Taylor Frigon Capital Management’s Transmedics TMDX Stock Holding History

Taylor Frigon 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	$1.79M	Buy	26,908 +7,190	+36%	+$609K	0.84%	63
2026 Q1	$1.96M	Sell	19,718 -105	-0.5%	-$13.7K	1.12%	44
2025 Q4	$2.41M	Sell	19,823 -941	-5%	-$118K	1.22%	29
2025 Q3	$2.33M	Sell	20,764 -307	-1%	-$35.9K	1.16%	40
2025 Q2	$2.82M	Sell	21,071 -10,469	-33%	-$1.15M	1.5%	11
2025 Q1	$2.12M	Buy	31,540 +6,922	+28%	+$476K	1.26%	25
2024 Q4	$1.53M	Buy	+24,618	New	+$2.29M	0.78%	65

Other funds holding TMDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Taylor Frigon Capital Management's TMDX Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its Transmedics (TMDX) stake by 36% in Q2 2026, buying an estimated $609K and bringing the position to 26,908 shares worth $1.79M. The position accounts for 0.84% of the portfolio, ranked #63.

Taylor Frigon Capital Management first reported a position in TMDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q2 2025. 374 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

Taylor Frigon Capital Management held 26,908 shares of Transmedics worth $1.79M as of Q2 2026.
Taylor Frigon Capital Management bought 7,190 Transmedics shares in Q2 2026, an estimated $609K.
Transmedics made up 0.84% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #63 holding.
Taylor Frigon Capital Management first reported a position in Transmedics in Q4 2024 and has held it in 7 quarters since.
Taylor Frigon Capital Management's Transmedics position peaked at $2.82M in Q2 2025.
374 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.