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。
2025 年第 2 季 13F 持有人
TransDigm Group INC 在 2025/6/30 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
- 1,111
- 較 2025 年第 1 季 +31 家
- 持有股數
- 5,433 萬
- 較 2025 年第 1 季 +100.1 萬 (+1.9%)
- 總市值
- $823.0 億
- 較 2025 年第 1 季 +$85.8 億 (+11.6%)
- 新進機構
- 123
- 另有 474 家加碼
- 清倉機構
- 92
- 另有 336 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 46,267 | $7,036 萬 | 0.25% | −608−1.3% | 減碼 |
| Mar Vista Investment Partners LLC | 45,722 | $6,953 萬 | 5.32% | −4,670−9.3% | 減碼 |
| Tudor Investment Corp Et Al | 45,433 | $6,909 萬 | 0.52% | +40,127+756.3% | 加碼 |
| New York State Teachers Retirement System | 44,592 | $6,781 萬 | 0.14% | +100.0% | 加碼 |
| Artemis Investment Management LLP | 42,903 | $6,524 萬 | 0.84% | +42,903 | 新進 |
| EULAV Asset Management | 42,657 | $6,487 萬 | 1.52% | −45,600−51.7% | 減碼 |
| Aviva PLC | 41,877 | $6,368 萬 | 0.13% | +30,721+275.4% | 加碼 |
| Standard Life Aberdeen plc | 40,537 | $6,164 萬 | 0.10% | +1,843+4.8% | 加碼 |
| Colony Group, LLC | 40,192 | $6,112 萬 | 0.13% | +1,397+3.6% | 加碼 |
| National Bank of Canada | 39,264 | $5,971 萬 | 0.06% | −2,405−5.8% | 減碼 |
| Capital International Inc | 39,149 | $5,953 萬 | 0.58% | +594+1.5% | 加碼 |
| Symmetry Investments LP | 38,583 | $5,867 萬 | 4.91% | +33,867+718.1% | 加碼 |
| Chilton Capital Management LLC | 38,474 | $5,851 萬 | 2.14% | +8,041+26.4% | 加碼 |
| Ci Investments Inc. | 37,654 | $5,726 萬 | 0.21% | −8,319−18.1% | 減碼 |
| KLP Kapitalforvaltning AS | 37,292 | $5,671 萬 | 0.24% | +1,600+4.5% | 加碼 |
| Ossiam | 37,040 | $5,632 萬 | 0.63% | +187+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 36,883 | $5,609 萬 | 0.05% | −1,206−3.2% | 減碼 |
| Massachusetts Financial Services Co | 35,729 | $5,433 萬 | 0.02% | −12,638−26.1% | 減碼 |
| Storebrand Asset Management AS | 35,044 | $5,329 萬 | 0.15% | +4,795+15.9% | 加碼 |
| Crow's Nest Holdings LP | 35,000 | $5,322 萬 | 11.74% | −5,500−13.6% | 減碼 |
| Regions Financial Corp | 34,875 | $5,303 萬 | 0.37% | −160.0% | 減碼 |
| APG Asset Management N.V. | 39,981 | $5,179 萬 | 0.15% | +978+2.5% | 加碼 |
| Cookson Peirce & Co Inc | 33,794 | $5,139 萬 | 2.26% | −758−2.2% | 減碼 |
| Cypress Funds LLC | 33,344 | $5,070 萬 | 5.94% | +5,545+19.9% | 加碼 |
| Ampfield Management, L.P. | 33,305 | $5,065 萬 | 53.43% | −660−1.9% | 減碼 |
| SEI Investments Co | 33,032 | $5,023 萬 | 0.06% | +6,068+22.5% | 加碼 |
| Prudential Financial Inc | 32,532 | $4,947 萬 | 0.06% | +2,668+8.9% | 加碼 |
| Advent International Corp | 32,154 | $4,889 萬 | 1.59% | −7,375−18.7% | 減碼 |
| Praesidium Investment Management Company, LLC | 32,086 | $4,879 萬 | 8.60% | +32,086 | 新進 |
| Ensign Peak Advisors, Inc | 31,758 | $4,829 萬 | 0.08% | −2,098−6.2% | 減碼 |
| State of Wisconsin Investment Board | 31,273 | $4,755 萬 | 0.12% | −1,629−5.0% | 減碼 |
