LongTNDMJun 2026
Tandem Diabetes Care, Inc.
Meridian owns Tandem Diabetes Care for its differentiated insulin-pump technology, expanding installed base, and recurring supply revenue that grows with the user base. Shares…
TNDM
Which hedge funds are long TNDM?
2 published ideas on Tandem Diabetes Care, Inc. across 2 funds — 2 long and 0 short.
Tandem Diabetes Care hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Tandem Diabetes Care: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTNDMJun 2026
Tandem Diabetes Care Inc.
Tandem is the number three player in the global automated insulin-pump market and is changing its commercial model toward pharmacy pay-as-you-go. A new tubeless product is…