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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 4 季與 2025 年第 3 季比較

持有 TransDigm Group INC 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

TDG 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數1,073191,133+79
股數5,357 萬2.99 萬5,379 萬+24.6 萬 (+0.5%)
市值$705.6 億$3,931 萬$715.1 億+$9.91 億 (+1.4%)

19 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（180 家）

2025 年第 4 季季末持有 TransDigm Group INC、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 180 家。

2025 年第 4 季新進 TDG 的機構
機構股數市值佔組合 %
Norges Bank771,208$10.3 億0.11%
Temasek Holdings (Private) Ltd145,538$1.94 億0.62%
Veritas Asset Management LLP141,842$1.89 億1.93%
PFA Pension, Forsikringsaktieselskab68,351$8,998 萬0.26%
Marshall Wace, LLP46,585$6,195 萬0.06%
Milford Funds Ltd31,514$4,191 萬0.82%
Estuary Capital Management LP27,520$3,660 萬6.51%
Ycg, LLC23,288$3,097 萬2.34%
D. E. Shaw & Co., Inc.23,028$3,062 萬0.02%
J. Goldman & Co LP22,938$3,050 萬1.19%
Capital Fund Management S.A.20,189$2,685 萬0.25%
Jain Global LLC19,282$2,564 萬0.25%
Lone Pine Capital LLC大師孤松資本19,228$2,557 萬0.19%
Freestone Grove Partners LP15,407$2,049 萬0.15%
Islander Capital Partners, L.P.11,950$1,589 萬7.16%
Pinnacle Financial Partners, Inc.11,858$1,577 萬0.12%
1832 Asset Management L.P.11,200$1,489 萬0.02%
CIBC World Markets Corp9,029$1,201 萬0.06%
PensionDanmark Pensionsforsikringsaktieselskab8,374$1,114 萬0.10%
Parkwood LLC8,193$1,090 萬0.93%
Inherent Management Corp.7,700$1,024 萬5.25%
Twinbeech Capital LP6,532$868.7 萬0.62%
PBU - The Pension Fund of Early Childhood & Youth Educators6,360$845.8 萬0.12%
Owlhouse Capital LP6,080$808.5 萬8.94%
Bridgewater Associates, LP5,560$739.4 萬0.03%
Janney Capital Management LLC5,491$730.2 萬0.46%
Laird Norton Trust Company, LLC5,458$725.8 萬0.15%
Eurizon Capital SGR S.p.A.5,392$716.7 萬0.02%
Shelter Rock Management, LLC4,951$658.2 萬6.61%
Qube Research & Technologies Ltd4,700$625.0 萬0.01%
Qsemble Capital Management, LP4,355$579.1 萬0.48%
Osmosis Investment Management UK Ltd4,105$545.9 萬0.14%
Arrow Capital Management, LLC4,000$531.9 萬3.09%
Ilmarinen Mutual Pension Insurance Co4,000$531.9 萬0.04%
Quantbot Technologies LP3,750$498.7 萬0.17%
XTX Topco Ltd3,669$487.9 萬0.13%
Quadrature Capital Ltd3,420$454.8 萬0.05%
Voloridge Investment Management, LLC3,002$399.2 萬0.01%
Graham Capital Management, L.P.2,800$372.4 萬0.13%
Hudson Bay Capital Management LP2,800$372.4 萬0.02%
Tudor Investment Corp Et Al2,512$334.1 萬0.02%
Walter Public Investments Inc.2,490$331.1 萬0.59%
