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TransDigm · 13F 机构持仓分析
期权收益计算器 机构排行

TransDigm

TRANSDIGM GROUP INCTDG
持有机构数
1146
机构合计市值 (Q2 2026)
$706.66亿
机构合计股数 (Q2 2026)
5,308.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+240.2万股
581 · 142 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-327.7万股
472 · 105 清仓 · ≈
⚖️ 净额
-87.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$706.66亿
持有机构数
1146
新买入
142
加仓
439
减仓
367
清仓
105
持股不变
198
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
资本国际投资者Capital International Investors
1.39%1.49%#74$67.44亿506.3万股$63.68亿549.5万股-43.2万股-7.86%减仓
贝莱德BlackRock, Inc.
0.1%0.09%#315$64.89亿487.2万股$53.33亿460.1万股+27.0万股+5.87%加仓
资本世界投资者Capital World Investors
0.67%0.74%#108$56.93亿427.4万股$54.08亿466.6万股-39.2万股-8.41%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.1%0.11%#292$48.67亿365.4万股$42.53亿367.0万股-1.6万股-0.44%减仓
资本研究全球投资者Capital Research Global Investors
0.58%0.57%#113$41.55亿311.9万股$36.43亿314.4万股-2.4万股-0.76%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.15%0.16%#222$34.38亿258.1万股$29.82亿257.3万股+7,907股+0.31%加仓
道富集团STATE STREET CORP
0.1%0.1%#298$34.09亿255.9万股$29.17亿251.7万股+4.2万股+1.69%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
1.12%1.25%#85$22.77亿170.9万股$23.34亿201.4万股-30.5万股-15.13%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.09%0.09%#334$17.06亿128.6万股$14.73亿127.6万股+9,941股+0.78%加仓
富达投资FMR LLC
0.06%0.08%#427$14.54亿109.2万股$15.74亿135.9万股-26.7万股-19.65%减仓
Soroban资本合伙人Soroban Capital Partners LP
2.5%1.92%#53$11.96亿89.8万股$9.92亿85.6万股+4.2万股+4.91%加仓
ALTAROCK 合伙人ALTAROCK PARTNERS LP
27.51%25.54%#3$11.67亿87.6万股$10.54亿90.9万股-3.3万股-3.68%减仓
摩根士丹利MORGAN STANLEY
0.06%0.07%#434$11.62亿87.3万股$11.65亿88.4万股-1.1万股-1.28%减仓
摩根大通JPMORGAN CHASE & CO
0.06%0.07%#436$11.05亿83.5万股$10.17亿89.8万股-6.3万股-7.00%减仓
挪威央行投资管理NORGES BANK
0.1%0.15%#293$10.41亿78.2万股$10.69亿77.3万股+9,139股+1.18%加仓
Windacre合伙人WINDACRE PARTNERSHIP LLC
9.01%6.32%#15$9.11亿68.4万股$5.91亿51.0万股+17.5万股+34.24%加仓
瑞银集团UBS Group AG
0.11%0.1%#274$8.93亿67.0万股$6.62亿57.2万股+9.9万股+17.31%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.08%0.08%#385$7.65亿57.4万股$6.87亿59.3万股-1.8万股-3.08%减仓
景顺Invesco Ltd.
0.05%0.07%#474$6.39亿48.0万股$5.04亿43.5万股+4.5万股+10.35%加仓
北方信托NORTHERN TRUST CORP
0.07%0.07%#395$6.23亿46.8万股$5.28亿45.6万股+1.2万股+2.57%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.08%0.07%#378$5.90亿44.3万股$4.75亿41.0万股+3.3万股+7.97%加仓
Stockbridge 合伙人Stockbridge Partners LLC
12.17%12.16%#9$5.78亿43.4万股$5.03亿43.4万股00.00%持仓不变
PRIMECAP管理PRIMECAP MANAGEMENT CO/CA/
0.32%0.37%#152$5.46亿41.0万股$4.75亿41.0万股00.00%持仓不变
