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。
2024 年第 1 季 13F 持有人
TransDigm Group INC 在 2024/3/31 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
- 936
- 較 2023 年第 4 季 +79 家
- 持有股數
- 5,339 萬
- 較 2023 年第 4 季 −15.9 萬 (−0.3%)
- 總市值
- $657.1 億
- 較 2023 年第 4 季 +$117.6 億 (+21.8%)
- 新進機構
- 138
- 另有 322 家加碼
- 清倉機構
- 59
- 另有 317 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 177,994 | $2.19 億 | 0.07% | −4,100−2.3% | 減碼 |
| Goldman Sachs Group Inc | 180,073 | $2.22 億 | 0.05% | +28,905+19.1% | 加碼 |
| UBS Group AG | 185,061 | $2.28 億 | 0.08% | +148,628+407.9% | 加碼 |
| Voya Investment Management LLC | 189,811 | $2.34 億 | 0.23% | −28,471−13.0% | 減碼 |
| Alkeon Capital Management LLC | 195,962 | $2.41 億 | 1.33% | 00.0% | 不變 |
| Fred Alger Management, LLC | 205,264 | $2.53 億 | 1.25% | −37,886−15.6% | 減碼 |
| Franklin Resources Inc | 206,242 | $2.54 億 | 0.08% | +138,102+202.7% | 加碼 |
| UBS Asset Management Americas Inc | 223,821 | $2.76 億 | 0.10% | +4,323+2.0% | 加碼 |
| American Century Companies Inc | 225,853 | $2.78 億 | 0.17% | −23,488−9.4% | 減碼 |
| DF Dent & Co Inc | 233,820 | $2.88 億 | 3.51% | −4,558−1.9% | 減碼 |
| Legal & General Group Plc | 282,406 | $3.48 億 | 0.10% | −2,902−1.0% | 減碼 |
| Westfield Capital Management Co LP | 315,374 | $3.88 億 | 2.04% | −4,801−1.5% | 減碼 |
| Bank of New York Mellon Corp | 319,736 | $3.94 億 | 0.08% | −14,110−4.2% | 減碼 |
| Charles Schwab Investment Management Inc | 329,429 | $4.06 億 | 0.09% | +9,246+2.9% | 加碼 |
| Vulcan Value Partners, LLC | 337,725 | $4.16 億 | 6.04% | −49,639−12.8% | 減碼 |
| Bank of America Corp | 356,653 | $4.39 億 | 0.04% | +21,617+6.5% | 加碼 |
| Northern Trust Corp | 471,452 | $5.81 億 | 0.10% | −27,481−5.5% | 減碼 |
| Windacre Partnership LLC | 498,000 | $6.13 億 | 8.43% | −82,200−14.2% | 減碼 |
| Primecap Management Co | 512,294 | $6.31 億 | 0.47% | +1,300+0.3% | 加碼 |
| Price T Rowe Associates Inc | 541,657 | $6.67 億 | 0.08% | −3,354−0.6% | 減碼 |
| Invesco Ltd. | 655,568 | $8.07 億 | 0.17% | −36,646−5.3% | 減碼 |
| Stockbridge Partners LLC | 770,048 | $9.48 億 | 19.54% | −253,890−24.8% | 減碼 |
| Norges Bank | 801,763 | $9.87 億 | 0.16% | +20,009+2.6% | 加碼 |
| Morgan Stanley | 1,079,215 | $13.3 億 | 0.11% | +53,652+5.2% | 加碼 |
| Matrix Capital Management Company, LP | 1,094,900 | $13.5 億 | 12.53% | 00.0% | 不變 |
| Altarock Partners LLC | 1,156,398 | $14.2 億 | 30.61% | −81,224−6.6% | 減碼 |
| Geode Capital Management, LLC | 1,253,900 | $15.4 億 | 0.14% | +48,398+4.0% | 加碼 |
| JPMorgan Chase & Co | 1,669,460 | $20.6 億 | 0.18% | +192,962+13.1% | 加碼 |
| FMR LLC | 1,875,752 | $23.1 億 | 0.16% | +48,399+2.6% | 加碼 |
| Capital Research Global Investors | 1,965,640 | $24.2 億 | 0.55% | +30,393+1.6% | 加碼 |
| State Street Corp | 2,167,411 | $26.7 億 | 0.12% | +6,158+0.3% | 加碼 |
| Principal Financial Group Inc | 2,206,119 | $27.2 億 | 1.60% | −168,250−7.1% | 減碼 |
| Capital World Investors | 3,535,539 | $43.5 億 | 0.72% | +442,182+14.3% | 加碼 |
| BlackRock Inc. | 4,472,437 | $55.1 億 | 0.13% | −29,513−0.7% | 減碼 |
| Vanguard Group Inc | 6,047,083 | $74.5 億 | 0.15% | +58,243+1.0% | 加碼 |
| Capital International Investors | 6,567,660 | $80.9 億 | 1.64% | −3590.0% | 減碼 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,657−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −27,791−100.0% | 清倉 |
| JS Capital Management LLC | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,355−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −7,795−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −7,776−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,871−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,817−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,558−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,057−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,125−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −2,785−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,502−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,887−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −1,842−100.0% | 清倉 |
| FJ Investments, LLC | 0 | $0 | 0.00% | −1,260−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,140−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,060−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,035−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,014−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −870−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −828−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −797−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −768−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −682−100.0% | 清倉 |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −676−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −652−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −556−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −506−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −366−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −362−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −353−100.0% | 清倉 |
| Altiora Financial Group, LLC | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Welch Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| TSFG, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |
| Ardevora Asset Management LLP | – | – | – | – | 本季未申報 |
| Telemus Capital, LLC | – | – | – | – | 本季未申報 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
| Desjardins Global Asset Management Inc. | – | – | – | – | 本季未申報 |