Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund’s top 5 holdings are also listed in the letter, showing the firm’s main investment positions heading into 2025.
One of the companies mentioned in the letter is
Thermo Fisher Scientific Inc.
(NYSE:TMO). Thermo Fisher Scientific Inc.
(NYSE:TMO) provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in North America, Europe, Asia-Pacific, and internationally. Over the past month, Thermo Fisher Scientific Inc.
(NYSE:TMO) rose by 21.19%, and its shares fell 19.23% over the last 12 months. On August 15, 2025, Thermo Fisher Scientific Inc.
(NYSE:TMO) shares closed at $489.01, with a market capitalization of $185.434 billion.
Here is what they have to say about Thermo Fisher Scientific Inc.
(NYSE:TMO) in their investor letter:
“Thermo Fisher Scientific Inc.
Arkansas
provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally.
Thermo Fisher Scientific Inc. (NYSE:TMO) is in 26th position on our list of 30 Most Popular Stocks Among Hedge Funds. According to our data,
101 hedge fund portfolios held positions in Thermo Fisher Scientific Inc.
(NYSE:TMO) at the end of the first quarter of 2025, slightly down from 100 in the previous quarter. Thermo Fisher Scientific Inc. (NYSE:TMO) exceeded Q2 2025 earnings forecasts, reporting an EPS of $5.36 versus the expected $5.23. While we acknowledge the potential of TMO as an investment, we believe certain AI stocks offer greater upside…
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