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 2 季 13F 持有人
TransDigm Group INC 在 2026/6/30 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
- 1,146
- 較 2026 年第 1 季 +46 家
- 持有股數
- 5,258 萬
- 較 2026 年第 1 季 −30.9 萬 (−0.6%)
- 總市值
- $699.9 億
- 較 2026 年第 1 季 +$87.2 億 (+14.2%)
- 新進機構
- 141
- 另有 446 家加碼
- 清倉機構
- 95
- 另有 370 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 44,921 | $5,984 萬 | 0.43% | +15,336+51.8% | 加碼 |
| Two Sigma Investments, LP | 44,914 | $5,983 萬 | 0.05% | +44,914 | 新進 |
| New York State Teachers Retirement System | 42,503 | $5,662 萬 | 0.10% | −1,869−4.2% | 減碼 |
| Capital International Inc | 42,367 | $5,643 萬 | 0.40% | −1,004−2.3% | 減碼 |
| APG Asset Management N.V. | 47,075 | $5,485 萬 | 0.13% | +10,176+27.6% | 加碼 |
| Standard Life Aberdeen plc | 40,894 | $5,447 萬 | 0.08% | −1,093−2.6% | 減碼 |
| National Philanthropic Trust | 39,940 | $5,320 萬 | 0.77% | +45+0.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 39,099 | $5,208 萬 | 0.02% | +38,344+5,078.7% | 加碼 |
| Gotham Asset Management, LLC | 39,089 | $5,207 萬 | 0.12% | +23,795+155.6% | 加碼 |
| Korea Investment CORP | 38,791 | $5,167 萬 | 0.10% | +3,131+8.8% | 加碼 |
| 1832 Asset Management L.P. | 38,202 | $5,089 萬 | 0.06% | −11,407−23.0% | 減碼 |
| Employees Retirement System of Texas | 37,987 | $5,060 萬 | 0.40% | −600−1.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,133 | $4,946 萬 | 0.09% | +1,263+3.5% | 加碼 |
| Stifel Financial Corp | 36,941 | $4,921 萬 | 0.04% | −5,199−12.3% | 減碼 |
| Milford Funds Ltd | 36,841 | $4,907 萬 | 0.80% | −1,242−3.3% | 減碼 |
| Ci Investments Inc. | 36,833 | $4,906 萬 | 0.16% | +1,986+5.7% | 加碼 |
| iA Global Asset Management Inc. | 36,033 | $4,800 萬 | 0.57% | +7,141+24.7% | 加碼 |
| KLP Kapitalforvaltning AS | 35,982 | $4,793 萬 | 0.15% | +2,350+7.0% | 加碼 |
| Natixis Advisors, L.P. | 35,729 | $4,759 萬 | 0.05% | +3,332+10.3% | 加碼 |
| Capital International Sarl | 35,422 | $4,718 萬 | 0.67% | −5,468−13.4% | 減碼 |
| Pictet Asset Management Holding SA | 35,329 | $4,706 萬 | 0.04% | −2,736−7.2% | 減碼 |
| First Trust Advisors LP | 33,078 | $4,406 萬 | 0.03% | −25,230−43.3% | 減碼 |
| Tudor Investment Corp Et Al | 31,623 | $4,212 萬 | 0.17% | −24,317−43.5% | 減碼 |
| BRX Global LP | 31,097 | $4,142 萬 | 50.56% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,777 | $4,092 萬 | 0.06% | +2,146+7.5% | 加碼 |
| Swedbank AB | 30,391 | $4,048 萬 | 0.03% | +3,787+14.2% | 加碼 |
| State of Wisconsin Investment Board | 30,162 | $4,018 萬 | 0.08% | −898−2.9% | 減碼 |
| Generate Investment Management Ltd | 30,000 | $3,996 萬 | 1.64% | +30,000 | 新進 |
| Brown Advisory Inc | 28,951 | $3,856 萬 | 0.06% | +218+0.8% | 加碼 |
| Great West Life Assurance Co | 28,645 | $3,811 萬 | 0.06% | −360−1.2% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 28,532 | $3,801 萬 | 0.23% | −7,145−20.0% | 減碼 |
