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 3 季 13F 持有人
TransDigm Group INC 在 2022/9/30 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
- 649
- 較 2022 年第 2 季 −4 家
- 持有股數
- 5,248 萬
- 較 2022 年第 2 季 +81.5 萬 (+1.6%)
- 總市值
- $275.2 億
- 較 2022 年第 2 季 −$2.02 億 (−0.7%)
- 新進機構
- 49
- 另有 237 家加碼
- 清倉機構
- 53
- 另有 228 家減碼
另有 5 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blair William & Co | 174,135 | $9,139 萬 | 0.42% | −1,423−0.8% | 減碼 |
| Price T Rowe Associates Inc | 176,479 | $9,262 萬 | 0.02% | +1,407+0.8% | 加碼 |
| Prudential Financial Inc | 177,668 | $9,324 萬 | 0.16% | +52,128+41.5% | 加碼 |
| Mar Vista Investment Partners LLC | 180,784 | $9,488 萬 | 4.24% | −813−0.4% | 減碼 |
| Wells Fargo & Company | 192,983 | $1.01 億 | 0.03% | −8,347−4.1% | 減碼 |
| Putnam Investments LLC | 195,910 | $1.03 億 | 0.20% | +172,163+725.0% | 加碼 |
| Advent International Corp | 199,650 | $1.05 億 | 0.93% | +34,894+21.2% | 加碼 |
| Ameriprise Financial Inc | 213,045 | $1.12 億 | 0.04% | −6,816−3.1% | 減碼 |
| Renaissance Technologies LLC | 222,300 | $1.17 億 | 0.17% | +83,200+59.8% | 加碼 |
| Swiss National Bank | 224,761 | $1.18 億 | 0.08% | −3,800−1.7% | 減碼 |
| Artisan Partners Limited Partnership | 235,105 | $1.23 億 | 0.22% | −1,087−0.5% | 減碼 |
| UBS Asset Management Americas Inc | 237,449 | $1.25 億 | 0.07% | −56,164−19.1% | 減碼 |
| Nuveen Asset Management, LLC | 239,179 | $1.26 億 | 0.05% | +25,365+11.9% | 加碼 |
| Charles Schwab Investment Management Inc | 280,878 | $1.47 億 | 0.05% | +3,236+1.2% | 加碼 |
| Norges Bank | 286,851 | $1.51 億 | 0.04% | +14,482+5.3% | 加碼 |
| Atalan Capital Partners, LP | 302,917 | $1.59 億 | 17.49% | −2,083−0.7% | 減碼 |
| Legal & General Group Plc | 303,683 | $1.59 億 | 0.06% | −22,392−6.9% | 減碼 |
| American Century Companies Inc | 304,120 | $1.60 億 | 0.14% | +75,767+33.2% | 加碼 |
| Millennium Management LLC | 306,522 | $1.61 億 | 0.20% | +209,583+216.2% | 加碼 |
| Invesco Ltd. | 309,566 | $1.62 億 | 0.05% | +37,385+13.7% | 加碼 |
| Voya Investment Management LLC | 332,744 | $1.75 億 | 0.21% | −51,010−13.3% | 減碼 |
| Deccan Value Investors L.P. | 346,439 | $1.82 億 | 22.77% | +53,280+18.2% | 加碼 |
| DF Dent & Co Inc | 349,750 | $1.84 億 | 2.84% | −7,714−2.2% | 減碼 |
| Bank of America Corp | 354,472 | $1.86 億 | 0.02% | −19,603−5.2% | 減碼 |
| Bank of New York Mellon Corp | 361,456 | $1.90 億 | 0.05% | −2,246−0.6% | 減碼 |
| Alkeon Capital Management LLC | 368,884 | $1.94 億 | 1.33% | −42,729−10.4% | 減碼 |
| Westfield Capital Management Co LP | 379,608 | $1.99 億 | 1.58% | −25,752−6.4% | 減碼 |
| FMR LLC | 406,474 | $2.13 億 | 0.02% | +22,545+5.9% | 加碼 |
| Northern Trust Corp | 512,728 | $2.69 億 | 0.06% | −15,337−2.9% | 減碼 |
| Fred Alger Management, LLC | 514,129 | $2.70 億 | 1.37% | +6,709+1.3% | 加碼 |
| Abrams Capital Management, L.P.大師艾布拉姆斯資本 | 539,305 | $2.83 億 | 8.16% | 00.0% | 不變 |
| Windacre Partnership LLC | 548,400 | $2.88 億 | 4.82% | +30,000+5.8% | 加碼 |
| Meritage Group LP | 574,399 | $3.01 億 | 10.72% | +4,006+0.7% | 加碼 |
| Morgan Stanley | 582,507 | $3.06 億 | 0.04% | +957+0.2% | 加碼 |
| Primecap Management Co | 604,444 | $3.17 億 | 0.31% | −4,150−0.7% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 737,523 | $3.87 億 | 3.65% | +737,523 | 新進 |
| Capital World Investors | 867,067 | $4.55 億 | 0.10% | +62,094+7.7% | 加碼 |
| Geode Capital Management, LLC | 1,008,534 | $5.29 億 | 0.08% | +12,866+1.3% | 加碼 |
| Vulcan Value Partners, LLC | 1,019,056 | $5.35 億 | 6.26% | −211,116−17.2% | 減碼 |
| Berkshire Partners LLC | 1,021,471 | $5.36 億 | 55.55% | 00.0% | 不變 |
| Matrix Capital Management Company, LP | 1,094,900 | $5.75 億 | 10.99% | 00.0% | 不變 |
| Capital Research Global Investors | 1,441,721 | $7.57 億 | 0.25% | +90,911+6.7% | 加碼 |
| Altarock Partners LLC | 1,502,379 | $7.88 億 | 25.81% | +43,700+3.0% | 加碼 |
| Stockbridge Partners LLC | 1,602,348 | $8.41 億 | 23.82% | 00.0% | 不變 |
| State Street Corp | 2,035,258 | $10.7 億 | 0.07% | −30,693−1.5% | 減碼 |
| Principal Financial Group Inc | 3,302,704 | $17.3 億 | 1.38% | +45,043+1.4% | 加碼 |
| BlackRock Inc. | 4,790,298 | $25.1 億 | 0.09% | +60,702+1.3% | 加碼 |
| Vanguard Group Inc | 5,579,729 | $29.3 億 | 0.09% | +18,781+0.3% | 加碼 |
| Capital International Investors | 6,544,816 | $34.3 億 | 1.00% | +6,283+0.1% | 加碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −337,202−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −86,483−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −79,571−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −75,866−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −55,471−100.0% | 清倉 |
| Governors Lane LP | 0 | $0 | 0.00% | −38,490−100.0% | 清倉 |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −32,494−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −32,114−100.0% | 清倉 |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −24,624−100.0% | 清倉 |
| Swedbank AB | 0 | $0 | 0.00% | −23,629−100.0% | 清倉 |
| Saya Management LP | 0 | $0 | 0.00% | −21,965−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,207−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −7,686−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −6,554−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −6,511−100.0% | 清倉 |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −5,910−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,054−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,698−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,035−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,825−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,893−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,432−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −1,259−100.0% | 清倉 |
| Tiger Eye Capital LLC | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −944−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −859−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −673−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −664−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −626−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −526−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −446−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −419−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −403−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −383−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −373−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |