TransDigm Group INC
TDG- 交易所
- NYSE
- 產業
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
近 90 天，TransDigm Group INC 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,146 家機構在 13F 申報持有，市值合計 $699.9 億；第三點資本和孤松資本兩位大師持有。
2022 年第 1 季 13F 持有人
TransDigm Group INC 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 684
- 較 2021 年第 4 季 +29 家
- 持有股數
- 5,175 萬
- 較 2021 年第 4 季 −56.6 萬 (−1.1%)
- 總市值
- $336.7 億
- 較 2021 年第 4 季 +$4.02 億 (+1.2%)
- 新進機構
- 81
- 另有 273 家加碼
- 清倉機構
- 52
- 另有 208 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TDG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,146 | $699.9 億 |
| 2026 年第 1 季 | 1,112 | $612.8 億 |
| 2025 年第 4 季 | 1,133 | $715.1 億 |
| 2025 年第 3 季 | 1,073 | $705.6 億 |
| 2025 年第 2 季 | 1,111 | $823.0 億 |
| 2025 年第 1 季 | 1,090 | $737.4 億 |
| 2024 年第 4 季 | 1,048 | $674.2 億 |
| 2024 年第 3 季 | 1,032 | $739.8 億 |
| 2024 年第 2 季 | 1,005 | $679.5 億 |
| 2024 年第 1 季 | 936 | $657.1 億 |
| 2023 年第 4 季 | 864 | $541.0 億 |
| 2023 年第 3 季 | 770 | $447.7 億 |
| 2023 年第 2 季 | 746 | $477.2 億 |
| 2023 年第 1 季 | 721 | $388.1 億 |
| 2022 年第 4 季 | 705 | $329.1 億 |
| 2022 年第 3 季 | 649 | $275.2 億 |
| 2022 年第 2 季 | 658 | $277.2 億 |
| 2022 年第 1 季 | 684 | $336.7 億 |
| 2021 年第 4 季 | 659 | $332.7 億 |
| 2021 年第 3 季 | 630 | $335.1 億 |
| 2021 年第 2 季 | 614 | $346.5 億 |
| 2021 年第 1 季 | 609 | $310.5 億 |
2022 年第 1 季持有機構
每家機構持有 TransDigm Group INC 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 6,557,837 | $42.7 億 | 0.97% | +4,438+0.1% | 加碼 |
| Vanguard Group Inc | 5,602,332 | $36.5 億 | 0.09% | +117,137+2.1% | 加碼 |
| BlackRock Inc. | 4,336,367 | $28.3 億 | 0.08% | +107,621+2.5% | 加碼 |
| Principal Financial Group Inc | 3,084,248 | $20.1 億 | 1.27% | +156,434+5.3% | 加碼 |
| State Street Corp | 2,138,630 | $13.9 億 | 0.07% | −6,798−0.3% | 減碼 |
| Vulcan Value Partners, LLC | 2,024,890 | $13.2 億 | 8.10% | −198,590−8.9% | 減碼 |
| Stockbridge Partners LLC | 1,554,497 | $10.1 億 | 21.86% | 00.0% | 不變 |
| Altarock Partners LLC | 1,421,279 | $9.26 億 | 23.61% | +70,225+5.2% | 加碼 |
| Matrix Capital Management Company, LP | 1,094,900 | $7.13 億 | 8.56% | 00.0% | 不變 |
| Berkshire Partners LLC | 1,021,471 | $6.66 億 | 46.25% | 00.0% | 不變 |
| Geode Capital Management, LLC | 987,571 | $6.42 億 | 0.08% | +54,384+5.8% | 加碼 |
| Capital Research Global Investors | 931,416 | $6.07 億 | 0.15% | −81,677−8.1% | 減碼 |
| Capital World Investors | 820,913 | $5.35 億 | 0.09% | −567−0.1% | 減碼 |
| Windacre Partnership LLC | 724,400 | $4.72 億 | 9.92% | −261,100−26.5% | 減碼 |
| Meritage Group LP | 617,122 | $4.02 億 | 8.62% | −39,995−6.1% | 減碼 |
| Primecap Management Co | 608,594 | $3.97 億 | 0.30% | −2,450−0.4% | 減碼 |
| Fred Alger Management, LLC | 565,895 | $3.69 億 | 1.18% | −50,123−8.1% | 減碼 |
| Northern Trust Corp | 558,502 | $3.64 億 | 0.06% | −15,559−2.7% | 減碼 |
| Abrams Capital Management, L.P.大師艾布拉姆斯資本 | 539,305 | $3.51 億 | 8.20% | 00.0% | 不變 |
| FMR LLC | 524,096 | $3.41 億 | 0.03% | +155,888+42.3% | 加碼 |
| Alkeon Capital Management LLC | 507,720 | $3.31 億 | 1.48% | −108,000−17.5% | 減碼 |
| Norges Bank | 437,419 | $2.85 億 | 0.06% | +22,087+5.3% | 加碼 |
