Rheos Capital Works’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
$22.8M Hold
15,000
1.31% 24
2025
Q1
$20.7M Buy
15,000
+6,900
+85% +$9.54M 1.69% 22
2024
Q4
$10.3M Hold
8,100
0.57% 63
2024
Q3
$11.6M Buy
+8,100
New +$11.6M 0.6% 54