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 13F 持有人
TransDigm Group INC 在 2023/12/31 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
- 864
- 較 2023 年第 3 季 +103 家
- 持有股數
- 5,370 萬
- 較 2023 年第 3 季 +63.8 萬 (+1.2%)
- 總市值
- $541.0 億
- 較 2023 年第 3 季 +$93.6 億 (+20.9%)
- 新進機構
- 154
- 另有 302 家加碼
- 清倉機構
- 51
- 另有 265 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 51,609 | $5,221 萬 | 0.12% | −60−0.1% | 減碼 |
| Eagle Asset Management Inc | 51,453 | $5,205 萬 | 0.28% | +62+0.1% | 加碼 |
| Chicago Capital, LLC | 48,317 | $4,888 萬 | 1.76% | +1,523+3.3% | 加碼 |
| Stifel Financial Corp | 46,669 | $4,721 萬 | 0.06% | +4,494+10.7% | 加碼 |
| Cartenna Capital, LP | 45,000 | $4,552 萬 | 4.77% | +45,000 | 新進 |
| Ampfield Management, L.P. | 43,229 | $4,373 萬 | 28.54% | 00.0% | 不變 |
| Retirement Systems of Alabama | 43,189 | $4,369 萬 | 0.19% | −233−0.5% | 減碼 |
| Pennant Investors, LP | 42,000 | $4,249 萬 | 13.06% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 41,061 | $4,154 萬 | 0.02% | −691−1.7% | 減碼 |
| Hudson Way Capital Management LLC | 40,990 | $4,147 萬 | 7.78% | −26,768−39.5% | 減碼 |
| New York State Common Retirement Fund | 39,937 | $4,040 萬 | 0.06% | −4,103−9.3% | 減碼 |
| Prudential Financial Inc | 39,645 | $3,962 萬 | 0.06% | −7,820−16.5% | 減碼 |
| First Trust Advisors LP | 38,680 | $3,913 萬 | 0.04% | −7,407−16.1% | 減碼 |
| Susquehanna International Group, LLP | 38,536 | $3,898 萬 | 0.07% | +17,053+79.4% | 加碼 |
| East Coast Asset Management, LLC. | 37,745 | $3,818 萬 | 15.60% | +160.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 37,516 | $3,795 萬 | 0.18% | +590+1.6% | 加碼 |
| Two Sigma Investments, LP | 37,505 | $3,794 萬 | 0.09% | +11,310+43.2% | 加碼 |
| Goodnow Investment Group, LLC | 37,157 | $3,759 萬 | 5.28% | −570−1.5% | 減碼 |
| UBS Group AG | 36,433 | $3,686 萬 | 0.01% | +3,120+9.4% | 加碼 |
| State of Tennessee, Treasury Department | 36,225 | $3,665 萬 | 0.14% | +3,954+12.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 36,194 | $3,661 萬 | 0.08% | −15,700−30.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,850 | $3,627 萬 | 0.14% | −220−0.6% | 減碼 |
| Federated Hermes, Inc. | 35,821 | $3,624 萬 | 0.09% | +22,086+160.8% | 加碼 |
| Anabranch Capital Management, LP | 34,419 | $3,482 萬 | 22.15% | −5,184−13.1% | 減碼 |
| Maplelane Capital, LLC | 33,500 | $3,389 萬 | 3.91% | −6,400−16.0% | 減碼 |
| Minot Capital, LP | 32,978 | $3,336 萬 | 6.08% | −357−1.1% | 減碼 |
| Citadel Advisors LLC | 32,831 | $3,321 萬 | 0.03% | +32,113+4,472.6% | 加碼 |
| State of Wisconsin Investment Board | 32,101 | $3,247 萬 | 0.09% | +1,776+5.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 31,318 | $3,168 萬 | 0.07% | +662+2.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 31,071 | $3,143 萬 | 0.11% | +180+0.6% | 加碼 |
