75% 14
2023
Q2 		$23.1M Buy
+44,330
New +$23.9M 2.71% 20

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bowie Capital Management's TMO Position: Q2 2026 in Review

Bowie Capital Management opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 48,517 shares worth $24.3M. The stake represents 1.04% of the portfolio and ranks #27 among its holdings. This is a return to the name: Bowie Capital Management previously reported a position in TMO as recently as Q2 2024.

Bowie Capital Management first reported a position in TMO in Q2 2023 and has held it in 6 quarters since. The position peaked at $48.2M in Q1 2024. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Bowie Capital Management held 48,517 shares of Thermo Fisher Scientific worth $24.3M as of Q2 2026.
  • Thermo Fisher Scientific was a new Bowie Capital Management position in Q2 2026.
  • Thermo Fisher Scientific made up 1.04% of Bowie Capital Management's portfolio in Q2 2026, its #27 holding.
  • Bowie Capital Management first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 6 quarters since.
  • Bowie Capital Management's Thermo Fisher Scientific position peaked at $48.2M in Q1 2024.
  • 2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.