Caption Management’s Tempus AI TEM Stock Holding History

Caption Management’s Portfolio TEM Stock Details TEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Sell	335,000 -20,000	-6%	-$1.14M	0.09%	238
2025 Q4	$21M	Hold	355,000	–	–	0.14%	162
2025 Q3	$28.7M	Buy	355,000 +335,000	+1,675%	+$23.5M	0.22%	92
2025 Q2	$1.27M	Sell	20,000 -18,000	-47%	-$1.03M	0.01%	869
2025 Q1	$1.83M	Sell	38,000 -162,000	-81%	-$8.75M	0.02%	710
2024 Q4	$6.75M	Buy	+200,000	New	+$9.89M	0.06%	283

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Caption Management's TEM Position: Q1 2026 in Review

Caption Management increased its Tempus AI (TEM) stake by 428% in Q1 2026, buying an estimated $1.05M and bringing the position to 22,700 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1019.

Caption Management first reported a position in TEM in Q1 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

Caption Management held 22,700 shares of Tempus AI worth $1.03M as of Q1 2026.
Caption Management bought 18,400 Tempus AI shares in Q1 2026, an estimated $1.05M.
Tempus AI made up 0.01% of Caption Management's portfolio in Q1 2026, its #1019 holding.
Caption Management first reported a position in Tempus AI in Q1 2025 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.