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Beaconlight Capital’s Transmedics TMDX Stock Holding History

Beaconlight Capital’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.22M Buy
42,478
+13,134
+45% +$1.71M 2.22% 15
2025
Q4 		$3.57M Sell
29,344
-14,874
-34% -$1.87M 2.08% 17
2025
Q3 		$4.96M Buy
44,218
+22,694
+105% +$2.66M 2.45% 17
2025
Q2 		$2.88M Buy
+21,524
New +$2.36M 1.65% 22

Other funds holding TMDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaconlight Capital's TMDX Position: Q1 2026 in Review

Beaconlight Capital increased its Transmedics (TMDX) stake by 45% in Q1 2026, buying an estimated $1.71M and bringing the position to 42,478 shares worth $4.22M. The position accounts for 2.22% of the portfolio, ranked #15.

Beaconlight Capital first reported a position in TMDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.96M in Q3 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Beaconlight Capital held 42,478 shares of Transmedics worth $4.22M as of Q1 2026.
  • Beaconlight Capital bought 13,134 Transmedics shares in Q1 2026, an estimated $1.71M.
  • Transmedics made up 2.22% of Beaconlight Capital's portfolio in Q1 2026, its #15 holding.
  • Beaconlight Capital first reported a position in Transmedics in Q2 2025 and has held it in 4 quarters since.
  • Beaconlight Capital's Transmedics position peaked at $4.96M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.