Funds › Tandem Capital Management Corp
Tandem Capital Management Corp
13F for Q3 2026, filed Oct 22, 2026. 113 positions worth $226.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 22, 2026
Reported value
$226.0M
−$11.8M (4.9%) vs Q2 2026
Positions
113
118 in Q2 2026
Top 10 share
35.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 21,938 | $11.3M | 5.0% | -1.2% | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 30,735 | $10.6M | 4.7% | -2.8% | 13F ↗ |
| 3 | GE GE Aerospace | 32,048 | $10.0M | 4.4% | -1.5% | 13F ↗ |
| 4 | GEV GE Vernova Inc. | 8,753 | $8.3M | 3.7% | -2.0% | 13F ↗ |
| 5 | MRVL Marvell Technology, Inc. | 29,866 | $7.9M | 3.5% | -1.5% | 13F ↗ |
| 6 | AMAT Applied Materials, Inc. | 14,923 | $7.6M | 3.4% | -4.3% | 13F ↗ |
| 7 | AAPL Apple Inc. | 19,567 | $6.5M | 2.9% | -1.2% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 8,911 | $6.5M | 2.9% | -1.3% | 13F ↗ |
| 9 | ETN Eaton Corporation, PLC | 12,875 | $5.5M | 2.4% | -1.7% | 13F ↗ |
| 10 | JPM JPMorgan Chase & Co. | 16,498 | $5.5M | 2.4% | -0.1% | 13F ↗ |
| 11 | BNT Brookfield Wealth Solutions Ltd. | 147,675 | $5.4M | 2.4% | -1.3% | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 15,691 | $5.3M | 2.4% | -2.2% | 13F ↗ |
| 13 | SCHW Charles Schwab Corporation | 46,318 | $4.5M | 2.0% | -1.0% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 18,118 | $4.1M | 1.8% | +12.8% | 13F ↗ |
| 15 | SYK Stryker Corporation | 14,179 | $3.9M | 1.7% | -0.9% | 13F ↗ |
| 16 | JLL Jones Lang LaSalle Incorporated | 12,770 | $3.9M | 1.7% | -1.7% | 13F ↗ |
| 17 | DHR Danaher Corporation | 16,310 | $3.6M | 1.6% | +1.7% | 13F ↗ |
| 18 | AMZN Amazon.com, Inc. | 14,387 | $3.6M | 1.6% | -1.0% | 13F ↗ |
| 19 | SLG SL Green Realty Corp | 63,418 | $3.1M | 1.4% | -2.1% | 13F ↗ |
| 20 | ABT Abbott Laboratories | 31,168 | $3.1M | 1.4% | +0.5% | 13F ↗ |
| 21 | UBER Uber Technologies, Inc. | 43,642 | $3.0M | 1.3% | -1.2% | 13F ↗ |
| 22 | BA Boeing Company | 14,977 | $2.8M | 1.2% | -0.8% | 13F ↗ |
| 23 | GEHC GE HealthCare Technologies Inc. | 41,181 | $2.7M | 1.2% | -0.2% | 13F ↗ |
| 24 | BABA Alibaba Group Holding Limited · ADR | 24,800 | $2.7M | 1.2% | -0.4% | 13F ↗ |
| 25 | Vanguard Specialized Funds Div App Etf | 11,198 | $2.6M | 1.2% | -0.1% | 13F ↗ |
| 26 | CRWD CrowdStrike Holdings, Inc. | 9,420 | $2.5M | 1.1% | -14.1% | 13F ↗ |
| 27 | PANW Palo Alto Networks, Inc. | 6,239 | $2.5M | 1.1% | -3.1% | 13F ↗ |
| 28 | VSNT Versant Media Group, Inc. | 76,430 | $2.4M | 1.1% | -1.5% | 13F ↗ |
| 29 | CVS CVS Health Corporation | 27,773 | $2.4M | 1.1% | -0.3% | 13F ↗ |
| 30 | WM Waste Management, Inc. | 11,595 | $2.4M | 1.0% | +21.6% | 13F ↗ |
| 31 | PLD Prologis, Inc. | 17,614 | $2.3M | 1.0% | -1.1% | 13F ↗ |
| 32 | CSL Carlisle Companies Incorporated | 7,051 | $2.3M | 1.0% | -0.8% | 13F ↗ |
| 33 | Vanguard Index Fds Mrngstr Grwt Etf | 24,918 | $2.2M | 1.0% | -0.7% | 13F ↗ |
| 34 | MSI Motorola Solutions, Inc. | 4,895 | $2.2M | 1.0% | -9.4% | 13F ↗ |
| 35 | BBUC Brookfield Business Corporation | 84,268 | $2.1M | 1.0% | -0.7% | 13F ↗ |
| 36 | ELV Elevance Health, Inc. | 5,494 | $2.1M | 0.9% | -14.6% | 13F ↗ |
| 37 | LLY Eli Lilly and Company | 1,757 | $2.0M | 0.9% | +27.0% | 13F ↗ |
| 38 | COF Capital One Financial Corporation | 10,516 | $2.0M | 0.9% | -9.7% | 13F ↗ |
