DXCM

DXCM

DXCM

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	WS Amati Global Innovation Fund	-	-	CGNX, CHG LN, DXCM, GLBE, GLOB, LITE, PI, PRCT, RGEN, TLX AU	disruption, growth, innovation, productivity, technology	The fund emphasizes innovation-driven growth across technology, healthcare, and emerging business models. The letter highlights long-term structural change while acknowledging near-term volatility and valuation dispersion. Innovation remains an investable theme as productivity gains and technological adoption reshape industries.		View
2023 Q2	Jul 18, 2023	Artemis US Select Fund (Class I Accumulation Shares GBP)	10.4%	-	CX, DXCM	-			View
2025 Q4	Feb 3, 2026	Fidelity Growth Strategies Fund	-3.4%	12.6%	ALNY, ATI, AXON, BROS, COHR, COR, DXCM, FICO, FIX, HLT, HOOD, HWM, IDXX, LITE, LVS, NET, RBLX, RCL, ROAD, STRL	aerospace, AI, growth, industrials, mid cap, technology	The fund benefited from AI infrastructure investment driving demand for optical components and semiconductors. Coherent saw surge in demand for products in advanced semiconductor manufacturing due to AI infrastructure spending. The broader market was supported by ongoing boom in artificial intelligence spending. Strong positioning in aerospace and defense components through ATI and Howmet Aerospace holdings. ATI designs and manufactures components for aerospace and defense firms representing two-thirds of its business, with strong earnings growth projected for 2025 and Q1 2026.	IDXX AXON LITE ATI COHR	View
2024 Q4	Dec 31, 2024	Sands Capital Select Growth Fund	8.8%	24.3%	300750 CH, APP, AXON, DXCM, EW, FND, GRAB, LRCX, NFLX, NOW, NU, OKTA, RBLX, SSFN, YMM	-			View
2024 Q4	Dec 31, 2024	Sands Capital Global Growth Fund	5.3%	15.7%	6861 JP, ALGN, APP, AXON, DXCM, EW, GRAB, LRCX, MELI, NFLX, NOW, OKTA, SPOT, SSFN, TTEK	-			View
2023 Q4	Dec 31, 2023	NCG SMID Cap Growth Strategy	4.8%	15.5%	BRZE, CSTL, CWAN, DAVA, DXCM, GWRE, MEDP, NTRA, TNDM, VRT	-			View
2022 Q4	Dec 31, 2022	Baron Small Cap Fund	9.6%	14.5%	ASGN, DXCM, EWCZ, GDYN, GTLS, INSP, IT, NEOG, PLNT, TTD, VRT	-			View
2023 Q3	Dec 11, 2023	Alger Mid Cap Focus Fund	4.6%	18.7%	CELH, DXCM, NOVT, SHOP, SPLK, VRT	-			View
2025 Q3	Nov 16, 2025	Aristotle Atlantic Core Equity Strategy	7.1%	15.1%	ADPT, AR, BDX, BKR, CEG, DAR, DXCM, HAL, NOW, ORCL	earnings, policy, tariffs, technology, Trade	The letter highlights tariff-driven volatility as a defining macro theme influencing U.S. growth, trade flows and sector earnings. Policy uncertainty has created dispersion across industries, while resilient corporate earningsparticularly in technologydemonstrate adaptability amid shifting trade dynamics. The manager emphasizes investing in companies with structural growth tailwinds, strong balance sheets and product-driven cycles that can endure policy shocks.	BDX BKR CEG DXCM ADPT ORCL AR DAR	View
2023 Q3	Oct 9, 2023	Artemis US Select Fund (Class I Accumulation Shares GBP)	2.6%	-	CEG, CSX, DXCM, META	-			View
2025 Q3	Oct 20, 2025	Sands Capital Global Growth Fund	-2.0%	12.2%	AXON, CVNA, DXCM, GALD SW, GOOG, III LN, IMCD NA, ISRG, NFLX, NVDA, RGEN, SHOP, SIKA SW, TEAM, TSM	Artificial Intelligence, E-Commerce, Global Growth, healthcare, semiconductors	The fund emphasizes durable global growth from AI infrastructure, digital platforms, and healthcare innovation. NVIDIA, Alphabet, and TSMC lead performance as AI capital investment accelerates worldwide. Managers added new positions in Galderma and 3i Group to balance cyclical risk while maintaining exposure to long-term technology and consumer adoption trends.	TEAM DEXCOM INTU NFLX AXON GALD SHOP GOOGL NVDA	View
