TwinBeech Capital’s Transmedics TMDX Stock Holding History

TwinBeech Capital’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	$525K	Sell	7,900 -7,700	-49%	-$652K	0.1%	225
2026 Q1	$1.55M	Buy	+15,600	New	+$2.03M	0.16%	183
2025 Q3	–	Sell	-42,278	Closed	-$5.67M	–	841
2025 Q2	$5.67M	Buy	42,278 +27,344	+183%	+$3M	0.13%	187
2025 Q1	$1M	Buy	+14,934	New	+$1.03M	0.02%	482
2024 Q3	–	Sell	-33,624	Closed	-$5.06M	–	894
2024 Q2	$5.06M	Buy	33,624 +26,321	+360%	+$3.16M	0.1%	226
2024 Q1	$540K	Buy	+7,303	New	+$602K	0.01%	451
2023 Q2	–	Sell	-56,233	Closed	-$4.26M	–	857
2023 Q1	$4.26M	Buy	+56,233	New	+$3.89M	0.09%	255

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

TwinBeech Capital's TMDX Position: Q2 2026 in Review

TwinBeech Capital reduced its Transmedics (TMDX) stake by 49% in Q2 2026, selling an estimated $652K and leaving 7,900 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #225.

TwinBeech Capital first reported a position in TMDX in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.67M in Q2 2025. 374 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

TwinBeech Capital held 7,900 shares of Transmedics worth $525K as of Q2 2026.
TwinBeech Capital sold 7,700 Transmedics shares in Q2 2026, an estimated $652K.
Transmedics made up 0.1% of TwinBeech Capital's portfolio in Q2 2026, its #225 holding.
TwinBeech Capital first reported a position in Transmedics in Q1 2023 and has held it in 7 quarters since.
TwinBeech Capital's Transmedics position peaked at $5.67M in Q2 2025.
374 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

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