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 4 季 13F 持有人
TransDigm Group INC 在 2024/12/31 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
- 1,048
- 較 2024 年第 3 季 +31 家
- 持有股數
- 5,329 萬
- 較 2024 年第 3 季 +145.6 萬 (+2.8%)
- 總市值
- $674.2 億
- 較 2024 年第 3 季 −$64.3 億 (−8.7%)
- 新進機構
- 134
- 另有 432 家加碼
- 清倉機構
- 103
- 另有 328 家減碼
另有 15 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 125,305 | $1.59 億 | 0.04% | −21,978−14.9% | 減碼 |
| Voya Investment Management LLC | 130,100 | $1.65 億 | 0.17% | −2,506−1.9% | 減碼 |
| Point72 Asset Management, L.P. | 132,526 | $1.68 億 | 0.46% | +128,826+3,481.8% | 加碼 |
| Franklin Resources Inc | 138,826 | $1.76 億 | 0.05% | −66,717−32.5% | 減碼 |
| Dimensional Fund Advisors LP | 143,869 | $1.82 億 | 0.04% | +4,141+3.0% | 加碼 |
| Neuberger Berman Group LLC | 151,245 | $1.92 億 | 0.15% | +1,034+0.7% | 加碼 |
| Canada Pension Plan Investment Board | 152,725 | $1.94 億 | 0.18% | +8,979+6.2% | 加碼 |
| Swiss National Bank | 158,500 | $2.01 億 | 0.13% | −7,600−4.6% | 減碼 |
| Royal Bank of Canada | 160,493 | $2.03 億 | 0.04% | +22,711+16.5% | 加碼 |
| Heard Capital LLC | 168,421 | $2.13 億 | 12.69% | +36,215+27.4% | 加碼 |
| Wells Fargo & Company | 169,169 | $2.14 億 | 0.05% | +4,723+2.9% | 加碼 |
| DF Dent & Co Inc | 175,210 | $2.22 億 | 2.81% | −4,807−2.7% | 減碼 |
| Blair William & Co | 178,343 | $2.26 億 | 0.66% | +674+0.4% | 加碼 |
| Brown Advisory Inc | 190,316 | $2.41 億 | 0.31% | −23,629−11.0% | 減碼 |
| Deutsche Bank AG | 193,042 | $2.45 億 | 0.10% | +65,388+51.2% | 加碼 |
| Darsana Capital Partners LP | 200,000 | $2.53 億 | 7.71% | +35,000+21.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 200,469 | $2.57 億 | 0.47% | +26,939+15.5% | 加碼 |
| Goldman Sachs Group Inc | 206,577 | $2.62 億 | 0.05% | −26,652−11.4% | 減碼 |
| Ameriprise Financial Inc | 209,729 | $2.66 億 | 0.07% | +6,374+3.1% | 加碼 |
| Vulcan Value Partners, LLC | 235,740 | $2.99 億 | 5.00% | +40,624+20.8% | 加碼 |
| Alkeon Capital Management LLC | 245,791 | $3.11 億 | 1.80% | +50,000+25.5% | 加碼 |
| Legal & General Group Plc | 293,745 | $3.72 億 | 0.10% | +18,522+6.7% | 加碼 |
| Bank of New York Mellon Corp | 298,680 | $3.79 億 | 0.07% | −14,424−4.6% | 減碼 |
| Edgewood Management LLC | 315,317 | $4.00 億 | 1.15% | +315,317 | 新進 |
| UBS Group AG | 318,496 | $4.04 億 | 0.09% | +80,413+33.8% | 加碼 |
| Bank of America Corp | 334,554 | $4.24 億 | 0.04% | −18,925−5.4% | 減碼 |
| UBS Asset Management Americas Inc | 341,771 | $4.33 億 | 0.10% | +67,151+24.5% | 加碼 |
| Charles Schwab Investment Management Inc | 350,253 | $4.44 億 | 0.08% | +12,147+3.6% | 加碼 |
| Westfield Capital Management Co LP | 362,218 | $4.59 億 | 2.00% | −9,843−2.6% | 減碼 |
| Price T Rowe Associates Inc | 423,429 | $5.37 億 | 0.06% | −37,498−8.1% | 減碼 |
| Northern Trust Corp | 489,710 | $6.21 億 | 0.09% | +39,590+8.8% | 加碼 |
| Invesco Ltd. | 501,722 | $6.36 億 | 0.12% | −26,959−5.1% | 減碼 |
| Primecap Management Co | 513,194 | $6.50 億 | 0.50% | 00.0% | 不變 |
| Stockbridge Partners LLC | 668,285 | $8.47 億 | 17.97% | −38,053−5.4% | 減碼 |
| Windacre Partnership LLC | 753,997 | $9.56 億 | 14.01% | +25,997+3.6% | 加碼 |
| Norges Bank | 768,065 | $9.73 億 | 0.13% | −79,864−9.4% | 減碼 |
| Altarock Partners LLC | 1,000,604 | $12.7 億 | 25.65% | −47,660−4.5% | 減碼 |
| Geode Capital Management, LLC | 1,293,282 | $16.4 億 | 0.13% | +159,839+14.1% | 加碼 |
| Morgan Stanley | 1,435,857 | $18.2 億 | 0.13% | +163,071+12.8% | 加碼 |
| Capital Research Global Investors | 1,911,128 | $24.2 億 | 0.50% | +87,309+4.8% | 加碼 |
| FMR LLC | 1,925,595 | $24.4 億 | 0.15% | +5,414+0.3% | 加碼 |
| Principal Financial Group Inc | 2,126,274 | $26.9 億 | 1.47% | +185,422+9.6% | 加碼 |
| JPMorgan Chase & Co | 2,204,649 | $27.9 億 | 0.22% | +206,822+10.4% | 加碼 |
| State Street Corp | 2,311,015 | $29.3 億 | 0.12% | +81,816+3.7% | 加碼 |
| Capital World Investors | 3,791,927 | $48.1 億 | 0.73% | +155,541+4.3% | 加碼 |
| BlackRock, Inc. | 4,085,860 | $51.8 億 | 0.11% | +166,202+4.2% | 加碼 |
| Capital International Investors | 6,258,179 | $79.3 億 | 1.49% | −7080.0% | 減碼 |
| Vanguard Group Inc | 6,270,803 | $79.5 億 | 0.14% | +79,284+1.3% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −95,194−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −94,537−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −52,894−100.0% | 清倉 |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −41,953−100.0% | 清倉 |
| Spyglass Capital Management LLC | 0 | $0 | 0.00% | −24,405−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −16,960−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,856−100.0% | 清倉 |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −12,503−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,942−100.0% | 清倉 |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −8,108−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,669−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −6,605−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,373−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −5,117−100.0% | 清倉 |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −3,931−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −3,574−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −3,550−100.0% | 清倉 |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −3,491−100.0% | 清倉 |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −3,466−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,282−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −3,084−100.0% | 清倉 |
| NWK Group, Inc. | 0 | $0 | 0.00% | −2,873−100.0% | 清倉 |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −2,808−100.0% | 清倉 |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −1,951−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,904−100.0% | 清倉 |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,817−100.0% | 清倉 |
| Avanda Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −1,792−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,661−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,444−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,319−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,235−100.0% | 清倉 |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,215−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −870−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −732−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −724−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −703−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −611−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −576−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −535−100.0% | 清倉 |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −521−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −420−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −351−100.0% | 清倉 |