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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
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 $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

Southpoint Capital Advisors's TMO Position: Q1 2026 in Review

Southpoint Capital Advisors increased its Thermo Fisher Scientific (TMO) stake by 300% in Q1 2026, buying an estimated $163M and bringing the position to 400,000 shares worth $197M. The position accounts for 4.05% of the portfolio, ranked #9.

Southpoint Capital Advisors first reported a position in TMO in Q3 2025 and has held it in 3 quarters since. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Southpoint Capital Advisors held 400,000 shares of Thermo Fisher Scientific worth $197M as of Q1 2026.
  • Southpoint Capital Advisors bought 300,000 Thermo Fisher Scientific shares in Q1 2026, an estimated $163M.
  • Thermo Fisher Scientific made up 4.05% of Southpoint Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • Southpoint Capital Advisors first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 3 quarters since.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Southpoint Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.