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 3 季 13F 持有人
TransDigm Group INC 在 2024/9/30 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
- 1,032
- 較 2024 年第 2 季 +36 家
- 持有股數
- 5,192 萬
- 較 2024 年第 2 季 +263.8 萬 (+5.4%)
- 總市值
- $739.8 億
- 較 2024 年第 2 季 +$110.4 億 (+17.5%)
- 新進機構
- 124
- 另有 392 家加碼
- 清倉機構
- 88
- 另有 352 家減碼
另有 9 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC | 195,116 | $2.78 億 | 4.66% | −25,454−11.5% | 減碼 |
| Alkeon Capital Management LLC | 195,791 | $2.79 億 | 1.53% | −171−0.1% | 減碼 |
| Franklin Resources Inc | 205,543 | $2.90 億 | 0.08% | +4,442+2.2% | 加碼 |
| Ameriprise Financial Inc | 203,355 | $2.90 億 | 0.07% | −3,542−1.7% | 減碼 |
| Brown Advisory Inc | 213,945 | $3.05 億 | 0.38% | −18,335−7.9% | 減碼 |
| Goldman Sachs Group Inc | 233,229 | $3.33 億 | 0.06% | +11,680+5.3% | 加碼 |
| UBS Group AG | 238,083 | $3.40 億 | 0.10% | +10,034+4.4% | 加碼 |
| UBS Asset Management Americas Inc | 274,620 | $3.92 億 | 0.10% | +7,947+3.0% | 加碼 |
| Legal & General Group Plc | 275,223 | $3.93 億 | 0.10% | −2,548−0.9% | 減碼 |
| Bank of New York Mellon Corp | 313,104 | $4.47 億 | 0.08% | −7,667−2.4% | 減碼 |
| Charles Schwab Investment Management Inc | 338,106 | $4.83 億 | 0.09% | +4,481+1.3% | 加碼 |
| Bank of America Corp | 353,479 | $5.04 億 | 0.04% | +16,723+5.0% | 加碼 |
| Westfield Capital Management Co LP | 372,061 | $5.31 億 | 2.40% | +8,655+2.4% | 加碼 |
| Northern Trust Corp | 450,120 | $6.42 億 | 0.11% | −10,862−2.4% | 減碼 |
| Price T Rowe Associates Inc | 460,927 | $6.58 億 | 0.08% | −61,197−11.7% | 減碼 |
| Primecap Management Co | 513,194 | $7.32 億 | 0.54% | +900+0.2% | 加碼 |
| Invesco Ltd. | 528,681 | $7.54 億 | 0.15% | −125,952−19.2% | 減碼 |
| Stockbridge Partners LLC | 706,338 | $10.1 億 | 20.24% | 00.0% | 不變 |
| Windacre Partnership LLC | 728,000 | $10.4 億 | 13.81% | +217,700+42.7% | 加碼 |
| Norges Bank | 847,929 | $12.1 億 | 0.17% | +11,407+1.4% | 加碼 |
| Altarock Partners LLC | 1,048,264 | $15.0 億 | 29.46% | −25,000−2.3% | 減碼 |
| Geode Capital Management, LLC | 1,133,443 | $16.1 億 | 0.13% | +19,314+1.7% | 加碼 |
| Morgan Stanley | 1,272,786 | $18.2 億 | 0.13% | +179,340+16.4% | 加碼 |
| Capital Research Global Investors | 1,823,819 | $26.0 億 | 0.54% | −195,995−9.7% | 減碼 |
| FMR LLC | 1,920,181 | $27.4 億 | 0.17% | +43,604+2.3% | 加碼 |
| Principal Financial Group Inc | 1,940,852 | $27.7 億 | 1.51% | −58,906−2.9% | 減碼 |
| JPMorgan Chase & Co | 1,997,827 | $28.5 億 | 0.23% | +173,342+9.5% | 加碼 |
| State Street Corp | 2,229,199 | $31.8 億 | 0.13% | +29,489+1.3% | 加碼 |
| Capital World Investors | 3,636,386 | $51.9 億 | 0.80% | +99,965+2.8% | 加碼 |
| BlackRock, Inc. | 3,919,658 | $55.9 億 | 0.12% | +3,919,658 | 新進 |
| Vanguard Group Inc | 6,191,519 | $88.4 億 | 0.16% | +39,491+0.6% | 加碼 |
| Capital International Investors | 6,258,887 | $89.3 億 | 1.71% | −61,086−1.0% | 減碼 |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −1,094,900−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −47,891−100.0% | 清倉 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −34,300−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,428−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,084−100.0% | 清倉 |
| Yiheng Capital Management, L.P. | 0 | $0 | 0.00% | −26,021−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,492−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,555−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −12,610−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,151−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −6,463−100.0% | 清倉 |
| Q Global Advisors, LLC | 0 | $0 | 0.00% | −5,685−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,389−100.0% | 清倉 |
| Yarra Square Partners LP | 0 | $0 | 0.00% | −5,191−100.0% | 清倉 |
| Albar Capital Ltd | 0 | $0 | 0.00% | −5,025−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,226−100.0% | 清倉 |
| Minot Capital, LP | 0 | $0 | 0.00% | −3,865−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,726−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,683−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,438−100.0% | 清倉 |
| Oberndorf William E | 0 | $0 | 0.00% | −2,040−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1,906−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,821−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,770−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,763−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −1,752−100.0% | 清倉 |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −1,631−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −1,564−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −1,475−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,241−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,182−100.0% | 清倉 |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,027−100.0% | 清倉 |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −939−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −906−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −830−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −811−100.0% | 清倉 |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −721−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −702−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −678−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −609−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −592−100.0% | 清倉 |
| Geller Advisors LLC | 0 | $0 | 0.00% | −465−100.0% | 清倉 |
| Win Advisors, Inc | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −344−100.0% | 清倉 |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −317−100.0% | 清倉 |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −298−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −229−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −213−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −211−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −184−100.0% | 清倉 |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −172−100.0% | 清倉 |