TDG TransDigm Group Incorporated

NYSE
$1,140.32

TransDigm Group Incorporated (TDG) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+6.12
26 buyers / 23 sellers
MIXED
Funds compared
52
funds with comparable TDG positions
46 current holders · 45 prior-quarter holders
Net share change
+317.4K
+747.0K added, -429.6K cut
Position activity
7 new 19 increased 17 reduced 6 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Third Point Activist Event Increased +54.0K +216.0% $71.9M 2.3% 77
Select Equity Group Long/Short Growth Increased +305.3K +636.8% $406.7M 2.5% 74
Windacre Partnership Value Increased +174.5K +34.2% $232.4M 9.0% 72
TWO SIGMA INVESTMENTS, LP Quant New +44.9K $59.8M 0.0% 63
Qube Research & Technologies Ltd Quant Sold Out -47.1K -100.0% $62.7M 0.0% 61
Soroban Capital Partners Long/Short Increased +42.0K +4.9% $55.9M 8.5% 61
Voloridge Investment Management Quant Sold Out -44.7K -100.0% $59.5M 0.0% 60
Point72 Asset Management, L.P. Reduced -41.8K -98.8% $55.7M 0.0% 60
AltaRock Partners Value Reduced -33.4K -3.7% $44.5M 27.5% 58
Capula Management Quant Macro Sold Out -166 -100.0% $221.1K 0.0% 56

Most significant buyers

By move score, not size.

  • Third Point Increased · +54.0K
  • Select Equity Group Increased · +305.3K
  • Windacre Partnership Increased · +174.5K
  • TWO SIGMA INVESTMENTS, LP New · +44.9K
  • Soroban Capital Partners Increased · +42.0K

Most significant sellers

By move score, not size.

  • Qube Research & Technologies Ltd Sold Out · -47.1K
  • Voloridge Investment Management Sold Out · -44.7K
  • Point72 Asset Management, L.P. Reduced · -41.8K
  • AltaRock Partners Reduced · -33.4K
  • Capula Management Sold Out · -166

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Third Point 1 79.0K 25.0K +54.0K +216.0% 2.3% Increased 77
Select Equity Group 1 353.2K 47.9K +305.3K +636.8% 2.5% Increased 74
Windacre Partnership 1 684.1K 509.6K +174.5K +34.2% 9.0% Increased 72
TWO SIGMA INVESTMENTS, LP 2 44.9K 0 +44.9K 0.0% New 63
Qube Research & Technologies Ltd 2 0 47.1K -47.1K -100.0% 0.0% Sold Out 61
Soroban Capital Partners 1 898.2K 856.2K +42.0K +4.9% 8.5% Increased 61
Voloridge Investment Management 2 0 44.7K -44.7K -100.0% 0.0% Sold Out 60
Point72 Asset Management, L.P. 1 500 42.3K -41.8K -98.8% 0.0% Reduced 60
AltaRock Partners 1 875.8K 909.2K -33.4K -3.7% 27.5% Reduced 58
Capula Management 2 0 166 -166 -100.0% 0.0% Sold Out 56
Hudson Bay Capital Management 3 1.1K 0 +1.1K 0.0% New 55
MILLENNIUM MANAGEMENT LLC 2 13.7K 2.3K +11.4K +495.7% 0.0% Increased 55
Trexquant Investment 3 0 12.0K -12.0K -100.0% 0.0% Sold Out 55
Caxton Associates 3 0 2.4K -2.4K -100.0% 0.0% Sold Out 55
MARSHALL WACE, LLP 2 4.1K 52.2K -48.1K -92.2% 0.0% Reduced 55
Holocene Advisors, LP 2 49.2K 24.1K +25.1K +104.2% 0.2% Increased 54
Aquatic Capital Management 4 0 9.0K -9.0K -100.0% 0.0% Sold Out 54
Cinctive Capital Management 3 6.3K 0 +6.3K 0.3% New 53
Walleye Capital 3 2.8K 0 +2.8K 0.0% New 53
Gotham Asset Management, LLC 2 39.1K 15.3K +23.8K +155.6% 0.1% Increased 53
Graham Capital Management 3 5.9K 0 +5.9K 0.3% New 53
Heard Capital 2 186.3K 178.6K +7.7K +4.3% 10.6% Increased 53
D. E. Shaw & Co., Inc. 1 3.8K 21.5K -17.7K -82.4% 0.0% Reduced 51
Balyasny Asset Management L.P. 2 288 27 +261 +966.7% 0.0% Increased 51
Y-Intercept 4 4.3K 0 +4.3K 0.1% New 51
Verition Fund Management 2 3.9K 1.2K +2.7K +229.6% 0.0% Increased 50
Zimmer Partners 2 6.0K 25.0K -19.0K -76.2% 0.2% Reduced 50
Squarepoint Ops LLC 2 23.5K 79.5K -56.0K -70.5% 0.1% Reduced 48
Skye Global Management 1 120.0K 118.0K +2.0K +1.7% 3.1% Increased 46
Man Group 3 15.3K 53.7K -38.4K -71.5% 0.0% Reduced 45
Quantbot Technologies 4 303 0 +303 0.0% New 45
Woodline Partners LP 2 10.7K 32.1K -21.4K -66.8% 0.0% Reduced 44
Engineers Gate 4 198 4.7K -4.5K -95.8% 0.0% Reduced 43
Capital Fund Management 3 44.9K 29.6K +15.3K +51.8% 0.4% Increased 41
Tudor Investment Corporation 2 31.6K 55.9K -24.3K -43.5% 0.2% Reduced 39
Lone Pine Capital 1 28.5K 35.7K -7.1K -20.0% 0.2% Reduced 38
RENAISSANCE TECHNOLOGIES LLC 1 25.6K 19.8K +5.8K +29.5% 0.0% Increased 37
Bridgewater Associates 1 1.9K 2.3K -468 -20.1% 0.0% Reduced 35
Voleon Capital Management 3 588 1.3K -693 -54.1% 0.0% Reduced 34
Aristeia Capital 2 227 380 -153 -40.3% 0.0% Reduced 33
Edgestream Partners 4 1.4K 891 +517 +58.0% 0.1% Increased 33
Schonfeld Strategic Advisors 3 625 420 +205 +48.8% 0.0% Increased 32
CITADEL ADVISORS LLC 1 95.1K 90.3K +4.8K +5.4% 0.1% Increased 30
Brevan Howard Capital Management 3 250 432 -182 -42.1% 0.0% Reduced 29
Winton Group 4 9.2K 7.2K +2.0K +28.1% 0.4% Increased 28
AQR Capital Management 3 21.4K 17.6K +3.8K +21.4% 0.0% Increased 27
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 49.9K 50.6K -700 -1.4% 0.1% Reduced 25
Centiva Capital 4 542 466 +76 +16.3% 0.0% Increased 21
Boothbay Fund Management 4 2.0K 2.1K -154 -7.2% 0.1% Reduced 20
Stockbridge Partners 1 434.3K 434.3K 0 +0.0% 12.2% Unchanged 48
Alkeon Capital Management 1 149.1K 149.1K 0 +0.0% 0.8% Unchanged 29
Wolverine Asset Management 2 2.8K 2.8K 0 +0.0% 0.2% Unchanged 19

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.