Skye Global Management’s TransDigm Group TDG Stock Holding History

Skye 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
2026 Q1	$137M	Sell	118,000 -2,000	-2%	-$2.62M	2.73%	10
2025 Q4	$160M	Hold	120,000	–	–	2.94%	10
2025 Q3	$158M	Hold	120,000	–	–	3.17%	7
2025 Q2	$182M	Buy	120,000 +10,000	+9%	+$14M	3.18%	7
2025 Q1	$152M	Buy	110,000 +5,000	+5%	+$6.67M	4.04%	5
2024 Q4	$133M	Sell	105,000 -7,000	-6%	-$9.22M	2.77%	5
2024 Q3	$160M	Buy	112,000 +928	+0.8%	+$1.21M	3.86%	4
2024 Q2	$142M	Sell	111,072 -15,428	-12%	-$19.8M	3.21%	6
2024 Q1	$156M	Buy	126,500 +500	+0.4%	+$563K	3.7%	7
2023 Q4	$127M	Sell	126,000 -10,500	-8%	-$9.69M	3.65%	5
2023 Q3	$115M	Sell	136,500 -2,000	-1%	-$1.75M	3.34%	7
2023 Q2	$124M	Buy	138,500 +40,500	+41%	+$32M	3.43%	6
2023 Q1	$72.2M	Buy	+98,000	New	+$70M	2.35%	7
2021 Q4	–	Sell	-4,300	Closed	-$2.69M	–	63
2021 Q3	$2.69M	Buy	4,300 +2,150	+100%	+$1.34M	0.05%	49
2021 Q2	$1.39M	Sell	2,150 -1,150	-35%	-$721K	0.03%	47
2021 Q1	$1.94M	Sell	3,300 -1,300	-28%	-$766K	0.04%	48
2020 Q4	$2.85M	Hold	4,600	–	–	0.07%	41
2020 Q3	$2.19M	Buy	4,600 +300	+7%	+$141K	0.06%	51
2020 Q2	$1.9M	Sell	4,300 -1,700	-28%	-$643K	0.07%	45
2020 Q1	$1.92M	Buy	6,000 +3,200	+114%	+$1.74M	0.15%	33
2019 Q4	$1.57M	Buy	2,800 +2,100	+300%	+$1.15M	0.15%	33
2019 Q3	$364K	Sell	700 -2,500	-78%	-$1.28M	0.03%	28
2019 Q2	$1.55M	Sell	3,200 -2,700	-46%	-$1.26M	0.16%	25
2019 Q1	$2.68M	Buy	5,900 +5,250	+808%	+$2.13M	0.33%	27
2018 Q4	$221K	Sell	650 -1,500	-70%	-$515K	0.04%	30
2018 Q3	$800K	Buy	+2,150	New	+$774K	0.16%	28
2018 Q2	–	Sell	-6,000	Closed	-$1.84M	–	42
2018 Q1	$1.84M	Buy	+6,000	New	+$1.77M	0.47%	17

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Skye Global Management's TDG Position: Q1 2026 in Review

Skye Global Management reduced its TransDigm Group (TDG) stake by 1.7% in Q1 2026, selling an estimated $2.62M and leaving 118,000 shares worth $137M. The position accounts for 2.73% of the portfolio, ranked #10.

Skye Global Management first reported a position in TDG in Q1 2018 and has held it in 27 quarters since. The position peaked at $182M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Skye Global Management held 118,000 shares of TransDigm Group worth $137M as of Q1 2026.
Skye Global Management sold 2,000 TransDigm Group shares in Q1 2026, an estimated $2.62M.
TransDigm Group made up 2.73% of Skye Global Management's portfolio in Q1 2026, its #10 holding.
Skye Global Management first reported a position in TransDigm Group in Q1 2018 and has held it in 27 quarters since.
Skye Global Management's TransDigm Group position peaked at $182M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.