Lindsell Train Ltd — THERMO FISHER SCIENTIFIC INC TMO: Quarterly 13F Position History
Lindsell Train Ltd has reported THERMO FISHER SCIENTIFIC INC (TMO) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 617,211 shares ($303.4M market value, 9.67% of the equity book). Quarter-over-quarter share count change: 72,292 (-10.5%) .
- 617,211Shares Held (Latest Filing)
- $303.4MReported Market Value (Latest Filing)
- 9.67%Portfolio Weight (% of 13F Equity Book)
- 72,292Quarter-over-Quarter Share Change
- -$96.2MQuarter-over-Quarter Value Change
- 854,612Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 617,211 | 72,292 | -10.5% | $303.4M | 9.67% | $491.53 |
| Q4 2025 | 689,503 | 128,026 | -15.7% | $399.5M | 10.13% | $579.45 |
| Q3 2025 | 817,529 | 37,083 | -4.3% | $396.5M | 9.73% | $485.02 |
| Q2 2025 | 854,612 | +345,822 | +68.0% | $346.5M | 8.17% | $405.46 |
| Q1 2025 | 508,790 | +101,550 | +24.9% | $253.2M | 7.01% | $497.60 |
| Q4 2024 | 407,240 | — | — | $211.9M | 5.30% | $520.23 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lindsell Train Ltd first disclose a TMO position in 13F-HR filings?
Lindsell Train Ltd first reported THERMO FISHER SCIENTIFIC INC (TMO) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Lindsell Train Ltd's most recent quarter-over-quarter share-count change in TMO?
Between Q4 2025 and Q1 2026, Lindsell Train Ltd reduced its TMO position by 72,292 shares (-10.5%), leaving 617,211 shares at a market value of $303.4M.
Does the implied price-per-share represent Lindsell Train Ltd's cost basis in TMO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.