TMDX
TransMedics Group, Inc. · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares -30.0% ·
flujo de acciones -10.8% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | -3 | 25.87M | $1.72B | +11 | −13 |
| Q1 2026 | 110 | -2 | 27.24M | $2.71B | +6 | −9 |
| Q4 2025 | 113 | -2 | 29.10M | $3.52B | +1 | −2 |
| Q3 2025 | 21 | +2 | 20.81M | $2.34B | +2 | −1 |
| Q2 2025 | 17 | +3 | 18.14M | $2.43B | +3 | — |
| Q1 2025 | 11 | -1 | 3.86M | $259.47M | +2 | −3 |
| Q4 2024 | 12 | +2 | 3.62M | $225.65M | +3 | −1 |
| Q3 2024 | 9 | -4 | 2.19M | $344.12M | — | −4 |
| Q2 2024 | 13 | — | 2.46M | $370.15M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 763.79K | +1.3% | $119.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 763.79K | +1.3% | $119.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (pasivo) | 358.08K | +32.7% | $56.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 303.77K | -3.4% | $47.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 303.77K | -3.4% | $47.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 303.77K | -3.4% | $47.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 303.77K | -3.4% | $47.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 293.47K | -11.2% | $46.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 293.47K | -11.2% | $46.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 234.89K | -8.8% | $36.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 234.89K | -8.8% | $36.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 234.89K | -8.8% | $36.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 234.89K | -8.8% | $36.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 111.84K | +49.9% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 111.80K | -15.2% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 9.17K | +204.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 9.17K | +204.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 9.17K | +204.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 4.87K | -78.0% | $764,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $31.67M | era 0.0% |
| Citadel Advisors | $11.77M | era 0.0% |
| Marshall Wace | $1.42M | era 0.0% |
| Gotham Asset Management | $300,186 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 412 tenedores, 36.17M acciones, $3.51B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.