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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed
9,113,658
combined, among listed positions
Reported value
$907m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +255,212.

Managers listing TMDX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)5,096,243$507munder 0.1%Added+19,20715 May 2026 (the filing on sec.gov)
Invesco Ltd1,037,974$103munder 0.1%Added+353,40012 May 2026 (the filing on sec.gov)
Wellington Management Group LLP486,473$48munder 0.1%Added+53,15215 May 2026 (the filing on sec.gov)
Capital World Investors374,177$37munder 0.1%Added+146,73613 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc346,683$34munder 0.1%Trimmed-223,28715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP325,140$32munder 0.1%Trimmed-110,82915 May 2026 (the filing on sec.gov)
Millennium Management LLC306,080$30munder 0.1%Added+157,04915 May 2026 (the filing on sec.gov)
Baillie Gifford & Co305,194$30munder 0.1%Trimmed-11,2798 May 2026 (the filing on sec.gov)
Man Group PLC158,409$16munder 0.1%Added+62,74515 May 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP146,400$15m0.18%Held015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP133,875$13munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP115,345$11m0.09%Newnew14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd73,488$7.3munder 0.1%Added+1,53718 May 2026 (the filing on sec.gov)
Citadel Advisors LLC61,601$6.1munder 0.1%Trimmed-81,64615 May 2026 (the filing on sec.gov)
AllianceBernstein LP42,764$5.2munder 0.1%Added+62215 May 2026 (the filing on sec.gov)
Tudor Investment Corp40,217$4.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Marshall Wace LLP15,646$1.6munder 0.1%Trimmed-174,82415 May 2026 (the filing on sec.gov)
Winton Group Ltd11,941$1.2munder 0.1%Added+6,31812 May 2026 (the filing on sec.gov)
AQR Capital Management LLC7,779$773kunder 0.1%Added+2,97115 May 2026 (the filing on sec.gov)
Polen Capital Management LLC7,422$738kunder 0.1%Trimmed-3,40614 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC7,274$723kunder 0.1%Trimmed-103,22215 May 2026 (the filing on sec.gov)
MFS Investment Management3,232$321kunder 0.1%Trimmed-8414 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC3,156$314kunder 0.1%Added+46527 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,481$247kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC2,451$243kunder 0.1%Trimmed-6,66713 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (4)

Exited (4)

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 →