Is TransMedics Group, Inc. (TMDX) A Good Stock To Buy Now?
Is TMDX a good stock to buy? We came across a bullish thesis on TransMedics Group, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on TMDX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 712,041 | $86,619,788 | -4% | 0.59% |
| 2. | Hood River Capital Management David Swank | 690,357 | $83,981,929 | +2% | 0.92% |
| 3. | 35,000,000 | $52,538,500 | +17% | 3.83% | |
| 4. | 30,824,000 | $46,390,985 | 1.52% | ||
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 362,300 | $44,073,795 | -15% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $114.00 | 8,775 | $1,000,350.00 | 495,009 | 2025-11-17 | Filing | |
| $116.85 | 1,858 | $217,107.30 | 486,234 | 2025-08-07 | Filing | |
| $116.08 | 6,617 | $768,101.36 | 484,376 | 2025-08-07 | Filing | |
| $118.68 | 8,400 | $996,912.00 | 477,759 | 2025-08-06 | Filing | |
| $62.00 | 2,500 | $155,000.00 | 13,693 | 2023-08-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $149.62 | 1,193 | $178,496.66 | 2,866 | 2026-03-04 | Filing | |
| $146.82 | 3,571 | $524,294.22 | 12,134 | 2026-03-04 | Filing | |
| $147.21 | 5,912 | $870,305.52 | 14,689 | 2026-03-04 | Filing | |
| $147.21 | 1,324 | $194,906.04 | 14,689 | 2026-03-04 | Filing | |
| $139.12 | 375 | $52,170.00 | 14,689 | 2026-03-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,395,232 | $656,329,974 | 0.01% | |
| 2. | 5,077,036 | $617,621,412 | 0.03% | |
| 3. | 3,605,279 | $438,582,190 | 0.01% | |
| 4. | 1,275,133 | $155,119,929 | 0.01% | |
| 5. | 996,878 | $121,270,211 | 0.03% |