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TDG - TRANSDIGM GROUP INC

This page shows which of the focused investors we track hold TDG and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2023 it was held by 7 managers with an aggregate reported value of $2.72B, which is 0.25% of the combined portfolio.

As of Q2 2023, 7 tracked institutional managers held TDG (TRANSDIGM GROUP INC) with an aggregate reported value of $2.72B0.25% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2023
Ticker
TDG

13F data is delayed and excludes shorts/non-13F assets.

Holders

1AltaRock Partners - AltaRock Partners29.15%Reduce -1.9%1,357,491$1.21B
2Vulcan Value Partners - Vulcan Value Partners7.04%Reduce -9.3%626,838$560.55M
3Stephen Mandel - Lone Pine Capital4.78%Reduce -16.6%582,986$521.29M
4David Abrams - Abrams Capital Management8.04%Reduce -14.6%312,747$279.65M
5Triple Frond Partners - Triple Frond Partners14.87%-129,000$115.35M
6Bryan Lawrence - Oakcliff Capital19.30%Reduce -12.9%32,398$28.97M
7Lee Ainslie - Maverick Capital0.01%Reduce -65.6%554$495.37K
Loading holder history for TDG