TD
TRANSDIGM GROUP INC
TDGOwnership as of Q2 2026
Funds owning
6
Combined value
1.5B
Avg portfolio %
9.7%
Buys / Sells this quarter
+3 buys−2 sells
Q2-2026
| Investor | Weight | Q/Q change | Value |
|---|---|---|---|
AP Altarock Partnersas of Q1-2026 | High conviction 25.54% | ↘Reduced 6.21% | 909.2K shares · $1158.96 $1.1B |
TF Triple Frond Partnersas of Q1-2026 | Core 12.82% | ↗Added 2.55% | 106.5K shares · $1158.96 $123.5M |
OC Oakcliff Capital – Bryan Lawrenceas of Q1-2026 | Core 12.36% | 24.2K shares · $1158.96 $28.0M | |
VV Vulcan Value Partnersas of Q1-2026 | Core 5.66% | ↘Reduced 23.44% | 184.2K shares · $1158.96 $213.5M |
TP Third Point – Daniel Loebas of Q1-2026 | Trial 1.39% | ↗Buy | 25.0K shares · $1158.96 $29.0M |
LP Lone Pine Capital – Stephen Mandelas of Q1-2026 | Trial 0.33% | ↗Added 85.55% | 35.7K shares · $1158.96 $41.3M |
| 6 funds | $1.5B |