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 |
|---|---|---|---|---|---|
| Yiheng Capital Management, L.P. | 125,227 | $6,721 萬 | 4.82% | +20,300+19.3% | 加碼 |
| US Bancorp | 130,558 | $7,007 萬 | 0.14% | −3,023−2.3% | 減碼 |
| Goldman Sachs Group Inc | 131,382 | $7,051 萬 | 0.02% | −60,042−31.4% | 減碼 |
| Sands Capital Management, LLC | 134,131 | $7,198 萬 | 0.25% | −5,460−3.9% | 減碼 |
| Spyglass Capital Management LLC | 138,081 | $7,410 萬 | 4.12% | −21,335−13.4% | 減碼 |
| Renaissance Technologies LLC | 139,100 | $7,465 萬 | 0.09% | +132,100+1,887.1% | 加碼 |
| Triple Frond Partners LLC | 146,400 | $7,857 萬 | 12.01% | 00.0% | 不變 |
| Select Equity Group, L.P. | 149,369 | $8,016 萬 | 0.30% | +21,814+17.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 149,520 | $8,024 萬 | 0.06% | +7,855+5.5% | 加碼 |
| Heard Capital LLC | 155,986 | $8,371 萬 | 9.28% | +17,575+12.7% | 加碼 |
| Dimensional Fund Advisors LP | 160,220 | $8,597 萬 | 0.03% | +957+0.6% | 加碼 |
| APG Asset Management N.V. | 168,732 | $8,662 萬 | 0.20% | −28,251−14.3% | 減碼 |
| Advent International Corp | 164,756 | $8,842 萬 | 0.62% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 175,072 | $9,396 萬 | 0.01% | −3,410−1.9% | 減碼 |
| XN LP | 175,318 | $9,409 萬 | 9.19% | −35,482−16.8% | 減碼 |
| Blair William & Co | 175,558 | $9,422 萬 | 0.42% | +659+0.4% | 加碼 |
| Mar Vista Investment Partners LLC | 181,597 | $9,746 萬 | 4.01% | −22,960−11.2% | 減碼 |
| Wells Fargo & Company | 201,330 | $1.08 億 | 0.03% | −13,263−6.2% | 減碼 |
| Nuveen Asset Management, LLC | 213,814 | $1.15 億 | 0.04% | −2,398−1.1% | 減碼 |
| Ameriprise Financial Inc | 219,861 | $1.18 億 | 0.04% | +181,996+480.6% | 加碼 |
| American Century Companies Inc | 228,353 | $1.23 億 | 0.10% | +220,632+2,857.6% | 加碼 |
| Swiss National Bank | 228,561 | $1.23 億 | 0.08% | +1,200+0.5% | 加碼 |
| Artisan Partners Limited Partnership | 236,192 | $1.27 億 | 0.21% | +38,877+19.7% | 加碼 |
| Invesco Ltd. | 272,181 | $1.46 億 | 0.04% | +11,302+4.3% | 加碼 |
| Norges Bank | 272,369 | $1.46 億 | 0.04% | −165,050−37.7% | 減碼 |
| Charles Schwab Investment Management Inc | 277,642 | $1.49 億 | 0.05% | −890.0% | 減碼 |
| Deccan Value Investors L.P. | 293,159 | $1.57 億 | 13.29% | −56,246−16.1% | 減碼 |
| UBS Asset Management Americas Inc | 293,613 | $1.58 億 | 0.08% | −5,693−1.9% | 減碼 |
| Atalan Capital Partners, LP | 305,000 | $1.64 億 | 15.94% | +22,000+7.8% | 加碼 |
| Legal & General Group Plc | 326,075 | $1.75 億 | 0.06% | +5,076+1.6% | 加碼 |
| Balyasny Asset Management LLC | 337,202 | $1.81 億 | 0.76% | +241,731+253.2% | 加碼 |
| DF Dent & Co Inc | 357,464 | $1.92 億 | 2.71% | −21,002−5.5% | 減碼 |
| Bank of New York Mellon Corp | 363,702 | $1.95 億 | 0.04% | −26,822−6.9% | 減碼 |
| Bank of America Corp | 374,075 | $2.01 億 | 0.02% | +60,129+19.2% | 加碼 |
| Voya Investment Management LLC | 383,754 | $2.06 億 | 0.52% | −8,158−2.1% | 減碼 |
| FMR LLC | 383,929 | $2.06 億 | 0.02% | −140,167−26.7% | 減碼 |
| Westfield Capital Management Co LP | 405,360 | $2.18 億 | 1.71% | +8,306+2.1% | 加碼 |
| Alkeon Capital Management LLC | 411,613 | $2.21 億 | 1.33% | −96,107−18.9% | 減碼 |
| Fred Alger Management, LLC | 507,420 | $2.72 億 | 1.27% | −58,475−10.3% | 減碼 |
| Windacre Partnership LLC | 518,400 | $2.78 億 | 5.84% | −206,000−28.4% | 減碼 |
| Northern Trust Corp | 528,065 | $2.83 億 | 0.06% | −30,437−5.4% | 減碼 |
| Abrams Capital Management, L.P.大師艾布拉姆斯資本 | 539,305 | $2.89 億 | 7.78% | 00.0% | 不變 |