| Ensign Peak Advisors, Inc | 28,466 | $3,792 萬 | 0.06% | −2,907−9.3% | 減碼 |
| Chilton Capital Management LLC | 28,382 | $3,781 萬 | 1.20% | −13,900−32.9% | 減碼 |
| Quantinno Capital Management LP | 28,261 | $3,765 萬 | 0.05% | +2,054+7.8% | 加碼 |
| Royal London Asset Management Ltd | 27,784 | $3,701 萬 | 0.07% | +256+0.9% | 加碼 |
| Vanguard Investments Australia, Ltd. | 27,103 | $3,610 萬 | 0.09% | +854+3.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 27,092 | $3,609 萬 | 0.09% | −751−2.7% | 減碼 |
| DnB Asset Management AS | 26,797 | $3,569 萬 | 0.10% | −4,739−15.0% | 減碼 |
| Prudential Financial Inc | 26,368 | $3,512 萬 | 0.04% | −945−3.5% | 減碼 |
| Asset Management One Co.,Ltd. | 25,936 | $3,455 萬 | 0.09% | −7,600−22.7% | 減碼 |
| Renaissance Technologies LLC | 25,620 | $3,413 萬 | 0.05% | +5,840+29.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 29,877 | $3,385 萬 | 0.06% | 00.0% | 不變 |
| Mill Capital Management, LLC | 25,115 | $3,345 萬 | 2.23% | +175+0.7% | 加碼 |
| Jones Financial Companies LLLP | 24,982 | $3,309 萬 | 0.01% | +3,624+17.0% | 加碼 |
| Capital International Ltd | 24,822 | $3,306 萬 | 1.08% | −3,472−12.3% | 減碼 |
| SEI Investments Co | 24,389 | $3,248 萬 | 0.03% | −2,434−9.1% | 減碼 |
| LPL Financial LLC | 24,187 | $3,222 萬 | 0.01% | +5,816+31.7% | 加碼 |
| Oakcliff Capital Partners, LP | 24,170 | $3,220 萬 | 11.99% | 00.0% | 不變 |
| East Coast Asset Management, LLC. | 24,009 | $3,198 萬 | 9.45% | +789+3.4% | 加碼 |
| Treasurer of the State of North Carolina | 23,825 | $3,174 萬 | 0.08% | +160+0.7% | 加碼 |
| Neuberger Berman Group LLC | 23,639 | $3,149 萬 | 0.02% | +275+1.2% | 加碼 |
| Anabranch Capital Management, LP | 23,588 | $3,142 萬 | 24.00% | +1,820+8.4% | 加碼 |
| Squarepoint Ops LLC | 23,504 | $3,131 萬 | 0.06% | −56,044−70.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 23,350 | $3,110 萬 | 0.07% | +327+1.4% | 加碼 |
| Oakmont Corp | 23,261 | $3,098 萬 | 6.17% | −3,028−11.5% | 減碼 |
| National Bank of Canada | 22,766 | $3,033 萬 | 0.03% | +4,863+27.2% | 加碼 |
| Susquehanna International Group, LLP | 22,492 | $2,996 萬 | 0.03% | +13,689+155.5% | 加碼 |
| Baskin Financial Services Inc. | 22,463 | $2,992 萬 | 2.36% | −463−2.0% | 減碼 |
| Nissay Asset Management Corp | 22,143 | $2,950 萬 | 0.12% | +1,341+6.4% | 加碼 |
| Ampfield Management, L.P. | 21,473 | $2,860 萬 | 28.54% | −2,990−12.2% | 減碼 |
| Titan Global Capital Management USA LLC | 21,333 | $2,842 萬 | 3.60% | +134+0.6% | 加碼 |
| State of Tennessee, Treasury Department | 21,307 | $2,838 萬 | 0.08% | −1,023−4.6% | 減碼 |
| AQR Capital Management LLC | 21,370 | $2,836 萬 | 0.01% | +3,762+21.4% | 加碼 |
| Howland Capital Management LLC | 20,952 | $2,791 萬 | 1.01% | +195+0.9% | 加碼 |
| Public Employees Retirement System of Ohio | 20,844 | $2,777 萬 | 0.08% | −1,128−5.1% | 減碼 |
