John Armitage's Egerton Capital returned to Thermo Fisher Scientific Inc (TMO) in 2026 Q3, according to the 13F-HR filed with the SEC on October 20, 2026: 198K shares worth about $134M at September 30, 2026, 1.36% of the portfolio. The fund had sold out of the name in 2023 Q3. TMO enters the book as the 20th largest of 23 stock positions.
What did the 2026 Q3 filing report for TMO?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Value | |
|---|---|
| Shares | 198K |
| Reported value | $134M |
| Portfolio weight | 1.36% |
| Rank in portfolio | 20th of 23 |
| Sold out in | 2023 Q3 |
| Out for | 3 years |
How big is the returning TMO position?
John Armitage opened 4 stock positions in 2026 Q3; TMO is the 3rd largest of them by weight. An average stock position in the John Armitage portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does TMO sit in the John Armitage portfolio?
TMO ranks 20th of 23 stock positions in the John Armitage portfolio at 1.36%, below the fund's average stock position of 4%. The TMO purchase was the 11th largest of the quarter's 27 position changes by percent change to portfolio. The largest stock position is V at 14.93%. Next come AMZN at 11.96% and APH at 9.19%. The three largest stocks together are 36.08% of the book. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% from the prior quarter.
When did John Armitage hold TMO before?
John Armitage held TMO before. The fund first reported the name in the quarter ended June 30, 2019, sold out twice, most recently in 2023 Q3, and is back after 3 years out. The weight peaked at 3.03% in 2023 Q2. Every reported trade is on the John Armitage TMO trade history page.
FAQ
How many TMO shares does John Armitage hold?
John Armitage holds 198K shares of TMO as of September 30, 2026, worth about $134M.
What is TMO's weight in the John Armitage portfolio?
TMO is 1.36% of the John Armitage portfolio and ranks 20th of 23 stocks by weight.
Has John Armitage owned TMO before?
Yes. John Armitage held TMO before. The fund first reported the name in the quarter ended June 30, 2019, sold out twice, most recently in 2023 Q3, and is back after 3 years out.