3 tracked superinvestors hold TRANSDIGM GROUP INC (TDG), worth $351M combined, led by PRIMECAP team. Smart money is accumulating TDG as of the latest 13F filings.
Current price
$1295.71
-10.4%
1Y
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and…
Market cap
$65.2B
P/E
37.19
Div yield
6.7%
Revenue YoY
11.2%
Analyst target
$1569
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$351M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating TDG: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
TRANSDIGM GROUP INC (TDG) is held by 3 tracked funds worth $351M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to PRIMECAP team at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Daniel Loeb), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.5% | $280M | |
| Added | 0.3% | $41M | |
| New buy | 1.4% | $29M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own TDG?
3 tracked funds hold TRANSDIGM GROUP INC (TDG), the largest being PRIMECAP team (Vanguard PRIMECAP) at 0.5% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TDG?
In the most recent 13F quarter, 2 tracked funds added or opened TDG and 0 trimmed it, including 1 brand-new position.
How much TDG do tracked funds hold?
Combined disclosed long exposure to TDG across tracked superinvestors is $351M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.