TRANSDIGM GROUP INC (TDG) Institutional Ownership Changes & 13F Activity

TRANSDIGM GROUP INC (TDG) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Third Point, AltaRock Partners, Vulcan Value Partners, Renaissance Technologies LLC, and Lone Pine Capital.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Third PointSell-135,00025,000$28,974,000
Q1 2026AltaRock PartnersSell-60,232909,168$1,053,689,345
Q1 2026Vulcan Value PartnersSell-56,392184,228$213,512,883
Q1 2026Renaissance Technologies LLCBuy18,58019,780$22,924,229
Q1 2026Lone Pine CapitalBuy16,44935,677$41,348,216
Q1 2026Triple Frond PartnersBuy2,650106,544$123,480
Q1 2026Sequoia Financial AdvisorsBuy2766,597$7,645,447
Q4 2025Lone Pine CapitalSell-417,51219,228$25,570,356
Q4 2025Triple Frond PartnersBuy46,930103,894$138,163
Q4 2025Vulcan Value PartnersSell-9,023240,620$320,028
Q4 2025AltaRock PartnersSell-6,992969,400$1,289,156,590
Q4 2025Sequoia Financial AdvisorsBuy1726,321$8,405,700
Q3 2025Renaissance Technologies LLCSell-49,3001,200$1,581,624
Q3 2025Vulcan Value PartnersBuy18,048249,643$328,976,562
Q3 2025Triple Frond PartnersSell-16,83056,964$75,080
Q3 2025AltaRock PartnersSell-3,558976,392$1,286,904,184
Q3 2025Oakcliff Capital PartnersBuy2,87724,170$31,856,543
Q3 2025Sequoia Financial AdvisorsSell-86,149$8,104,068
Q2 2025Renaissance Technologies LLCSell-19,50050,500$76,792,320
Q2 2025Triple Frond PartnersSell-18,35073,794$51,271
Q2 2025Vulcan Value PartnersSell-17,431231,595$361,014,620
Q2 2025Sequoia Financial AdvisorsBuy716,157$9,362,244
Q1 2025Meritage GroupSell-56,18838,290$52,966,174
Q1 2025AltaRock PartnersSell-20,654979,950$1,355,555,036
Q1 2025Vulcan Value PartnersBuy13,286249,026$344,543,060
Q1 2025Triple Frond PartnersBuy12,39092,144$127,462
Q1 2025Renaissance Technologies LLCSell-3,70070,000$96,830,300
Q1 2025Sequoia Financial AdvisorsSell-4326,086$8,418,977
Q4 2024AltaRock PartnersSell-47,6601,000,604$1,268,045,437
Q4 2024Vulcan Value PartnersBuy40,624235,740$298,681,017

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.

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