Edgewood 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
$1.06B Buy
696,211
+40,837
+6% +$62.1M 3.37% 17
2025
Q1
$907M Buy
655,374
+340,057
+108% +$470M 3.16% 17
2024
Q4
$400M Buy
+315,317
New +$400M 1.15% 22