Reported 4,302 shares, up 1,885 (78.0%) from the prior quarter.
Reported value 113.6%; share count 78.0% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2020-09-30 | 267000 |
| 2020-12-31 | 830000 |
| 2021-03-31 | 0 |
| 2022-06-30 | 3551000 |
| 2022-09-30 | 1268000 |
| 2022-12-31 | 2708754 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q4 2022 | Added | 4,302 | +1,885 (78.0%) | 1.01% | $2,708,754 | 2023-02-13 | |
| Q3 2022 | Reduced | 2,417 | -4,200 (-63.5%) | 0.4% | $1,268,000 | 2022-11-14 | |
| Q2 2022 | New | 6,617 | +6,617 (0.0%) | 0.99% | $3,551,000 | 2022-08-15 | |
| Q1 2021 | Reduced | 0 | -1,341 (-100.0%) | 0 | $0 | 2021-05-17 | |
| Q4 2020 | Added | 1,341 | +778 (138.2%) | 0.29% | $830,000 | 2021-02-16 | |
| Q3 2020 | New | 563 | +563 (0.0%) | 0.21% | $267,000 | 2020-11-16 |
Who else reported the position
747 managers reported TRANSDIGM GROUP INC for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Capital International Investors | Added | 6,558,633 | +13,817 | 1.11% | $4,129,618,234 | 32 qtrs |
| VANGUARD GROUP INC | Added | 5,672,346 | +92,617 | 0.1% | $3,571,592,659 | 39 qtrs |
| BlackRock Inc | Reduced | 4,750,402 | -39,896 | 0.09% | $2,991,090,957 | 39 qtrs |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 3,118,901 | -183,803 | 1.48% | $1,963,816,568 | 39 qtrs |
| STATE STREET CORPORATION | Added | 2,035,736 | +478 | 0.08% | $1,281,801,172 | 39 qtrs |
| Stockbridge Partners LLC | Unchanged | 1,602,348 | 0 | 27.08% | $1,008,918,418 | 39 qtrs |
| Capital Research Global Investors | Added | 1,517,534 | +75,813 | 0.29% | $955,512,536 | 24 qtrs |
| ALTAROCK PARTNERS LLC | Reduced | 1,409,724 | -92,655 | 27.9% | $887,632,717 | 33 qtrs |
| Matrix Capital Management Company LP | Unchanged | 1,094,900 | 0 | 13.16% | $689,403,785 | 39 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 1,036,174 | +27,640 | 0.09% | $651,215,000 | 39 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 13, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 4,302
- 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.