Polen Capital Management
TMDX icon

Polen Capital Management’s Transmedics TMDX Stock Holding History

Polen Capital 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 		– Sell
-7,422
Closed -$738K – 276
2026
Q1 		$738K Sell
7,422
-3,406
-31% -$444K 0.01% 167
2025
Q4 		$1.32M Buy
10,828
+5,138
+90% +$645K 0.01% 114
2025
Q3 		$638K Sell
5,690
-5,695
-50% -$667K ﹤0.01% 170
2025
Q2 		$1.53M Buy
+11,385
New +$1.25M ﹤0.01% 103

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

Polen Capital Management's TMDX Position: Q2 2026 in Review

Polen Capital Management sold out of Transmedics (TMDX) in Q2 2026, closing a stake of 7,422 shares — an estimated $738K sold.

Polen Capital Management first reported a position in TMDX in Q2 2025 and held it in 4 quarters. The position peaked at $1.53M in Q2 2025. 373 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Polen Capital Management reported no remaining Transmedics position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 7,422 Transmedics shares in Q2 2026, an estimated $738K.
  • Polen Capital Management first reported a position in Transmedics in Q2 2025 and held it in 4 quarters.
  • Polen Capital Management's Transmedics position peaked at $1.53M in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.