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Invariant Investment Management’s TransDigm Group TDG Stock Holding History

Invariant Investment Management’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 		$335K Hold
249
– – 0.2% 54
2026
Q1 		$305K Hold
249
– – 0.19% 58
2025
Q4 		$347K Buy
+249
New +$326K 0.22% 53

Other funds holding TDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Invariant Investment Management's TDG Position: Q2 2026 in Review

Invariant Investment Management held its TransDigm Group (TDG) position steady in Q2 2026 at 249 shares worth $335K. The position accounts for 0.2% of the portfolio, ranked #54.

Invariant Investment Management first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 707 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Invariant Investment Management held 249 shares of TransDigm Group worth $335K as of Q2 2026.
  • Invariant Investment Management left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.2% of Invariant Investment Management's portfolio in Q2 2026, its #54 holding.
  • Invariant Investment Management first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's TransDigm Group position peaked at $347K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.