TMDX in the 13F filings
TransMedics Group · CUSIP 89377M109
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 4 listed it in both
- Shares listed
- 7,139,995
- combined, among listed positions
- Reported value
- $957m
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TMDX in Q2 2025
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 5,023,740 | $673m | under 0.1% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 546,787 | $73m | 0.08% | Added | n.a. | 13 Aug 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 411,985 | $55m | 0.10% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 275,400 | $37m | 0.08% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Baillie Gifford & Co | 262,961 | $35m | under 0.1% | Added | +3,284 | 6 Aug 2025 (the filing on sec.gov) |
| Capital World Investors | 227,441 | $30m | under 0.1% | Held | 0 | 13 Aug 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 139,407 | $19m | 0.16% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 123,716 | $17m | under 0.1% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 103,800 | $14m | 0.20% | Added | +34,600 | 14 Aug 2025 (the filing on sec.gov) |
| Winton Group Ltd | 13,373 | $1.8m | 0.09% | Trimmed | -19,367 | 14 Aug 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 11,385 | $1.5m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPnew position · 275,400 shares now+275,400
- ExodusPoint Capital Management LPnew position · 139,407 shares now+139,407
- Davidson Kempner Capital Management LPexisting position · 103,800 shares now+34,600
- Polen Capital Management LLCnew position · 11,385 shares now+11,385
- Baillie Gifford & Coexisting position · 262,961 shares now+3,284
Reductions
- Winton Group Ltdexisting position · 13,373 shares now-19,367
New positions and exits
New (3)
Exited (1)
- Farallon Capital Management LLCwas $202k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2019 | 1 | $1.2m | n.a. | n.a. |
| Q1 2021 | 1 | $17k | n.a. | n.a. |
| Q2 2021 | 2 | $11m | n.a. | n.a. |
| Q3 2021 | 1 | $40k | n.a. | n.a. |
| Q4 2021 | 1 | $555k | n.a. | n.a. |
| Q1 2022 | 1 | $948k | n.a. | n.a. |
| Q2 2022 | 1 | $1.1m | n.a. | n.a. |
| Q3 2022 | 4 | $8.7m | n.a. | n.a. |
| Q4 2022 | 2 | $20m | n.a. | n.a. |
| Q1 2023 | 3 | $30m | n.a. | n.a. |
| Q2 2023 | 2 | $22m | n.a. | n.a. |
| Q3 2023 | 4 | $63m | n.a. | n.a. |
| Q4 2023 | 4 | $84m | 2 | 2 |
| Q1 2024 | 2 | $51m | 1 | 1 |
| Q2 2024 | 7 | $796m | 5 | 2 |
| Q3 2024 | 8 | $190m | 5 | 3 |
| Q4 2024 | 4 | $61m | 3 | 4 |
| Q1 2025 | 5 | $40m | 4 | 2 |
| Q2 2025 | 11 | $957m | 9 | 2 |
| Q3 2025 | 8 | $820m | 4 | 3 |
| Q4 2025 | 8 | $811m | 16 | 17 |
| Q1 2026 | 6 | $95m | 16 | 13 |
| Q2 2026 | 3 | $30m | 14 | 17 |
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 →