| Meritage Group LP | 570,393 | $3.06 億 | 8.84% | −46,729−7.6% | 減碼 |
| Morgan Stanley | 581,550 | $3.12 億 | 0.04% | +337,667+138.5% | 加碼 |
| Primecap Management Co | 608,594 | $3.27 億 | 0.29% | 00.0% | 不變 |
| Capital World Investors | 804,973 | $4.32 億 | 0.09% | −15,940−1.9% | 減碼 |
| Geode Capital Management, LLC | 995,668 | $5.33 億 | 0.08% | +8,097+0.8% | 加碼 |
| Berkshire Partners LLC | 1,021,471 | $5.48 億 | 53.88% | 00.0% | 不變 |
| Matrix Capital Management Company, LP | 1,094,900 | $5.88 億 | 13.32% | 00.0% | 不變 |
| Vulcan Value Partners, LLC | 1,230,172 | $6.60 億 | 6.46% | −794,718−39.2% | 減碼 |
| Capital Research Global Investors | 1,350,810 | $7.25 億 | 0.23% | +419,394+45.0% | 加碼 |
| Altarock Partners LLC | 1,458,679 | $7.83 億 | 24.16% | +37,400+2.6% | 加碼 |
| Stockbridge Partners LLC | 1,602,348 | $8.60 億 | 22.51% | +47,851+3.1% | 加碼 |
| State Street Corp | 2,065,951 | $11.1 億 | 0.07% | −72,679−3.4% | 減碼 |
| Principal Financial Group Inc | 3,257,661 | $17.5 億 | 1.29% | +173,413+5.6% | 加碼 |
| BlackRock Inc. | 4,729,596 | $25.4 億 | 0.08% | +393,229+9.1% | 加碼 |
| Vanguard Group Inc | 5,560,948 | $29.8 億 | 0.08% | −41,384−0.7% | 減碼 |
| Capital International Investors | 6,538,533 | $35.1 億 | 0.95% | −19,304−0.3% | 減碼 |
| Third Point LLC大師第三點資本 | 0 | $0 | 0.00% | −160,000−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −23,140−100.0% | 清倉 |
| Mass Ave Global Inc. | 0 | $0 | 0.00% | −21,629−100.0% | 清倉 |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −21,061−100.0% | 清倉 |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −12,801−100.0% | 清倉 |
| Aravt Global LLC | 0 | $0 | 0.00% | −8,767−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −7,527−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −6,494−100.0% | 清倉 |
| Family Management Corp | 0 | $0 | 0.00% | −5,569−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,407−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,451−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −2,202−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,061−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,877−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,726−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,557−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,528−100.0% | 清倉 |
| Caxton Corp | 0 | $0 | 0.00% | −1,391−100.0% | 清倉 |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −1,230−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,210−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −996−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −863−100.0% | 清倉 |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −666−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −622−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −595−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −565−100.0% | 清倉 |
| Dixon Hubard Feinour & Brown Inc | 0 | $0 | 0.00% | −499−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −484−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −471−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −434−100.0% | 清倉 |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −402−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −393−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −391−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −370−100.0% | 清倉 |