TransDigm Group Incorporated
MX ˙ BMV ˙ US8936411003
SecurityMX:TDG / TransDigm Group Incorporated
InstitutionAltarock Partners Llc
Latest Disclosed Ownership909,168 shares
Latest Disclosed Value $ 1,053,689,345
Altarock Partners Llc reports 6.21% decrease in ownership of TDG / TransDigm Group Incorporated

On May 15, 2026 - Altarock Partners Llc filed a 13F-HR form disclosing ownership of 909,168 shares of TransDigm Group Incorporated (MX:TDG) valued at $1,053,689,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 969,400 shares of TransDigm Group Incorporated. This represents a change in shares of -6.21% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TRANSDIGM GROUP COMM 893641100 909,168 -60,232 -6.21 1,053,689 -18.27 25.5357
2026-02-13 2025-12-31 13F TRANSDIGM GROUP COMM 893641100 969,400 -6,992 -0.72 1,289,157 0.17 25.2772
2025-11-14 2025-09-30 13F TRANSDIGM GROUP COMM 893641100 976,392 -3,558 -0.36 1,286,904 -13.64 23.5303
2025-08-14 2025-06-30 13F TRANSDIGM GROUP COMM 893641100 979,950 0 0.00 1,490,151 9.93 27.2057
2025-05-14 2025-03-31 13F TRANSDIGM GROUP COMM 893641100 979,950 -20,654 -2.06 1,355,555 6.90 27.2565
2025-02-14 2024-12-31 13F TRANSDIGM GROUP COMM 893641100 1,000,604 -47,660 -4.55 1,268,045 -15.24 25.6502
2024-11-13 2024-09-30 13F TRANSDIGM GROUP COMM 893641100 1,048,264 -25,000 -2.33 1,496,009 9.10 29.4648
2024-08-14 2024-06-30 13F TRANSDIGM GROUP COMM 893641100 1,073,264 -83,134 -7.19 1,371,213 -3.72 28.2228
2024-05-21 2024-03-31 13F/A-1 TRANSDIGM GROUP COMM 893641100 1,156,398 -81,224 -6.56 1,424,220 13.76 30.6053
2024-05-15 2024-03-31 13F TRANSDIGM GROUP COMM 893641100 1,156,398 -81,224 1,424,220 30.6053
2024-02-15 2023-12-31 13F TRANSDIGM GROUP COMM 893641100 1,237,622 -72,464 -5.53 1,251,978 13.35 27.9255
2023-11-14 2023-09-30 13F TRANSDIGM GROUP COMM 893641100 1,310,086 -47,405 -3.49 1,104,573 -9.00 27.6651
2023-08-14 2023-06-30 13F TRANSDIGM GROUP COMM 893641100 1,357,491 -25,633 -1.85 1,213,828 19.07 29.1507
2023-05-16 2023-03-31 13F TRANSDIGM GROUP COMM 893641100 1,383,124 -26,600 -1.89 1,019,432 14.85 27.9243
2023-02-13 2022-12-31 13F TRANSDIGM GROUP COMM 893641100 1,409,724 -92,655 -6.17 887,633 12.58 27.8967
2022-11-14 2022-09-30 13F TRANSDIGM GROUP COMM 893641100 1,502,379 43,700 3.00 788,479 0.72 25.8129
2022-08-12 2022-06-30 13F TRANSDIGM GROUP COMM 893641100 1,458,679 37,400 2.63 782,829 -15.46 24.1577
2022-05-13 2022-03-31 13F TRANSDIGM GROUP COMM 893641100 1,421,279 70,225 5.20 926,020 7.72 23.6107
2022-02-14 2021-12-31 13F TRANSDIGM GROUP COMM 893641100 1,351,054 24,872 1.88 859,649 3.79 22.6576
2021-11-15 2021-09-30 13F TRANSDIGM GROUP COMM 893641100 1,326,182 70,000 5.57 828,293 1.87 22.3433
