KC
TEM

Kadensa Capital’s Tempus AI TEM Stock Holding History

Kadensa Capital’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
Q2 		$12.6M Sell
217,591
-153,295
-41% -$7.69M 2.69% 13
2026
Q1 		$16.8M Buy
370,886
+5,940
+2% +$338K 2.33% 15
2025
Q4 		$21.6M Buy
364,946
+76,911
+27% +$6.02M 2.24% 20
2025
Q3 		$23.2M Sell
288,035
-14,628
-5% -$1.02M 2.39% 14
2025
Q2 		$19.2M Sell
302,663
-156,082
-34% -$8.95M 3.06% 8
2025
Q1 		$22.1M Buy
+458,745
New +$24.8M 2.75% 7

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kadensa Capital's TEM Position: Q2 2026 in Review

Kadensa Capital reduced its Tempus AI (TEM) stake by 41% in Q2 2026, selling an estimated $7.69M and leaving 217,591 shares worth $12.6M. The position accounts for 2.69% of the portfolio, ranked #13.

Kadensa Capital first reported a position in TEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.2M in Q3 2025. 488 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • Kadensa Capital held 217,591 shares of Tempus AI worth $12.6M as of Q2 2026.
  • Kadensa Capital sold 153,295 Tempus AI shares in Q2 2026, an estimated $7.69M.
  • Tempus AI made up 2.69% of Kadensa Capital's portfolio in Q2 2026, its #13 holding.
  • Kadensa Capital first reported a position in Tempus AI in Q1 2025 and has held it in 6 quarters since.
  • Kadensa Capital's Tempus AI position peaked at $23.2M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

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