VarCov Co’s Tempus AI TEM Stock Holding History

VarCov Co’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 Q2	$293K	Sell	5,051 -711	-12%	-$35.6K	0.11%	269
2026 Q1	$261K	Buy	+5,762	New	+$327K	0.1%	314

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VarCov Co's TEM Position: Q2 2026 in Review

VarCov Co reduced its Tempus AI (TEM) stake by 12% in Q2 2026, selling an estimated $35.6K and leaving 5,051 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #269.

VarCov Co first reported a position in TEM in Q1 2026 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

VarCov Co held 5,051 shares of Tempus AI worth $293K as of Q2 2026.
VarCov Co sold 711 Tempus AI shares in Q2 2026, an estimated $35.6K.
Tempus AI made up 0.11% of VarCov Co's portfolio in Q2 2026, its #269 holding.
VarCov Co first reported a position in Tempus AI in Q1 2026 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.