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.4%0.19%#137$5.23亿39.2万股$2.20亿19.0万股+20.2万股+106.39%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.09%0.09%#347$4.72亿35.4万股$4.17亿36.0万股-5,536股-1.54%减仓
Select Equity集团Select Equity Group, L.P.
2.33%0.28%#57$4.71亿35.3万股$5,556.4万4.8万股+30.5万股+636.77%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.04%0.04%#528$4.66亿35.0万股$3.27亿28.2万股+6.8万股+24.03%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.07%0.07%#400$4.25亿31.9万股$3.72亿32.1万股-1,958股-0.61%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.09%0.09%#329$4.23亿31.8万股$3.70亿31.9万股-1,212股-0.38%减仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#642$3.81亿28.6万股$3.43亿29.6万股-9,707股-3.28%减仓
Edgewood管理EDGEWOOD MANAGEMENT LLC
3.82%4.62%#38$3.71亿27.8万股$7.16亿61.8万股-33.9万股-54.94%减仓
英国法通集团Legal & General Group Plc
0.07%0.08%#391$3.56亿26.7万股$3.28亿28.3万股-1.5万股-5.42%减仓
CIBC美国CIBC Bancorp USA Inc.
0.38%0.31%#145$3.11亿23.3万股$2.34亿20.1万股+3.2万股+15.73%加仓
淡马锡控股Temasek Holdings (Private) Ltd
0.82%0.83%#96$3.04亿22.8万股$2.54亿21.9万股+9,234股+4.22%加仓
简街集团JANE STREET GROUP, LLC
0.02%0.02%#661$2.56亿19.2万股$1.32亿11.4万股+7.9万股+69.08%加仓
Heard Capital LLC
10.62%10.7%#12$2.48亿18.6万股$2.07亿17.9万股+7,679股+4.30%加仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.03%#534$2.45亿18.4万股$1.74亿15.0万股+3.4万股+22.48%加仓
三井住友信托集团Sumitomo Mitsui Trust Group, Inc.
0.14%0.14%#238$2.42亿18.1万股$2.09亿18.0万股+1,213股+0.67%加仓
城堡顾问CITADEL ADVISORS LLC
0.03%0.03%#622$2.34亿17.6万股$1.68亿14.5万股+3.1万股+21.06%加仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.07%0.07%#410$2.33亿17.5万股$2.23亿19.3万股-1.8万股-9.29%减仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.04%0.04%#521$2.31亿17.4万股$1.87亿16.2万股+1.2万股+7.55%加仓
Vulcan Value 合伙人Vulcan Value Partners, LLC
6.91%5.66%#25$2.27亿17.0万股$2.14亿18.4万股-1.4万股-7.49%减仓
纽文Nuveen, LLC
0.05%0.04%#465$2.23亿16.7万股$1.62亿14.0万股+2.8万股+19.87%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.57%0.55%#114$2.20亿16.5万股$1.93亿16.6万股-1,288股-0.77%减仓
瑞士央行Swiss National Bank
0.11%0.11%#279$2.12亿15.9万股$1.92亿16.5万股-6,000股-3.63%减仓
加拿大养老金计划投资委员会(CPPIB)CANADA PENSION PLAN INVESTMENT BOARD
0.12%0.15%#261$2.11亿15.8万股$2.33亿20.1万股-4.3万股-21.39%减仓
Alkeon资本管理ALKEON CAPITAL MANAGEMENT LLC
0.27%0.29%#170$1.99亿14.9万股$1.73亿14.9万股00.00%持仓不变
三菱UFJ资产管理Mitsubishi UFJ Asset Management Co., Ltd.
0.11%0.1%#287$1.93亿14.5万股$1.52亿13.1万股+1.4万股+10.33%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.06%0.05%#426$1.89亿14.2万股$1.39亿12.0万股+2.3万股+18.89%加仓
真理资产管理Veritas Asset Management LLP
3.31%2.63%#44$1.84亿13.8万股$1.55亿13.4万股+3,995股+2.98%加仓

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