LIM
TMDX icon

Lagoda Investment Management’s Transmedics TMDX Stock Holding History

Lagoda Investment Management’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 		$6.47M Buy
97,465
+6,935
+8% +$587K 3.56% 12
2026
Q1 		$9M Sell
90,530
-14,270
-14% -$1.86M 5.55% 6
2025
Q4 		$12.7M Sell
104,800
-3,260
-3% -$409K 7.38% 4
2025
Q3 		$12.1M Buy
108,060
+3,625
+3% +$424K 6.86% 4
2025
Q2 		$14M Buy
104,435
+2,625
+3% +$288K 7.93% 4
2025
Q1 		$6.85M Buy
101,810
+27,950
+38% +$1.92M 4.36% 9
2024
Q4 		$4.61M Buy
73,860
+10,555
+17% +$983K 2.49% 13
2024
Q3 		$9.94M Sell
63,305
-1,730
-3% -$267K 5.71% 6
2024
Q2 		$9.8M Sell
65,035
-90
-0.1% -$10.8K 5.64% 5
2024
Q1 		$4.82M Buy
65,125
+15,135
+30% +$1.25M 2.95% 12
2023
Q4 		$3.95M Buy
49,990
+27,040
+118% +$1.63M 2.69% 12
2023
Q3 		$1.26M Buy
22,950
+19,358
+539% +$1.39M 0.83% 17
2023
Q2 		$302K Buy
3,592
+1,792
+100% +$137K 0.21% 30
2023
Q1 		$136K Buy
+1,800
New +$124K 0.1% 34

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
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Lagoda Investment Management's TMDX Position: Q2 2026 in Review

Lagoda Investment Management increased its Transmedics (TMDX) stake by 7.7% in Q2 2026, buying an estimated $587K and bringing the position to 97,465 shares worth $6.47M. The position accounts for 3.56% of the portfolio, ranked #12.

Lagoda Investment Management first reported a position in TMDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $14M in Q2 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Lagoda Investment Management held 97,465 shares of Transmedics worth $6.47M as of Q2 2026.
  • Lagoda Investment Management bought 6,935 Transmedics shares in Q2 2026, an estimated $587K.
  • Transmedics made up 3.56% of Lagoda Investment Management's portfolio in Q2 2026, its #12 holding.
  • Lagoda Investment Management first reported a position in Transmedics in Q1 2023 and has held it in 14 quarters since.
  • Lagoda Investment Management's Transmedics position peaked at $14M in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Lagoda Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.