Archon Partners’s TransDigm Group TDG Stock Holding History

Archon Partners’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23M	Hold	17,300	–	–	2.46%	13
2026 Q1	$20.1M	Hold	17,300	–	–	2.37%	15
2025 Q4	$23M	Hold	17,300	–	–	2.4%	14
2025 Q3	$22.8M	Hold	17,300	–	–	2.42%	17
2025 Q2	$26.3M	Hold	17,300	–	–	3.04%	15
2025 Q1	$23.9M	Hold	17,300	–	–	2.9%	14
2024 Q4	$21.9M	Hold	17,300	–	–	2.55%	15
2024 Q3	$24.7M	Hold	17,300	–	–	2.86%	15
2024 Q2	$22.1M	Hold	17,300	–	–	2.84%	15
2024 Q1	$21.3M	Hold	17,300	–	–	2.61%	17
2023 Q4	$17.5M	Hold	17,300	–	–	2.41%	17
2023 Q3	$14.6M	Hold	17,300	–	–	2.28%	17
2023 Q2	$15.5M	Hold	17,300	–	–	2.31%	18
2023 Q1	$12.8M	Buy	17,300 +1,000	+6%	+$714K	2.13%	18
2022 Q4	$10.3M	Hold	16,300	–	–	1.85%	22
2022 Q3	$8.55M	Sell	16,300 -8,800	-35%	-$5.25M	1.63%	25
2022 Q2	$13.5M	Hold	25,100	–	–	2.37%	19
2022 Q1	$16.4M	Buy	25,100 +3,000	+14%	+$1.93M	2.17%	19
2021 Q4	$14.1M	Hold	22,100	–	–	1.72%	27
2021 Q3	$13.8M	Hold	22,100	–	–	1.73%	28
2021 Q2	$14.3M	Hold	22,100	–	–	1.79%	25
2021 Q1	$13M	Buy	22,100 +5,800	+36%	+$3.42M	1.82%	24
2020 Q4	$10.1M	Buy	16,300 +500	+3%	+$275K	1.35%	34
2020 Q3	$7.51M	Buy	+15,800	New	+$7.43M	1.18%	35

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Archon Partners's TDG Position: Q2 2026 in Review

Archon Partners held its TransDigm Group (TDG) position steady in Q2 2026 at 17,300 shares worth $23M. The position accounts for 2.46% of the portfolio, ranked #13.

Archon Partners first reported a position in TDG in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.3M in Q2 2025. 758 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Archon Partners held 17,300 shares of TransDigm Group worth $23M as of Q2 2026.
Archon Partners left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 2.46% of Archon Partners's portfolio in Q2 2026, its #13 holding.
Archon Partners first reported a position in TransDigm Group in Q3 2020 and has held it in 24 quarters since.
Archon Partners's TransDigm Group position peaked at $26.3M in Q2 2025.
758 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Archon Partners's 13F filing for Q2 2026, filed 6 Aug 2026.