TransDigm Group INC
TDG- Exchange
- NYSE
- Industry
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
In the last 90 days, TransDigm Group INC insiders filed 0 open-market purchases and 6 sales; 1,146 institutions reported holding it in 13F filings for Q2 2026, worth $70.0B in total; superinvestors Third Point and Lone Pine Capital hold it.
Superinvestors holding TDG, Q2 2026
2 superinvestors report holding TransDigm Group INC on Form 13F, worth $143.2M in total. Weight is TransDigm Group INC's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Third PointDaniel Loeb | 2.3% | 79,000 | $105.2M | Added+216.0% |
| Lone Pine CapitalStephen Mandel | 0.2% | 28,532 | $38.0M | Reduced−20.0% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of TDG each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
2 superinvestors holding at quarter end
- Added
- Third Point (+216.0%)
- Reduced
- Lone Pine Capital (−20.0%)
Q1 2026
2 superinvestors holding at quarter end
- New
- Third Point
- Added
- Lone Pine Capital (+85.5%)
Q4 2025
1 superinvestor holding at quarter end
- New
- Lone Pine Capital
- Sold out
- D1 Capital Partners
Q3 2025
1 superinvestor holding at quarter end
Q2 2024
0 superinvestors holding at quarter end
- Sold out
- Maverick Capital
Q1 2024
1 superinvestor holding at quarter end
Q4 2023
0 superinvestors holding at quarter end
- Sold out
- Lone Pine Capital, Maverick Capital
Q3 2023
2 superinvestors holding at quarter end
- Reduced
- Lone Pine Capital (−25.1%), Maverick Capital (−41.2%)
- Sold out
- Abrams Capital
Q2 2023
3 superinvestors holding at quarter end
- Reduced
- Lone Pine Capital (−16.6%), Abrams Capital (−14.6%), Maverick Capital (−65.6%)
Q1 2023
3 superinvestors holding at quarter end
- Added
- Maverick Capital (+211.8%)
- Reduced
- Lone Pine Capital (−9.9%)
- Sold out
- Soros Fund Management
Q4 2022
4 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Lone Pine Capital (+5.2%), Soros Fund Management (+22.7%)
- Reduced
- Abrams Capital (−32.1%)
Q3 2022
3 superinvestors holding at quarter end
- New
- Lone Pine Capital
- Added
- Soros Fund Management (+28.9%)
Q2 2022
2 superinvestors holding at quarter end
- Added
- Soros Fund Management (+76.8%)
- Sold out
- Third Point
Q1 2022
3 superinvestors holding at quarter end
- Reduced
- Third Point (−51.1%), Soros Fund Management (−46.8%)
Q4 2021
3 superinvestors holding at quarter end
- New
- Soros Fund Management
- Reduced
- Third Point (−27.4%)
- Sold out
- Tiger Global Management, Lone Pine Capital
Q3 2021
4 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+9.3%)
Q2 2021
4 superinvestors holding at quarter end
- New
- Lone Pine Capital
- Reduced
- Third Point (−7.2%)