Position in TEM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,228,123
New position
Shares Held
49,273
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 99.67933756824225.ToString("F0")%
Shared 0.ToString("F0")%
None 0.32066243175775777.ToString("F0")%
Derivatives in TEM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,170,560
PutShares
48,000
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $103,059,255 across 13 Health Information Services names. TEM ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
3,453,757 | $83,270,080 | |
| 2 | OMCL |
Omnicell, Inc.
|
179,261 | $5,983,730 | |
| 3 | VEEV |
Veeva Systems Inc
|
31,062 | $5,456,348 | |
| 4 | TEM |
Tempus AI, Inc.
This page
|
49,273 | $2,228,123 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,949 | $2,213,545 | |
| 6 | HQY |
Healthequity, Inc.
|
14,208 | $1,187,360 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
35,927 | $739,017 | |
| 8 | HTFL |
Heartflow, Inc.
|
27,439 | $667,590 |
All Filings in TEM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||