Coalescence Partners Investment Management’s TransDigm Group TDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.9M	Buy	17,064 +8,285	+94%	+$12.6M	6.7%	5
2025 Q1	$12.1M	Buy	8,779 +2,637	+43%	+$3.65M	4.01%	14
2024 Q4	$7.78M	Buy	+6,142	New	+$7.78M	2.94%	14