Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $435.27–538.41 · VW $488.73i SEC
2025   Q4 2,307 0.01 Reduce 97.99% 0.18 $493.64–643.99 · VW $552.91i $1,336,900 SEC
2025   Q3 114,513 0.18 Reduce 94.77% 2.59 $456.67–602.32 · VW $549.94i $55,541,018 SEC
2025   Q2 2,190,348 2.73 Reduce 5.69% 0.21 $385.46–502.39 · VW $460.19i $888,098,672 SEC
2025   Q1 2,322,482 3.63 Reduce 5.64% 0.20 $390.50–536.21 · VW $443.18i $1,155,666,992 SEC
2024   Q4 2,461,195 3.46 Reduce 12.31% 0.55 $508.86–610.97 · VW $549.60i $1,280,387,702 SEC
2024   Q3 2,806,786 4.48 Reduce 9.52% 0.41 $493.30–627.88 · VW $550.27i $1,736,193,727 SEC
2024   Q2 3,102,010 4.30 Reduce 4.81% 0.21 $528.37–622.30 · VW $588.58i $1,715,411,476 SEC
2024   Q1 3,258,927 4.37 Add 60.29% 1.64 $529.64–603.82 · VW $567.15i $1,894,120,742 SEC
2023   Q4 2,033,120 2.60 Reduce 5.48% 0.16 $487.06–575.00 · VW $544.08i $1,079,249,790 SEC
2023   Q3 2,151,028 2.87 Reduce 3.91% 0.11 $415.60–565.86 · VW $492.41i $1,088,785,598 SEC
2023   Q2 2,238,649 2.90 Reduce 1.42% 0.05 $503.31–580.09 · VW $546.83i $1,168,015,294 SEC
2023   Q1 2,270,936 3.45 Add 3.52% 0.12 $498.50–593.17 · VW $533.38i $1,308,899,532 SEC
2022   Q4 2,193,711 3.53 Buy 3.53 $520.01–609.85 · VW $557.21i $1,208,054,689 SEC
Price snapshot:
Current price$528.51
52-week low$401.89
52-week high$642.71