11 hedge funds and family offices disclose a TMO position in their latest SEC 13F filing — combined $1.43B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 1,668,025 | $819.9M | 2.29% | 2026-03-31 |
| 2 | Lindsell Train | Lindsell Train Ltd | 689,503 | $399.5M | 10.13% | 2025-12-31 |
| 3 | Steven Romick | First Pacific Advisors LP | 218,572 | $126.7M | 1.67% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 73,100 | $36.6M | 0.28% | 2026-06-30 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 40,150 | $23.3M | 3.51% | 2025-12-31 |
| 6 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 21,341 | $12.4M | 1.11% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 14,487 | $7.1M | 0.03% | 2026-03-31 |
| 8 | Polen Capital | Polen Capital Management LLC | 2,307 | $1.3M | 0.01% | 2025-12-31 |
| 9 | Mairs & Power | Mairs & Power Inc | 1,241 | $719K | 0.01% | 2025-12-31 |
| 10 | Mark Hillman | Hillman Capital Management Inc | 634 | $367K | 0.23% | 2025-12-31 |
| 11 | Olstein Capital Management | Olstein Capital Management LP | 6,400 | $4K | 0.76% | 2025-12-31 |
As of the latest 13F window, 11 tracked superinvestors hold TMO. The largest disclosed position is Viking Global at $819.9M (2.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TMO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
11 hedge funds and family offices disclose a TMO position in their latest SEC 13F filing — combined $1.43B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 1,668,025 | $819.9M | 2.29% | 2026-03-31 |
| 2 | Lindsell Train | Lindsell Train Ltd | 689,503 | $399.5M | 10.13% | 2025-12-31 |
| 3 | Steven Romick | First Pacific Advisors LP | 218,572 | $126.7M | 1.67% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 73,100 | $36.6M | 0.28% | 2026-06-30 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 40,150 | $23.3M | 3.51% | 2025-12-31 |
| 6 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 21,341 | $12.4M | 1.11% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 14,487 | $7.1M | 0.03% | 2026-03-31 |
| 8 | Polen Capital | Polen Capital Management LLC | 2,307 | $1.3M | 0.01% | 2025-12-31 |
| 9 | Mairs & Power | Mairs & Power Inc | 1,241 | $719K | 0.01% | 2025-12-31 |
| 10 | Mark Hillman | Hillman Capital Management Inc | 634 | $367K | 0.23% | 2025-12-31 |
| 11 | Olstein Capital Management | Olstein Capital Management LP | 6,400 | $4K | 0.76% | 2025-12-31 |
As of the latest 13F window, 11 tracked superinvestors hold TMO. The largest disclosed position is Viking Global at $819.9M (2.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TMO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
