Intermede Investment Partners’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	$130M	Sell	85,398 -4,456	-5%	-$6.78M	4%	9
2025 Q1	$124M	Sell	89,854 -7,352	-8%	-$10.2M	3.91%	8
2024 Q4	$123M	Sell	97,206 -898	-0.9%	-$1.14M	3.29%	13
2024 Q3	$140M	Buy	+98,104	New	+$140M	2.92%	21