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 3 季 13F 持有人
TransDigm Group INC 在 2025/9/30 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
- 1,073
- 較 2025 年第 2 季 −20 家
- 持有股數
- 5,357 萬
- 較 2025 年第 2 季 +10.8 萬 (+0.2%)
- 總市值
- $705.6 億
- 較 2025 年第 2 季 −$104.2 億 (−12.9%)
- 新進機構
- 100
- 另有 416 家加碼
- 清倉機構
- 120
- 另有 391 家減碼
另有 18 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Archon Partners LLC | 17,300 | $2,280 萬 | 2.42% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 17,482 | $2,296 萬 | 0.11% | −767−4.2% | 減碼 |
| Lynwood Price Capital Management LP | 17,500 | $2,307 萬 | 11.56% | +3,500+25.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,598 | $2,319 萬 | 0.07% | +17,598 | 新進 |
| Victory Capital Management Inc | 17,930 | $2,363 萬 | 0.01% | −384−2.1% | 減碼 |
| Fred Alger Management, LLC | 17,987 | $2,371 萬 | 0.09% | −5,725−24.1% | 減碼 |
| Maestria Partners LLC | 18,152 | $2,392 萬 | 7.56% | +4,000+28.3% | 加碼 |
| Janney Montgomery Scott LLC | 18,278 | $2,409 萬 | 0.06% | +1,933+11.8% | 加碼 |
| Nissay Asset Management Corp | 18,344 | $2,418 萬 | 0.13% | +856+4.9% | 加碼 |
| Pennant Investors, LP | 18,471 | $2,435 萬 | 6.55% | −1,400−7.0% | 減碼 |
| Quantinno Capital Management LP | 18,478 | $2,435 萬 | 0.07% | +3,228+21.2% | 加碼 |
| Gotham Asset Management, LLC | 19,131 | $2,522 萬 | 0.11% | −409−2.1% | 減碼 |
| Howland Capital Management LLC | 19,247 | $2,537 萬 | 0.97% | +75+0.4% | 加碼 |
| Nomura Asset Management Co Ltd | 19,267 | $2,539 萬 | 0.07% | −1,007−5.0% | 減碼 |
| State of Tennessee, Treasury Department | 19,410 | $2,558 萬 | 0.09% | −4,310−18.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,549 | $2,577 萬 | 0.09% | +904+4.8% | 加碼 |
| One Madison Group LLC | 20,000 | $2,636 萬 | 2.89% | −5,000−20.0% | 減碼 |
| TD Asset Management Inc | 20,530 | $2,706 萬 | 0.02% | −89−0.4% | 減碼 |
| Toronto Dominion Bank | 20,712 | $2,730 萬 | 0.05% | −2,073−9.1% | 減碼 |
| Titan Global Capital Management USA LLC | 21,042 | $2,773 萬 | 4.08% | −909−4.1% | 減碼 |
| TCW Group Inc | 21,046 | $2,774 萬 | 0.23% | −2,180−9.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 21,100 | $2,781 萬 | 0.18% | +200+1.0% | 加碼 |
| LPL Financial LLC | 21,728 | $2,864 萬 | 0.01% | −4,095−15.9% | 減碼 |
| Public Employees Retirement System of Ohio | 22,081 | $2,910 萬 | 0.09% | −464−2.1% | 減碼 |
| Advent International Corp | 22,264 | $2,934 萬 | 0.59% | −9,890−30.8% | 減碼 |
| Capital International Ltd | 22,389 | $2,951 萬 | 1.07% | +3,882+21.0% | 加碼 |
| Great West Life Assurance Co | 23,134 | $2,981 萬 | 0.04% | +636+2.8% | 加碼 |
| Cat Rock Capital Management LP | 22,679 | $2,989 萬 | 3.69% | +11,943+111.2% | 加碼 |
| Baskin Financial Services Inc. | 23,062 | $3,040 萬 | 2.23% | +505+2.2% | 加碼 |
| DnB Asset Management AS | 23,139 | $3,050 萬 | 0.11% | +810+3.6% | 加碼 |
