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TDGIndustrialsCommon Stock

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

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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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

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.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# 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

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in TDG

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.