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 Q4 2025 it was held by 5 managers with an aggregate reported value of $1.81B, which is 0.16% of the combined portfolio.
As of Q4 2025, 5 tracked institutional managers held TDG (TRANSDIGM GROUP INC) with an aggregate reported value of $1.81B — 0.16% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2025
- Ticker
- TDG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | AltaRock Partners - AltaRock Partners | 25.28% | Reduce -0.7% | 969,400 | $1.29B |
| 2 | Vulcan Value Partners - Vulcan Value Partners | 5.88% | Reduce -3.6% | 240,620 | $320.03M |
| 3 | Triple Frond Partners - Triple Frond Partners | 14.36% | Add +82.4% | 103,894 | $138.16M |
| 4 | Bryan Lawrence - Oakcliff Capital | 13.78% | - | 24,170 | $32.14M |
| 5 | Stephen Mandel - Lone Pine Capital | 0.19% | New | 19,228 | $25.57M |
Loading holder history for TDG…