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TMDX icon

Braidwell’s Transmedics TMDX Stock Holding History

Braidwell’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 		$40.5M Buy
609,715
+280,324
+85% +$23.7M 1.5% 25
2026
Q1 		$32.7M Buy
329,391
+14,050
+4% +$1.83M 1.09% 35
2025
Q4 		$38.4M Sell
315,341
-35,907
-10% -$4.51M 1.23% 33
2025
Q3 		$39.4M Buy
351,248
+96,200
+38% +$11.3M 1.17% 27
2025
Q2 		$34.2M Sell
255,048
-599,836
-70% -$65.9M 1.17% 30
2025
Q1 		$57.5M Sell
854,884
-67,216
-7% -$4.62M 2.02% 21
2024
Q4 		$57.5M Buy
+922,100
New +$85.8M 1.7% 23
2024
Q3 		– Sell
-189,960
Closed -$28.6M – 87
2024
Q2 		$28.6M Sell
189,960
-424,571
-69% -$50.9M 0.9% 40
2024
Q1 		$45.4M Buy
614,531
+496,830
+422% +$40.9M 1.46% 28
2023
Q4 		$9.29M Sell
117,701
-189,499
-62% -$11.4M 0.34% 63
2023
Q3 		$16.8M Buy
+307,200
New +$22.1M 0.53% 63
2023
Q2 		– Sell
-98,459
Closed -$7.46M – 92
2023
Q1 		$7.46M Sell
98,459
-204,726
-68% -$14.2M 0.25% 70
2022
Q4 		$18.7M Buy
+303,185
New +$16.1M 0.63% 55

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Braidwell's TMDX Position: Q2 2026 in Review

Braidwell increased its Transmedics (TMDX) stake by 85% in Q2 2026, buying an estimated $23.7M and bringing the position to 609,715 shares worth $40.5M. The position accounts for 1.5% of the portfolio, ranked #25.

Braidwell first reported a position in TMDX in Q4 2022 and has held it in 13 quarters since. The position peaked at $57.5M in Q1 2025. 374 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Braidwell held 609,715 shares of Transmedics worth $40.5M as of Q2 2026.
  • Braidwell bought 280,324 Transmedics shares in Q2 2026, an estimated $23.7M.
  • Transmedics made up 1.5% of Braidwell's portfolio in Q2 2026, its #25 holding.
  • Braidwell first reported a position in Transmedics in Q4 2022 and has held it in 13 quarters since.
  • Braidwell's Transmedics position peaked at $57.5M in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

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