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 4 季 13F 持有人
TransDigm Group INC 在 2022/12/31 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
- 705
- 較 2022 年第 3 季 +68 家
- 持有股數
- 5,232 萬
- 較 2022 年第 3 季 −2.35 萬 (0.0%)
- 總市值
- $329.1 億
- 較 2022 年第 3 季 +$54.7 億 (+19.9%)
- 新進機構
- 112
- 另有 248 家加碼
- 清倉機構
- 44
- 另有 219 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 6,558,633 | $41.3 億 | 1.11% | +13,817+0.2% | 加碼 |
| Vanguard Group Inc | 5,672,346 | $35.7 億 | 0.10% | +92,617+1.7% | 加碼 |
| BlackRock Inc. | 4,750,402 | $29.9 億 | 0.09% | −39,896−0.8% | 減碼 |
| Principal Financial Group Inc | 3,118,901 | $19.6 億 | 1.48% | −183,803−5.6% | 減碼 |
| State Street Corp | 2,035,736 | $12.8 億 | 0.08% | +4780.0% | 加碼 |
| Stockbridge Partners LLC | 1,602,348 | $10.1 億 | 27.08% | 00.0% | 不變 |
| Capital Research Global Investors | 1,517,534 | $9.56 億 | 0.29% | +75,813+5.3% | 加碼 |
| Altarock Partners LLC | 1,409,724 | $8.88 億 | 27.90% | −92,655−6.2% | 減碼 |
| Matrix Capital Management Company, LP | 1,094,900 | $6.89 億 | 13.16% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,036,174 | $6.51 億 | 0.09% | +27,640+2.7% | 加碼 |
| Capital World Investors | 876,291 | $5.52 億 | 0.12% | +9,224+1.1% | 加碼 |
| Vulcan Value Partners, LLC | 835,344 | $5.26 億 | 7.06% | −183,712−18.0% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 775,690 | $4.88 億 | 4.66% | +38,167+5.2% | 加碼 |
| Morgan Stanley | 640,696 | $4.03 億 | 0.05% | +58,189+10.0% | 加碼 |
| Primecap Management Co | 592,694 | $3.73 億 | 0.34% | −11,750−1.9% | 減碼 |
| Fred Alger Management, LLC | 590,657 | $3.72 億 | 2.02% | +76,528+14.9% | 加碼 |
| Meritage Group LP | 563,983 | $3.55 億 | 12.25% | −10,416−1.8% | 減碼 |
| Northern Trust Corp | 505,520 | $3.18 億 | 0.07% | −7,208−1.4% | 減碼 |
| Windacre Partnership LLC | 458,300 | $2.89 億 | 6.97% | −90,100−16.4% | 減碼 |
| American Century Companies Inc | 455,242 | $2.87 億 | 0.23% | +151,122+49.7% | 加碼 |
| FMR LLC | 422,282 | $2.66 億 | 0.03% | +15,808+3.9% | 加碼 |
| Berkshire Partners LLC | 408,288 | $2.57 億 | 47.60% | −613,183−60.0% | 減碼 |
| Citadel Advisors LLC | 402,360 | $2.53 億 | 0.29% | +250,423+164.8% | 加碼 |
| Westfield Capital Management Co LP | 379,165 | $2.39 億 | 1.84% | −443−0.1% | 減碼 |
| Abrams Capital Management, L.P.大師艾布拉姆斯資本 | 366,187 | $2.31 億 | 8.22% | −173,118−32.1% | 減碼 |
| Price T Rowe Associates Inc | 358,970 | $2.26 億 | 0.04% | +182,491+103.4% | 加碼 |
| Bank of New York Mellon Corp | 356,392 | $2.24 億 | 0.05% | −5,064−1.4% | 減碼 |
| Bank of America Corp | 355,582 | $2.24 億 | 0.03% | +1,110+0.3% | 加碼 |
| Deccan Value Investors L.P. | 340,898 | $2.15 億 | 23.27% | −5,541−1.6% | 減碼 |
| DF Dent & Co Inc | 337,941 | $2.13 億 | 3.18% | −11,809−3.4% | 減碼 |
| Voya Investment Management LLC | 328,097 | $2.07 億 | 0.24% | −4,647−1.4% | 減碼 |
