Southpoint Capital Advisors LP

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1319998 NEW YORK, NY

Position in TMO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$196,612,000

+$138,667,000 QoQ

Shares Held

400,000

+300.0% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

4.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Southpoint Capital Advisors LP holds $569,218,000 across 3 Diagnostics & Research names. TMO ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ILMN	Illumina, Inc.	2,100,000	$258,846,000
2	TMO	Thermo Fisher Scientific Inc. This page	400,000	$196,612,000
3	DHR	Danaher Corp /De/	600,000	$113,760,000

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$196,612,000	400,000	+300.0%	Shares	Defined	2026-05-15
2025-12-31	$57,945,000	100,000	-75.0%	Shares	Defined	2026-02-17
2025-09-30	$194,008,000	400,000	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.