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Spinecap SAS’s TransDigm Group TDG Stock Holding History

Spinecap SAS’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
Q2 		$10.9M Sell
8,189
-277
-3% -$340K 3.26% 11
2026
Q1 		$9.81M Sell
8,466
-87
-1% -$114K 3.6% 11
2025
Q4 		$11.4M Buy
8,553
+1,231
+17% +$1.61M 4.89% 8
2025
Q3 		$9.65M Buy
+7,322
New +$10.5M 4.25% 13

Other funds holding TDG

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Spinecap SAS's TDG Position: Q2 2026 in Review

Spinecap SAS reduced its TransDigm Group (TDG) stake by 3.3% in Q2 2026, selling an estimated $340K and leaving 8,189 shares worth $10.9M. The position accounts for 3.26% of the portfolio, ranked #11.

Spinecap SAS first reported a position in TDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4M in Q4 2025. 387 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Spinecap SAS held 8,189 shares of TransDigm Group worth $10.9M as of Q2 2026.
  • Spinecap SAS sold 277 TransDigm Group shares in Q2 2026, an estimated $340K.
  • TransDigm Group made up 3.26% of Spinecap SAS's portfolio in Q2 2026, its #11 holding.
  • Spinecap SAS first reported a position in TransDigm Group in Q3 2025 and has held it in 4 quarters since.
  • Spinecap SAS's TransDigm Group position peaked at $11.4M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Spinecap SAS's 13F filing for Q2 2026, filed 27 Jul 2026.