| Point72 Asset Management, L.P. | 306,307 | $1.93 億 | 0.73% | +277,270+954.9% | 加碼 |
| Invesco Ltd. | 303,336 | $1.91 億 | 0.06% | −6,230−2.0% | 減碼 |
| Atalan Capital Partners, LP | 302,917 | $1.91 億 | 18.08% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 289,683 | $1.82 億 | 0.06% | +8,805+3.1% | 加碼 |
| Norges Bank | 287,180 | $1.81 億 | 0.04% | +329+0.1% | 加碼 |
| Legal & General Group Plc | 285,643 | $1.80 億 | 0.07% | −18,040−5.9% | 減碼 |
| Balyasny Asset Management LLC | 266,815 | $1.68 億 | 0.59% | +266,815 | 新進 |
| Alkeon Capital Management LLC | 259,332 | $1.63 億 | 1.21% | −109,552−29.7% | 減碼 |
| UBS Asset Management Americas Inc | 237,438 | $1.50 億 | 0.08% | −110.0% | 減碼 |
| Artisan Partners Limited Partnership | 233,908 | $1.47 億 | 0.26% | −1,197−0.5% | 減碼 |
| Deutsche Bank AG | 220,222 | $1.39 億 | 0.08% | +102,075+86.4% | 加碼 |
| Renaissance Technologies LLC | 214,400 | $1.35 億 | 0.18% | −7,900−3.6% | 減碼 |
| Swiss National Bank | 209,600 | $1.32 億 | 0.09% | −15,161−6.7% | 減碼 |
| Advent International Corp | 199,650 | $1.26 億 | 1.47% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 193,402 | $1.22 億 | 0.05% | −45,777−19.1% | 減碼 |
| Wells Fargo & Company | 192,350 | $1.21 億 | 0.04% | −633−0.3% | 減碼 |
| Putnam Investments LLC | 185,566 | $1.17 億 | 0.20% | −10,344−5.3% | 減碼 |
| Ameriprise Financial Inc | 183,649 | $1.16 億 | 0.04% | −29,396−13.8% | 減碼 |
| APG Asset Management N.V. | 177,288 | $1.12 億 | 0.21% | +24,641+16.1% | 加碼 |
| Blair William & Co | 175,604 | $1.11 億 | 0.48% | +1,469+0.8% | 加碼 |
| Heard Capital LLC | 169,701 | $1.07 億 | 11.57% | +10,008+6.3% | 加碼 |
| Mar Vista Investment Partners LLC | 168,595 | $1.06 億 | 4.76% | −12,189−6.7% | 減碼 |
| Dimensional Fund Advisors LP | 163,092 | $1.03 億 | 0.04% | +962+0.6% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 160,694 | $1.01 億 | 6.00% | +160,694 | 新進 |
| Sands Capital Management, LLC | 154,267 | $9,713 萬 | 0.37% | +2,363+1.6% | 加碼 |
| Triple Frond Partners LLC | 146,291 | $9,211 萬 | 15.23% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 145,227 | $9,144 萬 | 0.07% | −2,260−1.5% | 減碼 |
| XN LP | 136,323 | $8,584 萬 | 16.22% | −37,072−21.4% | 減碼 |
| Goldman Sachs Group Inc | 133,835 | $8,427 萬 | 0.02% | −2,002−1.5% | 減碼 |
| Bamco Inc | 125,000 | $7,871 萬 | 0.26% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 117,942 | $7,426 萬 | 0.65% | +14,150+13.6% | 加碼 |
| California Public Employees Retirement System | 117,183 | $7,378 萬 | 0.06% | +3,640+3.2% | 加碼 |
| US Bancorp | 115,437 | $7,268 萬 | 0.13% | −4,936−4.1% | 減碼 |
| Yiheng Capital Management, L.P. | 107,612 | $6,776 萬 | 5.26% | 00.0% | 不變 |
| Select Equity Group, L.P. | 107,249 | $6,753 萬 | 0.26% | −32,986−23.5% | 減碼 |
