Spear Holdings’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$51.8M Buy
103,360
+42,722
+70% +$20.5M 3.09% 15
2026
Q1
$29.8M Buy
+60,638
New +$32.9M 2.97% 14
2025
Q4
Sell
-226,321
Closed -$110M 20
2025
Q3
$110M Buy
+226,321
New +$105M 6.17% 7

Other funds holding TMO

Spear Holdings's TMO Position: Q2 2026 in Review

Spear Holdings increased its Thermo Fisher Scientific (TMO) stake by 70% in Q2 2026, buying an estimated $20.5M and bringing the position to 103,360 shares worth $51.8M. The position accounts for 3.09% of the portfolio, ranked #15.

Spear Holdings first reported a position in TMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $110M in Q3 2025. 1,512 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Spear Holdings held 103,360 shares of Thermo Fisher Scientific worth $51.8M as of Q2 2026.
  • Spear Holdings bought 42,722 Thermo Fisher Scientific shares in Q2 2026, an estimated $20.5M.
  • Thermo Fisher Scientific made up 3.09% of Spear Holdings's portfolio in Q2 2026, its #15 holding.
  • Spear Holdings first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 3 quarters since.
  • Spear Holdings's Thermo Fisher Scientific position peaked at $110M in Q3 2025.
  • 1,512 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Spear Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.