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。
2026 年第 1 季 13F 持有人
TransDigm Group INC 在 2026/3/31 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
- 1,112
- 較 2025 年第 4 季 −7 家
- 持有股數
- 5,290 萬
- 較 2025 年第 4 季 +691.3 萬 (+15.0%)
- 總市值
- $612.8 億
- 較 2025 年第 4 季 +$1.42 億 (+0.2%)
- 新進機構
- 120
- 另有 398 家加碼
- 清倉機構
- 127
- 另有 412 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 13,645 | $1,581 萬 | 0.14% | −319−2.3% | 減碼 |
| Maestria Partners LLC | 13,652 | $1,582 萬 | 5.77% | −4,500−24.8% | 減碼 |
| Jupiter Asset Management Ltd | 13,693 | $1,587 萬 | 0.08% | +13,693 | 新進 |
| Mackenzie Financial Corp | 13,850 | $1,605 萬 | 0.02% | +7,696+125.1% | 加碼 |
| Rockefeller Capital Management L.P. | 14,122 | $1,637 萬 | 0.03% | +8,814+166.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 14,260 | $1,653 萬 | 0.10% | 00.0% | 不變 |
| Lynwood Price Capital Management LP | 15,200 | $1,762 萬 | 9.46% | −2,300−13.1% | 減碼 |
| Gotham Asset Management, LLC | 15,294 | $1,773 萬 | 0.05% | −8,215−34.9% | 減碼 |
| Czech National Bank | 15,380 | $1,782 萬 | 0.12% | +529+3.6% | 加碼 |
| Arizona State Retirement System | 15,435 | $1,789 萬 | 0.10% | −428−2.7% | 減碼 |
| Prudential PLC | 15,466 | $1,792 萬 | 0.14% | +11,237+265.7% | 加碼 |
| Rafferty Asset Management, LLC | 15,468 | $1,793 萬 | 0.07% | +2,299+17.5% | 加碼 |
| STRS Ohio | 16,496 | $1,912 萬 | 0.08% | −11,230−40.5% | 減碼 |
| TCW Group Inc | 16,509 | $1,913 萬 | 0.14% | −4,339−20.8% | 減碼 |
| Tredje AP-fonden | 16,579 | $1,921 萬 | 0.11% | +16,579 | 新進 |
| Toronto Dominion Bank | 16,614 | $1,925 萬 | 0.04% | −4,292−20.5% | 減碼 |
| Pennant Investors, LP | 16,771 | $1,944 萬 | 5.38% | −1,700−9.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 16,942 | $1,955 萬 | 0.10% | +256+1.5% | 加碼 |
| Nisa Investment Advisors, LLC | 16,922 | $1,961 萬 | 0.07% | +1,521+9.9% | 加碼 |
| AQR Capital Management LLC | 17,608 | $1,998 萬 | 0.01% | +2,547+16.9% | 加碼 |
| Archon Partners LLC | 17,300 | $2,005 萬 | 2.37% | 00.0% | 不變 |
| Advent International Corp | 17,459 | $2,023 萬 | 0.48% | +10,925+167.2% | 加碼 |
| Jennison Associates LLC | 17,697 | $2,051 萬 | 0.01% | +17,697 | 新進 |
| National Bank of Canada | 17,903 | $2,075 萬 | 0.02% | −8,851−33.1% | 減碼 |
| Fifth Third Bancorp | 17,943 | $2,080 萬 | 0.04% | +8,067+81.7% | 加碼 |
| Goodnow Investment Group, LLC | 18,012 | $2,088 萬 | 2.29% | +2,570+16.6% | 加碼 |
| Victory Capital Management Inc | 18,033 | $2,090 萬 | 0.01% | +224+1.3% | 加碼 |
| HighTower Advisors, LLC | 18,156 | $2,104 萬 | 0.02% | +926+5.4% | 加碼 |
| LPL Financial LLC | 18,371 | $2,129 萬 | 0.01% | −671−3.5% | 減碼 |
| Janney Montgomery Scott LLC | 18,938 | $2,195 萬 | 0.05% | +3,940+26.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 19,103 | $2,214 萬 | 0.09% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 19,465 | $2,256 萬 | 0.06% | +920+5.0% | 加碼 |