| Spyglass Capital Management LLC | 104,997 | $6,611 萬 | 5.31% | −13,204−11.2% | 減碼 |
| Eagle Asset Management Inc | 105,487 | $6,601 萬 | 0.40% | +162+0.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 104,105 | $6,555 萬 | 1.80% | +10,655+11.4% | 加碼 |
| Bristol John W & Co Inc | 103,895 | $6,542 萬 | 1.56% | −402−0.4% | 減碼 |
| Franklin Resources Inc | 101,148 | $6,369 萬 | 0.03% | −33,226−24.7% | 減碼 |
| Rhumbline Advisers | 100,804 | $6,347 萬 | 0.09% | +896+0.9% | 加碼 |
| EULAV Asset Management | 100,600 | $6,334 萬 | 2.72% | +11,400+12.8% | 加碼 |
| Douglas Lane & Associates, LLC | 93,525 | $5,889 萬 | 0.98% | +990+1.1% | 加碼 |
| State of Michigan Retirement System | 92,347 | $5,815 萬 | 0.41% | +4,655+5.3% | 加碼 |
| JPMorgan Chase & Co | 91,415 | $5,756 萬 | 0.01% | +21,535+30.8% | 加碼 |
| National Pension Service | 87,443 | $5,506 萬 | 0.11% | +2,516+3.0% | 加碼 |
| Crow's Nest Holdings LP | 86,395 | $5,440 萬 | 18.05% | −12,775−12.9% | 減碼 |
| California State Teachers Retirement System | 86,232 | $5,430 萬 | 0.09% | +1,262+1.5% | 加碼 |
| Raymond James & Associates | 79,320 | $4,994 萬 | 0.05% | −7,942−9.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 76,922 | $4,843 萬 | 0.61% | −2,219−2.8% | 減碼 |
| Ci Investments Inc. | 76,353 | $4,808 萬 | 0.24% | +6,075+8.6% | 加碼 |
| Voloridge Investment Management, LLC | 72,881 | $4,589 萬 | 0.26% | −43,494−37.4% | 減碼 |
| HSBC Holdings PLC | 70,127 | $4,409 萬 | 0.05% | +26,822+61.9% | 加碼 |
| Alliancebernstein L.P. | 67,021 | $4,220 萬 | 0.02% | −679−1.0% | 減碼 |
| 1832 Asset Management L.P. | 63,647 | $4,008 萬 | 0.08% | 00.0% | 不變 |
| Credit Suisse AG | 63,473 | $3,997 萬 | 0.04% | −12,806−16.8% | 減碼 |
| Cartenna Capital, LP | 61,500 | $3,872 萬 | 6.68% | +10,500+20.6% | 加碼 |
| Barclays PLC | 59,002 | $3,715 萬 | 0.03% | +7,588+14.8% | 加碼 |
| Capital International Inc | 58,665 | $3,694 萬 | 0.80% | +20.0% | 加碼 |
| Hudson Way Capital Management LLC | 58,319 | $3,672 萬 | 9.49% | −1,417−2.4% | 減碼 |
| Prudential Financial Inc | 57,386 | $3,613 萬 | 0.06% | −120,282−67.7% | 減碼 |
| New York State Common Retirement Fund | 55,937 | $3,522 萬 | 0.05% | +1,000+1.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 55,557 | $3,498 萬 | 0.09% | −2,690−4.6% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 53,631 | $3,377 萬 | 1.30% | +53,631 | 新進 |
| New York State Teachers Retirement System | 52,761 | $3,322 萬 | 0.08% | −3,077−5.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 52,494 | $3,305 萬 | 0.08% | +3,639+7.4% | 加碼 |
| Oakcliff Capital Partners, LP | 51,698 | $3,255 萬 | 24.28% | −4,000−7.2% | 減碼 |
| Scopus Asset Management, L.P. | 51,674 | $3,254 萬 | 1.32% | +26,238+103.2% | 加碼 |
| Symmetry Investments LP | 51,039 | $3,214 萬 | 15.63% | +29,644+138.6% | 加碼 |