| Asset Management One Co.,Ltd. | 30,978 | $4,711 萬 | 0.15% | +114+0.4% | 加碼 |
| Alyeska Investment Group, L.P. | 30,141 | $4,583 萬 | 0.16% | +30,141 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 29,764 | $4,526 萬 | 0.13% | +292+1.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 29,877 | $4,486 萬 | 0.08% | +555+1.9% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 29,103 | $4,426 萬 | 1.96% | −242−0.8% | 減碼 |
| Royal London Asset Management Ltd | 29,035 | $4,415 萬 | 0.10% | −1,959−6.3% | 減碼 |
| Employees Retirement System of Texas | 28,949 | $4,402 萬 | 0.36% | −30,980−51.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,875 | $4,391 萬 | 0.08% | +1,093+3.9% | 加碼 |
| Korea Investment CORP | 28,787 | $4,377 萬 | 0.10% | −6,172−17.7% | 減碼 |
| J. Goldman & Co LP | 27,498 | $4,181 萬 | 1.31% | −388−1.4% | 減碼 |
| BRX Global LP | 27,149 | $4,128 萬 | 34.88% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 26,792 | $4,074 萬 | 0.04% | +318+1.2% | 加碼 |
| Mill Capital Management, LLC | 26,107 | $3,970 萬 | 3.11% | −78−0.3% | 減碼 |
| LPL Financial LLC | 25,823 | $3,927 萬 | 0.01% | +3,274+14.5% | 加碼 |
| Treasurer of the State of North Carolina | 25,821 | $3,926 萬 | 0.13% | +902+3.6% | 加碼 |
| iA Global Asset Management Inc. | 25,106 | $3,818 萬 | 0.57% | −1,069−4.1% | 減碼 |
| One Madison Group LLC | 25,000 | $3,802 萬 | 4.01% | +6,000+31.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 24,420 | $3,713 萬 | 0.09% | −675−2.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,290 | $3,694 萬 | 0.04% | +100.0% | 加碼 |
| First Trust Advisors LP | 24,088 | $3,663 萬 | 0.03% | −5,324−18.1% | 減碼 |
| State of Tennessee, Treasury Department | 23,720 | $3,607 萬 | 0.13% | +3,647+18.2% | 加碼 |
| Fred Alger Management, LLC | 23,712 | $3,606 萬 | 0.16% | −26,125−52.4% | 減碼 |
| East Coast Asset Management, LLC. | 23,628 | $3,593 萬 | 11.92% | −49−0.2% | 減碼 |
| Capital International Sarl | 23,427 | $3,562 萬 | 0.68% | +567+2.5% | 加碼 |
| TCW Group Inc | 23,226 | $3,532 萬 | 0.28% | +1,276+5.8% | 加碼 |
| Nisa Investment Advisors, LLC | 23,051 | $3,505 萬 | 0.16% | +5,502+31.4% | 加碼 |
| SG Americas Securities, LLC | 22,954 | $3,491 萬 | 0.15% | +22,114+2,632.6% | 加碼 |
| Toronto Dominion Bank | 22,785 | $3,465 萬 | 0.07% | +3,083+15.6% | 加碼 |
| Baskin Financial Services Inc. | 22,557 | $3,430 萬 | 2.59% | −81−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 22,545 | $3,428 萬 | 0.12% | +153+0.7% | 加碼 |
| Great West Life Assurance Co | 22,498 | $3,424 萬 | 0.05% | +961+4.5% | 加碼 |
| DnB Asset Management AS | 22,329 | $3,395 萬 | 0.14% | +2,346+11.7% | 加碼 |
| Qube Research & Technologies Ltd | 22,172 | $3,372 萬 | 0.05% | −20,240−47.7% | 減碼 |
| Titan Global Capital Management USA LLC | 21,951 | $3,338 萬 | 5.26% | −999−4.4% | 減碼 |
