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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 41,287 | $5,442 萬 | 0.43% | +12,338+42.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,834 | $5,382 萬 | 0.12% | −6,456−13.7% | 減碼 |
| Standard Life Aberdeen plc | 40,469 | $5,218 萬 | 0.08% | −68−0.2% | 減碼 |
| Blacksheep Fund Management Ltd | 38,220 | $5,037 萬 | 42.95% | +38,220 | 新進 |
| Zimmer Partners, LP | 38,000 | $5,008 萬 | 1.22% | +19,300+103.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 37,516 | $4,945 萬 | 0.04% | +633+1.7% | 加碼 |
| KLP Kapitalforvaltning AS | 37,392 | $4,928 萬 | 0.20% | +100+0.3% | 加碼 |
| Holocene Advisors, LP | 37,092 | $4,889 萬 | 0.11% | −104,951−73.9% | 減碼 |
| Storebrand Asset Management AS | 36,593 | $4,823 萬 | 0.13% | +1,549+4.4% | 加碼 |
| Ci Investments Inc. | 35,603 | $4,693 萬 | 0.17% | −2,051−5.4% | 減碼 |
| Regions Financial Corp | 35,179 | $4,637 萬 | 0.30% | +304+0.9% | 加碼 |
| Capital International Sarl | 34,729 | $4,577 萬 | 0.79% | +11,302+48.2% | 加碼 |
| Korea Investment CORP | 34,691 | $4,572 萬 | 0.09% | +5,904+20.5% | 加碼 |
| APG Asset Management N.V. | 39,981 | $4,485 萬 | 0.13% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 33,987 | $4,478 萬 | 0.04% | +7,195+26.9% | 加碼 |
| Cypress Funds LLC | 33,344 | $4,395 萬 | 5.76% | 00.0% | 不變 |
| Ampfield Management, L.P. | 32,990 | $4,348 萬 | 48.46% | −315−0.9% | 減碼 |
| Cookson Peirce & Co Inc | 32,591 | $4,296 萬 | 1.76% | −1,203−3.6% | 減碼 |
| Ensign Peak Advisors, Inc | 32,574 | $4,293 萬 | 0.07% | +816+2.6% | 加碼 |
| SEI Investments Co | 32,501 | $4,284 萬 | 0.05% | −531−1.6% | 減碼 |
| Prudential Financial Inc | 31,572 | $4,161 萬 | 0.05% | −960−3.0% | 減碼 |
| Praesidium Investment Management Company, LLC | 31,512 | $4,153 萬 | 8.10% | −574−1.8% | 減碼 |
| Crow's Nest Holdings LP | 31,425 | $4,142 萬 | 8.63% | −3,575−10.2% | 減碼 |
| First Trust Advisors LP | 31,065 | $4,094 萬 | 0.03% | +6,977+29.0% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 30,800 | $4,060 萬 | 0.47% | +30,800 | 新進 |
| State of Wisconsin Investment Board | 30,404 | $4,007 萬 | 0.09% | −869−2.8% | 減碼 |
| Asset Management One Co.,Ltd. | 30,142 | $3,973 萬 | 0.12% | −836−2.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,367 | $3,871 萬 | 0.06% | +492+1.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 29,877 | $3,844 萬 | 0.06% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 29,048 | $3,829 萬 | 1.50% | −55−0.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 28,856 | $3,803 萬 | 0.10% | −908−3.1% | 減碼 |
| Royal London Asset Management Ltd | 28,289 | $3,729 萬 | 0.08% | −746−2.6% | 減碼 |
| Coalescence Partners Investment Management, LP | 28,282 | $3,728 萬 | 9.83% | +11,218+65.7% | 加碼 |
| BRX Global LP | 28,279 | $3,727 萬 | 35.60% | +1,130+4.2% | 加碼 |
| Anabranch Capital Management, LP | 27,555 | $3,632 萬 | 22.86% | +6,136+28.6% | 加碼 |
| Chilton Capital Management LLC | 27,239 | $3,590 萬 | 1.21% | −11,235−29.2% | 減碼 |
| Oakmont Corp | 25,230 | $3,325 萬 | 5.94% | +5,326+26.8% | 加碼 |
| iA Global Asset Management Inc. | 25,097 | $3,308 萬 | 0.45% | −90.0% | 減碼 |
| Treasurer of the State of North Carolina | 24,854 | $3,276 萬 | 0.10% | −967−3.7% | 減碼 |
| Mill Capital Management, LLC | 24,814 | $3,271 萬 | 2.42% | −1,293−5.0% | 減碼 |
| Oakcliff Capital Partners, LP | 24,170 | $3,186 萬 | 13.75% | +2,877+13.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 23,392 | $3,083 萬 | 0.07% | −1,028−4.2% | 減碼 |
| East Coast Asset Management, LLC. | 23,387 | $3,083 萬 | 9.66% | −241−1.0% | 減碼 |
| DnB Asset Management AS | 23,139 | $3,050 萬 | 0.11% | +810+3.6% | 加碼 |
| Baskin Financial Services Inc. | 23,062 | $3,040 萬 | 2.23% | +505+2.2% | 加碼 |
| Cat Rock Capital Management LP | 22,679 | $2,989 萬 | 3.69% | +11,943+111.2% | 加碼 |
| Great West Life Assurance Co | 23,134 | $2,981 萬 | 0.04% | +636+2.8% | 加碼 |
| Capital International Ltd | 22,389 | $2,951 萬 | 1.07% | +3,882+21.0% | 加碼 |
| Advent International Corp | 22,264 | $2,934 萬 | 0.59% | −9,890−30.8% | 減碼 |
