Nick Train - Lindsell Train
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $3,136,812,519
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 617,211 9.67 Reduce 10.48% 1.06 $435.27–538.41 · VW $488.73i $303,377,723 SEC
2025   Q4 689,503 10.13 Reduce 15.66% 1.52 $493.64–643.99 · VW $552.91i $399,532,513 SEC
2025   Q3 817,529 9.73 Reduce 4.34% 0.35 $456.67–602.32 · VW $549.94i $396,517,916 SEC
2025   Q2 854,612 8.17 Add 67.97% 3.31 $385.46–502.39 · VW $460.19i $346,510,982 SEC
2025   Q1 508,790 7.01 Add 24.94% 1.40 $390.50–536.21 · VW $443.18i $253,173,904 SEC
2024   Q4 407,240 5.30 Buy 5.30 $508.86–610.97 · VW $549.60i $211,858,465 SEC
Price snapshot:
Current price$528.51
Avg. buy price$471.10
+/- since buy12.19%
52-week low$401.89
52-week high$642.71