Ficha del valor · trimestre archivado
TMDX
TransMedics Group, Inc. · Healthcare · Medical - Devices
17Tenedores rastreados
+3Δ titulares
18.14MAcciones mantenidas
$2.43BValor declarado
+3Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +21.4% ·
flujo de acciones +2.5% ·
nuevas posiciones netas +17.6%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
Participación a lo largo del tiempo
| 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 | — | — |
Quién lo tiene en cartera · Q2 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 5.22M | — | $700.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.02M | — | $673.23M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (pasivo) | 3.60M | — | $481.89M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | The Vanguard Group ✦ (pasivo) | 3.60M | — | $481.89M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (pasivo) | 3.60M | — | $481.89M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | The Vanguard Group ✦ (pasivo) | 3.60M | — | $481.89M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | The Vanguard Group ✦ (pasivo) | 3.60M | — | $481.89M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (pasivo) | 1.29M | -1.3% | $172.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (pasivo) | 1.29M | -1.3% | $172.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 804.65K | +1.4% | $107.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (pasivo) | 804.65K | +1.4% | $107.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Marshall Wace ✦ | 546.79K | +258.7% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Marshall Wace ✦ | 546.79K | +258.7% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Marshall Wace ✦ | 546.79K | +258.7% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Marshall Wace ✦ | 546.79K | +258.7% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 411.99K | +1714.5% | $55.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Baillie Gifford ✦ | 262.96K | +1.3% | $35.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Baillie Gifford ✦ | 262.96K | +1.3% | $35.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Baillie Gifford ✦ | 262.96K | +1.3% | $35.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Baillie Gifford ✦ | 262.96K | +1.3% | $35.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Capital World Investors ✦ | 227.44K | 0.0% | $30.48M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Wellington Management ✦ | 221.07K | -23.9% | $29.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Wellington Management ✦ | 221.07K | -23.9% | $29.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Wellington Management ✦ | 221.07K | -23.9% | $29.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 221.07K | -23.9% | $29.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 156.44K | -74.3% | $20.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 156.44K | -74.3% | $20.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 137.89K | +1.6% | $18.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 137.89K | +1.6% | $18.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Millennium Management ✦ | 114.91K | Nuevo | $15.40M | 0.0% | New | 1 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 77.04K | +330.2% | $10.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 77.04K | +330.2% | $10.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Norges Bank ✦ (pasivo) | 40.27K | 0.0% | $5.40M | 0.0% | Held | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 4.97K | Nuevo | $665,761 | 0.0% | New | 1 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 4.97K | Nuevo | $665,761 | 0.0% | New | 1 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 4.97K | Nuevo | $665,761 | 0.0% | New | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 4.97K | Nuevo | $665,761 | 0.0% | New | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 4.97K | Nuevo | $665,761 | 0.0% | New | 1 | SEC ↗ |
| 61 | Gotham Asset Management ✦ | 3.16K | Nuevo | $423,338 | 0.0% | New | 1 | 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
| Millennium Management | $15.40M | 0.0% |
| AQR Capital Management | $665,761 | 0.0% |
| AQR Capital Management | $665,761 | 0.0% |
| AQR Capital Management | $665,761 | 0.0% |
| AQR Capital Management | $665,761 | 0.0% |
| AQR Capital Management | $665,761 | 0.0% |
| Gotham Asset Management | $423,338 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2025 ·
Metodología ·
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