Position in TEM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$420,745
+$27,467 QoQ
Shares Held
7,263
-16.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 483 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $14,248,909 across 7 Health Information Services names. TEM ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
225,390 | $8,641,452 | |
| 2 | TDOC |
Teladoc Health, Inc.
|
175,562 | $1,488,765 | |
| 3 | DOCS |
Doximity, Inc.
|
67,387 | $1,397,606 | |
| 4 | VEEV |
Veeva Systems Inc
|
6,777 | $1,202,714 | |
| 5 | CERT |
Certara, Inc.
|
152,943 | $1,001,776 | |
| 6 | TEM |
Tempus AI, Inc.
This page
|
7,263 | $420,745 | |
| 7 | WEAV |
Weave Communications, Inc.
|
16,002 | $95,851 |
All Filings in TEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,745 | 7,263 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $393,278 | 8,697 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $381,522 | 6,461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,645 | 2,994 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||