| Susquehanna International Group, LLP | 21,771 | $3,311 萬 | 0.05% | +9,384+75.8% | 加碼 |
| Anabranch Capital Management, LP | 21,419 | $3,257 萬 | 19.45% | 00.0% | 不變 |
| Oakcliff Capital Partners, LP | 21,293 | $3,238 萬 | 16.18% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 20,900 | $3,178 萬 | 0.22% | +400+2.0% | 加碼 |
| TD Asset Management Inc | 20,619 | $3,135 萬 | 0.03% | +536+2.7% | 加碼 |
| Nomura Asset Management Co Ltd | 20,274 | $3,083 萬 | 0.08% | +817+4.2% | 加碼 |
| Oakmont Corp | 19,904 | $3,027 萬 | 5.30% | −70−0.4% | 減碼 |
| Pennant Investors, LP | 19,871 | $3,022 萬 | 9.04% | −6,700−25.2% | 減碼 |
| Gotham Asset Management, LLC | 19,540 | $2,971 萬 | 0.18% | +371+1.9% | 加碼 |
| Eisler Capital Management Ltd. | 19,330 | $2,949 萬 | 1.01% | +19,330 | 新進 |
| Howland Capital Management LLC | 19,172 | $2,915 萬 | 1.19% | +723+3.9% | 加碼 |
| Zimmer Partners, LP | 18,700 | $2,844 萬 | 0.65% | +2,170+13.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 18,645 | $2,835 萬 | 0.11% | +75+0.4% | 加碼 |
| Capital International Ltd | 18,507 | $2,814 萬 | 1.08% | +1,046+6.0% | 加碼 |
| Victory Capital Management Inc | 18,314 | $2,785 萬 | 0.02% | −742−3.9% | 減碼 |
| Artisan Partners Limited Partnership | 18,308 | $2,784 萬 | 0.04% | −31,804−63.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 18,249 | $2,769 萬 | 0.14% | +871+5.0% | 加碼 |
| Woodline Partners LP | 18,202 | $2,768 萬 | 0.15% | +11,843+186.2% | 加碼 |
| Comerica Bank | 18,042 | $2,743 萬 | 0.11% | −400−2.2% | 減碼 |
| Nissay Asset Management Corp | 17,488 | $2,659 萬 | 0.16% | +257+1.5% | 加碼 |
| Archon Partners LLC | 17,300 | $2,631 萬 | 3.03% | 00.0% | 不變 |
| Coalescence Partners Investment Management, LP | 17,064 | $2,595 萬 | 6.80% | +8,285+94.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 16,536 | $2,502 萬 | 0.04% | +2,389+16.9% | 加碼 |
| Arizona State Retirement System | 16,395 | $2,493 萬 | 0.14% | −107−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 16,345 | $2,486 萬 | 0.06% | +1,914+13.3% | 加碼 |
| Mariner, LLC | 16,322 | $2,482 萬 | 0.04% | −1,970−10.8% | 減碼 |
| Soroban Capital Partners LP | 15,562 | $2,366 萬 | 0.23% | +15,562 | 新進 |
| HighTower Advisors, LLC | 15,389 | $2,340 萬 | 0.03% | +1,237+8.7% | 加碼 |
| Quantinno Capital Management LP | 15,250 | $2,319 萬 | 0.10% | +2,082+15.8% | 加碼 |
| GW&K Investment Management, LLC | 15,206 | $2,312 萬 | 0.21% | −303−2.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 213,775 | $2,300 萬 | 0.12% | +200,949+1,566.7% | 加碼 |
| Rheos Capital Works Inc. | 15,000 | $2,281 萬 | 1.31% | 00.0% | 不變 |
| MetLife Investment Management | 14,739 | $2,241 萬 | 0.13% | −281−1.9% | 減碼 |
| AQR Capital Management LLC | 14,643 | $2,215 萬 | 0.02% | −19,372−57.0% | 減碼 |
| Goodnow Investment Group, LLC | 14,327 | $2,179 萬 | 2.03% | −360−2.5% | 減碼 |