SEC 13F Intelligence

London & Capital Asset Management Ltd / TMO

London & Capital Asset Management Ltd’s Thermo Fisher Scientific Inc Position

Does London & Capital Asset Management Ltd own Thermo Fisher Scientific Inc (TMO)? Yes — 793.5K shares worth $390M (+4.25% of its 13F portfolio) as of Q1 2026, up from 786.2K shares the prior filed quarter.

Position Value
$390M
Q1 2026
Shares
793.5K
% of Portfolio
+4.25%
Quarters Held
11
currently held

Position History TMO

Reported value by quarter
Q3 ’23: $33MQ3 ’23Q4 ’23: $37MQ1 ’24: $41MQ1 ’24Q2 ’24: $32MQ3 ’24: $38MQ3 ’24Q4 ’24: $36MQ1 ’25: $55MQ1 ’25Q2 ’25: $51MQ3 ’25: $59MQ3 ’25Q4 ’25: $456MQ1 ’26: $390MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026793.5K$390M+4.25%
Q4 2025786.2K$456M+4.71%
Q3 2025121.0K$59M+4.19%
Q2 2025126.2K$51M+3.88%
Q1 2025109.7K$55M+4.68%
Q4 202468.5K$36M+3.04%
Q3 202460.8K$38M+2.98%
Q2 202458.6K$32M+2.74%
Q1 202470.1K$41M+3.11%
Q4 202369.7K$37M+3.10%
Q3 202365.2K$33M+3.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See London & Capital Asset Management Ltd’s full portfolio or all institutional holders of TMO.