Third Point’s Thermo Fisher Scientific TMO Stock Holding History

Third Point’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	–	Sell	-50,000	Closed	-$29M	–	50
2025 Q4	$29M	Buy	+50,000	New	+$28.3M	0.4%	31
2025 Q1	–	Sell	-350,000	Closed	-$182M	–	52
2024 Q4	$182M	Buy	+350,000	New	+$192M	2.45%	18
2013 Q4	–	Sell	-1,550,000	Closed	-$143M	–	50
2013 Q3	$143M	Sell	1,550,000 -950,000	-38%	-$85.9M	3.49%	10
2013 Q2	$212M	Buy	+2,500,000	New	+$208M	4.79%	4

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Third Point's TMO Position: Q1 2026 in Review

Third Point sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 50,000 shares — an estimated $29M sold.

Third Point first reported a position in TMO in Q2 2013 and held it in 4 quarters. The position peaked at $212M in Q2 2013. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Third Point reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Third Point sold 50,000 Thermo Fisher Scientific shares in Q1 2026, an estimated $29M.
Third Point first reported a position in Thermo Fisher Scientific in Q2 2013 and held it in 4 quarters.
Third Point's Thermo Fisher Scientific position peaked at $212M in Q2 2013.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.