Beaconlight Capital’s Tandem Diabetes Care TNDM Stock Holding History

Beaconlight Capital’s Portfolio TNDM Stock Details TNDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.87M	Buy	+253,877	New	+$5.52M	2.56%	13
2025 Q3	–	Sell	-53,455	Closed	-$996K	–	38
2025 Q2	$996K	Sell	53,455 -166,302	-76%	-$3.29M	0.57%	28
2025 Q1	$4.21M	Sell	219,757 -111,452	-34%	-$3.26M	2.82%	12
2024 Q4	$11.9M	Buy	331,209 +115,594	+54%	+$3.91M	4.42%	7
2024 Q3	$9.14M	Buy	215,615 +94,317	+78%	+$4M	3.72%	12
2024 Q2	$4.89M	Sell	121,298 -125,888	-51%	-$5.25M	2.19%	18
2024 Q1	$8.75M	Buy	247,186 +180,859	+273%	+$4.85M	3.49%	12
2023 Q4	$1.96M	Buy	+66,327	New	+$1.38M	0.8%	27

Other funds holding TNDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beaconlight Capital's TNDM Position: Q1 2026 in Review

Beaconlight Capital opened a new position in Tandem Diabetes Care (TNDM) in Q1 2026: 253,877 shares worth $4.87M. The stake represents 2.56% of the portfolio and ranks #13 among its holdings. This is a return to the name: Beaconlight Capital previously reported a position in TNDM as recently as Q2 2025.

Beaconlight Capital first reported a position in TNDM in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.9M in Q4 2024. 272 funds tracked by Wall St. Rank hold TNDM as of Q1 2026.

Beaconlight Capital held 253,877 shares of Tandem Diabetes Care worth $4.87M as of Q1 2026.
Tandem Diabetes Care was a new Beaconlight Capital position in Q1 2026.
Tandem Diabetes Care made up 2.56% of Beaconlight Capital's portfolio in Q1 2026, its #13 holding.
Beaconlight Capital first reported a position in Tandem Diabetes Care in Q4 2023 and has held it in 8 quarters since.
Beaconlight Capital's Tandem Diabetes Care position peaked at $11.9M in Q4 2024.
272 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2026.

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