Long Path Partners’s TransDigm Group TDG Stock Holding History

Long Path Partners’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	$8.1M	Sell	6,078 -400	-6%	-$491K	3.45%	8
2026 Q1	$7.51M	Buy	+6,478	New	+$8.49M	3.41%	8
2023 Q4	–	Sell	-3,612	Closed	-$3.05M	–	10
2023 Q3	$3.05M	Sell	3,612 -5,569	-61%	-$4.89M	1.53%	8
2023 Q2	$8.21M	Sell	9,181 -1,383	-13%	-$1.09M	3.61%	8
2023 Q1	$7.79M	Sell	10,564 -16,662	-61%	-$11.9M	3.36%	9
2022 Q4	$17.1M	Sell	27,226 -11,480	-30%	-$6.76M	7.45%	7
2022 Q3	$20.3M	Buy	38,706 +8,256	+27%	+$4.93M	10.89%	4
2022 Q2	$16.3M	Buy	+30,450	New	+$18M	9.91%	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

Long Path Partners's TDG Position: Q2 2026 in Review

Long Path Partners reduced its TransDigm Group (TDG) stake by 6.2% in Q2 2026, selling an estimated $491K and leaving 6,078 shares worth $8.1M. The position accounts for 3.45% of the portfolio, ranked #8.

Long Path Partners first reported a position in TDG in Q2 2022 and has held it in 8 quarters since. The position peaked at $20.3M in Q3 2022. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Long Path Partners held 6,078 shares of TransDigm Group worth $8.1M as of Q2 2026.
Long Path Partners sold 400 TransDigm Group shares in Q2 2026, an estimated $491K.
TransDigm Group made up 3.45% of Long Path Partners's portfolio in Q2 2026, its #8 holding.
Long Path Partners first reported a position in TransDigm Group in Q2 2022 and has held it in 8 quarters since.
Long Path Partners's TransDigm Group position peaked at $20.3M in Q3 2022.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Long Path Partners's 13F filing for Q2 2026, filed 31 Jul 2026.