| Bluegrass Capital Partners LP | 19,600 | $2,272 萬 | 16.37% | +1,600+8.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 19,690 | $2,282 萬 | 0.02% | +19,690 | 新進 |
| Renaissance Technologies LLC | 19,780 | $2,292 萬 | 0.04% | +19,780 | 新進 |
| Cypress Funds LLC | 20,688 | $2,398 萬 | 6.03% | −6,025−22.6% | 減碼 |
| Howland Capital Management LLC | 20,757 | $2,406 萬 | 0.95% | +1,340+6.9% | 加碼 |
| Nissay Asset Management Corp | 20,802 | $2,411 萬 | 0.13% | +1,113+5.7% | 加碼 |
| Jones Financial Companies LLLP | 21,358 | $2,435 萬 | 0.01% | +19,858+1,323.9% | 加碼 |
| Titan Global Capital Management USA LLC | 21,199 | $2,457 萬 | 3.66% | +245+1.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 21,481 | $2,490 萬 | 0.30% | −4,054−15.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 21,516 | $2,494 萬 | 0.02% | −1,512−6.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 21,579 | $2,501 萬 | 0.17% | −100−0.5% | 減碼 |
| Anabranch Capital Management, LP | 21,768 | $2,523 萬 | 21.96% | −5,787−21.0% | 減碼 |
| TD Asset Management Inc | 21,777 | $2,524 萬 | 0.02% | +1,393+6.8% | 加碼 |
| Public Employees Retirement System of Ohio | 21,972 | $2,546 萬 | 0.08% | −93−0.4% | 減碼 |
| State of Tennessee, Treasury Department | 22,330 | $2,588 萬 | 0.09% | +4,406+24.6% | 加碼 |
| Baskin Financial Services Inc. | 22,926 | $2,657 萬 | 2.18% | −12−0.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 23,023 | $2,668 萬 | 0.07% | +678+3.0% | 加碼 |
| East Coast Asset Management, LLC. | 23,220 | $2,691 萬 | 8.87% | −121−0.5% | 減碼 |
| Neuberger Berman Group LLC | 23,364 | $2,708 萬 | 0.02% | −5,327−18.6% | 減碼 |
| Treasurer of the State of North Carolina | 23,665 | $2,743 萬 | 0.09% | +504+2.2% | 加碼 |
| Crow's Nest Holdings LP | 23,667 | $2,743 萬 | 6.41% | −6,058−20.4% | 減碼 |
| Holocene Advisors, LP | 24,094 | $2,792 萬 | 0.07% | −32,127−57.1% | 減碼 |
| Oakcliff Capital Partners, LP | 24,170 | $2,801 萬 | 12.36% | 00.0% | 不變 |
| EULAV Asset Management | 24,257 | $2,811 萬 | 0.90% | −5,400−18.2% | 減碼 |
| Ampfield Management, L.P. | 24,463 | $2,835 萬 | 35.09% | −8,527−25.8% | 減碼 |
| Mill Capital Management, LLC | 24,940 | $2,890 萬 | 2.20% | +58+0.2% | 加碼 |
| Zimmer Partners, LP | 25,000 | $2,897 萬 | 0.71% | −4,250−14.5% | 減碼 |
| Third Point LLC大師第三點資本 | 25,000 | $2,897 萬 | 1.39% | +25,000 | 新進 |
| Quantinno Capital Management LP | 26,207 | $3,037 萬 | 0.05% | +751+3.0% | 加碼 |
| Vanguard Investments Australia, Ltd. | 26,249 | $3,042 萬 | 0.09% | +26,249 | 新進 |
| Oakmont Corp | 26,289 | $3,047 萬 | 5.79% | +479+1.9% | 加碼 |
| Swedbank AB | 26,604 | $3,083 萬 | 0.03% | +22,398+532.5% | 加碼 |
| SEI Investments Co | 26,823 | $3,109 萬 | 0.03% | −6,096−18.5% | 減碼 |
| Prudential Financial Inc | 27,313 | $3,165 萬 | 0.04% | −654−2.3% | 減碼 |
