TMDX
TransMedics Group, Inc. · Healthcare · Medical - Devices
Input momentum (manajer yang sebanding):
keluasan pemegang -8.3% ·
aliran saham +6.6% ·
posisi baru bersih -9.1%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasif) | 1.31M | -4.0% | $87.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasif) | 1.31M | -4.0% | $87.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasif) | 793.41K | +2.7% | $53.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasif) | 793.41K | +2.7% | $53.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 609.69K | +161.7% | $41.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 609.69K | +161.7% | $41.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Capital World Investors ✦ | 227.44K | Baru | $15.30M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 152.45K | Baru | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 152.45K | Baru | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 152.45K | Baru | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 135.70K | -47.5% | $9.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 135.70K | -47.5% | $9.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Norges Bank ✦ (pasif) | 40.27K | -89.0% | $2.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 22.70K | +81.3% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 17.91K | +147.3% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 17.91K | +147.3% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Capital World Investors | $15.30M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
Telah keluar
| Millennium Management | $10.28M | adalah 0.0% |
| AQR Capital Management | $263,866 | adalah 0.0% |
| Bridgewater Associates | $215,918 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 412 pemegang, 36.17M saham, $3.51B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.