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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。

2023 年第 4 季與 2023 年第 3 季比較

持有 TransDigm Group INC 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

TDG 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數7709864+103
股數5,309 萬3.53 萬5,370 萬+63.8 萬 (+1.2%)
市值$447.7 億$2,977 萬$541.0 億+$93.6 億 (+20.9%)

9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(154 家)

2023 年第 4 季季末持有 TransDigm Group INC、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 154 家。

2023 年第 4 季新進 TDG 的機構
機構股數市值佔組合 %
Linonia Partnership LP95,773$9,688 萬12.79%
Quadrature Capital Ltd59,657$6,035 萬1.09%
Cartenna Capital, LP45,000$4,552 萬4.77%
CBIZ Investment Advisory Services, LLC29,594$2,994 萬2.28%
Walleye Capital LLC12,626$1,277 萬0.18%
Boothbay Fund Management, LLC9,277$938.5 萬0.35%
Varma Mutual Pension Insurance Co6,357$643.1 萬0.07%
Aquatic Capital Management LLC6,160$623.1 萬0.16%
Pathstone Holdings, LLC5,980$605.0 萬0.03%
ExodusPoint Capital Management, LP5,817$588.4 萬0.07%
Teamwork Financial Advisors, LLC5,245$530.6 萬0.91%
Walleye Trading LLC5,224$528.5 萬0.08%
Colony Group, LLC4,641$469.5 萬0.06%
Carlson Capital L P4,600$465.3 萬0.37%
KP Management LLC4,500$455.2 萬2.26%
Navellier & Associates Inc4,025$407.2 萬0.61%
National Philanthropic Trust3,815$385.9 萬0.10%
Solidarilty Wealth, LLC3,625$366.7 萬1.32%
BNC Wealth Management, LLC3,443$348.3 萬1.65%
Principal Securities, Inc.3,324$336.3 萬0.13%
Candelo Capital Management LP2,977$301.2 萬2.56%
Cubist Systematic Strategies, LLC2,502$253.1 萬0.03%
Riggs Asset Managment Co. Inc.2,198$222.3 萬0.71%
Rational Advisors LLC2,100$212.4 萬0.22%
Brevan Howard Capital Management LP1,887$190.9 萬0.19%
Burney Co1,842$186.3 萬0.08%
Caxton Associates LP1,609$162.8 萬0.08%
Pinnacle Wealth Management, LLC1,369$138.5 萬1.58%
Investment Management Corp of Ontario1,317$133.2 萬0.03%
Paragon Advisors, LLC1,303$131.8 萬0.56%
United Capital Financial Advisers, LLC1,287$130.2 萬0.01%
FJ Investments, LLC1,260$127.5 萬0.06%
Susquehanna Portfolio Strategies, LLC1,200$121.4 萬0.02%
Nomura Holdings Inc1,122$113.5 萬0.01%
Omers Administration Corp1,100$111.3 萬0.01%
CORDA Investment Management, LLC.1,039$105.1 萬0.09%
ClearAlpha Technologies LP1,003$101.5 萬0.39%
Morse Asset Management, Inc959$97.0 萬0.29%
Sapient Capital LLC888$89.9 萬0.02%
Dynamic Advisor Solutions LLC902$88.3 萬0.03%
Duality Advisers, LP870$88.0 萬0.09%
Private Advisory Group LLC829$83.9 萬0.15%
Cipher Capital LP828$83.8 萬0.27%
Meadow Creek Wealth Advisors LLC806$81.5 萬0.79%
IPG Investment Advisors LLC800$80.9 萬0.16%
NEOS Investment Management LLC783$79.2 萬0.07%
Lake Street Financial LLC771$78.0 萬0.12%
Point72 Middle East FZE768$77.7 萬0.05%
Knollwood Investment Advisory, LLC751$76.0 萬0.16%
Lake Street Advisors Group, LLC734$74.3 萬0.04%
Hanlon Investment Management, Inc.732$74.0 萬0.23%
Canopy Partners, LLC731$73.9 萬0.45%
Marex Group plc712$72.0 萬0.03%
Axq Capital, LP700$70.8 萬0.19%
Semanteon Capital Management, LP676$68.4 萬0.46%
Concurrent Investment Advisors, LLC655$66.2 萬0.03%
Cetera Advisors LLC652$66.0 萬0.01%
Savant Capital, LLC639$64.6 萬0.01%
First Western Trust Bank630$63.7 萬0.03%
Zega Financial, LLC612$61.9 萬0.26%
Agf Management Ltd603$61.0 萬0.00%
Silver Oak Securities, Inc556$56.2 萬0.08%
Premier Path Wealth Partners, LLC504$51.0 萬0.11%
Pragma Gestao de Patrimonio Ltd500$50.6 萬0.29%
Atlantic Trust, LLC470$47.5 萬0.13%
Vivid Wealth Management, LLC447$45.2 萬0.31%
Diametric Capital, LP430$43.5 萬0.26%
Coastal Investment Advisors, Inc.419$42.4 萬0.10%
HighPoint Advisor Group LLC340$41.6 萬0.03%
Stablepoint Partners, LLC407$41.2 萬0.11%
GeoWealth Management, LLC385$38.9 萬0.03%
Fairway Wealth LLC368$37.2 萬0.28%
Qsemble Capital Management, LP366$37.0 萬0.09%
O'Neil Global Advisors, Inc.362$36.6 萬0.21%
WMS Partners, LLC339$34.3 萬0.03%
Bennett Selby Investments LP326$33.0 萬0.17%
GAMMA Investing LLC301$32.9 萬0.09%
Oak Thistle LLC314$31.8 萬0.09%
Integrity Wealth Solutions LLC306$31.0 萬0.21%
ISAM Funds (UK) Ltd296$29.9 萬0.21%
Koshinski Asset Management, Inc.292$29.5 萬0.04%
D.A. Davidson & Co.288$29.1 萬0.00%
Commerzbank Aktiengesellschaft284$28.8 萬0.01%
Mezzasalma Advisors, LLC277$28.0 萬0.15%
Corton Capital Inc.266$26.9 萬0.09%
Skopos Labs, Inc.264$26.7 萬0.13%
Abn Amro Investment Solutions264$26.7 萬0.00%
Bay Rivers Group260$26.3 萬0.17%
RFG Advisory, LLC241$24.4 萬0.01%
Morningstar Investment Services LLC240$24.3 萬0.00%
Wolverine Trading, LLC240$24.3 萬0.00%
Valeo Financial Advisors, LLC239$24.2 萬0.01%
Daymark Wealth Partners, LLC226$22.9 萬0.01%
Kovack Advisors, Inc.224$22.7 萬0.03%
Fisher Asset Management, LLC223$22.7 萬0.00%
Conning Inc.222$22.5 萬0.01%
Fielder Capital Group LLC219$22.2 萬0.13%
Hill Investment Group Partners, LLC215$21.7 萬0.03%
Chicago Trust Co NA213$21.5 萬0.05%
LGL Partners, LLC212$21.4 萬0.03%

