TransDigm Group INC
Held by 16 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 893641100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 16 of the investors we track own this stock. In the latest quarter, 8 of them bought more of it and 7 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
16
+1 vs last quarter (like-for-like)
Total value held
$3.33B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.9%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$754.27M
+49.0% vs last quarter
Net shares bought
+393.8K
Est. net flow +$524.52M
Quarter activity
8 bought · 7 sold
1 new · 0 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns TDG?
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Who owns TDG? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Soroban Capital | Soroban Capital Partners | 898.20K | $1.20B | 8.5% | Added | +42.0K | +4.9% | +$55.95M |
| 2 | Norges Bank | Norges Bank Investment Management | 781.73K | $1.04B | 0.1% | — | — | — | — |
| 3 | Select Equity Group | Select Equity Group | 353.23K | $470.52M | 2.5% | Added | +305.3K | +636.8% | +$406.65M |
| 4 | Ken Griffin | Citadel Advisors | 95.12K | $126.71M | 0.1% | Added | +4.8K | +5.4% | +$6.46M |
| 5 | Sands Capital | Sands Capital Management | 89.67K | $119.44M | 0.4% | Reduced | -4.7K | -5.0% | -$6.22M |
| 6 | Dan Loeb | Third Point | 79.00K | $105.23M | 2.3% | Added | +54.0K | +216.0% | +$71.93M |
| 7 | Ron Baron | Baron Capital (BAMCO) | 78.50K | $104.57M | 0.2% | Reduced | -163 | -0.2% | -$217.12K |
| 8 | Two Sigma | Two Sigma Investments | 44.91K | $59.83M | 0.0% | New | +44.9K | — | +$59.83M |
| 9 | Stephen Mandel | Lone Pine Capital | 28.53K | $38.01M | 0.2% | Reduced | -7.1K | -20.0% | -$9.52M |
| 10 | Jim Simons | Renaissance Technologies | 25.62K | $34.13M | 0.0% | Added | +5.8K | +29.5% | +$7.78M |
| 11 | Israel Englander | Millennium Management | 13.68K | $18.23M | 0.0% | Added | +11.4K | +495.7% | +$15.17M |
| 12 | Fred Alger | Fred Alger Management | 8.29K | $11.04M | 0.0% | Reduced | -2.5K | -23.5% | -$3.39M |
| 13 | David Shaw | D.E. Shaw & Co. | 3.79K | $5.04M | 0.0% | Reduced | -17.7K | -82.4% | -$23.62M |
| 14 | Ray Dalio | Bridgewater Associates | 1.85K | $2.47M | 0.0% | Reduced | -468 | -20.1% | -$623.39K |
| 15 | Steve Cohen | Point72 Asset Management | 500 | $666.02K | 0.0% | Reduced | -41.8K | -98.8% | -$55.70M |
| 16 | Ken Fisher | Fisher Asset Management | 317 | $423.31K | 0.0% | Added | +29 | +10.1% | +$38.73K |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| April McClain Delaney Politician | Aug 25, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Child | — | Sep 9, 2026 | 15 days | PTR ↗ |
| April McClain Delaney Politician | Jul 28, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Aug 3, 2026 | 6 days | PTR ↗ |
| April McClain Delaney Politician | May 21, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 15 days | PTR ↗ |
| April McClain Delaney Politician | May 22, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 14 days | PTR ↗ |
| April McClain Delaney Politician | May 13, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 23 days | PTR ↗ |
| April McClain Delaney Politician | May 7, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 29 days | PTR ↗ |
| April McClain Delaney Politician | May 8, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 28 days | PTR ↗ |
| April McClain Delaney Politician | Apr 29, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 7 days | PTR ↗ |
| April McClain Delaney Politician | Apr 16, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Child | — | May 6, 2026 | 20 days | PTR ↗ |
| April McClain Delaney Politician | Apr 20, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 16 days | PTR ↗ |
| April McClain Delaney Politician | Apr 15, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 21 days | PTR ↗ |
| April McClain Delaney Politician | Apr 17, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 19 days | PTR ↗ |
| Gil Cisneros Politician | Mar 16, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 22 days | PTR ↗ |
| Gil Cisneros Politician | Mar 25, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 13 days | PTR ↗ |
| Gil Cisneros Politician | Jan 30, 2026 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Feb 13, 2026 | 14 days | PTR ↗ |
| Gil Cisneros Politician | Dec 24, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 19 days | PTR ↗ |
| Gil Cisneros Politician | Nov 18, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Dec 15, 2025 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 17, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 18, 2025 | 32 days | PTR ↗ |
| Val T. Hoyle Politician | Sep 23, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Oct 10, 2025 | 17 days | PTR ↗ |
| Val T. Hoyle Politician | Oct 29, 2024 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Sep 12, 2025 | 318 days Late | PTR ↗ |
| Jefferson Shreve Politician | May 12, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 41 days | PTR ↗ |
| Jefferson Shreve Politician | May 8, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Jun 22, 2025 | 45 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 7, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 31 days | PTR ↗ |
| Jefferson Shreve Politician | Mar 5, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | Apr 11, 2025 | 37 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 4, 2025 | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 6, 2025 | 30 days | PTR ↗ |