2025 Q3	Oct 20, 2025	Sands Capital Select Growth Fund	6.3%	22.1%	AAP, AVGO, DXCM, GOOG, ICE, NFLX, NOW, NVDA, ORCL, RBLX, TEAM, TSM	Artificial Intelligence, Cloud infrastructure, E-Commerce, semiconductors, software	AI-driven capital spending and infrastructure buildouts dominated the portfolios focus, with holdings in NVIDIA, Broadcom, and Oracle leading performance. Managers increased exposure to cloud and software platforms poised for monetization of AI capabilities. Consumer internet and e-commerce holdings like Roblox and Amazon provided diversification amid cyclical volatility.		View
2025 Q3	Oct 19, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	ALNY, AXON, DXCM, FICO, INSM, MDB, MPWR, TTD, WING, WYNN	Artificial Intelligence, Biotech, Data centers, industrials, reshoring	The fund notes accelerating AI investment as a major market driver, with companies like Monolithic Power Systems and MongoDB benefiting from demand for data center and software growth. Healthcare remains a focus as biotech valuations reset and M&A revives, while industrials gain from AI infrastructure buildout and aerospace recovery. Managers see cyclical tailwinds in energy and manufacturing tied to reshoring and fiscal support.	MDB US INSM US ALNY US WYNN US MPWR US	View
2025 Q3	Oct 19, 2025	Artisan Mid Cap Fund	8.8%	15.3%	ARGX, DXCM, INSM, LPLA, LSCC, NTBLQ, RBC, RDDT, SNOW, SPOT, TDY, TEAM, TTAN, TYL, VCYT, WING, WWD	aerospace, Artificial Intelligence, Automation, Biotech, semiconductors	Healthcare innovation is accelerating with new drugs and devices from companies like Argenx and Insmed driving strong profit cycles. Technology exposure benefits from AI-led investment in chips and data infrastructure through holdings like Lattice Semiconductor and Synopsys. Industrials such as Woodward and Teledyne profit from expanding aerospace and defense demand.	SPOT WING LSCC INSM ARGX	View
2025 Q3	Oct 16, 2025	Brown Advisors Mid-Cap Growth strategy	2.0%	9.4%	ALNY, CAH, CMG, CVNA, DKNG, DXCM, FIG, FIX, MDB, NTSK, OS, PSN, RBLX, TTD, VRSK, WST, ZS	Artificial Intelligence, Biotechnology, cybersecurity, Data centers, healthcare	Brown Advisory sees strong tailwinds from AI and data center infrastructure fueling select mid-cap growth opportunities, including semiconductors, software, and cybersecurity. The fund also focuses on healthcare innovation, emphasizing biotech firms and specialty drug distributors benefiting from complex therapies and new technologies. It maintains a disciplined approach, trimming overvalued AI-exposed holdings and adding positions in emerging digital security and healthcare growth names.	CVNA NTSK PSN	View
2024 Q3	Oct 16, 2024	Ithaka US Growth Strategy	0.2%	0.0%	ASML, BX, DXCM, ELF, MA, NOW	-			View
2025 Q4	Jan 23, 2026	Deep Sail Capital Partners	14.2%	34.8%	BYND, CRDO, DXCM, KRKNF, NSLO, SNWV, SYK	defense, growth, healthcare, inflation, Long/Short, Medical Devices, small cap, technology	Sanuwave Health represents a compelling opportunity in the advanced wound care ecosystem, transitioning from high-cost biological grafts toward energy-based tissue regeneration. The company utilizes a razor blade recurring revenue model with UltraMIST system achieving record quarterly revenues and 78% gross margins. CMS regulatory changes reducing Medicare spending on skin substitutes by 90% create a competitive advantage for Sanuwave's stable reimbursement profile. Kraken Robotics continues as the fund's largest position, contributing 