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 2 季 13F 持有人
TransDigm Group INC 在 2022/6/30 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
- 658
- 較 2022 年第 1 季 −16 家
- 持有股數
- 5,166 萬
- 較 2022 年第 1 季 +32.7 萬 (+0.6%)
- 總市值
- $277.2 億
- 較 2022 年第 1 季 −$56.7 億 (−17.0%)
- 新進機構
- 62
- 另有 222 家加碼
- 清倉機構
- 78
- 另有 236 家減碼
另有 10 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Swedbank AB | 23,629 | $1,268 萬 | 0.03% | +23,629 | 新進 |
| Putnam Investments LLC | 23,747 | $1,274 萬 | 0.02% | +4,733+24.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,933 | $1,284 萬 | 0.01% | +427+1.8% | 加碼 |
| First Republic Investment Management, Inc. | 24,202 | $1,299 萬 | 0.03% | −5,999−19.9% | 減碼 |
| Korea Investment CORP | 24,358 | $1,307 萬 | 0.04% | +9,258+61.3% | 加碼 |
| Neuberger Berman Group LLC | 24,388 | $1,309 萬 | 0.01% | +2,011+9.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 24,391 | $1,309 萬 | 0.10% | +5,939+32.2% | 加碼 |
| Group One Trading, L.P. | 24,624 | $1,322 萬 | 0.38% | +24,624 | 新進 |
| Wedge Capital Management L L P | 24,968 | $1,340 萬 | 0.21% | −946−3.7% | 減碼 |
| Archon Partners LLC | 25,100 | $1,347 萬 | 2.36% | 00.0% | 不變 |
| Stamina Capital Management LP | 26,035 | $1,397 萬 | 14.82% | −7,005−21.2% | 減碼 |
| Squarepoint Ops LLC | 26,179 | $1,405 萬 | 0.13% | +9,859+60.4% | 加碼 |
| Stifel Financial Corp | 26,203 | $1,406 萬 | 0.02% | −562−2.1% | 減碼 |
| Mill Capital Management, LLC | 26,624 | $1,429 萬 | 1.58% | +1,802+7.3% | 加碼 |
| Aviva PLC | 28,349 | $1,521 萬 | 0.08% | +13,310+88.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 28,443 | $1,527 萬 | 0.04% | +2,010+7.6% | 加碼 |
| Asset Management One Co.,Ltd. | 28,707 | $1,541 萬 | 0.07% | −227−0.8% | 減碼 |
| Intrinsic Edge Capital Management LLC | 29,172 | $1,566 萬 | 1.40% | +9,172+45.9% | 加碼 |
| Citigroup Inc | 29,294 | $1,572 萬 | 0.02% | −3,826−11.6% | 減碼 |
| SEI Investments Co | 28,925 | $1,589 萬 | 0.03% | −704−2.4% | 減碼 |
| Center Lake Capital Management, LLC | 30,000 | $1,598 萬 | 8.05% | +30,000 | 新進 |
| State of New Jersey Common Pension Fund D | 29,881 | $1,604 萬 | 0.06% | −437−1.4% | 減碼 |
| Lord, Abbett & Co. LLC | 29,880 | $1,604 萬 | 0.06% | +2,559+9.4% | 加碼 |
| Chilton Capital Management LLC | 30,075 | $1,614 萬 | 0.99% | +50+0.2% | 加碼 |
| Long Path Partners LP | 30,450 | $1,634 萬 | 9.91% | +30,450 | 新進 |
| UBS Group AG | 30,694 | $1,647 萬 | 0.01% | −1,626−5.0% | 減碼 |
| Jane Street Group, LLC | 30,942 | $1,661 萬 | 0.03% | +23,723+328.6% | 加碼 |
| STRS Ohio | 31,000 | $1,664 萬 | 0.07% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,022 | $1,665 萬 | 0.07% | +2,627+9.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 31,316 | $1,681 萬 | 0.07% | −369−1.2% | 減碼 |
