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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 12,132 | $763.9 萬 | 0.19% | −9,698−44.4% | 減碼 |
| Nisa Investment Advisors, LLC | 12,222 | $769.6 萬 | 0.06% | −245−2.0% | 減碼 |
| Nomura Asset Management Co Ltd | 12,652 | $796.6 萬 | 0.05% | +510+4.2% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 12,760 | $803.4 萬 | 0.53% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 12,769 | $804.0 萬 | 7.14% | −22−0.2% | 減碼 |
| Pinnacle Financial Partners Inc | 12,847 | $808.9 萬 | 0.23% | +19+0.1% | 加碼 |
| Rafferty Asset Management, LLC | 12,880 | $811.0 萬 | 0.07% | +3,716+40.5% | 加碼 |
| Noble Path Asset Management LP | 13,050 | $821.7 萬 | 10.02% | −1,600−10.9% | 減碼 |
| Standard Life Aberdeen plc | 13,431 | $845.7 萬 | 0.02% | +1,033+8.3% | 加碼 |
| Boothbay Fund Management, LLC | 13,576 | $854.8 萬 | 0.29% | +4,132+43.8% | 加碼 |
| Amalgamated Bank | 13,649 | $859.4 萬 | 0.08% | +163+1.2% | 加碼 |
| Lord, Abbett & Co. LLC | 13,970 | $879.6 萬 | 0.03% | −7,413−34.7% | 減碼 |
| Arizona State Retirement System | 14,039 | $884.0 萬 | 0.09% | −57−0.4% | 減碼 |
| American International Group, Inc. | 14,123 | $889.3 萬 | 0.06% | −256−1.8% | 減碼 |
| MetLife Investment Management | 14,276 | $898.9 萬 | 0.07% | −224−1.5% | 減碼 |
| Delta Investment Management, LLC | 14,784 | $930.8 萬 | 3.02% | −1,851−11.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 14,805 | $932.2 萬 | 0.08% | −6,550−30.7% | 減碼 |
| Hudson Bay Capital Management LP | 15,200 | $957.1 萬 | 0.11% | −3,800−20.0% | 減碼 |
| AQR Capital Management LLC | 15,878 | $990.7 萬 | 0.02% | +1,742+12.3% | 加碼 |
| Advisor Group Holdings, Inc. | 15,770 | $993.7 萬 | 0.02% | +363+2.4% | 加碼 |
| Brown Advisory Inc | 15,789 | $994.2 萬 | 0.02% | +183+1.2% | 加碼 |
| State of Tennessee, Treasury Department | 15,865 | $998.9 萬 | 0.05% | −624−3.8% | 減碼 |
| Schroder Investment Management Group | 15,926 | $1,003 萬 | 0.02% | +10,308+183.5% | 加碼 |
| Bluegrass Capital Partners LP | 16,000 | $1,007 萬 | 12.54% | −6,000−27.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 16,115 | $1,015 萬 | 0.19% | −52−0.3% | 減碼 |
| Archon Partners LLC | 16,300 | $1,026 萬 | 1.85% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 16,411 | $1,033 萬 | 0.03% | −2,701−14.1% | 減碼 |
| Great West Life Assurance Co | 16,376 | $1,034 萬 | 0.03% | −319−1.9% | 減碼 |
| Retirement Systems of Alabama | 16,547 | $1,042 萬 | 0.05% | −567−3.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 16,597 | $1,045 萬 | 0.02% | +11,591+231.5% | 加碼 |
| TD Asset Management Inc | 16,629 | $1,047 萬 | 0.01% | +137+0.8% | 加碼 |
| PYA Waltman Capital, LLC | 18,285 | $1,151 萬 | 6.04% | +386+2.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,729 | $1,179 萬 | 0.17% | −3,500−15.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 58,304 | $1,184 萬 | 0.04% | +39,016+202.3% | 加碼 |
| Comerica Bank | 18,265 | $1,243 萬 | 0.10% | +5,446+42.5% | 加碼 |
| Wedge Capital Management L L P | 20,593 | $1,297 萬 | 0.21% | −3,036−12.8% | 減碼 |
| Royal London Asset Management Ltd | 21,392 | $1,346 萬 | 0.06% | 00.0% | 不變 |
| Quest Investment Management LLC | 21,652 | $1,363 萬 | 1.66% | +21,652 | 新進 |
| Pictet Asset Management SA | 21,742 | $1,369 萬 | 0.02% | −730−3.2% | 減碼 |
| Treasurer of the State of North Carolina | 22,301 | $1,404 萬 | 0.09% | +290+1.3% | 加碼 |
| Susquehanna International Group, LLP | 22,781 | $1,434 萬 | 0.03% | +18,085+385.1% | 加碼 |
| Two Sigma Investments, LP | 22,897 | $1,442 萬 | 0.05% | +22,897 | 新進 |
| Natixis Advisors, L.P. | 23,352 | $1,470 萬 | 0.06% | +2,166+10.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,548 | $1,546 萬 | 0.13% | +21,236+641.2% | 加碼 |
| Employees Retirement System of Texas | 25,000 | $1,574 萬 | 0.23% | 00.0% | 不變 |
| Center Lake Capital Management, LLC | 25,000 | $1,574 萬 | 23.34% | +25,000 | 新進 |
| The PNC Financial Services Group, Inc. | 25,140 | $1,583 萬 | 0.02% | −44−0.2% | 減碼 |
| Toronto Dominion Bank | 25,230 | $1,588 萬 | 0.02% | +1,286+5.4% | 加碼 |
| Holocene Advisors, LP | 25,779 | $1,623 萬 | 0.10% | −43,535−62.8% | 減碼 |