| Royal London Asset Management Ltd | 27,528 | $3,190 萬 | 0.07% | +20.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 27,843 | $3,227 萬 | 0.09% | −734−2.6% | 減碼 |
| Coalescence Partners Investment Management, LP | 28,282 | $3,278 萬 | 7.09% | 00.0% | 不變 |
| Capital International Ltd | 28,294 | $3,279 萬 | 1.22% | +4,491+18.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,631 | $3,320 萬 | 0.06% | +1,560+5.8% | 加碼 |
| Brown Advisory Inc | 28,733 | $3,330 萬 | 0.05% | −68,379−70.4% | 減碼 |
| iA Global Asset Management Inc. | 28,892 | $3,349 萬 | 0.47% | +3,795+15.1% | 加碼 |
| Great West Life Assurance Co | 29,005 | $3,367 萬 | 0.06% | +984+3.5% | 加碼 |
| Capital Fund Management S.A. | 29,585 | $3,429 萬 | 0.31% | +9,396+46.5% | 加碼 |
| Thornburg Investment Management Inc | 29,662 | $3,438 萬 | 0.36% | −17,974−37.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 29,877 | $3,455 萬 | 0.06% | 00.0% | 不變 |
| Ycg, LLC | 30,176 | $3,497 萬 | 3.17% | +6,888+29.6% | 加碼 |
| State of Wisconsin Investment Board | 31,060 | $3,600 萬 | 0.08% | +1,053+3.5% | 加碼 |
| BRX Global LP | 31,097 | $3,604 萬 | 46.98% | +2,818+10.0% | 加碼 |
| Ensign Peak Advisors, Inc | 31,373 | $3,636 萬 | 0.07% | −3,517−10.1% | 減碼 |
| Praesidium Investment Management Company, LLC | 31,460 | $3,646 萬 | 8.71% | +5,260+20.1% | 加碼 |
| DnB Asset Management AS | 31,536 | $3,655 萬 | 0.13% | +5,712+22.1% | 加碼 |
| APG Asset Management N.V. | 36,899 | $3,712 萬 | 0.12% | +335+0.9% | 加碼 |
| Woodline Partners LP | 32,100 | $3,720 萬 | 0.14% | +29,346+1,065.6% | 加碼 |
| Natixis Advisors, L.P. | 32,397 | $3,755 萬 | 0.05% | −2,134−6.2% | 減碼 |
| Asset Management One Co.,Ltd. | 33,536 | $3,887 萬 | 0.11% | −1,886−5.3% | 減碼 |
| KLP Kapitalforvaltning AS | 33,632 | $3,898 萬 | 0.15% | +1,490+4.6% | 加碼 |
| Ci Investments Inc. | 34,847 | $4,039 萬 | 0.20% | −278−0.8% | 減碼 |
| Korea Investment CORP | 35,660 | $4,133 萬 | 0.09% | +1,408+4.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 35,677 | $4,135 萬 | 0.33% | +16,449+85.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,870 | $4,157 萬 | 0.09% | +2,874+8.7% | 加碼 |
| Pictet Asset Management Holding SA | 38,065 | $4,410 萬 | 0.05% | −1,367−3.5% | 減碼 |
| Milford Funds Ltd | 38,083 | $4,414 萬 | 0.92% | +6,569+20.8% | 加碼 |
| Employees Retirement System of Texas | 38,587 | $4,472 萬 | 0.39% | −2,000−4.9% | 減碼 |
| Mar Vista Investment Partners LLC | 39,246 | $4,548 萬 | 4.55% | −545−1.4% | 減碼 |
| National Philanthropic Trust | 39,895 | $4,624 萬 | 0.49% | −800−2.0% | 減碼 |
| Capital International Sarl | 40,890 | $4,739 萬 | 0.78% | +3,985+10.8% | 加碼 |
| Standard Life Aberdeen plc | 41,987 | $4,866 萬 | 0.08% | +1,792+4.5% | 加碼 |
| Stifel Financial Corp | 42,140 | $4,884 萬 | 0.04% | −7,506−15.1% | 減碼 |