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TransDigm Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$213M +873,098 +24%
Capital World Investors
2
Capital World Investors
California
$1.01B
LPC
3
Lone Pine Capital
Connecticut
$628M +$64.1M +262,561 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$547M +$138M +564,864 +37%
State Street
5
State Street
Massachusetts
$538M +$249M +1,019,026 +100%
Principal Financial Group
6
Principal Financial Group
Iowa
$500M +$20.1M +82,334 +5%
BP
7
Berkshire Partners
Massachusetts
$478M
SP
8
Stockbridge Partners
Massachusetts
$402M
BIT
9
BlackRock Institutional Trust
California
$359M +$5.13M +20,989 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$303M +$12.7M +52,169 +5%
Select Equity Group
11
Select Equity Group
New York
$301M -$2.43M -9,936 -0.9%
TP
12
Third Point
New York
$298M +$32M +131,000 +13%
BRC
13
Blue Ridge Capital
New York
$278M +$513K +2,100 +0.2%
TP
14
Tesuji Partners
New Jersey
$264M
BFA
15
BlackRock Fund Advisors
California
$240M +$78.4M +321,115 +55%
MC
16
Maverick Capital
Texas
$211M -$47M -192,407 -19%
UBS AM
17
UBS AM
Illinois
$190M +$2.19M +8,967 +1%
Capital International Investors
18
Capital International Investors
California
$189M +$64.8M +265,461 +59%
JHIU
19
Janus Henderson Investors US
Colorado
$179M -$21.8M -89,139 -12%
BAMCO Inc
20
BAMCO Inc
New York
$178M -$6.1M -25,000 -4%
Northern Trust
21
Northern Trust
Illinois
$172M +$66.1M +270,568 +71%
MCMC
22
Matrix Capital Management Company
New Hampshire
$163M
BCPEM
23
Bain Capital Public Equity Management
Massachusetts
$161M -$152M -622,470 -51%
BBHC
24
Brown Brothers Harriman & Co
New York
$161M -$3.77M -15,456 -2%
PCM
25
Pennant Capital Management
New Jersey
$158M -$37.4M -153,075 -20%