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
Q3 2023Lone Pine CapitalSell-146,246436,740$368,228,596
Q3 2023Meritage GroupSell-54,463286,940$241,928
Q3 2023AltaRock PartnersSell-47,4051,310,086$1,104,572,809
Q3 2023Oakcliff Capital PartnersSell-8,09024,308$20,494,804
Q3 2023Renaissance Technologies LLCSell-3,00094,800$79,929
Q3 2023Sequoia Financial AdvisorsBuy176,442$5,431,444
Q2 2023Lone Pine CapitalSell-115,862582,986$521,288,592
Q2 2023Vulcan Value PartnersSell-64,327626,838$560,550
Q2 2023Abrams Capital ManagementSell-53,440312,747$279,648,985
Q2 2023AltaRock PartnersSell-25,6331,357,491$1,213,827,727
Q2 2023Renaissance Technologies LLCBuy13,50097,800$87,450
Q2 2023Oakcliff Capital PartnersSell-4,80032,398$28,969,000
Q2 2023Meritage GroupSell-4,443341,403$305,272
Q2 2023Sequoia Financial AdvisorsBuy3346,425$5,745,043
Q1 2023Meritage GroupSell-218,137345,846$254,906
Q1 2023Vulcan Value PartnersSell-144,179691,165$509,681
Q1 2023Renaissance Technologies LLCSell-130,10084,300$62,133
Q1 2023Lone Pine CapitalSell-76,842698,848$515,085,918
Q1 2023AltaRock PartnersSell-26,6001,383,124$1,019,431,544
Q1 2023Triple Frond PartnersSell-17,291129,000$95,079
Q1 2023Oakcliff Capital PartnersSell-14,50037,198$27,416,000
Q1 2023Sequoia Financial AdvisorsSell-2636,091$4,489,372
Q4 2022Vulcan Value PartnersSell-183,712835,344$525,814
Q4 2022Abrams Capital ManagementSell-173,118366,187$230,569,645
Q4 2022AltaRock PartnersSell-92,6551,409,724$887,632,717
Q4 2022Lone Pine CapitalBuy38,167775,690$488,413,209
Q4 2022Meritage GroupSell-10,416563,983$355,112
Q4 2022Renaissance Technologies LLCSell-7,900214,400$134,997
Q4 2022Oakcliff Capital PartnersSell-4,00051,698$32,552,000
Q4 2022Sequoia Financial AdvisorsBuy2,9036,354$4,000,796

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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