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L2 Asset Management’s TransDigm Group TDG Stock Holding History

L2 Asset 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 		$425K Buy
319
+18
+6% +$22.1K 0.04% 280
2026
Q1 		$349K Buy
301
+21
+8% +$27.5K 0.03% 294
2025
Q4 		$372K Buy
280
+19
+7% +$24.9K 0.05% 254
2025
Q3 		$344K Buy
261
+13
+5% +$18.6K 0.05% 263
2025
Q2 		$377K Buy
248
+17
+7% +$23.9K 0.06% 241
2025
Q1 		$320K Buy
231
+20
+9% +$26.7K 0.07% 208
2024
Q4 		$267K Sell
211
-4
-2% -$5.27K 0.06% 202
2024
Q3 		$307K Buy
215
+7
+3% +$9.1K 0.08% 159
2024
Q2 		$266K Buy
208
+12
+6% +$15.4K 0.08% 168
2024
Q1 		$241K Buy
+196
New +$221K 0.08% 186

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L2 Asset Management's TDG Position: Q2 2026 in Review

L2 Asset Management increased its TransDigm Group (TDG) stake by 6% in Q2 2026, buying an estimated $22.1K and bringing the position to 319 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #280.

L2 Asset Management first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • L2 Asset Management held 319 shares of TransDigm Group worth $425K as of Q2 2026.
  • L2 Asset Management bought 18 TransDigm Group shares in Q2 2026, an estimated $22.1K.
  • TransDigm Group made up 0.04% of L2 Asset Management's portfolio in Q2 2026, its #280 holding.
  • L2 Asset Management first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.