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TransDigm Group

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Berkshire Partners
Massachusetts
$499M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$464M +$142M +950,240 +49%
LPC
3
Lone Pine Capital
Connecticut
$446M +$31.7M +212,419 +8%
Tiger Global Management
4
Tiger Global Management
New York
$422M +$123M +822,972 +46%
Vanguard Group
5
Vanguard Group
Pennsylvania
$417M +$15.2M +101,830 +4%
PCM
6
Pennant Capital Management
New Jersey
$366M +$22.6M +151,500 +7%
MC
7
Maverick Capital
Texas
$287M -$2.02M -13,519 -0.8%
State Street
8
State Street
Massachusetts
$241M +$89.5M +600,228 +67%
William Blair & Company
9
William Blair & Company
Illinois
$217M +$16.4M +109,808 +9%
JHIU
10
Janus Henderson Investors US
Colorado
$215M +$42.8M +287,440 +27%
BIT
11
BlackRock Institutional Trust
California
$207M +$2.78M +18,664 +1%
Select Equity Group
12
Select Equity Group
New York
$207M +$35.5M +238,239 +23%
Morgan Stanley
13
Morgan Stanley
New York
$192M +$122M +819,745 +221%
FCM
14
Farallon Capital Management
California
$172M -$15.3M -102,500 -9%
SP
15
Stockbridge Partners
Massachusetts
$168M
BAMCO Inc
16
BAMCO Inc
New York
$161M
Deutsche Bank
17
Deutsche Bank
Germany
$146M +$73.8M +495,173 +121%
CS
18
Credit Suisse
Switzerland
$143M -$16M -107,122 -11%
TCM
19
TimesSquare Capital Management
New York
$135M +$8.82M +59,150 +8%
WCM
20
Wedge Capital Management
North Carolina
$131M +$31.6M +212,152 +35%
Jennison Associates
21
Jennison Associates
New York
$111M -$85.5M -573,786 -45%
SC
22
Sculptor Capital
New York
$105M +$4.45M +29,880 +5%
BBHC
23
Brown Brothers Harriman & Co
New York
$99.5M
MCMC
24
Matrix Capital Management Company
New Hampshire
$99.5M
ACM
25
Atlanta Capital Management
Georgia
$98.9M +$21.2M +142,512 +30%