Frank Sands's TDG Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 93,296 shares of TransDigm Group Incorporated (TDG) worth $122.97 M, representing 0.34% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +7,464 | New Buy | 7,464 | $220.12 |
| Q2 2017 | -145 | Reduce 1.94% | 7,319 | $268.89 |
| Q3 2017 | +235 | Add 3.21% | 7,554 | $255.63 |
| Q4 2017 | +33,000 | Add 436.85% | 40,554 | $274.62 |
| Q1 2018 | +13,123 | Add 32.36% | 53,677 | $306.95 |
| Q2 2018 | -3,535 | Reduce 6.59% | 50,142 | $345.14 |
| Q3 2018 | -6,530 | Reduce 13.02% | 43,612 | $372.31 |
| Q4 2018 | -4,555 | Reduce 10.44% | 39,057 | $340.07 |
| Q1 2019 | +3,117 | Add 7.98% | 42,174 | $454.00 |
| Q2 2019 | +65,754 | Add 155.91% | 107,928 | $483.80 |
| Q3 2019 | -12,648 | Reduce 11.72% | 95,280 | $520.67 |
| Q4 2019 | +46,947 | Add 49.27% | 142,227 | $560.00 |
| Q1 2020 | +541 | Add 0.38% | 142,768 | $320.19 |
| Q2 2020 | +3,107 | Add 2.18% | 145,875 | $442.05 |
| Q3 2020 | -2,170 | Reduce 1.49% | 143,705 | $475.12 |
| Q4 2020 | -31,357 | Reduce 21.82% | 112,348 | $618.85 |
| Q1 2021 | +20,187 | Add 17.97% | 132,535 | $587.92 |
| Q2 2021 | +16,729 | Add 12.62% | 149,264 | $647.29 |
| Q3 2021 | +1,299 | Add 0.87% | 150,563 | $624.57 |
| Q4 2021 | -2,940 | Reduce 1.95% | 147,623 | $636.28 |
| Q1 2022 | -8,032 | Reduce 5.44% | 139,591 | $651.54 |
| Q2 2022 | -5,460 | Reduce 3.91% | 134,131 | $536.67 |
| Q3 2022 | +17,773 | Add 13.25% | 151,904 | $524.82 |
| Q4 2022 | +2,363 | Add 1.56% | 154,267 | $0.63 |
| Q1 2023 | +1,919 | Add 1.24% | 156,186 | $737.05 |
| Q2 2023 | -3,206 | Reduce 2.05% | 152,980 | $894.17 |
| Q3 2023 | -44,592 | Reduce 29.15% | 108,388 | $843.13 |
| Q4 2023 | +6,241 | Add 5.76% | 114,629 | $1011.60 |
| Q1 2024 | +2,381 | Add 2.08% | 117,010 | $1231.60 |
| Q2 2024 | +3,872 | Add 3.31% | 120,882 | $1277.61 |
| Q3 2024 | -5,746 | Reduce 4.75% | 115,136 | $1427.13 |
| Q4 2024 | -28,731 | Reduce 24.95% | 86,405 | $1267.28 |
| Q1 2025 | -519 | Reduce 0.60% | 85,886 | $1383.29 |
| Q2 2025 | +1,014 | Add 1.18% | 86,900 | $1520.64 |
| Q3 2025 | +6,396 | Add 7.36% | 93,296 | $1318.02 |
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 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's largest addition to TransDigm Group Incorporated (TDG) was in Q2 2019, adding 107,928 shares worth $52.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 93,296 shares of TransDigm Group Incorporated (TDG), valued at approximately $122.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, TransDigm Group Incorporated (TDG) represents approximately 0.34% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's peak holding in TransDigm Group Incorporated (TDG) was 156,186 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.