Triple Frond Partners LLC / TDG
Triple Frond Partners LLC’s Transdigm Group Inc Position
Does Triple Frond Partners LLC own Transdigm Group Inc (TDG)? Yes — 106.5K shares worth $123M (+12.82% of its 13F portfolio) as of Q1 2026, up from 103.9K shares the prior filed quarter.
Position Value
$123M
Q1 2026
Shares
106.5K
% of Portfolio
+12.82%
Quarters Held
29
currently held
Position History TDG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 106.5K | $123M | +12.82% |
| Q4 2025 | 103.9K | $138M | +14.36% |
| Q3 2025 | 57.0K | $75M | +8.18% |
| Q2 2025 | 73.8K | $112M | +12.69% |
| Q1 2025 | 92.1K | $127M | +17.23% |
| Q4 2024 | 79.8K | $101M | +13.08% |
| Q3 2024 | 82.7K | $118M | +15.27% |
| Q2 2024 | 62.2K | $80M | +9.33% |
| Q1 2024 | 102.7K | $126M | +14.39% |
| Q4 2023 | 120.0K | $121M | +14.44% |
| Q3 2023 | 129.0K | $109M | +13.80% |
| Q2 2023 | 129.0K | $115M | +14.87% |
| Q1 2023 | 129.0K | $95M | +13.87% |
| Q4 2022 | 146.3K | $92M | +15.23% |
| Q3 2022 | 146.3K | $77M | +13.52% |
| Q2 2022 | 146.4K | $79M | +12.01% |
| Q1 2022 | 146.4K | $95M | +11.81% |
| Q4 2021 | 146.4K | $93M | +10.50% |
| Q3 2021 | 128.4K | $80M | +8.75% |
| Q2 2021 | 128.4K | $83M | +9.01% |
| Q1 2021 | 114.3K | $67M | +8.33% |
| Q4 2020 | 114.3K | $71M | +8.63% |
| Q3 2020 | 190.3K | $90M | +7.67% |
| Q2 2020 | 228.1K | $101M | +9.72% |
| Q1 2020 | 280.0K | $90M | +9.99% |
| Q4 2019 | 265.0K | $148M | +12.77% |
| Q3 2019 | 225.0K | $117M | +11.22% |
| Q2 2019 | 212.2K | $103M | +10.38% |
| Q1 2019 | 212.2K | $96M | +11.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of TDG.