Third View Private Wealth, LLC2,451$325.9 萬0.44%
Pier 88 Investment Partners LLC2,400$319.2 萬0.71%
HighVista Strategies LLC2,175$289.2 萬0.74%
Phraction Management LLC2,079$276.5 萬0.74%
Andra AP-fonden2,012$267.6 萬0.03%
Capricorn Fund Managers Ltd2,000$266.0 萬0.64%
North Dakota State Investment Board1,895$252.0 萬0.09%
Arrowstreet Capital, Limited Partnership1,726$229.5 萬0.00%
Landscape Capital Management, L.L.C.1,641$218.2 萬0.15%
Themes Management Co LLC1,626$216.2 萬1.72%
Havemeyer Place LP1,486$197.6 萬0.39%
Glenmede Trust Co NA1,358$180.6 萬0.01%
Oak Thistle LLC1,336$177.7 萬0.25%
Accuvest Global Advisors1,172$155.9 萬1.15%
Aquatic Capital Management LLC1,143$152.0 萬0.04%
Intesa Sanpaolo Wealth Management1,123$149.3 萬0.31%
Vision Retirement, LLC1,121$149.1 萬0.40%
Anchor Investment Management, LLC1,112$147.9 萬0.12%
EP Wealth Advisors, LLC918$122.1 萬0.01%
Xxi Wealth, LLC883$117.4 萬0.71%
Traynor Capital Management, Inc.852$113.3 萬0.06%
Element Capital Management LLC839$111.6 萬0.58%
Unifi Asset Management LP826$109.8 萬1.19%
Mangrove Partners756$100.5 萬0.08%
Griffin Asset Management, Inc.750$99.7 萬0.11%
Two Sigma Advisers, LP700$93.1 萬0.00%
Bluedoor Private Wealth, LLC674$89.6 萬0.41%
St. Louis Trust Co669$89.0 萬0.10%
Blue Line Capital, LLC653$86.8 萬1.03%
Fideuram Asset Management (Ireland) dac619$83.5 萬0.07%
Spectrum Strategic Capital Management, LLC607$80.7 萬0.43%
Fullerton Fund Management Co Ltd.564$75.0 萬0.03%
Flow Traders U.S. LLC552$73.4 萬0.02%
Steel Peak Wealth Management LLC543$72.2 萬0.02%
Delta Global Management LP542$72.1 萬0.05%
Brevan Howard Capital Management LP516$68.6 萬0.01%
R Squared Ltd500$66.5 萬0.31%
Curated Wealth Partners LLC484$64.4 萬0.07%
PCM Encore, LLC466$62.0 萬0.13%
Axq Capital, LP465$61.8 萬0.14%
OpenArc Corporate Advisory, LLC453$60.2 萬0.01%
Aristeia Capital LLC450$59.8 萬0.02%
Bingham Private Wealth, LLC435$57.8 萬0.50%
Generali Investments CEE, investicni spolecnost, a.s.334$44.4 萬0.03%
Tempo Wealth, LLC313$41.6 萬0.07%
TCG Advisory Services, LLC313$41.6 萬0.01%
CM Wealth Advisors LLC298$39.6 萬0.09%
Abel Hall, LLC273$36.3 萬0.08%
Marble Wealth, LLC271$36.1 萬0.05%
Storgate, LLC271$36.0 萬0.30%
Invariant Investment Management249$34.7 萬0.22%
Gsa Capital Partners LLP248$33.0 萬0.03%
Quantitative Investment Management, LLC243$32.3 萬0.03%
Clark Capital Management Group, Inc.242$32.2 萬0.00%
Brookstone Capital Management241$32.1 萬0.00%
Pitcairn Wealth Advisors LLC240$31.9 萬0.03%
StoneX Group Inc.230$30.6 萬0.01%
Texas Bank & Trust Co225$29.9 萬0.11%