| Westfield Capital Management Co LP | 397,054 | $2.59 億 | 1.66% | +35,327+9.8% | 加碼 |
| Voya Investment Management LLC | 391,912 | $2.55 億 | 0.53% | −10,779−2.7% | 減碼 |
| Bank of New York Mellon Corp | 390,524 | $2.54 億 | 0.05% | +40,705+11.6% | 加碼 |
| DF Dent & Co Inc | 378,466 | $2.47 億 | 2.84% | +1,449+0.4% | 加碼 |
| Parametric Portfolio Associates LLC | 371,317 | $2.42 億 | 0.13% | +54,747+17.3% | 加碼 |
| Deccan Value Investors L.P. | 349,405 | $2.28 億 | 11.59% | −61,304−14.9% | 減碼 |
| Legal & General Group Plc | 320,999 | $2.09 億 | 0.06% | +15,106+4.9% | 加碼 |
| Bank of America Corp | 313,946 | $2.05 億 | 0.02% | +1,065+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 299,306 | $1.95 億 | 0.08% | −51,672−14.7% | 減碼 |
| Atalan Capital Partners, LP | 283,000 | $1.84 億 | 13.60% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 277,731 | $1.81 億 | 0.05% | +9,870+3.7% | 加碼 |
| Invesco Ltd. | 260,879 | $1.70 億 | 0.04% | −42,023−13.9% | 減碼 |
| Morgan Stanley | 243,883 | $1.59 億 | 0.02% | +12,018+5.2% | 加碼 |
| Swiss National Bank | 227,361 | $1.48 億 | 0.08% | +28,300+14.2% | 加碼 |
| Nuveen Asset Management, LLC | 216,212 | $1.42 億 | 0.05% | −4,409−2.0% | 減碼 |
| Wells Fargo & Company | 214,593 | $1.40 億 | 0.04% | +11,748+5.8% | 加碼 |
| XN LP | 210,800 | $1.37 億 | 11.01% | −42,500−16.8% | 減碼 |
| Mar Vista Investment Partners LLC | 204,557 | $1.33 億 | 4.18% | +8,632+4.4% | 加碼 |
| Artisan Partners Limited Partnership | 197,315 | $1.29 億 | 0.17% | +113,213+134.6% | 加碼 |
| Goldman Sachs Group Inc | 191,424 | $1.25 億 | 0.03% | +14,657+8.3% | 加碼 |
| Price T Rowe Associates Inc | 178,482 | $1.16 億 | 0.01% | +1,338+0.8% | 加碼 |
| APG Asset Management N.V. | 196,983 | $1.15 億 | 0.22% | −19,301−8.9% | 減碼 |
| Blair William & Co | 174,899 | $1.14 億 | 0.40% | −3,419−1.9% | 減碼 |
| Bank of Nova Scotia | 171,551 | $1.12 億 | 0.19% | +154,609+912.6% | 加碼 |
| Advent International Corp | 164,756 | $1.07 億 | 0.66% | 00.0% | 不變 |
| Third Point LLC大師第三點資本 | 160,000 | $1.04 億 | 1.36% | −166,878−51.1% | 減碼 |
| Spyglass Capital Management LLC | 159,416 | $1.04 億 | 3.55% | −40,223−20.1% | 減碼 |
| Dimensional Fund Advisors LP | 159,263 | $1.04 億 | 0.03% | +1,132+0.7% | 加碼 |
| Triple Frond Partners LLC | 146,400 | $9,539 萬 | 11.81% | 00.0% | 不變 |
| Artemis Investment Management LLP | 146,185 | $9,512 萬 | 0.77% | −8,372−5.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,665 | $9,230 萬 | 0.06% | −566−0.4% | 減碼 |
| Sands Capital Management, LLC | 139,591 | $9,095 萬 | 0.21% | −8,032−5.4% | 減碼 |
| Heard Capital LLC | 138,411 | $9,018 萬 | 8.26% | +39,925+40.5% | 加碼 |
| US Bancorp | 133,581 | $8,703 萬 | 0.14% | −2,315−1.7% | 減碼 |
| Select Equity Group, L.P. | 127,555 | $8,311 萬 | 0.27% | −283,778−69.0% | 減碼 |
| Bamco Inc | 125,000 | $8,144 萬 | 0.20% | 00.0% | 不變 |
| Deutsche Bank AG | 119,441 | $7,782 萬 | 0.04% | −19,888−14.3% | 減碼 |
| Franklin Resources Inc | 117,310 | $7,643 萬 | 0.03% | +789+0.7% | 加碼 |
| Cat Rock Capital Management LP | 116,323 | $7,579 萬 | 7.88% | +2,296+2.0% | 加碼 |
| Citadel Advisors LLC | 115,019 | $7,494 萬 | 0.09% | −93,051−44.7% | 減碼 |
