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Carmignac Gestion’s Thermo Fisher Scientific TMO Stock Holding History

Carmignac Gestion’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
Q1 		$7.74M Sell
15,828
-124,209
-89% -$67.4M 0.12% 61
2025
Q4 		$81.2M Sell
140,037
-106,555
-43% -$60.3M 1.1% 24
2025
Q3 		$120M Sell
246,592
-144,687
-37% -$67.3M 1.78% 20
2025
Q2 		$159M Buy
391,279
+202,107
+107% +$84.5M 2.44% 12
2025
Q1 		$94.2M Buy
189,172
+33,019
+21% +$17.9M 1.55% 21
2024
Q4 		$81.2M Buy
156,153
+100,891
+183% +$55.5M 1.29% 25
2024
Q3 		$34.2M Sell
55,262
-26,491
-32% -$15.7M 0.57% 36
2024
Q2 		$45.2M Buy
81,753
+14,067
+21% +$8.06M 0.78% 32
2024
Q1 		$39.3M Sell
67,686
-6,472
-9% -$3.63M 0.62% 33
2023
Q4 		$39.4M Sell
74,158
-156,342
-68% -$75.7M 0.66% 34
2023
Q3 		$117M Buy
230,500
+167,296
+265% +$89.1M 2.14% 16
2023
Q2 		$32.9M Buy
63,204
+26,692
+73% +$14.4M 0.57% 40
2023
Q1 		$21M Buy
36,512
+2,488
+7% +$1.4M 0.35% 48
2022
Q4 		$18.8M Buy
34,024
+284
+0.8% +$150K 0.34% 49
2022
Q3 		$17.2M Sell
33,740
-1,444
-4% -$808K 0.37% 44
2022
Q2 		$19.1M Sell
35,184
-4,224
-11% -$2.32M 0.4% 40
2022
Q1 		$23.3M Buy
39,408
+957
+2% +$550K 0.38% 42
2021
Q4 		$25.6M Buy
38,451
+8,651
+29% +$5.4M 0.36% 42
2021
Q3 		$17.1M Buy
29,800
+2,170
+8% +$1.19M 0.21% 57
2021
Q2 		$13.9M Buy
27,630
+1,201
+5% +$567K 0.16% 62
2021
Q1 		$12M Buy
26,429
+1,844
+8% +$880K 0.14% 63
2020
Q4 		$11.4M Sell
24,585
-277
-1% -$130K 0.12% 68
2020
Q3 		$11M Sell
24,862
-627
-2% -$259K 0.13% 61
2020
Q2 		$9.22M Sell
25,489
-253,121
-91% -$84.8M 0.13% 61
2020
Q1 		$79M Sell
278,610
-255,841
-48% -$80.7M 1.35% 29
2019
Q4 		$174M Buy
534,451
+117,962
+28% +$35.8M 2.32% 15
2019
Q3 		$121M Buy
416,489
+415,443
+39,717% +$119M 1.53% 25
2019
Q2 		$307K Buy
+1,046
New +$288K ﹤0.01% 100
2016
Q4 		– Sell
-4,065,036
Closed -$647M – 95
2016
Q3 		$647M Buy
4,065,036
+18,486
+0.5% +$2.85M 4.83% 6
2016
Q2 		$598M Buy
4,046,550
+763,421
+23% +$113M 5.12% 7
2016
Q1 		$465M Buy
3,283,129
+13,600
+0.4% +$1.82M 4.53% 8
2015
Q4 		$464M Buy
3,269,529
+714
+0% +$95.2K 5.11% 8
2015
Q3 		$400M Sell
3,268,815
-12,300
-0.4% -$1.6M 5.07% 9
2015
Q2 		$426M Buy
3,281,115
+11,300
+0.3% +$1.47M 3.8% 11
2015
Q1 		$439M Buy
3,269,815
+10,286
+0.3% +$1.33M 3.89% 11
2014
Q4 		$408M Buy
3,259,529
+5,500
+0.2% +$669K 3.73% 13
2014
Q3 		$396M Buy
3,254,029
+2,900
+0.1% +$353K 3.39% 13
2014
Q2 		$384M Buy
3,251,129
+330,068
+11% +$38.8M 3% 17
2014
Q1 		$351M Buy
2,921,061
+1,530,497
+110% +$182M 2.57% 22
2013
Q4 		$155M Buy
+1,390,564
New +$138M 1.15% 24

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmignac Gestion's TMO Position: Q1 2026 in Review

Carmignac Gestion reduced its Thermo Fisher Scientific (TMO) stake by 89% in Q1 2026, selling an estimated $67.4M and leaving 15,828 shares worth $7.74M. The position accounts for 0.12% of the portfolio, ranked #61.

Carmignac Gestion first reported a position in TMO in Q4 2013 and has held it in 40 quarters since. The position peaked at $647M in Q3 2016. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Carmignac Gestion held 15,828 shares of Thermo Fisher Scientific worth $7.74M as of Q1 2026.
  • Carmignac Gestion sold 124,209 Thermo Fisher Scientific shares in Q1 2026, an estimated $67.4M.
  • Thermo Fisher Scientific made up 0.12% of Carmignac Gestion's portfolio in Q1 2026, its #61 holding.
  • Carmignac Gestion first reported a position in Thermo Fisher Scientific in Q4 2013 and has held it in 40 quarters since.
  • Carmignac Gestion's Thermo Fisher Scientific position peaked at $647M in Q3 2016.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.