Form 13-F position report

TRANSDIGM GROUP INC

Reported by Intermede Investment Partners Ltd

TDG CUSIP 893641100 Manager CIK 0001664713

Reported 49,681 shares, down 11,643 (19.0%) from the prior quarter.

Reported value -12.8%; share count -19.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.61% This manager · Q2 2026
Shares 49,681 Quarter-end amount reported
Reported value $62,000,000 Fair value at quarter end
Consecutive quarters held 8 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-09-30 140007000
2024-12-31 123187000
2025-03-31 124294000
2025-06-30 129860000
2025-09-30 89458000
2025-12-31 86009000
2026-03-31 71072000
2026-06-30 62000000

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarterly reported position history for TRANSDIGM GROUP INC held by Intermede Investment Partners Ltd.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 49,681 -11,643 (-19.0%) 2.61% $62,000,000 2026-08-14
Q1 2026 Reduced 61,324 -3,352 (-5.2%) 3.29% $71,072,000 2026-05-15
Q4 2025 Reduced 64,676 -3,197 (-4.7%) 3.53% $86,009,000 2026-02-09
Q3 2025 Reduced 67,873 -17,525 (-20.5%) 3.68% $89,458,000 2025-11-13
Q2 2025 Reduced 85,398 -4,456 (-5.0%) 4.0% $129,860,000 2025-08-14
Q1 2025 Reduced 89,854 -7,352 (-7.6%) 3.91% $124,294,000 2025-05-15
Q4 2024 Reduced 97,206 -898 (-0.9%) 3.29% $123,187,000 2025-02-10
Q3 2024 New 98,104 +98,104 (0.0%) 2.92% $140,007,000 2024-11-04

Who else reported the position

1243 managers reported TRANSDIGM GROUP INC for Q2 2026.

Managers reporting TRANSDIGM GROUP INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Capital International Investors Reduced 5,062,682 -432,013 1.39% $6,743,529,491 46 qtrs
BlackRock Inc Added 4,871,505 +270,253 0.1% $6,489,038,774 8 qtrs
Capital World Investors Reduced 4,274,109 -392,382 0.67% $5,693,274,985 53 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Reduced 3,653,511 -16,218 0.1% $4,866,622,793 2 qtrs
Capital Research Global Investors Reduced 3,119,490 -24,019 0.58% $4,155,104,974 38 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 2,580,994 +7,907 0.15% $3,437,987,248 2 qtrs
STATE STREET CORPORATION Added 2,559,096 +42,490 0.1% $3,408,818,236 53 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 1,709,129 -304,655 1.12% $2,276,697,104 53 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,286,385 +9,941 0.09% $1,705,540,829 53 qtrs
FMR LLC Reduced 1,091,534 -267,005 0.06% $1,453,967,875 53 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
49,681
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.