
What smart money is saying about Danaher
5 funds in our archive have pitched Danaher — most recently Aristotle Global Equity Advisory in June 2026.
Danaher Corporation is a diversified global technology and science company that specializes in developing, manufacturing, and distributing a wide array of professional, medical, industrial, and commercial products and services across the world. The organization is structured into three primary operating segments: Life Sciences, Diagnostics, and Environmental & Applied Solutions. Within the Life Sciences segment, Danaher provides advanced instrumentation and solutions crucial for scientific research and development. This encompasses equipment like mass spectrometers, flow cytometry, genomics, lab automation, centrifugation, particle counting and characterization tools, and microscopes, alongside genomics consumables and technologies vital for Gene and Cell Therapy. Additionally, it delivers bioprocess technologies, consumables, and related services, as well as sophisticated filtration, separation, and purification systems. Its diverse clientele includes pharmaceutical, biopharmaceutical, food and beverage, medical, and life sciences companies, in addition to universities, medical schools, research institutions, and various industrial manufacturers. The Diagnostics segment is dedicated to furnishing essential tools for healthcare. Its offerings range from comprehensive systems for chemistry, immunoassay, microbiology, and automation to products for hematology, molecular, acute care, and pathology diagnostics. This segment equips hospitals, physicians' offices, reference laboratories, and other critical care settings with clinical instruments, reagents, consumables, software, and support services for accurate patient diagnosis and management. The Environmental & Applied Solutions segment addresses a broad spectrum of industrial and resource management requirements. It supplies instrumentation, consumables, software, services, and disinfection systems critical for the analysis, treatment, and management of various water types—including ultra-pure, potable, industrial, waste, ground, source, and ocean water—across residential, commercial, industrial, and natural resource applications. Furthermore, this segment delivers instruments, software, services, and consumables tailored for color and appearance management, packaging design and quality assurance, packaging converting, printing, marking, coding, and traceability applications for consumer, pharmaceutical, and industrial products. Established in 1969, the company was initially known as Diversified Mortgage Investors, Inc., before officially rebranding as Danaher Corporation in 1984. Its corporate headquarters are located in Washington, D.C.
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Position history
Between Q2 2025 and Q2 2026, 5 fund letters reported a position in Danaher — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 2 | 2 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 3 moves
- HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterDanaher - TrimmedMar Vista U.S. Quality Premier PortfolioJune 2026
“During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).”
Read the letterDanaher - ExitedMD SASS Concentrated ValueJune 2026
“During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS).”
Read the letterDanaher - HoldsKavaljer InvestmentbolagsfondMay 2026
Listed in Kavaljer Investmentbolagsfond’s reported holdings.
Read the letterDanaher - AddedMar Vista U.S. Quality Premier PortfolioMarch 2026
“During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).”
Read the letterDanaher
Also mentioned · 2
These funds discuss Danaher — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedRewey AM RAM Smid Value CompositeJune 2026
“Although Vontier became an independent company only after its 2020 spin-off from Fortive (itself spun from Danaher in 2016), its portfolio includes well-established brands such as Gilbarco Veeder-Root and Matco.”
Read the letterDanaher - MentionedBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“In Health Care, both Intuitive Surgical (ISRG) and Danaher Corp (DHR) were negative relative contributors despite improving and solid fundamental performance.”
Read the letterDanaher
Fund coverage · 5 theses
- Aristotle Global Equity AdvisoryJune 2026
Danaher is a disciplined healthcare platform with recurring revenue, strong capital allocation, and a culture that supports margin expansion and free cash flow.
Read the full thesis - Kavaljer InvestmentbolagsfondMay 2026
Danaher is a recurring-revenue life science and diagnostics compounder with improving bioprocessing demand, AI tailwinds, and a discounted valuation.
Read the full thesis - Eagle Capital ManagementMarch 2026
Danaher is a leading life sciences company with high share, strong management, and improving growth prospects.
Read the full thesis - Baron Durable Advantage FundDecember 2025
Danaher is a high-quality life sciences and diagnostics tools provider poised to benefit from reshoring capex, improving funding trends, and structural strengths to drive double-digit EPS growth.
Read the full thesis - Baron Durable Advantage FundJune 2025
Danaher Corporation is a quality compounder in the life sciences sector, well-positioned for long-term growth in bioprocessing despite current market pressures.
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