| Pinebridge Investments, L.P. | 26,164 | $1,647 萬 | 0.20% | +15,172+138.0% | 加碼 |
| Stifel Financial Corp | 26,472 | $1,667 萬 | 0.03% | +605+2.3% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 26,700 | $1,681 萬 | 0.81% | −9,100−25.4% | 減碼 |
| Storebrand Asset Management AS | 26,757 | $1,685 萬 | 0.09% | +3,698+16.0% | 加碼 |
| Ensign Peak Advisors, Inc | 26,766 | $1,685 萬 | 0.04% | +2,435+10.0% | 加碼 |
| BRX Global LP | 27,149 | $1,709 萬 | 24.63% | −18,389−40.4% | 減碼 |
| Long Path Partners LP | 27,226 | $1,714 萬 | 7.45% | −11,480−29.7% | 減碼 |
| Victory Capital Management Inc | 27,289 | $1,718 萬 | 0.02% | +6,475+31.1% | 加碼 |
| Mill Capital Management, LLC | 27,517 | $1,733 萬 | 1.90% | −20.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,714 | $1,745 萬 | 0.09% | +12,415+81.1% | 加碼 |
| Korea Investment CORP | 27,764 | $1,748 萬 | 0.05% | +1,475+5.6% | 加碼 |
| Ampfield Management, L.P. | 28,023 | $1,765 萬 | 18.08% | +4,906+21.2% | 加碼 |
| DuPont Capital Management Corp | 28,149 | $1,772 萬 | 0.84% | +16,585+143.4% | 加碼 |
| State of Wisconsin Investment Board | 28,791 | $1,813 萬 | 0.06% | −4,096−12.5% | 減碼 |
| Asset Management One Co.,Ltd. | 29,035 | $1,825 萬 | 0.09% | +197+0.7% | 加碼 |
| Chilton Capital Management LLC | 29,176 | $1,837 萬 | 1.14% | −1,164−3.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 29,406 | $1,852 萬 | 0.07% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 29,416 | $1,852 萬 | 0.89% | −7,208−19.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 29,709 | $1,871 萬 | 0.08% | −1,752−5.6% | 減碼 |
| Aviva PLC | 29,958 | $1,886 萬 | 0.09% | +6,876+29.8% | 加碼 |
| UBS Group AG | 30,359 | $1,912 萬 | 0.01% | +1,184+4.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 30,622 | $1,928 萬 | 0.05% | +1,008+3.4% | 加碼 |
| Public Employees Retirement System of Ohio | 30,835 | $1,942 萬 | 0.08% | −48−0.2% | 減碼 |
| STRS Ohio | 31,000 | $1,952 萬 | 0.09% | 00.0% | 不變 |
| SEI Investments Co | 31,426 | $1,979 萬 | 0.04% | +4,257+15.7% | 加碼 |
| Slate Path Capital LP | 31,900 | $2,009 萬 | 1.08% | +19,900+165.8% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 32,156 | $2,025 萬 | 0.58% | +3,447+12.0% | 加碼 |
| Trustees of Princeton University | 32,360 | $2,038 萬 | 41.12% | +16,753+107.3% | 加碼 |
| Woodline Partners LP | 32,578 | $2,051 萬 | 0.28% | +32,578 | 新進 |
| Minot Capital, LP | 33,335 | $2,099 萬 | 4.21% | 00.0% | 不變 |
| Millennium Management LLC | 33,918 | $2,136 萬 | 0.02% | −272,604−88.9% | 減碼 |
| Verition Fund Management LLC | 33,978 | $2,139 萬 | 0.42% | +31,566+1,308.7% | 加碼 |
| Russell Investments Group, Ltd. | 34,605 | $2,179 萬 | 0.04% | +949+2.8% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 34,955 | $2,201 萬 | 0.37% | +6,471+22.7% | 加碼 |
| Los Angeles Capital Management LLC | 35,202 | $2,216 萬 | 0.11% | +33,785+2,384.3% | 加碼 |
| Wildcat Capital Management, LLC | 35,368 | $2,227 萬 | 8.50% | 00.0% | 不變 |
| Clough Capital Partners L P | 36,377 | $2,290 萬 | 2.32% | −662−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 37,343 | $2,351 萬 | 0.01% | −981−2.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,655 | $2,356 萬 | 0.06% | +4,563+13.8% | 加碼 |
| Bank of Montreal | 37,894 | $2,387 萬 | 0.02% | +9,836+35.1% | 加碼 |
| GW&K Investment Management, LLC | 39,197 | $2,468 萬 | 0.25% | −2,553−6.1% | 減碼 |
| Titan Global Capital Management USA LLC | 39,836 | $2,508 萬 | 7.13% | −2,631−6.2% | 減碼 |
| Citigroup Inc | 40,899 | $2,575 萬 | 0.04% | +9,593+30.6% | 加碼 |
| Royal Bank of Canada | 41,325 | $2,602 萬 | 0.01% | +5,192+14.4% | 加碼 |
| Pennant Investors, LP | 42,000 | $2,645 萬 | 13.24% | +13,906+49.5% | 加碼 |
| Anabranch Capital Management, LP | 43,256 | $2,724 萬 | 25.95% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 43,325 | $2,728 萬 | 0.01% | +1,508+3.6% | 加碼 |
| Goodnow Investment Group, LLC | 43,647 | $2,748 萬 | 4.41% | −1,200−2.7% | 減碼 |
| Chicago Capital, LLC | 44,780 | $2,820 萬 | 1.56% | +2,722+6.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 44,859 | $2,825 萬 | 0.07% | −2,103−4.5% | 減碼 |
| Walleye Capital LLC | 45,655 | $2,875 萬 | 0.63% | +45,655 | 新進 |