TRANSDIGM GROUP INC (TDG) Stock Institutional Trading Activity


TRANSDIGM GROUP INC (TDG) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Lone Pine Capital, Triple Frond Partners, Vulcan Value Partners, AltaRock Partners, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

Explore more:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Triple Frond PartnersBuy46,930103,894$138,163
Q4 2025Vulcan Value PartnersSell-9,023240,620$320,028
Q4 2025Lone Pine CapitalSell-417,51219,228$25,570,356
Q4 2025AltaRock PartnersSell-6,992969,400$1,289,156,590
Q3 2025Triple Frond PartnersSell-16,83056,964$75,080
Q3 2025Renaissance Technologies LLCSell-49,3001,200$1,581,624
Q3 2025Sequoia Financial AdvisorsSell-86,149$8,104,068
Q3 2025Oakcliff Capital PartnersBuy2,87724,170$31,856,543
Q3 2025Vulcan Value PartnersBuy18,048249,643$328,976,562
Q3 2025AltaRock PartnersSell-3,558976,392$1,286,904,184
Q2 2025Triple Frond PartnersSell-18,35073,794$51,271
Q2 2025Sequoia Financial AdvisorsBuy716,157$9,362,244
Q2 2025Renaissance Technologies LLCSell-19,50050,500$76,792,320
Q2 2025Vulcan Value PartnersSell-17,431231,595$361,014,620
Q1 2025Triple Frond PartnersBuy12,39092,144$127,462
Q1 2025Sequoia Financial AdvisorsSell-4326,086$8,418,977
Q1 2025Meritage GroupSell-56,18838,290$52,966,174
Q1 2025Renaissance Technologies LLCSell-3,70070,000$96,830,300
Q1 2025Vulcan Value PartnersBuy13,286249,026$344,543,060
Q1 2025AltaRock PartnersSell-20,654979,950$1,355,555,036
Q4 2024Triple Frond PartnersSell-2,91979,754$101,071
Q4 2024Sequoia Financial AdvisorsBuy2326,518$8,259,597
Q4 2024Oakcliff Capital PartnersSell-13121,293$26,984,193
Q4 2024Renaissance Technologies LLCSell-1,80073,700$93,398,536
Q4 2024Vulcan Value PartnersBuy40,624235,740$298,681,017
Q4 2024AltaRock PartnersSell-47,6601,000,604$1,268,045,437
Q3 2024Triple Frond PartnersBuy20,43482,673$117,985
Q3 2024Sequoia Financial AdvisorsBuy916,286$8,971,008
Q3 2024Renaissance Technologies LLCSell-11,10075,500$107,748,315
Q3 2024Meritage GroupSell-51,68894,478$134,832,388

Frequently asked questions about TDG activity

  • Which institutional owners are buying TDG?

    Institutional owners buying TDG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TDG activity?

    "Buy" means an investor increased their reported position in TDG compared to the prior reporting period. This reflects growing exposure to TRANSDIGM GROUP INC (TDG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TDG increasing?

    Institutional interest in TDG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.