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 Q2	$4.01M	Buy	266,009 +12,132	+5%	+$212K	1.42%	22
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 $6.73T AUM 46.02% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Beaconlight Capital's TNDM Position: Q2 2026 in Review

Beaconlight Capital increased its Tandem Diabetes Care (TNDM) stake by 4.8% in Q2 2026, buying an estimated $212K and bringing the position to 266,009 shares worth $4.01M. The position accounts for 1.42% of the portfolio, ranked #22.

Beaconlight Capital first reported a position in TNDM in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.9M in Q4 2024. 273 funds tracked by Wall St. Rank hold TNDM as of Q2 2026.

Beaconlight Capital held 266,009 shares of Tandem Diabetes Care worth $4.01M as of Q2 2026.
Beaconlight Capital bought 12,132 Tandem Diabetes Care shares in Q2 2026, an estimated $212K.
Tandem Diabetes Care made up 1.42% of Beaconlight Capital's portfolio in Q2 2026, its #22 holding.
Beaconlight Capital first reported a position in Tandem Diabetes Care in Q4 2023 and has held it in 9 quarters since.
Beaconlight Capital's Tandem Diabetes Care position peaked at $11.9M in Q4 2024.
273 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2026.

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