Patient Capital Management’s Tempus AI TEM Stock Holding History

Patient Capital 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	$20M	Buy	442,199 +60,071	+16%	+$3.41M	0.73%	34
2025 Q4	$22.6M	Sell	382,128 -5,742	-1%	-$449K	0.87%	32
2025 Q3	$31.3M	Sell	387,870 -757	-0.2%	-$53K	1.25%	30
2025 Q2	$24.7M	Buy	+388,627	New	+$22.3M	1.11%	31

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

Patient Capital Management's TEM Position: Q1 2026 in Review

Patient Capital Management increased its Tempus AI (TEM) stake by 16% in Q1 2026, buying an estimated $3.41M and bringing the position to 442,199 shares worth $20M. The position accounts for 0.73% of the portfolio, ranked #34.

Patient Capital Management first reported a position in TEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.3M in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

Patient Capital Management held 442,199 shares of Tempus AI worth $20M as of Q1 2026.
Patient Capital Management bought 60,071 Tempus AI shares in Q1 2026, an estimated $3.41M.
Tempus AI made up 0.73% of Patient Capital Management's portfolio in Q1 2026, its #34 holding.
Patient Capital Management first reported a position in Tempus AI in Q2 2025 and has held it in 4 quarters since.
Patient Capital Management's Tempus AI position peaked at $31.3M in Q3 2025.
425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.