Linonia Partnership’s TransDigm Group TDG Stock Holding History

Linonia Partnership’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	$14.7M	Hold	11,022	–	–	0.26%	12
2026 Q1	$12.8M	Hold	11,022	–	–	0.24%	13
2025 Q4	$14.7M	Hold	11,022	–	–	0.33%	11
2025 Q3	$14.5M	Hold	11,022	–	–	0.38%	9
2025 Q2	$16.8M	Sell	11,022 -22,137	-67%	-$31.1M	0.55%	9
2025 Q1	$45.9M	Sell	33,159 -15,000	-31%	-$20M	1.8%	9
2024 Q4	$61M	Hold	48,159	–	–	3.21%	8
2024 Q3	$68.7M	Sell	48,159 -31,560	-40%	-$41M	4.17%	8
2024 Q2	$102M	Sell	79,719 -16,054	-17%	-$20.6M	8.08%	6
2024 Q1	$118M	Hold	95,773	–	–	10.72%	4
2023 Q4	$96.9M	Buy	+95,773	New	+$88.4M	12.79%	4

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Linonia Partnership's TDG Position: Q2 2026 in Review

Linonia Partnership held its TransDigm Group (TDG) position steady in Q2 2026 at 11,022 shares worth $14.7M. The position accounts for 0.26% of the portfolio, ranked #12.

Linonia Partnership first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $118M in Q1 2024. 1,142 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Linonia Partnership held 11,022 shares of TransDigm Group worth $14.7M as of Q2 2026.
Linonia Partnership left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.26% of Linonia Partnership's portfolio in Q2 2026, its #12 holding.
Linonia Partnership first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
Linonia Partnership's TransDigm Group position peaked at $118M in Q1 2024.
1,142 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Linonia Partnership's 13F filing for Q2 2026, filed 14 Aug 2026.