| East Coast Asset Management, LLC. | 23,387 | $3,083 萬 | 9.66% | −241−1.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 23,392 | $3,083 萬 | 0.07% | −1,028−4.2% | 減碼 |
| Oakcliff Capital Partners, LP | 24,170 | $3,186 萬 | 13.75% | +2,877+13.5% | 加碼 |
| Mill Capital Management, LLC | 24,814 | $3,271 萬 | 2.42% | −1,293−5.0% | 減碼 |
| Treasurer of the State of North Carolina | 24,854 | $3,276 萬 | 0.10% | −967−3.7% | 減碼 |
| iA Global Asset Management Inc. | 25,097 | $3,308 萬 | 0.45% | −90.0% | 減碼 |
| Oakmont Corp | 25,230 | $3,325 萬 | 5.94% | +5,326+26.8% | 加碼 |
| Chilton Capital Management LLC | 27,239 | $3,590 萬 | 1.21% | −11,235−29.2% | 減碼 |
| Anabranch Capital Management, LP | 27,555 | $3,632 萬 | 22.86% | +6,136+28.6% | 加碼 |
| BRX Global LP | 28,279 | $3,727 萬 | 35.60% | +1,130+4.2% | 加碼 |
| Coalescence Partners Investment Management, LP | 28,282 | $3,728 萬 | 9.83% | +11,218+65.7% | 加碼 |
| Royal London Asset Management Ltd | 28,289 | $3,729 萬 | 0.08% | −746−2.6% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 28,856 | $3,803 萬 | 0.10% | −908−3.1% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 29,048 | $3,829 萬 | 1.50% | −55−0.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 29,877 | $3,844 萬 | 0.06% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,367 | $3,871 萬 | 0.06% | +492+1.7% | 加碼 |
| Asset Management One Co.,Ltd. | 30,142 | $3,973 萬 | 0.12% | −836−2.7% | 減碼 |
| State of Wisconsin Investment Board | 30,404 | $4,007 萬 | 0.09% | −869−2.8% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 30,800 | $4,060 萬 | 0.47% | +30,800 | 新進 |
| First Trust Advisors LP | 31,065 | $4,094 萬 | 0.03% | +6,977+29.0% | 加碼 |
| Crow's Nest Holdings LP | 31,425 | $4,142 萬 | 8.63% | −3,575−10.2% | 減碼 |
| Praesidium Investment Management Company, LLC | 31,512 | $4,153 萬 | 8.10% | −574−1.8% | 減碼 |
| Prudential Financial Inc | 31,572 | $4,161 萬 | 0.05% | −960−3.0% | 減碼 |
| SEI Investments Co | 32,501 | $4,284 萬 | 0.05% | −531−1.6% | 減碼 |
| Ensign Peak Advisors, Inc | 32,574 | $4,293 萬 | 0.07% | +816+2.6% | 加碼 |
| Cookson Peirce & Co Inc | 32,591 | $4,296 萬 | 1.76% | −1,203−3.6% | 減碼 |
| Ampfield Management, L.P. | 32,990 | $4,348 萬 | 48.46% | −315−0.9% | 減碼 |
| Cypress Funds LLC | 33,344 | $4,395 萬 | 5.76% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 33,987 | $4,478 萬 | 0.04% | +7,195+26.9% | 加碼 |
| APG Asset Management N.V. | 39,981 | $4,485 萬 | 0.13% | 00.0% | 不變 |
| Korea Investment CORP | 34,691 | $4,572 萬 | 0.09% | +5,904+20.5% | 加碼 |
| Capital International Sarl | 34,729 | $4,577 萬 | 0.79% | +11,302+48.2% | 加碼 |
| Regions Financial Corp | 35,179 | $4,637 萬 | 0.30% | +304+0.9% | 加碼 |
| Ci Investments Inc. | 35,603 | $4,693 萬 | 0.17% | −2,051−5.4% | 減碼 |
| Storebrand Asset Management AS | 36,593 | $4,823 萬 | 0.13% | +1,549+4.4% | 加碼 |
