Sands Capital Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109M | Sell |
94,341
-8,838
| -9% | -$11.6M | 0.43% | 42 |
|
|
2025
Q4 | $137M | Buy |
103,179
+9,883
| +11% | +$13M | 0.42% | 43 |
|
|
2025
Q3 | $123M | Buy |
93,296
+6,396
| +7% | +$9.14M | 0.34% | 44 |
|
|
2025
Q2 | $132M | Buy |
86,900
+1,014
| +1% | +$1.42M | 0.38% | 44 |
|
|
2025
Q1 | $119M | Sell |
85,886
-519
| -0.6% | -$692K | 0.4% | 45 |
|
|
2024
Q4 | $109M | Sell |
86,405
-28,731
| -25% | -$37.9M | 0.32% | 46 |
|
|
2024
Q3 | $164M | Sell |
115,136
-5,746
| -5% | -$7.47M | 0.5% | 44 |
|
|
2024
Q2 | $154M | Buy |
120,882
+3,872
| +3% | +$4.96M | 0.45% | 45 |
|
|
2024
Q1 | $144M | Buy |
117,010
+2,381
| +2% | +$2.68M | 0.4% | 43 |
|
|
2023
Q4 | $116M | Buy |
114,629
+6,241
| +6% | +$5.76M | 0.35% | 45 |
|
|
2023
Q3 | $91.4M | Sell |
108,388
-44,592
| -29% | -$39.1M | 0.31% | 47 |
|
|
2023
Q2 | $137M | Sell |
152,980
-3,206
| -2% | -$2.54M | 0.42% | 44 |
|
|
2023
Q1 | $115M | Buy |
156,186
+1,919
| +1% | +$1.37M | 0.38% | 50 |
|
|
2022
Q4 | $97.1M | Buy |
154,267
+2,363
| +2% | +$1.39M | 0.37% | 50 |
|
|
2022
Q3 | $79.7M | Buy |
151,904
+17,773
| +13% | +$10.6M | 0.3% | 52 |
|
|
2022
Q2 | $72M | Sell |
134,131
-5,460
| -4% | -$3.22M | 0.25% | 56 |
|
|
2022
Q1 | $90.9M | Sell |
139,591
-8,032
| -5% | -$5.16M | 0.21% | 54 |
|
|
2021
Q4 | $93.9M | Sell |
147,623
-2,940
| -2% | -$1.84M | 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% | +$10.5M | 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% | -$17.2M | 0.13% | 64 |
|
|
2020
Q3 | $68.3M | Sell |
143,705
-2,170
| -1% | -$1.02M | 0.15% | 61 |
|
|
2020
Q2 | $64.5M | Buy |
145,875
+3,107
| +2% | +$1.18M | 0.16% | 58 |
|
|
2020
Q1 | $45.7M | Buy |
142,768
+541
| +0.4% | +$295K | 0.15% | 57 |
|
|
2019
Q4 | $79.6M | Buy |
142,227
+46,947
| +49% | +$25.7M | 0.23% | 49 |
|
|
2019
Q3 | $49.6M | Sell |
95,280
-12,648
| -12% | -$6.49M | 0.16% | 55 |
|
|
2019
Q2 | $52.2M | Buy |
107,928
+65,754
| +156% | +$30.8M | 0.16% | 52 |
|
|
2019
Q1 | $19.1M | Buy |
42,174
+3,117
| +8% | +$1.27M | 0.06% | 53 |
|
|
2018
Q4 | $13.3M | Sell |
39,057
-4,555
| -10% | -$1.56M | 0.05% | 54 |
|
|
2018
Q3 | $16.2M | Sell |
43,612
-6,530
| -13% | -$2.35M | 0.05% | 51 |
|
|
2018
Q2 | $17.3M | Sell |
50,142
-3,535
| -7% | -$1.16M | 0.05% | 49 |
|
|
2018
Q1 | $16.5M | Buy |
53,677
+13,123
| +32% | +$3.87M | 0.05% | 46 |
|
|
2017
Q4 | $11.1M | Buy |
40,554
+33,000
| +437% | +$8.96M | 0.03% | 48 |
|
|
2017
Q3 | $1.93M | Buy |
7,554
+235
| +3% | +$63.6K | 0.01% | 55 |
|
|
2017
Q2 | $1.97M | Sell |
7,319
-145
| -2% | -$36.8K | 0.01% | 55 |
|
|
2017
Q1 | $1.64M | Buy |
+7,464
| New | +$1.78M | 0.01% | 53 |
|
Other funds holding TDG
VCM
VPM
Sands Capital Management's TDG Position: Q1 2026 in Review
Sands Capital Management reduced its TransDigm Group (TDG) stake by 8.6% in Q1 2026, selling an estimated $11.6M and leaving 94,341 shares worth $109M. The position accounts for 0.43% of the portfolio, ranked #42.
Sands Capital Management first reported a position in TDG in Q1 2017 and has held it in 37 quarters since. The position peaked at $164M in Q3 2024. 1,111 funds tracked by Wall St. Rank hold TDG as of Q1 2026.
- Sands Capital Management held 94,341 shares of TransDigm Group worth $109M as of Q1 2026.
- Sands Capital Management sold 8,838 TransDigm Group shares in Q1 2026, an estimated $11.6M.
- TransDigm Group made up 0.43% of Sands Capital Management's portfolio in Q1 2026, its #42 holding.
- Sands Capital Management first reported a position in TransDigm Group in Q1 2017 and has held it in 37 quarters since.
- Sands Capital Management's TransDigm Group position peaked at $164M in Q3 2024.
- 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.
Based on Sands Capital Management's 13F filing for Q1 2026, filed 8 May 2026.