| JPMorgan Chase & Co | 114,634 | $7,469 萬 | 0.01% | +57,519+100.7% | 加碼 |
| Capital International Inc | 112,999 | $7,362 萬 | 0.82% | −2,442−2.1% | 減碼 |
| Alleghany Corp | 112,380 | $7,322 萬 | 2.31% | +45,880+69.0% | 加碼 |
| California Public Employees Retirement System | 109,395 | $7,128 萬 | 0.06% | −3,604−3.2% | 減碼 |
| Bristol John W & Co Inc | 106,616 | $6,947 萬 | 1.38% | −2,200−2.0% | 減碼 |
| Yiheng Capital Management, L.P. | 104,927 | $6,836 萬 | 4.37% | −42,784−29.0% | 減碼 |
| Alyeska Investment Group, L.P. | 104,491 | $6,808 萬 | 0.75% | +36,544+53.8% | 加碼 |
| Brown Brothers Harriman & Co | 103,837 | $6,765 萬 | 0.48% | +60.0% | 加碼 |
| EULAV Asset Management | 97,800 | $6,372 萬 | 1.90% | −3,000−3.0% | 減碼 |
| Crow's Nest Holdings LP | 97,400 | $6,346 萬 | 16.01% | +71,000+268.9% | 加碼 |
| Voloridge Investment Management, LLC | 96,468 | $6,285 萬 | 0.36% | +80,358+498.8% | 加碼 |
| Prudential Financial Inc | 95,809 | $6,242 萬 | 0.08% | +50,429+111.1% | 加碼 |
| Balyasny Asset Management LLC | 95,471 | $6,220 萬 | 0.27% | −11,694−10.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 94,695 | $6,170 萬 | 0.08% | +5,449+6.1% | 加碼 |
| Credit Suisse AG | 92,790 | $6,046 萬 | 0.05% | +16,966+22.4% | 加碼 |
| Raymond James & Associates | 89,531 | $5,833 萬 | 0.05% | +9,890+12.4% | 加碼 |
| California State Teachers Retirement System | 87,380 | $5,693 萬 | 0.07% | −4,724−5.1% | 減碼 |
| Douglas Lane & Associates, LLC | 86,096 | $5,610 萬 | 0.79% | +10,661+14.1% | 加碼 |
| Rhumbline Advisers | 85,920 | $5,598 萬 | 0.07% | +586+0.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 82,233 | $5,358 萬 | 0.59% | +59+0.1% | 加碼 |
| National Pension Service | 78,561 | $5,119 萬 | 0.09% | +2,645+3.5% | 加碼 |
| East Coast Asset Management, LLC. | 73,380 | $4,781 萬 | 11.37% | +385+0.5% | 加碼 |
| Barclays PLC | 72,805 | $4,744 萬 | 0.04% | +3,413+4.9% | 加碼 |
| Marshall Wace, LLP | 68,817 | $4,484 萬 | 0.09% | +65,956+2,305.3% | 加碼 |
| Alliancebernstein L.P. | 67,918 | $4,425 萬 | 0.02% | +143+0.2% | 加碼 |
| State of Michigan Retirement System | 65,792 | $4,287 萬 | 0.25% | +52,616+399.3% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 65,098 | $4,241 萬 | 11.02% | −12,706−16.3% | 減碼 |
| State of Tennessee, Treasury Department | 65,022 | $4,237 萬 | 0.16% | −12,289−15.9% | 減碼 |
| National Bank of Canada | 63,233 | $4,120 萬 | 0.16% | +63,022+29,868.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 61,510 | $4,008 萬 | 0.08% | −1,040−1.7% | 減碼 |
| Ci Investments Inc. | 61,228 | $3,989 萬 | 0.15% | +8,162+15.4% | 加碼 |
| New York State Common Retirement Fund | 59,837 | $3,899 萬 | 0.04% | +1,370+2.3% | 加碼 |
| New York State Teachers Retirement System | 57,400 | $3,740 萬 | 0.08% | +220.0% | 加碼 |
| Oakcliff Capital Partners, LP | 55,698 | $3,629 萬 | 18.81% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 54,843 | $3,573 萬 | 1.76% | −9,302−14.5% | 減碼 |
| Public Employees Retirement System of Ohio | 47,855 | $3,118 萬 | 0.11% | +20,005+71.8% | 加碼 |
| BRX Global LP | 45,538 | $2,967 萬 | 28.03% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 45,010 | $2,933 萬 | 0.06% | −13,484−23.1% | 減碼 |