PEREGRINE CAPITAL MANAGEMENT LLC TMDX — TRANSMEDICS GROUP

Ownership history in PEREGRINE CAPITAL MANAGEMENT LLC  ·  15 quarters on record

AI Ownership Summary

PEREGRINE CAPITAL MANAGEMENT LLC reported TRANSMEDICS GROUP (TMDX) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q2. The latest visible filing shows TMDX at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEREGRINE CAPITAL MANAGEMENT LLC's position in TRANSMEDICS GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMDX was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMDX stock page PEREGRINE CAPITAL MANAGEMENT LLC fund profile PEREGRINE CAPITAL MANAGEMENT LLC full holdings
How PEREGRINE CAPITAL MANAGEMENT LLC held TMDX — position size vs. price
% of Fund (quarterly)    TMDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 57,184 -2,973 -4.9% 0.21% $5.7M 2026-04-23 $113.21
2025 Q4 REDUCED 12.1% -18.3% ✅ 60,157 -8,249 -12.1% 0.22% $7.3M 2026-01-28 $140.99
2025 Q3 ADDED — — — 68,406 +9,676 +16.5% 0.23% $7.7M 2025-10-23 $128.91
2025 Q2 REDUCED 14.1% -15.9% ✅ 58,730 -9,660 -14.1% 0.24% $7.9M 2025-08-01 $120.55
2025 Q1 ADDED — — — 68,390 +2,250 +3.4% 0.15% $4.6M 2025-04-25 $93.50
2024 Q4 ADDED — — — 66,140 +25,814 +64.0% 0.12% $4.1M 2025-01-31 $67.55
2024 Q3 REDUCED 12.3% -62.2% ✅ 40,326 -5,675 -12.3% 0.19% $6.3M 2024-10-24 $122.00
2024 Q2 REDUCED 38.9% +4.2% ❌ 46,001 -29,266 -38.9% 0.20% $6.9M 2024-07-29 $139.00
2024 Q1 ADDED — — — 75,267 +6,580 +9.6% 0.16% $5.6M 2024-04-26 $92.08
2023 Q4 REDUCED 19.9% -7.0% ✅ 68,687 -17,113 -19.9% 0.16% $5.4M 2024-01-26 $86.45
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMDX

As of 2026 Q1 — sorted by position size

FirstWave Capital Management LLC 13.13% Lagoda Investment Management, L.P. 3Y 7Y 5.55% Montanaro Asset Management Ltd 3Y 2.34% BEACONLIGHT CAPITAL, LLC 3Y 7Y 2.22% Bastion Asset Management Inc. 1.86% Bullseye Asset Management LLC 3Y 1.39% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 1.38% BLUE JEAN FINANCIAL LLC 1.25% Taylor Frigon Capital Management LLC 3Y 7Y 1.12% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 1.11%

FAQ About PEREGRINE CAPITAL MANAGEMENT LLC and TMDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEREGRINE CAPITAL MANAGEMENT LLC reported owning TMDX?

PEREGRINE CAPITAL MANAGEMENT LLC reported TMDX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TMDX position in PEREGRINE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for TMDX was 0.24% in 2025 Q2.

What is the latest reported TMDX position on this page?

The most recent filing on this page is 2026 Q1, when PEREGRINE CAPITAL MANAGEMENT LLC reported 57,184 shares, equal to 0.21% of portfolio, with an estimated market value of $5.7M.

What does the chart on this TMDX ownership page compare?

The chart compares PEREGRINE CAPITAL MANAGEMENT LLC's quarterly TMDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PEREGRINE CAPITAL MANAGEMENT LLC time their TMDX position?

Based on 13F filing dates vs. subsequent TMDX price moves, PEREGRINE CAPITAL MANAGEMENT LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on TMDX relative to SPY over the holding period was +6.2%.

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