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TMDX · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TMDXVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TMDX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterTMDXVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 2020none listed holders, n.a.30 holders, $18.4bn
Q1 20211 holders, $17k31 holders, $15.4bn
Q2 20212 holders, $11m30 holders, $12.7bn
Q3 20211 holders, $40k35 holders, $10.1bn
Q4 20211 holders, $555k28 holders, $12.4bn
Q1 20221 holders, $948k23 holders, $16.1bn
Q2 20221 holders, $1.1m25 holders, $18.1bn
Q3 20224 holders, $8.7m22 holders, $18.4bn
Q4 20222 holders, $20m28 holders, $18.4bn
Q1 20233 holders, $30m26 holders, $21.4bn
Q2 20232 holders, $22m27 holders, $24.7bn
Q3 20234 holders, $63m33 holders, $24.3bn
Q4 20234 holders, $84m32 holders, $28.6bn
Q1 20242 holders, $51m31 holders, $29.8bn
Q2 20247 holders, $796m29 holders, $33.4bn
Q3 20248 holders, $190m27 holders, $33.5bn
Q4 20244 holders, $61m26 holders, $28.5bn
Q1 20255 holders, $40m21 holders, $35.4bn
Q2 202511 holders, $957m21 holders, $32.3bn
Q3 20258 holders, $820m22 holders, $25.9bn
Q4 20258 holders, $811m26 holders, $31.8bn
Q1 20266 holders, $95m25 holders, $31.8bn
Q2 20263 holders, $30m26 holders, $34.6bn
TMDX

TransMedics Group

Holders
8
Reported value
$811m
Buyers
16
Sellers
17

Breadth -1 among 92 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$31.8bn
Buyers
19
Sellers
20

Breadth -1 among 92 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q4 2025

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TMDX (4)

Davidson Kempner Capital Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only VRTX (22)

Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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