Blue Whale Capital’s DexCom DXCM Stock Holding History

Blue Whale Capital’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-236,000	Closed	-$15.8M	–	22
2024 Q3	$15.8M	Buy	236,000 +113,000	+92%	+$9.28M	1.23%	18
2024 Q2	$13.9M	Sell	123,000 -2,000	-2%	-$253K	1.33%	17
2024 Q1	$17.3M	Hold	125,000	–	–	1.83%	15
2023 Q4	$15.5M	Hold	125,000	–	–	1.99%	16
2023 Q3	$11.7M	Hold	125,000	–	–	1.88%	13
2023 Q2	$16.1M	Sell	125,000 -191,500	-61%	-$23.2M	2.47%	14
2023 Q1	$36.8M	Sell	316,500 -70,000	-18%	-$7.84M	6.08%	8
2022 Q4	$43.8M	Hold	386,500	–	–	7.46%	8
2022 Q3	$31.1M	Buy	386,500 +87,500	+29%	+$7.41M	5.57%	10
2022 Q2	$22.3M	Sell	299,000 -41,000	-12%	-$3.74M	3.28%	12
2022 Q1	$43.5M	Hold	340,000	–	–	4.18%	12
2021 Q4	$45.6M	Buy	340,000 +228,000	+204%	+$32.8M	3.72%	13
2021 Q3	$15.3M	Buy	+112,000	New	+$14.1M	1.45%	19

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Blue Whale Capital's DXCM Position: Q4 2024 in Review

Blue Whale Capital sold out of DexCom (DXCM) in Q4 2024, closing a stake of 236,000 shares — an estimated $15.8M sold.

Blue Whale Capital first reported a position in DXCM in Q3 2021 and held it in 13 quarters. The position peaked at $45.6M in Q4 2021. 951 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

Blue Whale Capital reported no remaining DexCom position as of Q4 2024 after selling out during the quarter.
Blue Whale Capital sold 236,000 DexCom shares in Q4 2024, an estimated $15.8M.
Blue Whale Capital first reported a position in DexCom in Q3 2021 and held it in 13 quarters.
Blue Whale Capital's DexCom position peaked at $45.6M in Q4 2021.
951 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Blue Whale Capital's 13F filing for Q4 2024, filed 13 Feb 2025.