清倉機構（101 家）

2025 年第 3 季季末持有 TransDigm Group INC、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 101 家。

2025 年第 4 季清倉 TDG 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
D1 Capital Partners L.P.大師D1 資本30,800$4,060 萬
Owl Creek Asset Management, L.P.13,599$1,792 萬
Susquehanna Advisors Group, Inc.11,807$1,556 萬
Calamos Advisors LLC10,046$1,324 萬
ING Groep NV5,985$788.8 萬
Marex Group plc5,141$677.6 萬
IFM Investors Pty Ltd4,980$645.3 萬
Groupe la Francaise4,700$619.5 萬
Schonfeld Strategic Advisors LLC4,659$614.1 萬
AMS Capital Ltda4,238$558.6 萬
Cinctive Capital Management LP4,116$542.5 萬
Empowered Funds, LLC3,715$489.6 萬
Threadgill Financial, LLC3,468$457.1 萬
Robeco Institutional Asset Management B.V.3,428$451.8 萬
Occudo Quantitative Strategies LP2,811$370.5 萬
Tiff Advisory Services Inc2,078$273.9 萬
Capstone Investment Advisors, LLC2,000$263.6 萬
Pitcairn Co1,909$251.6 萬
Kovitz Investment Group Partners, LLC1,900$250.5 萬
Gallo Partners, LP1,802$237.5 萬
Geneva Partners, LLC1,710$225.4 萬
Element Squared LLC1,703$224.5 萬
Accurate Wealth Management, LLC1,555$204.1 萬
Catalyst Funds Management Pty Ltd1,500$197.7 萬
Virtu Financial LLC1,404$185.0 萬
MONECO Advisors, LLC1,364$179.8 萬
Aster Capital Management (DIFC) Ltd1,362$179.5 萬
Renaissance Technologies LLC1,200$158.2 萬
Brighton Jones LLC1,191$157.0 萬
Cavalier Investments, LLC2,015$149.2 萬
Miura Global Management, LLC1,000$131.8 萬
Custom Index Systems, LLC921$121.4 萬
Ossiam913$120.3 萬
Sageworth Trust Co881$116.1 萬
JSF Financial, LLC815$107.4 萬
Voleon Capital Management LP791$104.3 萬
NorthRock Partners, LLC789$104.0 萬
RFG Advisory, LLC753$99.2 萬
Engineers Gate Manager LP749$98.7 萬
MorganRosel Wealth Management, LLC722$95.2 萬
ISAM Funds (UK) Ltd647$85.3 萬
Icon Wealth Advisors, LLC603$79.5 萬
Aigen Investment Management, LP545$71.8 萬
Numerai GP LLC512$67.5 萬
Two Sigma Securities, LLC470$61.9 萬
Hohimer Wealth Management, LLC422$55.6 萬
Little House Capital LLC400$52.7 萬
Tranquility Partners, LLC385$50.7 萬
Requisite Capital Management, LLC371$48.9 萬
BlueSpruce Investments, LP356$46.9 萬
Dorsey Wright & Associates302$39.8 萬
Optiver Holding B.V.296$39.0 萬
Altshuler Shaham Ltd292$38.5 萬
Cynosure Management, LLC288$38.0 萬
Kesler, Norman & Wride, LLC296$37.5 萬
Beirne Wealth Consulting Services, LLC282$37.2 萬
Severin Investments, LLC280$36.9 萬
Insigneo Advisory Services, LLC250$32.9 萬
PFG Private Wealth Management, LLC249$32.8 萬
Banque Cantonale Vaudoise243$32.0 萬
Brookwood Investment Group LLC241$31.8 萬
LWM Advisory Services, LLC225$29.7 萬
TFB Advisors LLC218$28.6 萬
Oppenheimer Asset Management Inc.214$28.2 萬
McElhenny Sheffield Capital Management, LLC210$27.7 萬
PFG Investments, LLC207$27.2 萬
Polymer Capital Management (US) LLC200$26.4 萬
Parallax Volatility Advisers, L.P.193$25.4 萬
Chilton Investment Co LLC183$24.1 萬
Evernest Financial Advisors, LLC175$23.1 萬
Laurion Capital Management LP173$22.8 萬
Mission Wealth Management, LP167$22.1 萬
Peregrine Asset Advisers, Inc.153$20.2 萬
Seven Mile Advisory152$20.0 萬
Longboard Asset Management, LP152$20.0 萬
USA Financial Portformulas Corp122$16.1 萬
Viking Fund Management LLC100$13.2 萬
Financial Life Planners86$11.3 萬
Rise Advisors, LLC61$7.99 萬
JPL Wealth Management, LLC47$6.19 萬
Ameritas Advisory Services, LLC43$5.62 萬
Pinnacle Holdings, LLC31$4.09 萬
LRI Investments, LLC24$3.22 萬
Hilltop National Bank16$2.11 萬
Wealth Preservation Advisors, LLC14$1.85 萬
Tortoise Investment Management, LLC7$9,226
Caitong International Asset Management Co., Ltd6$7,908
Main Street Group, LTD5$6,590
Evolution Wealth Management Inc.5$6,590
Painted Porch Advisors LLC4$5,272
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna4$5,272
Clear Investment Research, LLC125$3,954
Sofos Investments, Inc.3$3,954
Evergreen Private Wealth LLC3$3,954
Cloud Capital Management, LLC3$3,000
S&T Bank2$2,636
Hillsdale Investment Management Inc.2$2,636
Kimelman & Baird, LLC1$1,319
Palisade Asset Management, LLC1$1,319
Avalon Trust Co1$1,319

尚未申報 2025 年第 4 季的機構（19 家）

2025 年第 3 季季末持有 TransDigm Group INC、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 TDG、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Pinnacle Financial Partners Inc11,714$1,544 萬
CIBC Bancorp USA Inc.7,768$1,024 萬
Wetherby Asset Management Inc4,391$578.7 萬
Eisler Capital Management Ltd.2,670$338.6 萬
Glenmede Investment Management, LP1,307$172.3 萬
Bryce Point Capital, LLC481$63.4 萬
Optimum Investment Advisors349$46.0 萬
Stonegate Investment Group, LLC311$40.9 萬
Promus Capital, LLC296$39.0 萬
L.M. Kohn & Company250$33.0 萬
FSA Wealth Management LLC139$18.3 萬
Hemington Wealth Management80$10.5 萬
Binnacle Investments Inc65$8.57 萬
AXA Investment Managers S.A.55$7.25 萬
Shell Asset Management Co33$4.30 萬
Accredited Wealth Management, LLC19$1.71 萬
Texas Capital Bancshares Inc1$1,318
Abich Financial Wealth Management LLC1$1,318
Guerra Advisors Inc1$1,318