清倉機構(51 家)

2023 年第 3 季季末持有 TransDigm Group INC、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 TDG 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Lone Pine Capital LLC大師孤松資本436,740$3.68 億
Alyeska Investment Group, L.P.61,010$5,144 萬
Woodline Partners LP14,821$1,250 萬
AlpInvest Partners B.V.8,689$732.6 萬
IFM Investors Pty Ltd5,567$469.4 萬
Element Capital Management LLC5,398$455.1 萬
Resolute Capital Asset Partners LLC5,000$421.6 萬
Interval Partners, LP5,000$421.6 萬
Cat Rock Capital Management LP4,438$374.2 萬
FORA Capital, LLC4,017$338.7 萬
Long Path Partners LP3,612$304.5 萬
1832 Asset Management L.P.3,147$265.3 萬
Select Equity Group, L.P.2,895$244.1 萬
Point72 Asset Management, L.P.1,700$143.3 萬
USS Investment Management Ltd1,400$118.0 萬
Dark Forest Capital Management LP1,088$91.7 萬
Dynamic Technology Lab Private Ltd907$76.5 萬
Sandbar Asset Management LLP898$75.7 萬
Fund Management at Engine No. 1 LLC788$66.4 萬
Banque Cantonale Vaudoise725$61.2 萬
Okabena Investment Services Inc677$57.1 萬
BFSG, LLC676$57.0 萬
Cumberland Partners Ltd650$54.8 萬
Coronation Fund Managers Ltd.617$52.0 萬
Oversea-Chinese Banking CORP Ltd537$45.3 萬
Moody National Bank Trust Division536$45.2 萬
Quadrant Private Wealth Management, LLC489$41.2 萬
Pinebridge Investments, L.P.466$39.3 萬
Belpointe Asset Management LLC454$38.3 萬
Maverick Capital Ltd大師Maverick 資本326$27.5 萬
David R. Rahn & Associates Inc.314$26.5 萬
Echo Street Capital Management LLC307$25.9 萬
Pinkerton Retirement Specialists, LLC298$25.1 萬
BBR Partners, LLC253$21.3 萬
Cozad Asset Management Inc249$21.0 萬
Nebula Research & Development LLC246$20.7 萬
Carmel Capital Partners, LLC125$10.5 萬
Itau Unibanco Holding S.A.92$7.76 萬
West Tower Group, LLC86$7.25 萬
SkyView Investment Advisors, LLC70$5.90 萬
Riverview Trust Co51$4.30 萬
Arlington Partners LLC45$3.79 萬
Optiver Holding B.V.42$3.54 萬
Park Place Capital Corp35$2.95 萬
Earnest Partners LLC23$1.94 萬
LMR Partners LLP20$1.69 萬
Baker Avenue Asset Management, LP19$1.60 萬
Macroview Investment Management LLC9$7,589
Cary Street Partner Investment Advisory LLC7$5,902
Perkins Coie Trust Co1$843
Pacific Center for Financial Services0$15

尚未申報 2023 年第 4 季的機構(9 家)

2023 年第 3 季季末持有 TransDigm Group INC、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 TDG、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.24,064$2,029 萬
Colony Group LLC4,734$399.1 萬
Pathstone Family Office, LLC4,226$356.3 萬
Advisor Partners II, LLC1,339$112.9 萬
Front Barnett Associates LLC798$67.3 萬
Column Capital Advisors, LLC72$6.07 萬
KB Financial Partners, LLC60$5.10 萬
Sutton Wealth Advisors Inc.13$1.10 萬
Steward Financial Group LLC9$7,000