
What smart money is saying about Tempus AI
TEM
No fund has written a full thesis on Tempus AI in our archive, but 3 fund letters report a position in it — most recently Baron Discovery Fund in September 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q3 2026, 3 fund letters reported a position in Tempus AI, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- HoldsBaron Discovery FundSeptember 2026
“Top contributors to performance for the quarter Contribution to Return (%) CareDx, Inc. 2.54 Tempus AI, Inc. 1.08”
Tempus AI - HoldsBaron SMID Cap ETFSeptember 2026
“Tempus AI, Inc. is an intelligent diagnostics and health care data company with two synergistic business units: Genomics Testing and Data Solutions.”
Tempus AI - New positionAristotle Core EquityMarch 2026
“Tempus AI Tempus AI, Inc. is a healthcare technology company specializing in AI-enabled precision medicine solutions. By leveraging AI and machine learning, Tempus connects laboratory test results with clinical data to improve patient care across multiple diseases. The company operates through three main business units: Genomics (Diagnostics), which offers advanced genetic testing and diagnostics; Data and Services, which commercializes de-identified healthcare data and supports clinical trials; and AI Applications, which develops algorithmic diagnostics and clinical decision support tools. Tempus collaborates with leading pharmaceutical and biotechnology firms, positioning itself as a key innovator in both oncology and broader healthcare markets. In our opinion, Tempus stands out as a compelling investment opportunity due to its alignment with key secular trends such as AI, Data Analysis and Monetization, and Personalized Medicine.”
Tempus AI
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