TransDigm Group INC

TDG

交易所: NYSE
產業: Aircraft Parts & Auxiliary Equipment, NEC
SEC CIK: 0001260221

SEC 申報列表（在新分頁開啟）

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。

2023 年第 2 季與 2023 年第 1 季比較

持有 TransDigm Group INC 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人 2023 年第 1 季全部持有人

TDG 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目	2023 年第 1 季	其中尚未申報 2023 年第 2 季	2023 年第 2 季	變化
持有家數	721	3	746	+28
股數	5,270 萬	1,506	5,347 萬	+77.5 萬 (+1.5%)
市值	$388.1 億	$113.5 萬	$477.2 億	+$89.1 億 (+23.0%)

3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（87 家）

2023 年第 2 季季末持有 TransDigm Group INC、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 TDG 的機構
機構	股數	市值	佔組合 %
Windacre Partnership LLC	535,300	$4.79 億	9.23%
Zurich Insurance Group Ltd	60,652	$5,423 萬	0.56%
Maplelane Capital, LLC	39,900	$3,568 萬	3.03%
JS Capital Management LLC	24,000	$2,146 萬	2.81%
Ardevora Asset Management LLP	20,849	$1,864 萬	0.45%
NatWest Group plc	9,317	$833.1 萬	4.33%
SG Americas Securities, LLC	8,036	$718.6 萬	0.06%
EP Wealth Advisors, LLC	44,831	$516.2 萬	0.08%
Resolute Capital Asset Partners LLC	5,000	$447.1 萬	3.18%
Covenant Asset Management, LLC	4,274	$382.2 萬	1.13%
HBK Investments L P	4,093	$366.0 萬	0.12%
Cavalier Investments, LLC	3,918	$350.3 萬	1.28%
Forest Avenue Capital Management LP	3,400	$304.0 萬	1.39%
Highland Capital Management, LLC	2,475	$221.3 萬	0.14%
Hixon Zuercher, LLC	2,007	$179.5 萬	0.90%
F/M Investments LLC	1,949	$174.3 萬	1.28%
Jump Financial, LLC	1,800	$161.0 萬	0.06%
HRT Financial LP	1,777	$158.8 萬	0.01%
iA Global Asset Management Inc.	1,716	$153.4 萬	0.04%
Arrowstreet Capital, Limited Partnership	1,642	$146.8 萬	0.00%
Empowered Funds, LLC	1,380	$123.4 萬	0.04%
EA Series Trust	1,380	$123.4 萬	0.04%
Concentric Capital Strategies, LP	1,375	$122.9 萬	0.26%
Motley Fool Asset Management LLC	1,270	$113.6 萬	0.10%
Sandbar Asset Management LLP	1,212	$108.4 萬	2.97%
BFSG, LLC	1,022	$91.4 萬	0.16%
Two Sigma Advisers, LP	900	$80.5 萬	0.00%
Souders Financial Advisors	770	$68.9 萬	0.13%
Ninepoint Partners LP	764	$68.3 萬	0.09%
HighVista Strategies LLC	759	$67.9 萬	0.31%
Procyon Private Wealth Partners, LLC	684	$61.2 萬	0.08%
Verus Capital Partners, LLC	616	$55.1 萬	0.08%
Marshall Wace, LLP	600	$53.7 萬	0.00%
Kapitalo Investimentos Ltda	584	$52.2 萬	0.10%
Capstone Investment Advisors, LLC	583	$52.1 萬	0.02%
Transcend Wealth Collective, LLC	573	$51.2 萬	0.05%
Merit Financial Group, LLC	533	$47.7 萬	0.02%
Geller Advisors LLC	461	$41.2 萬	0.05%
Angeles Investment Advisors, LLC	450	$40.2 萬	0.03%
O'Neil Global Advisors, Inc.	428	$38.3 萬	0.08%
UniSuper Management Pty Ltd	400	$35.8 萬	0.00%
Perennial Advisors, LLC	395	$35.3 萬	0.09%
Caxton Associates LP	383	$34.2 萬	0.05%
Mather Group, LLC.	356	$31.8 萬	0.01%
CoreCap Advisors, LLC	345	$30.8 萬	0.02%
Loomis Sayles & Co L P	344	$30.8 萬	0.00%
Lido Advisors, LLC	343	$30.7 萬	0.00%
Machina Capital S.A.S.	337	$30.1 萬	0.17%
Optimum Investment Advisors	327	$29.2 萬	0.14%
Snowden Capital Advisors LLC	326	$29.1 萬	0.01%
Fortress Wealth Group, LLC	319	$29.1 萬	0.18%
Choate Investment Advisors	301	$26.9 萬	0.01%
HB Wealth Management, LLC	298	$26.6 萬	0.00%
GTS Securities LLC	282	$25.2 萬	0.01%
Echo Street Capital Management LLC	278	$24.9 萬	0.00%
Ballentine Partners, LLC	278	$24.9 萬	0.01%
TFB Advisors LLC	272	$24.3 萬	0.11%
United Asset Strategies, Inc.	264	$23.6 萬	0.03%
Resonant Capital Advisors, LLC	263	$23.5 萬	0.03%
Schechter Investment Advisors, LLC	263	$23.5 萬	0.02%
Cozad Asset Management Inc	259	$23.2 萬	0.03%
Atria Wealth Solutions, Inc.	255	$22.8 萬	0.00%
Sage Mountain Advisors LLC	253	$22.6 萬	0.03%
Pinnacle Associates Ltd	251	$22.4 萬	0.00%
Apollon Wealth Management, LLC	248	$22.2 萬	0.01%
L.M. Kohn & Company	240	$21.5 萬	0.08%
Carnegie Capital Asset Management, LLC	239	$21.4 萬	0.01%
Johnson Investment Counsel Inc	230	$20.6 萬	0.00%
NorthRock Partners, LLC	229	$20.4 萬	0.02%
Pine Valley Investments Ltd Liability Co	227	$20.3 萬	0.02%
Daymark Wealth Partners, LLC	226	$20.2 萬	0.02%
Goldstein Advisors, LLC	226	$20.2 萬	0.04%
AXS Investments LLC	145	$13.0 萬	0.03%
Silicon Valley Capital Partners	91	$8.14 萬	0.02%
Union Savings Bank	75	$6.75 萬	0.04%
Valley National Advisers Inc	46	$4.20 萬	0.01%
West Tower Group, LLC	32	$2.86 萬	0.02%
Providence Capital Advisors, LLC	18	$1.61 萬	0.00%
Archer Investment Corp	18	$1.61 萬	0.01%
Steward Financial Group LLC	12	$1.00 萬	0.00%
Psagot Value Holdings Ltd. / (Israel)	11	$1.00 萬	0.01%
HWG Holdings LP	10	$8,942	0.00%
Avion Wealth	6	$4,000	0.00%
TSFG, LLC	4	$4,000	0.00%
Gradient Investments LLC	4	$3,577	0.00%
Safeguard Financial, LLC	1	$1,000	0.00%
Sofos Investments, Inc.	894	$506	0.00%

