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WINDACRE PARTNERSHIP LLC’s TransDigm Group TDG Stock Holding History

WINDACRE PARTNERSHIP LLC’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 		$591M Sell
509,600
-56,500
-10% -$74.1M 6.32% 7
2025
Q4 		$753M Sell
566,100
-46,400
-8% -$60.8M 8.07% 6
2025
Q3 		$807M Sell
612,500
-100,200
-14% -$143M 10.1% 2
2025
Q2 		$1.08B Sell
712,700
-9,300
-1% -$13.1M 14.85% 1
2025
Q1 		$999M Sell
722,000
-31,997
-4% -$42.7M 14.97% 1
2024
Q4 		$956M Buy
753,997
+25,997
+4% +$34.3M 14.01% 2
2024
Q3 		$1.04B Buy
728,000
+217,700
+43% +$283M 13.81% 2
2024
Q2 		$652M Buy
510,300
+12,300
+2% +$15.8M 8.58% 6
2024
Q1 		$613M Sell
498,000
-82,200
-14% -$92.5M 8.43% 6
2023
Q4 		$587M Buy
580,200
+16,900
+3% +$15.6M 8.91% 6
2023
Q3 		$475M Buy
563,300
+28,000
+5% +$24.6M 8.64% 7
2023
Q2 		$479M Buy
+535,300
New +$423M 9.23% 7
2023
Q1 		– Sell
-458,300
Closed -$289M – 12
2022
Q4 		$289M Sell
458,300
-90,100
-16% -$53.1M 6.97% 6
2022
Q3 		$288M Buy
548,400
+30,000
+6% +$17.9M 4.82% 5
2022
Q2 		$278M Sell
518,400
-206,000
-28% -$122M 5.84% 4
2022
Q1 		$472M Sell
724,400
-261,100
-26% -$168M 9.92% 4
2021
Q4 		$627M Buy
985,500
+316,700
+47% +$198M 13.98% 4
2021
Q3 		$418M Sell
668,800
-124,456
-16% -$77.7M 9.31% 4
2021
Q2 		$513M Sell
793,256
-28,200
-3% -$17.7M 11.35% 4
2021
Q1 		$483M Sell
821,456
-20,244
-2% -$11.9M 12.02% 3
2020
Q4 		$521M Sell
841,700
-332,783
-28% -$183M 13.69% 2
2020
Q3 		$558M Sell
1,174,483
-585,017
-33% -$275M 17% 1
2020
Q2 		$778M Sell
1,759,500
-501,200
-22% -$190M 24.66% 1
2020
Q1 		$724M Buy
2,260,700
+1,657,400
+275% +$903M 32.3% 1
2019
Q4 		$338M Sell
603,300
-268,600
-31% -$147M 17.58% 3
2019
Q3 		$454M Sell
871,900
-366,100
-30% -$188M 22.71% 1
2019
Q2 		$599M Buy
1,238,000
+69,100
+6% +$32.3M 28.99% 1
2019
Q1 		$531M Sell
1,168,900
-462,300
-28% -$188M 29.54% 1
2018
Q4 		$555M Buy
1,631,200
+688,700
+73% +$236M 31.98% 1
2018
Q3 		$351M Buy
942,500
+62,300
+7% +$22.4M 33.75% 1
2018
Q2 		$304M Buy
880,200
+63,000
+8% +$20.7M 30.48% 1
2018
Q1 		$251M Sell
817,200
-68,000
-8% -$20M 28.83% 1
2017
Q4 		$243M Buy
885,200
+112,100
+15% +$30.5M 27.68% 1
2017
Q3 		$198M Buy
773,100
+131,000
+20% +$35.5M 27.98% 1
2017
Q2 		$173M Buy
642,100
+114,900
+22% +$29.2M 29.44% 1
2017
Q1 		$116M Buy
+527,200
New +$126M 25.73% 2

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC's TDG Position: Q1 2026 in Review

WINDACRE PARTNERSHIP LLC reduced its TransDigm Group (TDG) stake by 10% in Q1 2026, selling an estimated $74.1M and leaving 509,600 shares worth $591M. The position accounts for 6.32% of the portfolio, ranked #7.

WINDACRE PARTNERSHIP LLC first reported a position in TDG in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.08B in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • WINDACRE PARTNERSHIP LLC held 509,600 shares of TransDigm Group worth $591M as of Q1 2026.
  • WINDACRE PARTNERSHIP LLC sold 56,500 TransDigm Group shares in Q1 2026, an estimated $74.1M.
  • TransDigm Group made up 6.32% of WINDACRE PARTNERSHIP LLC's portfolio in Q1 2026, its #7 holding.
  • WINDACRE PARTNERSHIP LLC first reported a position in TransDigm Group in Q1 2017 and has held it in 36 quarters since.
  • WINDACRE PARTNERSHIP LLC's TransDigm Group position peaked at $1.08B in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q1 2026, filed 15 May 2026.