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Southpoint Capital Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Southpoint Capital Advisors’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 		$251M Buy
500,000
+100,000
+25% +$48M 5.7% 6
2026
Q1 		$197M Buy
400,000
+300,000
+300% +$163M 4.05% 9
2025
Q4 		$57.9M Sell
100,000
-300,000
-75% -$170M 1.35% 28
2025
Q3 		$194M Buy
+400,000
New +$186M 5.09% 5

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 $3.37T AUM 44.26% 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

Southpoint Capital Advisors's TMO Position: Q2 2026 in Review

Southpoint Capital Advisors increased its Thermo Fisher Scientific (TMO) stake by 25% in Q2 2026, buying an estimated $48M and bringing the position to 500,000 shares worth $251M. The position accounts for 5.7% of the portfolio, ranked #6.

Southpoint Capital Advisors first reported a position in TMO in Q3 2025 and has held it in 4 quarters since. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Southpoint Capital Advisors held 500,000 shares of Thermo Fisher Scientific worth $251M as of Q2 2026.
  • Southpoint Capital Advisors bought 100,000 Thermo Fisher Scientific shares in Q2 2026, an estimated $48M.
  • Thermo Fisher Scientific made up 5.7% of Southpoint Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Southpoint Capital Advisors first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 4 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.