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TMDX in the 13F filings

TransMedics Group · CUSIP 89377M109

Sector · Medical devices and instrumentsTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Surgical, medical and electromedical devices
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
9,220,746
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -96,772.

Managers listing TMDX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)5,077,036$618munder 0.1%Added+12,66617 Feb 2026 (the filing on sec.gov)
Invesco Ltd684,574$83munder 0.1%Added+298,77019 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc569,970$69munder 0.1%Added+171,81017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP435,969$53m0.07%Trimmed-199,42517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP433,321$53munder 0.1%Added+217,18017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP362,300$44m0.09%Trimmed-61,00017 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co316,473$38munder 0.1%Added+55,75423 Jan 2026 (the filing on sec.gov)
Capital World Investors227,441$28munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP190,470$23munder 0.1%Trimmed-351,20813 Feb 2026 (the filing on sec.gov)
Millennium Management LLC149,031$18munder 0.1%Added+100,21717 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP146,400$18m0.21%Held017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC143,247$17munder 0.1%Added+18,33017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC110,496$13munder 0.1%Trimmed-22,00813 Feb 2026 (the filing on sec.gov)
Man Group PLC95,664$12munder 0.1%Trimmed-17,89217 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC91,065$11munder 0.1%Added+64,73017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd71,951$8.8munder 0.1%Added+52,53017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP42,142$5.1munder 0.1%Added+1,35317 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC17,100$2.1munder 0.1%Trimmed-10,14613 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC10,828$1.3munder 0.1%Added+5,13812 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC10,299$1.3munder 0.1%Trimmed-134,90012 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC9,118$1.1munder 0.1%Added+8,64710 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP7,761$944kunder 0.1%Trimmed-9,71917 Feb 2026 (the filing on sec.gov)
Winton Group Ltd5,623$684kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC4,808$585kunder 0.1%Trimmed-3,78917 Feb 2026 (the filing on sec.gov)
MFS Investment Management3,316$403kunder 0.1%Newnew22 Jan 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (8)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

051015202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TMDX by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20191$1.2mn.a.n.a.
Q1 20211$17kn.a.n.a.
Q2 20212$11mn.a.n.a.
Q3 20211$40kn.a.n.a.
Q4 20211$555kn.a.n.a.
Q1 20221$948kn.a.n.a.
Q2 20221$1.1mn.a.n.a.
Q3 20224$8.7mn.a.n.a.
Q4 20222$20mn.a.n.a.
Q1 20233$30mn.a.n.a.
Q2 20232$22mn.a.n.a.
Q3 20234$63mn.a.n.a.
Q4 20234$84m22
Q1 20242$51m11
Q2 20247$796m52
Q3 20248$190m53
Q4 20244$61m34
Q1 20255$40m42
Q2 202511$957m92
Q3 20258$820m43
Q4 20258$811m1617
Q1 20266$95m1613
Q2 20263$30m1417

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TMDX and LLY →TMDX and JNJ →TMDX and VRTX →Choose a stock to compare with TMDX →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TMDX, latest filings →Back to the 13F Explorer →