| Pennant Investors, LP | 31,500 | $1,691 萬 | 7.30% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 31,759 | $1,704 萬 | 0.07% | −16,096−33.6% | 減碼 |
| Kemnay Advisory Services Inc. | 32,114 | $1,724 萬 | 4.19% | +15,539+93.7% | 加碼 |
| Tiff Advisory Services Inc | 32,494 | $1,744 萬 | 6.31% | +8,608+36.0% | 加碼 |
| Clough Capital Partners L P | 32,719 | $1,756 萬 | 2.27% | +3,905+13.6% | 加碼 |
| Minot Capital, LP | 33,335 | $1,789 萬 | 3.61% | +13,719+69.9% | 加碼 |
| Bank of Montreal | 33,651 | $1,811 萬 | 0.01% | +1,837+5.8% | 加碼 |
| Russell Investments Group, Ltd. | 33,807 | $1,813 萬 | 0.04% | −3,811−10.1% | 減碼 |
| Royal Bank of Canada | 34,498 | $1,851 萬 | 0.01% | −5,766−14.3% | 減碼 |
| Holocene Advisors, LP | 34,541 | $1,854 萬 | 0.11% | +33,946+5,705.2% | 加碼 |
| Barclays PLC | 35,209 | $1,890 萬 | 0.02% | −37,596−51.6% | 減碼 |
| Wildcat Capital Management, LLC | 35,368 | $1,898 萬 | 6.29% | 00.0% | 不變 |
| Adams Diversified Equity Fund, Inc. | 35,800 | $1,921 萬 | 0.91% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 38,210 | $2,051 萬 | 0.22% | +38,210 | 新進 |
| Manufacturers Life Insurance Company, The | 38,369 | $2,059 萬 | 0.01% | +411+1.1% | 加碼 |
| Governors Lane LP | 38,490 | $2,066 萬 | 1.75% | +7,020+22.3% | 加碼 |
| Partners Capital Investment Group, LLP | 39,266 | $2,107 萬 | 1.42% | −15,577−28.4% | 減碼 |
| Envestnet Asset Management Inc | 39,486 | $2,119 萬 | 0.01% | +26+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,977 | $2,145 萬 | 0.05% | +7,109+21.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 40,010 | $2,147 萬 | 0.05% | −5,000−11.1% | 減碼 |
| State of Wisconsin Investment Board | 40,153 | $2,155 萬 | 0.06% | −1,503−3.6% | 減碼 |
| GW&K Investment Management, LLC | 40,712 | $2,185 萬 | 0.24% | −1,761−4.1% | 減碼 |
| HSBC Holdings PLC | 42,145 | $2,244 萬 | 0.03% | +929+2.3% | 加碼 |
| Chicago Capital, LLC | 41,895 | $2,248 萬 | 1.24% | +39,595+1,721.5% | 加碼 |
| East Coast Asset Management, LLC. | 42,295 | $2,270 萬 | 10.76% | −31,085−42.4% | 減碼 |
| Anabranch Capital Management, LP | 43,256 | $2,321 萬 | 24.14% | +4,931+12.9% | 加碼 |
| Titan Global Capital Management USA LLC | 43,908 | $2,356 萬 | 5.74% | −725−1.6% | 減碼 |
| Goodnow Investment Group, LLC | 44,217 | $2,373 萬 | 3.65% | +680+1.6% | 加碼 |
| Cartenna Capital, LP | 45,000 | $2,415 萬 | 6.34% | +45,000 | 新進 |
| BRX Global LP | 45,538 | $2,444 萬 | 28.11% | 00.0% | 不變 |
| Walleye Capital LLC | 55,471 | $2,977 萬 | 0.85% | +54,945+10,445.8% | 加碼 |
| Oakcliff Capital Partners, LP | 55,698 | $2,989 萬 | 22.04% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 56,759 | $3,046 萬 | 0.14% | −8,263−12.7% | 減碼 |
| New York State Teachers Retirement System | 56,906 | $3,054 萬 | 0.07% | −494−0.9% | 減碼 |
| New York State Common Retirement Fund | 57,347 | $3,078 萬 | 0.04% | −2,490−4.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 59,210 | $3,178 萬 | 0.08% | −2,300−3.7% | 減碼 |
