TransMedics Group, Inc.

TMDX

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

Driehaus Capital Deerfield Management Eventide Asset Management

Position Trend

Feb 13, 2026

$66.7M

1 fund

Feb 17, 2026

$89.7M

2 funds

+35% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 712,041Value: $86.6M

# Signal Note: Driehaus Capital Initiates TMDX Position Driehaus Capital's $86.6M entry into TransMedics signals confidence in the organ transplant preservation market, where TMDX's OCS (Organ Care System) platform addresses critical unmet need in extending viable donor organ windows. The position timing likely reflects anticipated near-term catalysts, potentially including expanded reimbursement, international market penetration, or positive data supporting OCS use in additional organ types beyond heart and lung. This $5B+ TAM opportunity aligns with Driehaus's biotech-heavy growth mandate and suggests institutional validation of TMDX's path to sustained margin expansion.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

VEEV3 funds BBNX3 funds ARWR3 funds ALNY3 funds TNDM2 funds AXON2 funds NUVL2 funds VCYT

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Deerfield enters TMDX** Deerfield's $3.1M initiation in TransMedics signals conviction in organ preservation technology as a market inflection point; TMDX's OCS (Organ Care System) platforms are the only FDA-cleared ex-vivo perfusion devices for heart, lung, and kidney transplants, addressing a $2B+ TAM with limited competition. The timing suggests confidence in execution on recent expanded indications (lung/kidney clearances in 2023-24) and growing hospital adoption, though commercial traction remains early with ~$50M revenue as of 2023.