Frank Sands's TDG Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 103,179 shares of TransDigm Group Incorporated (TDG) worth $137.21 M, representing 0.42% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Frank Sands has maintained a strategic position in TDG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 65,754 shares. Largest reduction occurred in Q3 2023, reducing 44,592 shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's TransDigm Group Incorporated (TDG) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransDigm Group Incorporated (TDG) Trades by Frank Sands
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +9,883 | Add 10.59% | 103,179 | $1329.85 |
| Q3 2025 | +6,396 | Add 7.36% | 93,296 | $1318.02 |
| Q2 2025 | +1,014 | Add 1.18% | 86,900 | $1520.64 |
| Q1 2025 | -519 | Reduce 0.60% | 85,886 | $1383.29 |
| Q4 2024 | -28,731 | Reduce 24.95% | 86,405 | $1267.28 |
| Q3 2024 | -5,746 | Reduce 4.75% | 115,136 | $1427.13 |
| Q2 2024 | +3,872 | Add 3.31% | 120,882 | $1277.61 |
| Q1 2024 | +2,381 | Add 2.08% | 117,010 | $1231.60 |
| Q4 2023 | +6,241 | Add 5.76% | 114,629 | $1011.60 |
| Q3 2023 | -44,592 | Reduce 29.15% | 108,388 | $843.13 |
| Q2 2023 | -3,206 | Reduce 2.05% | 152,980 | $894.17 |
| Q1 2023 | +1,919 | Add 1.24% | 156,186 | $737.05 |
| Q4 2022 | +2,363 | Add 1.56% | 154,267 | $0.63 |
| Q3 2022 | +17,773 | Add 13.25% | 151,904 | $524.82 |
| Q2 2022 | -5,460 | Reduce 3.91% | 134,131 | $536.67 |
| Q1 2022 | -8,032 | Reduce 5.44% | 139,591 | $651.54 |
| Q4 2021 | -2,940 | Reduce 1.95% | 147,623 | $636.28 |
| Q3 2021 | +1,299 | Add 0.87% | 150,563 | $624.57 |
| Q2 2021 | +16,729 | Add 12.62% | 149,264 | $647.29 |
| Q1 2021 | +20,187 | Add 17.97% | 132,535 | $587.92 |
| Q4 2020 | -31,357 | Reduce 21.82% | 112,348 | $618.85 |
| Q3 2020 | -2,170 | Reduce 1.49% | 143,705 | $475.12 |
| Q2 2020 | +3,107 | Add 2.18% | 145,875 | $442.05 |
| Q1 2020 | +541 | Add 0.38% | 142,768 | $320.19 |
| Q4 2019 | +46,947 | Add 49.27% | 142,227 | $560.00 |
| Q3 2019 | -12,648 | Reduce 11.72% | 95,280 | $520.67 |
| Q2 2019 | +65,754 | Add 155.91% | 107,928 | $483.80 |
| Q1 2019 | +3,117 | Add 7.98% | 42,174 | $454.00 |
| Q4 2018 | -4,555 | Reduce 10.44% | 39,057 | $340.07 |
| Q3 2018 | -6,530 | Reduce 13.02% | 43,612 | $372.31 |
| Q2 2018 | -3,535 | Reduce 6.59% | 50,142 | $345.14 |
| Q1 2018 | +13,123 | Add 32.36% | 53,677 | $306.95 |
| Q4 2017 | +33,000 | Add 436.85% | 40,554 | $274.62 |
| Q3 2017 | +235 | Add 3.21% | 7,554 | $255.63 |
| Q2 2017 | -145 | Reduce 1.94% | 7,319 | $268.89 |
| Q1 2017 | +7,464 | New Buy | 7,464 | $220.12 |
Frank Sands's TransDigm Group Incorporated Investment FAQs
Frank Sands first purchased TransDigm Group Incorporated (TDG) in Q1 2017, acquiring 7,464 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held TransDigm Group Incorporated (TDG) for 36 quarters since Q1 2017.
Frank Sands's largest addition to TransDigm Group Incorporated (TDG) was in Q2 2019, adding 107,928 shares worth $52.22 M.
According to the latest 13F filing for Q4 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 103,179 shares of TransDigm Group Incorporated (TDG), valued at approximately $137.21 M.
As of the Q4 2025 filing, TransDigm Group Incorporated (TDG) represents approximately 0.42% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings.
Frank Sands's peak holding in TransDigm Group Incorporated (TDG) was 156,186 shares, as reported at the end of Q1 2023.