清倉機構（59 家）

2023 年第 1 季季末持有 TransDigm Group INC、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 TDG 的機構
機構	2023 年第 1 季股數	2023 年第 1 季市值
XN LP	117,748	$8,679 萬
Holocene Advisors, LP	39,258	$2,894 萬
Wildcat Capital Management, LLC	30,353	$2,237 萬
Quest Investment Management LLC	18,400	$1,356 萬
Hudson Bay Capital Management LP	18,400	$1,356 萬
Greenland Capital Management LP	10,136	$747.1 萬
First Republic Investment Management, Inc.	8,859	$653.0 萬
Pinnbrook Capital Management LP	6,049	$445.8 萬
Saba Capital Management, L.P.	5,600	$412.7 萬
Point72 Middle East FZE	5,238	$386.1 萬
Ilmarinen Mutual Pension Insurance Co	5,000	$368.5 萬
FORA Capital, LLC	4,935	$363.7 萬
Noble Path Asset Management LP	4,862	$358.4 萬
Aquatic Capital Management LLC	4,400	$324.3 萬
Trustees of Columbia University in the City of New York	3,103	$228.7 萬
Frank, Rimerman Advisors LLC	2,456	$181.0 萬
First Hawaiian Bank	2,182	$160.8 萬
Quadrature Capital Ltd	2,087	$153.8 萬
Sustainable Insight Capital Management, LLC	2,082	$153.5 萬
Aigen Investment Management, LP	1,937	$142.8 萬
Bayesian Capital Management, LP	1,908	$140.6 萬
Occudo Quantitative Strategies LP	1,804	$133.0 萬
Centiva Capital, LP	1,676	$123.5 萬
Quantbot Technologies LP	1,635	$120.5 萬
Bellwether Advisors, LLC	1,541	$113.6 萬
Graham Capital Management, L.P.	1,399	$103.1 萬
Virtu Financial LLC	1,373	$101.1 萬
Brown University	1,339	$98.7 萬
Dynamic Technology Lab Private Ltd	1,072	$79.0 萬
Legato Capital Management LLC	926	$68.3 萬
Financial Consulate, Inc	901	$66.4 萬
United Capital Financial Advisers, LLC	836	$61.6 萬
Teza Capital Management LLC	784	$57.8 萬
BlueCrest Capital Management Ltd	769	$56.7 萬
Acrisure Capital Management, LLC	748	$55.1 萬
Quantitative Investment Management, LLC	746	$54.9 萬
Headlands Technologies LLC	739	$54.5 萬
Two Sigma Securities, LLC	632	$46.6 萬
XTX Topco Ltd	609	$44.9 萬
Central Asset Investments & Management Holdings (HK) Ltd	505	$37.2 萬
Worldquant Millennium Advisors LLC	495	$36.5 萬
Engineers Gate Manager LP	414	$30.5 萬
Dark Forest Capital Management LP	412	$30.4 萬
LMR Partners LLP	401	$29.6 萬
Diametric Capital, LP	342	$25.2 萬
Trust Investment Advisors	288	$21.2 萬
Ellevest, Inc.	163	$12.0 萬
Itau Unibanco Holding S.A.	139	$10.2 萬
TCI Wealth Advisors, Inc.	139	$10.2 萬
ING Groep NV	114	$8.40 萬
Ameritas Advisory Services, LLC	90	$6.60 萬
Edge Capital Group, LLC	49	$3.61 萬
International Assets Investment Management, LLC	37	$2.71 萬
Point72 Asset Management, L.P.	13	$9,582
Ten Capital Wealth Advisors, LLC	10	$7,371
Schubert & Co	10	$7,371
BerganKDV Wealth Management, LLC	9	$6,634
TD Ameritrade Investment Management, LLC	6	$4,000
Cary Street Partner Investment Advisory LLC	4	$2,948

尚未申報 2023 年第 2 季的機構（3 家）

2023 年第 1 季季末持有 TransDigm Group INC、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 TDG、尚未申報 2023 年第 2 季的機構
機構	2023 年第 1 季股數	2023 年第 1 季市值
Stonnington Group, LLC	1,500	$113.1 萬
Harvest Group Wealth Management, LLC	3	$2,211
Ahrens Investment Partners LLC	3	$2,211