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TDG —
TRANSDIGM GROUP INC
CUSIP: 893641100 · Held by 6 superinvestors · Combined value: $1,768,527,184
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | AltaRock Partners | 25.3% | $1,289,156,590 | 969,400 | REDUCE | -6,992 |
| 2 | Ken Griffin | 0.0% | $276,100,797 | 207,618 | ADD | +103,678 |
| 3 | Triple Frond Partners | 14.4% | $138,163,000 | 103,894 | ADD | +46,930 |
| 4 | Bryan Lawrence | 13.8% | $32,142,475 | 24,170 | - | - |
| 5 | Steve Mandel | 0.2% | $25,570,356 | 19,228 | NEW BUY | +19,228 |
| 6 | Ray Dalio | 0.0% | $7,393,966 | 5,560 | NEW BUY | +5,560 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +5,560 | New |
| Steve Mandel | NEW BUY | +19,228 | New |
| Ken Griffin | ADD | +103,678 | +99.7% |
| Triple Frond Partners | ADD | +46,930 | +82.4% |
| AltaRock Partners | REDUCE | -6,992 | -0.7% |
| Jim Simons | SOLD | -1,200 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bryan Lawrence | ADD | +2,877 | +13.5% |
| Ken Griffin | ADD | +37,077 | +55.5% |
| AltaRock Partners | REDUCE | -3,558 | -0.4% |
| Jim Simons | REDUCE | -49,300 | -97.6% |
| Triple Frond Partners | REDUCE | -16,830 | -22.8% |
Who Owns TDG? Superinvestor Holdings
TRANSDIGM GROUP INC is held by 6 tracked superinvestors, with a combined position value of $1.8 billion . The largest positions are held by AltaRock Partners (25.3% of portfolio), Ken Griffin (0.0% of portfolio), Triple Frond Partners (14.4% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 1 reduced or exited.