TransMedics Group, Inc. (TMDX): A Bull Case Theory
We came across a bullish thesis on TransMedics Group, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on TMDX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 738,158 | $82,821,328 | -14% | 0.59% |
| 2. | Hood River Capital Management David Swank | 678,437 | $76,120,631 | -1% | 0.9% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 541,678 | $60,776,271 | -1% | 0.06% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 423,300 | $47,494,260 | +54% | 0.1% |
| 5. | 30,824,000 | $43,801,889 | 1.12% |
| 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 |
|---|---|---|---|---|---|---|
| $138.64 | 5,000 | $693,200.00 | 12,134 | 2025-12-03 | Filing | |
| $139.62 | 920 | $128,450.40 | 15,064 | 2025-12-04 | Filing | |
| $145.22 | 3,000 | $435,660.00 | 13,955 | 2025-11-25 | Filing | |
| $130.45 | 4,142 | $540,323.90 | 2,866 | 2025-10-29 | Filing | |
| $125.51 | 4,143 | $519,987.93 | 2,866 | 2025-08-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,331,598 | $598,205,291 | 0.01% | |
| 2. | 5,064,370 | $568,222,298 | 0.03% | |
| 3. | 3,605,607 | $404,549,105 | 0.01% | |
| 4. | 111,874,000 | $159,136,750 | 1.06% | |
| 5. | 1,279,541 | $143,564,500 | 0% |