SEC 13F Intelligence

Semanteon Capital Management, LP / TDG

Semanteon Capital Management, LP’s Transdigm Group Inc Position

Does Semanteon Capital Management, LP own Transdigm Group Inc (TDG)? Not currently — the last reported position was 467 shares worth $710,139 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$710,139
Q2 2025
Shares
467
% of Portfolio
+1.07%
Quarters Held
6
position exited

Position History TDG

Reported value by quarter
Q4 ’23: $683,842Q4 ’23Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $940,637Q1 ’25Q2 ’25: $710,139Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025467$710,139+1.07%
Q1 2025680$940,637+0.51%
Q4 2024956$1M+0.65%
Q3 2024847$1M+0.82%
Q2 2024917$1M+0.83%
Q4 2023676$683,842+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of TDG.