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Miura Global Management’s TransDigm Group TDG Stock Holding History

Miura Global 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
2025
Q4 		– Sell
-1,000
Closed -$1.32M – 21
2025
Q3 		$1.32M Sell
1,000
-1,500
-60% -$2.14M 1.94% 13
2025
Q2 		$3.8M Hold
2,500
– – 4.08% 7
2025
Q1 		$3.46M Buy
2,500
+1,000
+67% +$1.33M 5.13% 9
2024
Q4 		$1.9M Sell
1,500
-500
-25% -$659K 2.07% 19
2024
Q3 		$2.85M Sell
2,000
-2,000
-50% -$2.6M 3.28% 11
2024
Q2 		$5.11M Buy
4,000
+500
+14% +$641K 4.98% 5
2024
Q1 		$4.31M Buy
+3,500
New +$3.94M 3.68% 13

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miura Global Management's TDG Position: Q4 2025 in Review

Miura Global Management sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 1,000 shares — an estimated $1.32M sold.

Miura Global Management first reported a position in TDG in Q1 2024 and held it in 7 quarters. The position peaked at $5.11M in Q2 2024. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Miura Global Management reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Miura Global Management sold 1,000 TransDigm Group shares in Q4 2025, an estimated $1.32M.
  • Miura Global Management first reported a position in TransDigm Group in Q1 2024 and held it in 7 quarters.
  • Miura Global Management's TransDigm Group position peaked at $5.11M in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Miura Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.