| Goodnow Investment Group, LLC | 20,482 | $2,728 萬 | 2.83% | +2,470+13.7% | 加碼 |
| Tredje AP-fonden | 20,261 | $2,699 萬 | 0.12% | +3,682+22.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 20,215 | $2,693 萬 | 0.02% | +525+2.7% | 加碼 |
| Nomura Asset Management Co Ltd | 20,184 | $2,689 萬 | 0.06% | +719+3.7% | 加碼 |
| TD Asset Management Inc | 20,151 | $2,684 萬 | 0.02% | −1,626−7.5% | 減碼 |
| Prudential PLC | 19,861 | $2,646 萬 | 0.19% | +4,395+28.4% | 加碼 |
| Coalescence Partners Investment Management, LP | 19,353 | $2,578 萬 | 7.57% | −8,929−31.6% | 減碼 |
| Bluegrass Capital Partners LP | 19,000 | $2,531 萬 | 16.44% | −600−3.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 18,824 | $2,507 萬 | 0.05% | +18,824 | 新進 |
| Gilder Gagnon Howe & Co LLC | 18,452 | $2,458 萬 | 0.25% | −3,029−14.1% | 減碼 |
| Fifth Third Bancorp | 18,378 | $2,448 萬 | 0.04% | +435+2.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 18,297 | $2,437 萬 | 0.08% | −806−4.2% | 減碼 |
| Jennison Associates LLC | 17,717 | $2,360 萬 | 0.01% | +20+0.1% | 加碼 |
| Victory Capital Management Inc | 17,508 | $2,332 萬 | 0.01% | −525−2.9% | 減碼 |
| Federated Hermes, Inc. | 17,327 | $2,308 萬 | 0.03% | −41,332−70.5% | 減碼 |
| Archon Partners LLC | 17,300 | $2,304 萬 | 2.46% | 00.0% | 不變 |
| Lynwood Price Capital Management LP | 17,125 | $2,281 萬 | 11.02% | +1,925+12.7% | 加碼 |
| Toronto Dominion Bank | 16,971 | $2,261 萬 | 0.04% | +357+2.1% | 加碼 |
| GW&K Investment Management, LLC | 16,909 | $2,252 萬 | 0.18% | +3,264+23.9% | 加碼 |
| EULAV Asset Management | 16,857 | $2,245 萬 | 0.72% | −7,400−30.5% | 減碼 |
| Pennant Investors, LP | 16,771 | $2,234 萬 | 6.67% | 00.0% | 不變 |
| Ossiam | 16,687 | $2,223 萬 | 0.29% | +16,687 | 新進 |
| STRS Ohio | 16,587 | $2,209 萬 | 0.08% | +91+0.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 16,379 | $2,182 萬 | 0.16% | −5,200−24.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 16,304 | $2,172 萬 | 0.10% | +3,205+24.5% | 加碼 |
| Czech National Bank | 15,921 | $2,121 萬 | 0.12% | +541+3.5% | 加碼 |
| Resona Asset Management Co.,Ltd. | 15,934 | $2,120 萬 | 0.10% | −1,008−5.9% | 減碼 |
| Credit Agricole S A | 15,736 | $2,096 萬 | 0.05% | +7,438+89.6% | 加碼 |
| Mar Vista Investment Partners LLC | 15,677 | $2,088 萬 | 2.08% | −23,569−60.1% | 減碼 |
| Arizona State Retirement System | 15,670 | $2,087 萬 | 0.10% | +235+1.5% | 加碼 |
| Man Group plc | 15,303 | $2,038 萬 | 0.04% | −38,383−71.5% | 減碼 |
| Janney Montgomery Scott LLC | 15,101 | $2,012 萬 | 0.04% | −3,837−20.3% | 減碼 |
| Cypress Funds LLC | 15,056 | $2,006 萬 | 6.39% | −5,632−27.2% | 減碼 |
| Rockefeller Capital Management L.P. | 15,024 | $2,001 萬 | 0.03% | +902+6.4% | 加碼 |
| Islander Capital Partners, L.P. | 14,580 | $1,942 萬 | 7.04% | +1,000+7.4% | 加碼 |