| 1832 Asset Management L.P. | 63,647 | $3,416 萬 | 0.07% | +63,647 | 新進 |
| JPMorgan Chase & Co | 63,840 | $3,426 萬 | 0.01% | −50,794−44.3% | 減碼 |
| Point72 Asset Management, L.P. | 64,200 | $3,445 萬 | 0.16% | +64,200 | 新進 |
| Ci Investments Inc. | 66,145 | $3,550 萬 | 0.17% | +4,917+8.0% | 加碼 |
| Citadel Advisors LLC | 66,663 | $3,578 萬 | 0.05% | −48,356−42.0% | 減碼 |
| Alliancebernstein L.P. | 67,462 | $3,621 萬 | 0.02% | −456−0.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 69,945 | $3,754 萬 | 1.06% | +69,595+19,884.3% | 加碼 |
| Eagle Asset Management Inc | 70,270 | $3,771 萬 | 0.24% | +70,270 | 新進 |
| State of Michigan Retirement System | 70,492 | $3,783 萬 | 0.26% | +4,700+7.1% | 加碼 |
| Alyeska Investment Group, L.P. | 72,105 | $3,870 萬 | 0.44% | −32,386−31.0% | 減碼 |
| Artemis Investment Management LLP | 75,866 | $4,082 萬 | 0.42% | −70,319−48.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 79,571 | $4,270 萬 | 0.06% | −15,124−16.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 80,160 | $4,302 萬 | 0.56% | −2,073−2.5% | 減碼 |
| Cat Rock Capital Management LP | 81,323 | $4,364 萬 | 9.29% | −35,000−30.1% | 減碼 |
| Voloridge Investment Management, LLC | 83,729 | $4,494 萬 | 0.23% | −12,739−13.2% | 減碼 |
| National Pension Service | 84,700 | $4,546 萬 | 0.09% | +6,139+7.8% | 加碼 |
| Junto Capital Management LP | 86,483 | $4,641 萬 | 1.38% | +86,483 | 新進 |
| California State Teachers Retirement System | 87,448 | $4,693 萬 | 0.07% | +68+0.1% | 加碼 |
| Credit Suisse AG | 87,539 | $4,698 萬 | 0.05% | −5,251−5.7% | 減碼 |
| Raymond James & Associates | 89,028 | $4,778 萬 | 0.05% | −503−0.6% | 減碼 |
| EULAV Asset Management | 89,200 | $4,787 萬 | 1.98% | −8,600−8.8% | 減碼 |
| Douglas Lane & Associates, LLC | 90,772 | $4,872 萬 | 0.83% | +4,676+5.4% | 加碼 |
| Rhumbline Advisers | 94,313 | $5,062 萬 | 0.07% | +8,393+9.8% | 加碼 |
| Millennium Management LLC | 96,939 | $5,202 萬 | 0.07% | +62,469+181.2% | 加碼 |
| Brown Brothers Harriman & Co | 103,836 | $5,573 萬 | 0.48% | −10.0% | 減碼 |
| Bristol John W & Co Inc | 103,960 | $5,579 萬 | 1.37% | −2,656−2.5% | 減碼 |
| California Public Employees Retirement System | 104,922 | $5,631 萬 | 0.05% | −4,473−4.1% | 減碼 |
| Crow's Nest Holdings LP | 106,470 | $5,714 萬 | 20.42% | +9,070+9.3% | 加碼 |
| Alleghany Corp | 112,380 | $6,031 萬 | 2.28% | 00.0% | 不變 |
| Capital International Inc | 112,581 | $6,042 萬 | 0.84% | −418−0.4% | 減碼 |
| Franklin Resources Inc | 117,697 | $6,316 萬 | 0.03% | +387+0.3% | 加碼 |
| Deutsche Bank AG | 120,096 | $6,445 萬 | 0.04% | +655+0.5% | 加碼 |
| Prudential Financial Inc | 125,540 | $6,619 萬 | 0.10% | +29,731+31.0% | 加碼 |
| Bamco Inc | 125,000 | $6,708 萬 | 0.22% | 00.0% | 不變 |