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What smart money is saying about Thermo Fisher Scientific Inc.United States flag

TMO · Healthcare · Medical - Diagnostics & Research · Market cap $224.56B

5 funds in our archive have pitched Thermo Fisher Scientific Inc. — most recently Baron Health Care Fund in December 2025.

Company profile

Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. The company's Life Sciences Solutions segment offers reagents, instruments, and consumables for biological and medical research, discovery, and production of drugs and vaccines, as well as diagnosis of infections and diseases; and solutions include biosciences, genetic sciences, and bio production to pharmaceutical, biotechnology, agricultural, clinical, healthcare, academic, and government markets. Its Analytical Instruments segment provides instruments, consumables, software, and services for pharmaceutical, biotechnology, academic, government, environmental, and other research and industrial markets, as well as clinical laboratories. The company's Specialty Diagnostics segment offers liquid, ready-to-use, and lyophilized immunodiagnostic reagent kits, as well as calibrators, controls, protein detection assays, and instruments; immunodiagnostics develops, manufactures and markets complete bloodtest systems to support the clinical diagnosis and monitoring of allergy, asthma and autoimmune diseases; dehydrated and prepared culture media, collection and transport systems, instrumentation, and consumables; human leukocyte antigen typing and testing for organ transplant market; and healthcare products. Its Laboratory Products and Biopharma Services segment provides laboratory products, research and safety market channel, and pharma services and clinical research. It offers products and services through a direct sales force, customer-service professionals, electronic commerce, and third-party distributors under Thermo Scientific; Applied Biosystems; Invitrogen; Fisher Scientific; Unity Lab Services; and Patheon and PPD. Thermo Fisher Scientific Inc. was founded in 1956 and is headquartered in Waltham, Massachusetts.

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Summarize with Warren AI
6
Reported positions
3
Bought
0
Sold
12
Letters

Position history

Between Q4 2024 and Q2 2026, 6 fund letters reported a position in Thermo Fisher Scientific Inc.3 opened or added to the position.

Fund letters reporting a position in Thermo Fisher Scientific Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20266300
Q4 20250001
Q3 20250001
Q2 20250002
Q4 20240001

Fund activity · 6 positions · 3 moves

  • AddedMatrix Asset Advisors Capital Markets Commentary
    June 2026
    We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.
    Read the letterThermo Fisher Scientific Inc.
  • HoldsArtisan Partners Value Equity Strategy
    June 2026

    Listed in Artisan Partners Value Equity Strategy’s reported holdings.

    Read the letterThermo Fisher Scientific Inc.
  • HoldsHarding Loevner Global Equity
    June 2026

    Listed in Harding Loevner Global Equity’s reported holdings.

    Read the letterThermo Fisher Scientific Inc.
  • New positionClearBridge Investments Value Strategy
    June 2026
    In addition to the transactions discussed above, we initiated new positions in Vulcan Materials in the materials sector, TGS in the energy sector, FedEx Freight in the industrials sector, Brookfield Infrastructure in the utilities sector and Thermo Fisher Scientific in the health care sector.
    Read the letterThermo Fisher Scientific Inc.
  • HoldsBaron Health Care Fund
    June 2026

    Listed in Baron Health Care Fund’s reported holdings.

    Read the letterThermo Fisher Scientific Inc.
  • New positionKavaljer Investmentbolagsfond
    May 2026
    New positions are Alphabet and Thermo Fisher.
    Read the letterThermo Fisher Scientific Inc.

Also mentioned · 1

These funds discuss Thermo Fisher Scientific Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGeneration IM Global Equity Strategy
    July 2026
    The incoming CEO, Michel Lagarde of Thermo Fisher Scientific, is a serious hire.
    Read the letterThermo Fisher Scientific Inc.

Fund coverage · 5 theses

  • Baron Health Care Fund
    December 2025

    Thermo Fisher Scientific Inc. is a dominant life science tools company with improving end markets and a path to accelerating organic and earnings growth.

    Read the full thesis
  • Baron Health Care Fund
    September 2025

    Thermo Fisher Scientific Inc. is a competitively advantaged life sciences tools company poised for accelerated growth, expecting 3%-6% organic revenue growth in 2026-2027 and over 7% beyond, following a challenging period.

    Read the full thesis
  • Artisan Value Equity Strategy
    June 2025

    Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets, solid financials, and a largely recurring revenue model, making it an attractive investment despite current market challenges.

    Read the full thesis
  • Loomis Sayles Growth Fund
    June 2025

    Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry, with a strong focus on biopharma, anticipated high-single-digit revenue growth, and undervalued share price offering a compelling investment opportunity despite current market pessimism.

    Read the full thesis
  • Lindsell Train North American Equity Fund
    December 2024

    Thermo Fischer is a leading global life sciences tools and diagnostics company that benefits from industry growth and recurring revenues, making it an attractive investment opportunity despite recent flat share performance.

    Read the full thesis

Read every full thesis on Thermo Fisher Scientific Inc.

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