| Cookson Peirce & Co Inc | 30,976 | $3,134 萬 | 1.89% | −472−1.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 30,899 | $3,126 萬 | 0.11% | −119−0.4% | 減碼 |
| Millennium Management LLC | 30,605 | $3,096 萬 | 0.03% | +14,838+94.1% | 加碼 |
| Ensign Peak Advisors, Inc | 29,641 | $2,998 萬 | 0.06% | +6,445+27.8% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 29,594 | $2,994 萬 | 2.28% | +29,594 | 新進 |
| Regions Financial Corp | 29,042 | $2,938 萬 | 0.24% | +1,187+4.3% | 加碼 |
| Chilton Capital Management LLC | 28,589 | $2,892 萬 | 1.47% | −378−1.3% | 減碼 |
| Samlyn Capital, LLC | 27,791 | $2,811 萬 | 0.61% | −26,902−49.2% | 減碼 |
| Scopus Asset Management, L.P. | 27,706 | $2,803 萬 | 1.19% | −15,000−35.1% | 減碼 |
| Storebrand Asset Management AS | 27,581 | $2,790 萬 | 0.10% | +1,398+5.3% | 加碼 |
| Mill Capital Management, LLC | 27,293 | $2,761 萬 | 2.47% | −627−2.2% | 減碼 |
| BRX Global LP | 27,149 | $2,746 萬 | 25.41% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 26,114 | $2,642 萬 | 0.02% | −20.0% | 減碼 |
| Russell Investments Group, Ltd. | 25,678 | $2,598 萬 | 0.05% | +1,696+7.1% | 加碼 |
| Public Employees Retirement System of Ohio | 25,446 | $2,574 萬 | 0.10% | +704+2.8% | 加碼 |
| Pictet Asset Management Holding SA | 24,735 | $2,502 萬 | 0.03% | −100.0% | 減碼 |
| SEI Investments Co | 24,726 | $2,501 萬 | 0.04% | −3,324−11.9% | 減碼 |
| Asset Management One Co.,Ltd. | 24,507 | $2,482 萬 | 0.10% | −5,365−18.0% | 減碼 |
| Oakcliff Capital Partners, LP | 24,308 | $2,459 萬 | 15.48% | 00.0% | 不變 |
| Titan Global Capital Management USA LLC | 24,296 | $2,458 萬 | 5.04% | −7,808−24.3% | 減碼 |
| AQR Capital Management LLC | 24,224 | $2,451 萬 | 0.05% | −6,197−20.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 23,900 | $2,418 萬 | 0.95% | 00.0% | 不變 |
| Comerica Bank | 23,803 | $2,408 萬 | 0.11% | +5,499+30.0% | 加碼 |
| GW&K Investment Management, LLC | 23,625 | $2,390 萬 | 0.22% | −1,140−4.6% | 減碼 |
| Natixis Advisors, L.P. | 23,541 | $2,381 萬 | 0.06% | −141−0.6% | 減碼 |
| Treasurer of the State of North Carolina | 23,511 | $2,378 萬 | 0.12% | +470+2.0% | 加碼 |
| Symmetry Investments LP | 22,632 | $2,289 萬 | 4.19% | +8,731+62.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 21,691 | $2,194 萬 | 0.04% | −849−3.8% | 減碼 |
| Royal London Asset Management Ltd | 21,319 | $2,157 萬 | 0.06% | −679−3.1% | 減碼 |
| Victory Capital Management Inc | 21,261 | $2,151 萬 | 0.02% | −301−1.4% | 減碼 |
| JS Capital Management LLC | 21,000 | $2,124 萬 | 2.54% | −1,800−7.9% | 減碼 |
| Jane Street Group, LLC | 19,857 | $2,009 萬 | 0.02% | +7,179+56.6% | 加碼 |
| National Bank of Canada | 20,225 | $2,007 萬 | 0.04% | +4,301+27.0% | 加碼 |
| Great West Life Assurance Co | 18,503 | $1,865 萬 | 0.04% | +1,137+6.5% | 加碼 |
