In the most recently reported quarter, several renowned institutional investors made notable increases to their Danaher (DHR) holdings, reflecting growing confidence in the life sciences and diagnostics conglomerate. As the company continues to evolve its portfolio through innovation and strategic divestitures, Danaher is attracting fresh institutional capital as a long-term compounder in the healthcare sector.| The Acquirer's Multiple®
Taiwan Semiconductor (TSM) remains a critical player in the global semiconductor industry, serving as the backbone for tech giants with its advanced chip manufacturing capabilities. The company’s strategic importance, coupled with its technological leadership, attracts a wide range of investors, from value-oriented funds to growth-focused managers. This analysis examines recent portfolio adjustments by prominent investors.| The Acquirer's Multiple®