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 |
|---|---|---|---|---|---|
| Goodnow Investment Group, LLC | 44,217 | $2,373 萬 | 3.65% | +680+1.6% | 加碼 |
| Titan Global Capital Management USA LLC | 43,908 | $2,356 萬 | 5.74% | −725−1.6% | 減碼 |
| Anabranch Capital Management, LP | 43,256 | $2,321 萬 | 24.14% | +4,931+12.9% | 加碼 |
| East Coast Asset Management, LLC. | 42,295 | $2,270 萬 | 10.76% | −31,085−42.4% | 減碼 |
| Chicago Capital, LLC | 41,895 | $2,248 萬 | 1.24% | +39,595+1,721.5% | 加碼 |
| HSBC Holdings PLC | 42,145 | $2,244 萬 | 0.03% | +929+2.3% | 加碼 |
| GW&K Investment Management, LLC | 40,712 | $2,185 萬 | 0.24% | −1,761−4.1% | 減碼 |
| State of Wisconsin Investment Board | 40,153 | $2,155 萬 | 0.06% | −1,503−3.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 40,010 | $2,147 萬 | 0.05% | −5,000−11.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 39,977 | $2,145 萬 | 0.05% | +7,109+21.6% | 加碼 |
| Envestnet Asset Management Inc | 39,486 | $2,119 萬 | 0.01% | +26+0.1% | 加碼 |
| Partners Capital Investment Group, LLP | 39,266 | $2,107 萬 | 1.42% | −15,577−28.4% | 減碼 |
| Governors Lane LP | 38,490 | $2,066 萬 | 1.75% | +7,020+22.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 38,369 | $2,059 萬 | 0.01% | +411+1.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 38,210 | $2,051 萬 | 0.22% | +38,210 | 新進 |
| Adams Diversified Equity Fund, Inc. | 35,800 | $1,921 萬 | 0.91% | 00.0% | 不變 |
| Wildcat Capital Management, LLC | 35,368 | $1,898 萬 | 6.29% | 00.0% | 不變 |
| Barclays PLC | 35,209 | $1,890 萬 | 0.02% | −37,596−51.6% | 減碼 |
| Holocene Advisors, LP | 34,541 | $1,854 萬 | 0.11% | +33,946+5,705.2% | 加碼 |
| Royal Bank of Canada | 34,498 | $1,851 萬 | 0.01% | −5,766−14.3% | 減碼 |
| Russell Investments Group, Ltd. | 33,807 | $1,813 萬 | 0.04% | −3,811−10.1% | 減碼 |
| Bank of Montreal | 33,651 | $1,811 萬 | 0.01% | +1,837+5.8% | 加碼 |
| Minot Capital, LP | 33,335 | $1,789 萬 | 3.61% | +13,719+69.9% | 加碼 |
| Clough Capital Partners L P | 32,719 | $1,756 萬 | 2.27% | +3,905+13.6% | 加碼 |
| Tiff Advisory Services Inc | 32,494 | $1,744 萬 | 6.31% | +8,608+36.0% | 加碼 |
| Kemnay Advisory Services Inc. | 32,114 | $1,724 萬 | 4.19% | +15,539+93.7% | 加碼 |
| Public Employees Retirement System of Ohio | 31,759 | $1,704 萬 | 0.07% | −16,096−33.6% | 減碼 |
| Pennant Investors, LP | 31,500 | $1,691 萬 | 7.30% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 31,316 | $1,681 萬 | 0.07% | −369−1.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,022 | $1,665 萬 | 0.07% | +2,627+9.3% | 加碼 |
| STRS Ohio | 31,000 | $1,664 萬 | 0.07% | 00.0% | 不變 |
| Jane Street Group, LLC | 30,942 | $1,661 萬 | 0.03% | +23,723+328.6% | 加碼 |
| UBS Group AG | 30,694 | $1,647 萬 | 0.01% | −1,626−5.0% | 減碼 |
| Long Path Partners LP | 30,450 | $1,634 萬 | 9.91% | +30,450 | 新進 |
| Chilton Capital Management LLC | 30,075 | $1,614 萬 | 0.99% | +50+0.2% | 加碼 |
| 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 |
| Center Lake Capital Management, LLC | 30,000 | $1,598 萬 | 8.05% | +30,000 | 新進 |
| SEI Investments Co | 28,925 | $1,589 萬 | 0.03% | −704−2.4% | 減碼 |
| Citigroup Inc | 29,294 | $1,572 萬 | 0.02% | −3,826−11.6% | 減碼 |
| Intrinsic Edge Capital Management LLC | 29,172 | $1,566 萬 | 1.40% | +9,172+45.9% | 加碼 |
| Asset Management One Co.,Ltd. | 28,707 | $1,541 萬 | 0.07% | −227−0.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 28,443 | $1,527 萬 | 0.04% | +2,010+7.6% | 加碼 |
| Aviva PLC | 28,349 | $1,521 萬 | 0.08% | +13,310+88.5% | 加碼 |
| Mill Capital Management, LLC | 26,624 | $1,429 萬 | 1.58% | +1,802+7.3% | 加碼 |
| Stifel Financial Corp | 26,203 | $1,406 萬 | 0.02% | −562−2.1% | 減碼 |
| Squarepoint Ops LLC | 26,179 | $1,405 萬 | 0.13% | +9,859+60.4% | 加碼 |
| Stamina Capital Management LP | 26,035 | $1,397 萬 | 14.82% | −7,005−21.2% | 減碼 |
| Archon Partners LLC | 25,100 | $1,347 萬 | 2.36% | 00.0% | 不變 |
| Wedge Capital Management L L P | 24,968 | $1,340 萬 | 0.21% | −946−3.7% | 減碼 |
