Position in TEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,356,011
+$127,888 QoQ
Shares Held
40,670
-17.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 486 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Derivatives in TEM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,288,235
PutShares
39,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $148,711,205 across 14 Health Information Services names. TEM ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
5,189,386 | $106,538,093 | |
| 2 | VEEV |
Veeva Systems Inc
|
131,381 | $23,316,182 | |
| 3 | OMCL |
Omnicell, Inc.
|
192,749 | $8,002,936 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
55,769 | $3,889,328 | |
| 5 | TEM |
Tempus AI, Inc.
This page
|
40,670 | $2,356,011 | |
| 6 | HQY |
Healthequity, Inc.
|
15,135 | $1,366,992 | |
| 7 | TXG |
10x Genomics, Inc.
|
29,156 | $1,117,839 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
31,981 | $822,869 |
All Filings in TEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,288,235 | 39,500 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $2,356,011 | 40,670 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,170,560 | 48,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $2,228,123 | 49,273 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||