TEM
Tempus AI Inc-cl A
3 super-investors hold TEM worth a combined $48M. The largest position: Samantha McLemore at 0.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 10 — ranked #720 of 724 scored stocks.
Why super-investors own TEM
Interest in TEM within the tracked cohort remains thin and showing early signs of retreat. Only three managers hold the stock, with combined exposure of $48M — a modest figure spread unevenly: Joel Greenblatt carries the largest dollar position at $27M, though it represents a negligible slice of his portfolio, while Samantha McLemore holds the highest conviction at 0.7% of her portfolio ($20M). Duan Yongping trimmed his sub-$1M position in 2026Q1, the only cohort activity this quarter. Owner count has grown slowly from one to three over eight quarters but has plateaued at three for two consecutive periods, suggesting the stock has not gained broader traction among this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 7q | $27M | 601,305 |
| 2 | Samantha McLemore | 0.7% | 4q | $20M | 442,199 |
| 3 | Duan Yongping | <0.1% | 2q | $904K | 20,000 |
Owners of TEM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | TRIM | <0.1% | -82% | $904K | May 19, 2026 |
Long US equity 13F-HR filings only. CUSIP 88023B103. Not investment advice.