JY
TMCI icon

Jeff Yass’s Treace Medical Concepts TMCI Stock Holding History

Jeff Yass’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$853K Buy
214,219
+197,170
+1,156% +$542K ﹤0.01% 8605
2026
Q1 		$22.8K Sell
17,049
-19,317
-53% -$38.5K ﹤0.01% 12834
2025
Q4 		$89.1K Buy
+36,366
New +$158K ﹤0.01% 11515
2025
Q3 		– Sell
-58,246
Closed -$342K – 13890
2025
Q2 		$342K Sell
58,246
-5,728
-9% -$37.3K ﹤0.01% 10045
2025
Q1 		$537K Sell
63,974
-9,986
-14% -$89.7K ﹤0.01% 8748
2024
Q4 		$550K Buy
73,960
+12,757
+21% +$85.4K ﹤0.01% 8433
2024
Q3 		$355K Sell
61,203
-56,470
-48% -$363K ﹤0.01% 9240
2024
Q2 		$783K Buy
117,673
+97,895
+495% +$791K ﹤0.01% 7167
2024
Q1 		$258K Buy
19,778
+4,236
+27% +$56.5K ﹤0.01% 10048
2023
Q4 		$198K Buy
+15,542
New +$157K ﹤0.01% 10694
2023
Q3 		– Sell
-24,351
Closed -$446K – 12983
2023
Q2 		$623K Sell
24,351
-20,495
-46% -$529K ﹤0.01% 7794
2023
Q1 		$1.13M Buy
44,846
+32,695
+269% +$768K ﹤0.01% 6494
2022
Q4 		$279K Sell
12,151
-1,423
-10% -$32.8K ﹤0.01% 9266
2022
Q3 		$300K Sell
13,574
-4,136
-23% -$80K ﹤0.01% 9790
2022
Q2 		$254K Buy
+17,710
New +$298K ﹤0.01% 10013

Other funds holding TMCI

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jeff Yass's TMCI Position: Q2 2026 in Review

Jeff Yass increased its Treace Medical Concepts (TMCI) stake by 1,156% in Q2 2026, buying an estimated $542K and bringing the position to 214,219 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #8605.

Jeff Yass first reported a position in TMCI in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q1 2023. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • Jeff Yass held 214,219 shares of Treace Medical Concepts worth $853K as of Q2 2026.
  • Jeff Yass bought 197,170 Treace Medical Concepts shares in Q2 2026, an estimated $542K.
  • Treace Medical Concepts made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8605 holding.
  • Jeff Yass first reported a position in Treace Medical Concepts in Q2 2022 and has held it in 15 quarters since.
  • Jeff Yass's Treace Medical Concepts position peaked at $1.13M in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.