| TD Asset Management Inc | 18,050 | $1,826 萬 | 0.02% | −30,657−62.9% | 減碼 |
| Schroder Investment Management Group | 18,049 | $1,826 萬 | 0.02% | −347−1.9% | 減碼 |
| Toronto Dominion Bank | 17,381 | $1,758 萬 | 0.03% | −3,417−16.4% | 減碼 |
| Archon Partners LLC | 17,300 | $1,750 萬 | 2.41% | 00.0% | 不變 |
| Bank of Nova Scotia | 16,851 | $1,705 萬 | 0.03% | +11,741+229.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 16,726 | $1,692 萬 | 0.14% | +10,883+186.3% | 加碼 |
| Brown Advisory Inc | 16,344 | $1,653 萬 | 0.02% | +230+1.4% | 加碼 |
| Clough Capital Partners L P | 16,190 | $1,638 萬 | 1.81% | −2,025−11.1% | 減碼 |
| Arizona State Retirement System | 15,526 | $1,571 萬 | 0.12% | −22−0.1% | 減碼 |
| American International Group, Inc. | 15,225 | $1,540 萬 | 0.06% | +382+2.6% | 加碼 |
| PYA Waltman Capital, LLC | 15,210 | $1,539 萬 | 6.41% | −149−1.0% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,079 | $1,525 萬 | 0.21% | −322−2.1% | 減碼 |
| Nissay Asset Management Corp | 15,066 | $1,524 萬 | 0.12% | −109−0.7% | 減碼 |
| TCW Group Inc | 14,855 | $1,503 萬 | 0.17% | +2,207+17.4% | 加碼 |
| ING Groep NV | 14,573 | $1,474 萬 | 0.12% | +11,345+351.5% | 加碼 |
| Capital International Sarl | 14,527 | $1,470 萬 | 0.55% | +697+5.0% | 加碼 |
| Nisa Investment Advisors, LLC | 14,199 | $1,436 萬 | 0.10% | −734−4.9% | 減碼 |
| Nomura Asset Management Co Ltd | 14,189 | $1,435 萬 | 0.06% | +320+2.3% | 加碼 |
| Capital International Ltd | 13,985 | $1,415 萬 | 0.73% | +156+1.1% | 加碼 |
| Pinnacle Financial Partners Inc | 13,761 | $1,392 萬 | 0.33% | +26+0.2% | 加碼 |
| MetLife Investment Management | 13,754 | $1,391 萬 | 0.10% | −212−1.5% | 減碼 |
| Amalgamated Bank | 13,741 | $1,390 萬 | 0.11% | −528−3.7% | 減碼 |
| CI Private Wealth, LLC | 13,726 | $1,389 萬 | 0.03% | +429+3.2% | 加碼 |
| Forsta Ap-Fonden | 13,700 | $1,386 萬 | 0.14% | −1,500−9.9% | 減碼 |
| Mariner, LLC | 13,023 | $1,317 萬 | 0.03% | +9,204+241.0% | 加碼 |
| Standard Life Aberdeen plc | 12,953 | $1,310 萬 | 0.03% | +69+0.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 12,744 | $1,284 萬 | 0.03% | +2,806+28.2% | 加碼 |
| Tudor Investment Corp Et Al | 12,626 | $1,277 萬 | 0.18% | +11,589+1,117.6% | 加碼 |
| Walleye Capital LLC | 12,626 | $1,277 萬 | 0.18% | +12,626 | 新進 |
| Capital Group Investment Management Pte. Ltd. | 12,623 | $1,277 萬 | 1.34% | −14,743−53.9% | 減碼 |
| STRS Ohio | 12,150 | $1,229 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,113 | $1,225 萬 | 0.09% | +1,017+9.2% | 加碼 |
| Fairbanks Capital Management, Inc. | 12,080 | $1,222 萬 | 8.72% | +166+1.4% | 加碼 |
| Partners Capital Investment Group, LLP | 11,742 | $1,188 萬 | 0.26% | −3,506−23.0% | 減碼 |
| Fifth Third Bancorp | 11,662 | $1,180 萬 | 0.05% | −364−3.0% | 減碼 |
| Texas Permanent School Fund | 11,421 | $1,155 萬 | 0.10% | +19+0.2% | 加碼 |