| Group One Trading, L.P. | 24,624 | $1,322 萬 | 0.38% | +24,624 | 新進 |
| 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 |
| Korea Investment CORP | 24,358 | $1,307 萬 | 0.04% | +9,258+61.3% | 加碼 |
| First Republic Investment Management, Inc. | 24,202 | $1,299 萬 | 0.03% | −5,999−19.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,933 | $1,284 萬 | 0.01% | +427+1.8% | 加碼 |
| Putnam Investments LLC | 23,747 | $1,274 萬 | 0.02% | +4,733+24.9% | 加碼 |
| Swedbank AB | 23,629 | $1,268 萬 | 0.03% | +23,629 | 新進 |
| Toronto Dominion Bank | 23,285 | $1,249 萬 | 0.02% | −1,491−6.0% | 減碼 |
| Ampfield Management, L.P. | 23,117 | $1,241 萬 | 19.26% | −4,010−14.8% | 減碼 |
| Pictet Asset Management SA | 22,632 | $1,215 萬 | 0.02% | −410−1.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,229 | $1,193 萬 | 0.15% | +5,800+35.3% | 加碼 |
| Treasurer of the State of North Carolina | 22,221 | $1,193 萬 | 0.08% | +2,904+15.0% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 22,100 | $1,186 萬 | 0.24% | +9,600+76.8% | 加碼 |
| Bluegrass Capital Partners LP | 22,000 | $1,181 萬 | 10.69% | 00.0% | 不變 |
| Saya Management LP | 21,965 | $1,179 萬 | 15.06% | +7,200+48.8% | 加碼 |
| Royal London Asset Management Ltd | 21,392 | $1,149 萬 | 0.05% | +374+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 20,982 | $1,126 萬 | 0.03% | −2,589−11.0% | 減碼 |
| Victory Capital Management Inc | 20,928 | $1,123 萬 | 0.01% | −577−2.7% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 20,752 | $1,114 萬 | 0.34% | +16,600+399.8% | 加碼 |
| Symmetry Investments LP | 20,550 | $1,103 萬 | 6.10% | −16,490−44.5% | 減碼 |
| Equitable Trust Co | 19,637 | $1,054 萬 | 0.79% | −40−0.2% | 減碼 |
| Natixis Advisors, L.P. | 19,429 | $1,043 萬 | 0.05% | −1,115−5.4% | 減碼 |
| Edgestream Partners, L.P. | 18,207 | $977.1 萬 | 0.77% | +16,688+1,098.6% | 加碼 |
| PYA Waltman Capital, LLC | 18,027 | $967.4 萬 | 5.40% | +1,194+7.1% | 加碼 |
| Great West Life Assurance Co | 17,616 | $946.4 萬 | 0.02% | −477−2.6% | 減碼 |
| First Trust Advisors LP | 17,535 | $941.0 萬 | 0.01% | +3,954+29.1% | 加碼 |
| Hudson Bay Capital Management LP | 17,500 | $939.2 萬 | 0.09% | +17,500 | 新進 |
| Retirement Systems of Alabama | 17,191 | $922.6 萬 | 0.04% | −266−1.5% | 減碼 |
| Delta Investment Management, LLC | 16,868 | $905.2 萬 | 4.13% | −1,625−8.8% | 減碼 |
| TD Asset Management Inc | 16,711 | $896.8 萬 | 0.01% | −659−3.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 16,124 | $865.3 萬 | 0.15% | −20−0.1% | 減碼 |
| Tudor Investment Corp Et Al | 15,852 | $850.7 萬 | 0.25% | +2,262+16.6% | 加碼 |
| Trustees of Princeton University | 15,607 | $837.6 萬 | 15.37% | 00.0% | 不變 |
| Storebrand Asset Management AS | 15,503 | $832.0 萬 | 0.05% | +6,536+72.9% | 加碼 |
| Noble Path Asset Management LP | 15,463 | $829.9 萬 | 8.87% | +925+6.4% | 加碼 |
| Brown Advisory Inc | 15,446 | $828.9 萬 | 0.02% | +11,058+252.0% | 加碼 |
| Advisor Group Holdings, Inc. | 15,414 | $827.5 萬 | 0.02% | −29−0.2% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 14,824 | $795.6 萬 | 3.81% | −50,274−77.2% | 減碼 |
| American International Group, Inc. | 14,824 | $795.6 萬 | 0.05% | −656−4.2% | 減碼 |
| MetLife Investment Management | 14,817 | $795.2 萬 | 0.06% | −188−1.3% | 減碼 |
| Arizona State Retirement System | 14,455 | $775.8 萬 | 0.08% | +53+0.4% | 加碼 |
| Comerica Bank | 13,405 | $769.5 萬 | 0.06% | +1,248+10.3% | 加碼 |
| Saba Capital Management, L.P. | 14,305 | $767.7 萬 | 0.10% | +14,305 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,085 | $755.9 萬 | 0.04% | −14,048−49.9% | 減碼 |
| Employees Retirement System of Texas | 14,000 | $751.3 萬 | 0.11% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 13,856 | $743.6 萬 | 0.01% | +6,920+99.8% | 加碼 |
| Amalgamated Bank | 13,515 | $725.3 萬 | 0.07% | +226+1.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 13,448 | $721.7 萬 | 0.21% | +336+2.6% | 加碼 |
| Oberndorf William E | 13,373 | $717.7 萬 | 16.08% | 00.0% | 不變 |