TransMedics Group, Inc. (TMDX): A Bull Case Theory
We came across a bullish thesis on TransMedics Group, Inc. on Global Equity Briefing’s Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on TMDX.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Driehaus Capital Richard Driehaus | 854,039 | $114,449,766 | +10% | 0.92% |
2. | Hood River Capital Management David Swank | 679,847 | $91,106,296 | -15% | 1.27% |
3. | Marshall Wace LLP Paul Marshall And Ian Wace | 546,787 | $73,274,926 | +259% | 0.08% |
4. | 409,900 | $54,930,699 | +41% | 0.01% | |
5. | 30,824,000 | $49,472,891 | 1.65% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$22.71 | 74,062 | $1,681,948.02 | 302,893 | 2021-11-29 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$125.51 | 4,143 | $519,987.93 | 2,866 | 2025-08-04 | Filing | |
$139.80 | 686 | $95,902.80 | 13,955 | 2025-06-09 | Filing | |
$126.45 | 5,000 | $632,250.00 | 2,866 | 2025-05-27 | Filing | |
$123.88 | 732 | $90,680.16 | 12,134 | 2025-05-23 | Filing | |
$115.63 | 6,000 | $693,780.00 | 732 | 2025-05-09 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,223,646 | $700,020,801 | 0.01% | |
2. | 5,023,740 | $673,231,415 | 0.04% | |
3. | 3,595,957 | $481,894,198 | 0.01% | |
4. | 181,374,000 | $291,079,209 | 1.79% | |
5. | 1,289,010 | $172,740,230 | 0.01% |