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.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2021Vulcan Value PartnersBuy35,4012,033,895$1,195,768
Q4 2020Sequoia Financial AdvisorsBuy43,278$2,029
Q4 2020Oakcliff Capital PartnersSell-3,17555,698$34,469
Q4 2020Triple Frond PartnersSell-76,000114,274$70,719
Q4 2020Third PointBuy50,000485,000$300,142
Q4 2020Meritage GroupBuy157,374661,935$409,638
Q4 2020AltaRock PartnersSell-199,4361,025,525$634,646
Q4 2020Vulcan Value PartnersBuy132,0601,998,494$1,236,768
Q3 2020Sequoia Financial AdvisorsBuy3,2743,274$1,556
Q3 2020Triple Frond PartnersSell-37,800190,274$90,403
Q3 2020Third PointBuy185,000435,000$206,677
Q3 2020Meritage GroupBuy306504,561$239,727
Q3 2020Lone Pine CapitalSell-996,298754,410$358,435
Q3 2020AltaRock PartnersBuy32,6291,224,961$582,003
Q3 2020Vulcan Value PartnersBuy829,7291,866,434$886,780
Q2 2020Sequoia Financial AdvisorsSell-3,2490$1,456
Q2 2020Triple Frond PartnersSell-51,926228,074$100,820
Q2 2020Meritage GroupBuy4,272504,255$222,906
Q2 2020Vulcan Value PartnersBuy1,036,7051,036,705$458,275
Q2 2020AltaRock PartnersBuy182,2651,192,332$527,070
Q2 2020Lone Pine CapitalBuy974,7551,750,708$773,900
Q1 2020Sequoia Financial AdvisorsBuy1,3553,249$1,040
Q1 2020Oakcliff Capital PartnersBuy24,60058,873$18,851
Q1 2020Triple Frond PartnersBuy15,000280,000$89,653
Q1 2020Meritage GroupSell-120,122499,983$160,090
Q1 2020Abrams Capital ManagementBuy539,305539,305$172,680
Q1 2020Lone Pine CapitalSell-478,475775,953$248,452
Q1 2020AltaRock PartnersBuy425,1431,010,067$323,413
Q1 2020Tiger Global ManagementSell-308,7551,757,245$562,652
Q4 2019Sequoia Financial AdvisorsBuy1751,894$1,061

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.