Tandem Capital Investment Changes Q3 2026
This article summarizes significant stock purchases and sales by Tandem Capital Management Corp during the third quarter ending June 30, 2026.
According to insider filing data for Tandem Capital Management Corp, significant changes occurred in its portfolio during the third quarter of 2026.
The investor's total holdings stood at 113 positions as of June 30, 2026. The top five holdings by weight accounted for approximately 22.8% (or $51 million) of the portfolio.
Tandem Capital saw notable shifts in several major holdings during this period:
- Their position in Alphabet Inc's GOOGL ticker decreased by 1.26% ($570k) and 0.84% (shares), respectively.
- Microsoft Corp's MSFT saw a slight reduction, with shares down by 2.2% ($390k).
- Apple Inc's AAPL allocation remained relatively stable in terms of percentage but increased slightly by 1.89% due to share growth.
In addition to changes in existing large positions, the investor also made notable additions and disposals:
- Tandem Capital significantly increased its stake in several companies. Notably, they added a substantial position to VANGUARD INDEX FDS (VUG), increasing the allocation by over 498 basis points.
- The investor also notably boosted their holdings of MARVELL TECHNOLOGY INC (MRVL) and BOSTON SCIENTIFIC CORP (BSX).
Conversely, there were significant exits from the portfolio:
- Tandem Capital disposed of a considerable portion of its holdings in QUALCOMM INC (QCOM), reducing the allocation by nearly 69.6 basis points.
- Their stake in MICROSOFT CORP (MSFT) also decreased, albeit less dramatically than QCOM.
Furthermore, the investor initiated new positions and closed others entirely during this quarter:
- Tandem Capital began investing in several ETFs and stocks, including VANGUARD BD INDEX FDS (BND), ISHARES TR (IWF), and SERVICENOW INC (NOW).
- They also added positions to companies like AIRBNB INC (ABNB) and FORTIVE CORP (FTV).
The overall portfolio allocation saw shifts across various sectors. Technology remains a strong focus, while changes were noted in other areas.