TDG position history
The shares of TransDigm (TDG) that LONE PINE CAPITAL LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 784,342 shares, $490M, 1.7% of portfolio
- 2021 Q4: not held, Exit
- 2022 Q1: not held
- 2022 Q2: not held
- 2022 Q3: 737,523 shares, $387M, 3.6% of portfolio, New
- 2022 Q4: 775,690 shares, $488M, 4.7% of portfolio, Add +5.2%
- 2023 Q1: 698,848 shares, $515M, 4.8% of portfolio, Reduce −9.9%
- 2023 Q2: 582,986 shares, $521M, 4.8% of portfolio, Reduce −16.6%
- 2023 Q3: 436,740 shares, $368M, 3.6% of portfolio, Reduce −25.1%
- 2023 Q4: not held, Exit
- 2024 Q1: not held
- 2024 Q2: not held
- 2024 Q3: not held
- 2024 Q4: not held
- 2025 Q1: not held
- 2025 Q2: not held
- 2025 Q3: not held
- 2025 Q4: 19,228 shares, $26M, 0.19% of portfolio, New
- 2026 Q1: 35,677 shares, $41M, 0.33% of portfolio, Add +85.5%
- 2026 Q2: 28,532 shares, $38M, 0.23% of portfolio, Reduce −20.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|