| Public Employees Retirement System of Ohio | 22,081 | $2,910 萬 | 0.09% | −464−2.1% | 減碼 |
| LPL Financial LLC | 21,728 | $2,864 萬 | 0.01% | −4,095−15.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 21,100 | $2,781 萬 | 0.18% | +200+1.0% | 加碼 |
| TCW Group Inc | 21,046 | $2,774 萬 | 0.23% | −2,180−9.4% | 減碼 |
| Titan Global Capital Management USA LLC | 21,042 | $2,773 萬 | 4.08% | −909−4.1% | 減碼 |
| Toronto Dominion Bank | 20,712 | $2,730 萬 | 0.05% | −2,073−9.1% | 減碼 |
| TD Asset Management Inc | 20,530 | $2,706 萬 | 0.02% | −89−0.4% | 減碼 |
| One Madison Group LLC | 20,000 | $2,636 萬 | 2.89% | −5,000−20.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,549 | $2,577 萬 | 0.09% | +904+4.8% | 加碼 |
| State of Tennessee, Treasury Department | 19,410 | $2,558 萬 | 0.09% | −4,310−18.2% | 減碼 |
| Nomura Asset Management Co Ltd | 19,267 | $2,539 萬 | 0.07% | −1,007−5.0% | 減碼 |
| Howland Capital Management LLC | 19,247 | $2,537 萬 | 0.97% | +75+0.4% | 加碼 |
| Gotham Asset Management, LLC | 19,131 | $2,522 萬 | 0.11% | −409−2.1% | 減碼 |
| Quantinno Capital Management LP | 18,478 | $2,435 萬 | 0.07% | +3,228+21.2% | 加碼 |
| Pennant Investors, LP | 18,471 | $2,435 萬 | 6.55% | −1,400−7.0% | 減碼 |
| Nissay Asset Management Corp | 18,344 | $2,418 萬 | 0.13% | +856+4.9% | 加碼 |
| Janney Montgomery Scott LLC | 18,278 | $2,409 萬 | 0.06% | +1,933+11.8% | 加碼 |
| Maestria Partners LLC | 18,152 | $2,392 萬 | 7.56% | +4,000+28.3% | 加碼 |
| Fred Alger Management, LLC | 17,987 | $2,371 萬 | 0.09% | −5,725−24.1% | 減碼 |
| Victory Capital Management Inc | 17,930 | $2,363 萬 | 0.01% | −384−2.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,598 | $2,319 萬 | 0.07% | +17,598 | 新進 |
| Lynwood Price Capital Management LP | 17,500 | $2,307 萬 | 11.56% | +3,500+25.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 17,482 | $2,296 萬 | 0.11% | −767−4.2% | 減碼 |
| Archon Partners LLC | 17,300 | $2,280 萬 | 2.42% | 00.0% | 不變 |
| Comerica Bank | 17,211 | $2,269 萬 | 0.09% | −831−4.6% | 減碼 |
| Nisa Investment Advisors, LLC | 16,602 | $2,188 萬 | 0.08% | −6,449−28.0% | 減碼 |
| Arizona State Retirement System | 16,404 | $2,162 萬 | 0.12% | +9+0.1% | 加碼 |
| HighTower Advisors, LLC | 15,949 | $2,102 萬 | 0.02% | +560+3.6% | 加碼 |
| Bluegrass Capital Partners LP | 15,500 | $2,043 萬 | 13.37% | +3,000+24.0% | 加碼 |
| Rheos Capital Works Inc. | 15,000 | $1,977 萬 | 1.11% | 00.0% | 不變 |
| Credit Agricole S A | 14,992 | $1,976 萬 | 0.07% | +14,992 | 新進 |
| Mariner, LLC | 14,978 | $1,974 萬 | 0.03% | −1,344−8.2% | 減碼 |
| Citadel Advisors LLC | 14,940 | $1,969 萬 | 0.02% | +2,177+17.1% | 加碼 |
| National Bank of Canada | 14,822 | $1,954 萬 | 0.02% | −24,442−62.3% | 減碼 |
| MetLife Investment Management | 14,425 | $1,901 萬 | 0.09% | −314−2.1% | 減碼 |
| Goodnow Investment Group, LLC | 14,347 | $1,891 萬 | 1.81% | +20+0.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 14,325 | $1,888 萬 | 0.32% | −43,833−75.4% | 減碼 |
| Los Angeles Capital Management LLC | 14,324 | $1,888 萬 | 0.06% | +364+2.6% | 加碼 |
| Czech National Bank | 14,312 | $1,886 萬 | 0.13% | +583+4.2% | 加碼 |
| AQR Capital Management LLC | 14,305 | $1,853 萬 | 0.01% | −338−2.3% | 減碼 |
| GW&K Investment Management, LLC | 13,970 | $1,841 萬 | 0.16% | −1,236−8.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 13,944 | $1,838 萬 | 0.19% | +1,110+8.6% | 加碼 |
| Owl Creek Asset Management, L.P. | 13,599 | $1,792 萬 | 2.04% | +13,599 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,532 | $1,784 萬 | 0.09% | −200,243−93.7% | 減碼 |
| Rafferty Asset Management, LLC | 12,857 | $1,695 萬 | 0.05% | +1,854+16.8% | 加碼 |
| PYA Waltman Capital, LLC | 12,479 | $1,645 萬 | 4.41% | +672+5.7% | 加碼 |
| Voya Investment Management LLC | 12,453 | $1,641 萬 | 0.02% | −66,160−84.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 12,108 | $1,596 萬 | 0.08% | +366+3.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 12,020 | $1,584 萬 | 0.10% | +1,000+9.1% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 11,834 | $1,560 萬 | 12.22% | +2,995+33.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $1,559 萬 | 0.05% | −59−0.5% | 減碼 |