2021-08-13 2021-06-30 13F TRANSDIGM GROUP COMM 893641100 1,256,182 303,619 31.87 813,114 45.19 22.5070
2021-05-14 2021-03-31 13F TRANSDIGM GROUP COMM 893641100 952,563 -72,962 -7.11 560,031 -11.76 21.2863
2021-02-16 2020-12-31 13F TRANSDIGM GROUP COMM 893641100 1,025,525 -199,436 -16.28 634,646 9.05 26.5989
2020-11-13 2020-09-30 13F TRANSDIGM GROUP COMM 893641100 1,224,961 32,629 2.74 582,003 10.42 27.4518
2020-08-13 2020-06-30 13F TRANSDIGM GROUP COMM 893641100 1,192,332 182,265 18.04 527,070 62.97 27.0217
2020-05-13 2020-03-31 13F TRANSDIGM GROUP COMM 893641100 1,010,067 425,143 72.68 323,413 -1.27 20.5377
2020-02-13 2019-12-31 13F TRANSDIGM GROUP COMM 893641100 584,924 0 0.00 327,557 7.55 20.2628
2019-11-15 2019-09-30 13F TRANSDIGM GROUP COMM 893641100 584,924 -21,000 -3.47 304,552 3.89 26.3934
2019-08-14 2019-06-30 13F TRANSDIGM GROUP COMM 893641100 605,924 -36,561 -5.69 293,146 0.50 25.2926
2019-05-14 2019-03-31 13F TRANSDIGM GROUP COMM 893641100 642,485 0 0.00 291,682 33.50 27.7233
2019-02-14 2018-12-31 13F TRANSDIGM GROUP COMM 893641100 642,485 108,054 20.22 218,483 9.81 26.0019
2018-11-13 2018-09-30 13F TRANSDIGM GROUP COMM 893641100 534,431 0 0.00 198,969 7.87 18.2759
2018-08-13 2018-06-30 13F TRANSDIGM GROUP COMM 893641100 534,431 0 0.00 184,454 12.45 19.0707
2018-05-14 2018-03-31 13F TRANSDIGM GROUP COMM 893641100 534,431 -45,100 -7.78 164,038 3.07 18.7718
2018-02-13 2017-12-31 13F TRANSDIGM GROUP COMM 893641100 579,531 -67,000 -10.36 159,151 -3.71 20.9063
2017-11-14 2017-09-30 13F TRANSDIGM GROUP COMM 893641100 646,531 74,367 13.00 165,286 7.44 24.1698
2017-08-11 2017-06-30 13F TRANSDIGM GROUP COMM 893641100 572,164 36,094 6.73 153,838 30.35 21.6656
2017-05-15 2017-03-31 13F TRANSDIGM GROUP COMM 893641100 536,070 -55,434 -9.37 118,021 -19.86 17.5044
2017-02-14 2016-12-31 13F TRANSDIGM GROUP COMM 893641100 591,504 152,356 34.69 147,261 15.98 21.5787
2016-11-14 2016-09-30 13F TRANSDIGM GROUP COMM 893641100 439,148 0 0.00 126,966 9.64 20.2200
2016-08-15 2016-06-30 13F TRANSDIGM GROUP COMM 893641100 439,148 -291,067 -39.86 115,799 -28.03 21.0364
2016-05-13 2016-03-31 13F TRANSDIGM GROUP COMM 893641100 730,215 34,972 5.03 160,896 1.30 29.6581
2016-02-08 2015-12-31 13F TRANSDIGM GROUP COMM 893641100 695,243 75,380 12.16 158,828 20.63 32.2885
2015-11-12 2015-09-30 13F TRANSDIGM GROUP COMM 893641100 619,863 186,242 42.95 131,665 35.15 31.3833
2015-08-14 2015-06-30 13F TRANSDIGM GROUP COMM 893641100 433,621 201,871 87.11 97,422 92.20 31.0740
2015-05-14 2015-03-31 13F TRANSDIGM COMM 893641100 231,750 76,666 49.44 50,688 66.46 25.3312
2015-02-17 2014-12-31 13F TRANSDIGM COMM 893641100 155,084 155,084 30,451 25.1813
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.