7% gross return in Q4. The company is gaining widespread investor awareness and new orders from UAV partners, positioning perfectly within their market especially as Anduril approaches its 2026 IPO. The defense technology sector shows strong momentum with autonomous underwater vehicle applications. The manager expects a run it hot economic policy under Trump that prioritizes growth and loose fiscal policy over inflation control. This approach will provide short-term rocket fuel through easier credit and asset price inflation, but will eventually lead to higher inflation and economic distortions. The combination of structural job losses from AI automation and rising prices creates an uncomfortable endgame scenario.	SNWV	View
2024 Q3	Sep 30, 2024	Artisan Mid Cap Fund	2.4%	6.6%	2019 HK, ARGX, CBRE, CELH, COHR, DXCM, EW, EXAS, ILMN, ONTO, RYTH, SPOT, TTEK, WST	-			View
2024 Q3	Sep 30, 2024	Baron Asset Fund	8.3%	10.6%	COO, CSGP, DUOL, DXCM, FICO, GWRE, IT, SCHW, VRSK, WELL, WST	-			View
2024 Q3	Sep 30, 2024	Baron Small Cap Fund	9.6%	14.5%	BRP, DAVA, DXCM, EWCZ, GCMG, GTLS, GWRE, IBTA, ICON, LOAR, VRT	-			View
2024 Q3	Sep 30, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	AXON, CELH, CRWD, DXCM, ENTG, FICO, GEV, SNPS, VST, WAB	-			View
2023 Q3	Sep 30, 2023	Artisan Mid Cap Fund	2.4%	6.6%	0KSR LN, A, BNTX, DXCM, GPN, IR, JBL, LSCC, NVST, SAIA, SWAV, TDY, TEAM, WING, ZS	-			View
2023 Q3	Sep 30, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, BKR, CLA LN, CRWD, DXCM, HAL, PEN, PLNT, SNPS	-			View
2024 Q2	Jul 26, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALNY, CELH, CRWD, DASH, DXCM, FIVE, GEV, MPWR, TYL, ULTA	-			View
2024 Q2	Jul 23, 2024	Ithaka US Growth Strategy	0.2%	0.0%	AAPL, AMZN, CRM, DXCM, NVDA, VEEV	-			View
2023 Q1	Apr 18, 2023	Ithaka US Growth Strategy	0.2%	0.0%	CRM, DXCM, ISRG, MSFT, NVDA, SNOW	-			View
2023 Q1	Mar 31, 2023	Baron Opportunity Fund	4.0%	25.1%	AMZN, ARWR, CSGP, DAVA, DXCM, EW, INDU, IT, META, MRVL, MSFT, NVDA, RIVN, TSLA, ZI	-			View
2023 Q4	Mar 1, 2024	ClearBridge Investments Large Cap Growth Strategy	0.0%	0.0%	AMZN, DXCM, EL, ICE, MFT, NVDA, SPLK, U	-			View
2023 Q4	Jan 27, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	CRWD, DXCM, GTLS, HAL, MPWR, PAYC, PLNT, SNPS, TRU	-			View
2023 Q4	Jan 16, 2024	Brown Capital Management Mid Company Fund	-7.9%	-3.1%	DXCM, MANH, OMCL, SHOP, VEEV	-			View
2023 Q4	Jan 15, 2024	Artisan Mid Cap Fund	2.4%	6.6%	ARGX, ASND, BNTX, CELH, CMG, DXCM, JBL, LSCC, LULU, ON, RGEN, RYAN, SHOP, VEEV, XYL	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 24, 2026	Fund Letters	Frank M. Sands	DexCom Inc.	Health Care	Medical Devices	Bear	NASDAQ	Adoption, Cgm, Competition, Diabetes, Reimbursement, reliability, valuation	View Pitch
Nov 29, 2025	Fund Letters	Owen Fitzpatrick, Thomas Hynes, Jr, Brendan O’Neill	DexCom, Inc.	Health Care	Medical Devices	Bull	NASDAQ	Cgm, Diabetes, growth, innovation, Reimbursement	View Pitch
Oct 30, 2025	Short Thesis	Hunterbrook	Dexcom, Inc.	Health Care	Health Care Equipment	Bear	NASDAQ	Cgm Recall, Fda Warning Letter, Product Accuracy, Medical Device Quality, Channel Stuffing, Dso Spike, Margin Pressure, Abbott Competition, Ketone Cgm, Litigation Risk	View Pitch
Aug 7, 2025	Seeking Alpha	Daniel Schönberger	Dexcom, Inc.	Health Care	Medical Devices	Neutral	NASDAQ	—	View Pitch
Aug 7, 2025	Seeking Alpha	Bret Jensen	DexCom, Inc.	Health Care	Medical Devices	Neutral	NASDAQ	—	View Pitch

BSD Shareholders of DXCM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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