| Holocene Advisors, LP | 37,092 | $4,889 萬 | 0.11% | −104,951−73.9% | 減碼 |
| KLP Kapitalforvaltning AS | 37,392 | $4,928 萬 | 0.20% | +100+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 37,516 | $4,945 萬 | 0.04% | +633+1.7% | 加碼 |
| Zimmer Partners, LP | 38,000 | $5,008 萬 | 1.22% | +19,300+103.2% | 加碼 |
| Blacksheep Fund Management Ltd | 38,220 | $5,037 萬 | 42.95% | +38,220 | 新進 |
| Standard Life Aberdeen plc | 40,469 | $5,218 萬 | 0.08% | −68−0.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,834 | $5,382 萬 | 0.12% | −6,456−13.7% | 減碼 |
| Employees Retirement System of Texas | 41,287 | $5,442 萬 | 0.43% | +12,338+42.6% | 加碼 |
| EULAV Asset Management | 41,557 | $5,477 萬 | 1.27% | −1,100−2.6% | 減碼 |
| Mar Vista Investment Partners LLC | 42,049 | $5,542 萬 | 4.82% | −3,673−8.0% | 減碼 |
| Artemis Investment Management LLP | 42,074 | $5,545 萬 | 0.69% | −829−1.9% | 減碼 |
| Aviva PLC | 42,996 | $5,667 萬 | 0.10% | +1,119+2.7% | 加碼 |
| Capital International Inc | 43,920 | $5,789 萬 | 0.46% | +4,771+12.2% | 加碼 |
| New York State Teachers Retirement System | 44,586 | $5,877 萬 | 0.11% | −60.0% | 減碼 |
| Retirement Systems of Alabama | 46,236 | $6,094 萬 | 0.20% | −31−0.1% | 減碼 |
| Thornburg Investment Management Inc | 47,636 | $6,279 萬 | 0.82% | +47,636 | 新進 |
| Colony Group, LLC | 48,719 | $6,421 萬 | 0.11% | +8,527+21.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 48,895 | $6,444 萬 | 0.10% | −2,499−4.9% | 減碼 |
| Squarepoint Ops LLC | 50,727 | $6,686 萬 | 0.14% | +48,639+2,329.5% | 加碼 |
| Stifel Financial Corp | 52,954 | $6,980 萬 | 0.06% | −1,856−3.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 53,122 | $7,002 萬 | 0.12% | −2,329−4.2% | 減碼 |
| Chicago Capital, LLC | 54,508 | $7,184 萬 | 1.77% | −465−0.8% | 減碼 |
| Lord, Abbett & Co. LLC | 56,527 | $7,450 萬 | 0.22% | −1,759−3.0% | 減碼 |
| Triple Frond Partners LLC | 56,964 | $7,508 萬 | 8.18% | −16,830−22.8% | 減碼 |
| STRS Ohio | 57,030 | $7,517 萬 | 0.28% | −2,459−4.1% | 減碼 |
| Alliancebernstein L.P. | 57,157 | $7,533 萬 | 0.02% | −1,404−2.4% | 減碼 |
| Natixis Advisors, L.P. | 58,187 | $7,669 萬 | 0.11% | +2,203+3.9% | 加碼 |
| Federated Hermes, Inc. | 60,053 | $7,915 萬 | 0.14% | −3,705−5.8% | 減碼 |
| Schroder Investment Management Group | 61,320 | $8,082 萬 | 0.06% | −5,980−8.9% | 減碼 |
| New York State Common Retirement Fund | 62,904 | $8,291 萬 | 0.11% | −4,268−6.4% | 減碼 |
| Argent Capital Management LLC | 66,884 | $8,815 萬 | 2.41% | −653−1.0% | 減碼 |
| Amundi | 68,569 | $8,857 萬 | 0.03% | +18,952+38.2% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 67,432 | $8,888 萬 | 0.81% | +5,560+9.0% | 加碼 |
| CI Private Wealth, LLC | 67,818 | $8,939 萬 | 0.14% | −911−1.3% | 減碼 |
| Intermede Investment Partners Ltd | 67,873 | $8,946 萬 | 3.68% | −17,525−20.5% | 減碼 |