Miura Global Management’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
$3.8M Hold
2,500
4.08% 7
2025
Q1
$3.46M Buy
2,500
+1,000
+67% +$1.38M 5.13% 9
2024
Q4
$1.9M Sell
1,500
-500
-25% -$634K 2.07% 19
2024
Q3
$2.85M Sell
2,000
-2,000
-50% -$2.85M 3.28% 11
2024
Q2
$5.11M Buy
4,000
+500
+14% +$639K 4.98% 5
2024
Q1
$4.31M Buy
+3,500
New +$4.31M 3.68% 13