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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
Q2 		$1.02M Sell
15,406
-27,072
-64% -$2.29M 0.36% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Beaconlight Capital's TMDX Position: Q2 2026 in Review

Beaconlight Capital reduced its Transmedics (TMDX) stake by 64% in Q2 2026, selling an estimated $2.29M and leaving 15,406 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #33.

Beaconlight Capital first reported a position in TMDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q3 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Beaconlight Capital held 15,406 shares of Transmedics worth $1.02M as of Q2 2026.
  • Beaconlight Capital sold 27,072 Transmedics shares in Q2 2026, an estimated $2.29M.
  • Transmedics made up 0.36% of Beaconlight Capital's portfolio in Q2 2026, its #33 holding.
  • Beaconlight Capital first reported a position in Transmedics in Q2 2025 and has held it in 5 quarters since.
  • Beaconlight Capital's Transmedics position peaked at $4.96M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.