Sands Capital 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
$132M Buy
86,900
+1,014
+1% +$1.54M 0.38% 44
2025
Q1
$119M Sell
85,886
-519
-0.6% -$718K 0.4% 45
2024
Q4
$109M Sell
86,405
-28,731
-25% -$36.4M 0.32% 46
2024
Q3
$164M Sell
115,136
-5,746
-5% -$8.2M 0.5% 44
2024
Q2
$154M Buy
120,882
+3,872
+3% +$4.95M 0.45% 45
2024
Q1
$144M Buy
117,010
+2,381
+2% +$2.93M 0.4% 43
2023
Q4
$116M Buy
114,629
+6,241
+6% +$6.31M 0.35% 45
2023
Q3
$91.4M Sell
108,388
-44,592
-29% -$37.6M 0.31% 47
2023
Q2
$137M Sell
152,980
-3,206
-2% -$2.87M 0.42% 44
2023
Q1
$115M Buy
156,186
+1,919
+1% +$1.41M 0.38% 50
2022
Q4
$97.1M Buy
154,267
+2,363
+2% +$1.49M 0.37% 50
2022
Q3
$79.7M Buy
151,904
+17,773
+13% +$9.33M 0.3% 52
2022
Q2
$72M Sell
134,131
-5,460
-4% -$2.93M 0.25% 56
2022
Q1
$90.9M Sell
139,591
-8,032
-5% -$5.23M 0.21% 54
2021
Q4
$93.9M Sell
147,623
-2,940
-2% -$1.87M 0.17% 57
2021
Q3
$94M Buy
150,563
+1,299
+0.9% +$811K 0.16% 54
2021
Q2
$96.6M Buy
149,264
+16,729
+13% +$10.8M 0.16% 62
2021
Q1
$77.9M Buy
132,535
+20,187
+18% +$11.9M 0.15% 58
2020
Q4
$69.5M Sell
112,348
-31,357
-22% -$19.4M 0.13% 64
2020
Q3
$68.3M Sell
143,705
-2,170
-1% -$1.03M 0.15% 61
2020
Q2
$64.5M Buy
145,875
+3,107
+2% +$1.37M 0.16% 58
2020
Q1
$45.7M Buy
142,768
+541
+0.4% +$173K 0.15% 57
2019
Q4
$79.6M Buy
142,227
+46,947
+49% +$26.3M 0.23% 49
2019
Q3
$49.6M Sell
95,280
-12,648
-12% -$6.59M 0.16% 55
2019
Q2
$52.2M Buy
107,928
+65,754
+156% +$31.8M 0.16% 52
2019
Q1
$19.1M Buy
42,174
+3,117
+8% +$1.42M 0.06% 53
2018
Q4
$13.3M Sell
39,057
-4,555
-10% -$1.55M 0.05% 54
2018
Q3
$16.2M Sell
43,612
-6,530
-13% -$2.43M 0.05% 51
2018
Q2
$17.3M Sell
50,142
-3,535
-7% -$1.22M 0.05% 49
2018
Q1
$16.5M Buy
53,677
+13,123
+32% +$4.03M 0.05% 46
2017
Q4
$11.1M Buy
40,554
+33,000
+437% +$9.06M 0.03% 48
2017
Q3
$1.93M Buy
7,554
+235
+3% +$60.1K 0.01% 55
2017
Q2
$1.97M Sell
7,319
-145
-2% -$39K 0.01% 55
2017
Q1
$1.64M Buy
+7,464
New +$1.64M 0.01% 53