| 39 | LHX L3Harris Technologies, Inc. | 8,504 | $2.0M | 0.9% | +0.7% | 13F ↗ |
| 40 | BN Brookfield Corporation | 54,686 | $2.0M | 0.9% | -1.5% | 13F ↗ |
| 41 | BRK-B Berkshire Hathaway Inc. Class B | 3,982 | $2.0M | 0.9% | -1.4% | 13F ↗ |
| 42 | RRX Regal Rexnord Corporation | 12,254 | $1.9M | 0.8% | -1.7% | 13F ↗ |
| 43 | NOW ServiceNow, Inc. | 12,945 | $1.7M | 0.8% | +0.3% | 13F ↗ |
| 44 | ASML ASML Holding N.V. · Equities | 941 | $1.7M | 0.8% | -1.5% | 13F ↗ |
| 45 | BSX Boston Scientific Corporation | 37,672 | $1.6M | 0.7% | -8.1% | 13F ↗ |
| 46 | HD Home Depot, Inc. | 5,667 | $1.6M | 0.7% | -1.3% | 13F ↗ |
| 47 | LRCX Lam Research Corporation | 4,850 | $1.6M | 0.7% | +1.0% | 13F ↗ |
| 48 | BAM Brookfield Asset Management Ltd. | 34,901 | $1.6M | 0.7% | -1.5% | 13F ↗ |
| 49 | ABNB Airbnb, Inc. | 9,346 | $1.5M | 0.7% | +22.2% | 13F ↗ |
| 50 | MS Morgan Stanley | 7,916 | $1.5M | 0.7% | Unchanged | 13F ↗ |
Showing the top 50 of 113 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
2 new, 33 added to, 58 trimmed, 7 exited, 20 unchanged. By estimated dollars.
New positions (2)
Added to (33)
| NVDA NVIDIA Corporation | 18,118 | +12.8% | $471.1K |
| LLY Eli Lilly and Company | 1,757 | +27.0% | $432.7K |
| MELI MercadoLibre, Inc. | 419 | +146% | $430.4K |
| WM Waste Management, Inc. | 11,595 | +21.6% | $419.3K |
| ABNB Airbnb, Inc. | 9,346 | +22.2% | $273.3K |
| NEM Newmont Corporation | 3,620 | +45.4% | $130.3K |
| TY Tri Continental Corporation | 11,065 | +33.3% | $95.0K |
| DHR Danaher Corporation | 16,310 | +1.7% | $60.0K |
| iShares Tr Core Div Grwth | 6,026 | +5.9% | $25.4K |
| iShares Tr Core Divid Etf | 11,245 | +2.6% | $18.7K |
Trimmed (58)
| CRWD CrowdStrike Holdings, Inc. | 9,420 | -14.1% | -$409.8K |
| ELV Elevance Health, Inc. | 5,494 | -14.6% | -$366.7K |
| AMAT Applied Materials, Inc. | 14,923 | -4.3% | -$346.7K |
| UNP Union Pacific Corporation | 3,827 | -23.9% | -$326.6K |
| GOOGL Alphabet Inc. Class A | 30,735 | -2.8% | -$303.5K |
| MSI Motorola Solutions, Inc. | 4,895 | -9.4% | -$226.1K |
| COF Capital One Financial Corporation | 10,516 | -9.7% | -$218.2K |
| GEV GE Vernova Inc. | 8,753 | -2.0% | -$169.2K |
| GE GE Aerospace | 32,048 | -1.5% | -$153.6K |
| Vanguard Bd Index Fds Total Bnd Mrkt | 3,180 | -40.4% | -$151.2K |
Exited (7)
| FTV Fortive Corporation | 18,321 | Exited | -$1.1M |
| Oneok Inc | 5,312 | Exited | -$461.8K |
| XP XP Inc. | 17,983 | Exited | -$292.4K |
| STNE StoneCo Ltd. | 23,434 | Exited | -$254.0K |
| Invesco Exch Traded Fd Tr II Invesco Phlx Sm | 2,000 | Exited | -$224.2K |
| CRM Salesforce, Inc. | 1,415 | Exited | -$221.7K |
| BIPC Brookfield Infrastructure Corporation Brookfield Infrastructure Corporation | 5,633 | Exited | -$216.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 22, 2026 | 13F-HR | 113 | $226.0M | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 118 | $237.8M | Current | SEC ↗ |
| Q1 2026 | Apr 16, 2026 | 13F-HR | 110 | $199.7M | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 115 | $219.8M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 118 | $214.8M | Current | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 112 | $197.6M | Current | SEC ↗ |
| Q1 2025 | Apr 22, 2025 | 13F-HR | 113 | $179.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer