TDG position history
The shares of TransDigm (TDG) that Triple Frond Partners LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 128,394 shares, $80M, 8.7% of portfolio
- 2021 Q4: 146,400 shares, $93M, 10.5% of portfolio, Add +14.0%
- 2022 Q1: 146,400 shares, $95M, 11.8% of portfolio
- 2022 Q2: 146,400 shares, $79M, 12.0% of portfolio
- 2022 Q3: 146,291 shares, $77M, 13.5% of portfolio, Reduce −0.1%
- 2022 Q4: 146,291 shares, $92M, 15.2% of portfolio
- 2023 Q1: 129,000 shares, $95M, 13.9% of portfolio, Reduce −11.8%
- 2023 Q2: 129,000 shares, $115M, 14.9% of portfolio
- 2023 Q3: 129,000 shares, $109M, 13.8% of portfolio
- 2023 Q4: 119,982 shares, $121M, 14.4% of portfolio, Reduce −7.0%
- 2024 Q1: 102,682 shares, $126M, 14.4% of portfolio, Reduce −14.4%
- 2024 Q2: 62,239 shares, $80M, 9.3% of portfolio, Reduce −39.4%
- 2024 Q3: 82,673 shares, $118M, 15.3% of portfolio, Add +32.8%
- 2024 Q4: 79,754 shares, $101M, 13.1% of portfolio, Reduce −3.5%
- 2025 Q1: 92,144 shares, $127M, 17.2% of portfolio, Add +15.5%
- 2025 Q2: 147,588 shares, $163M, 21.7% of portfolio, Add +60.2%
- 2025 Q3: 56,964 shares, $75M, 8.2% of portfolio, Reduce −61.4%
- 2025 Q4: 103,894 shares, $138M, 14.4% of portfolio, Add +82.4%
- 2026 Q1: 106,544 shares, $123M, 12.8% of portfolio, Add +2.6%
- 2026 Q2: 106,544 shares, $142M, 12.7% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|