Steve Mandel's TDG Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 19,228 shares of TransDigm Group Incorporated (TDG) worth $25.57 M, representing 0.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Steve Mandel has maintained a strategic position in TDG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 1.41 M shares. Largest reduction occurred in Q1 2017, reducing 2.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's TransDigm Group Incorporated (TDG) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransDigm Group Incorporated (TDG) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +19,228 | New Buy | 19,228 | $1329.85 |
| Q4 2023 | -436,740 | Sold Out | 0 | $0.00 |
| Q3 2023 | -146,246 | Reduce 25.09% | 436,740 | $843.13 |
| Q2 2023 | -115,862 | Reduce 16.58% | 582,986 | $894.17 |
| Q1 2023 | -76,842 | Reduce 9.91% | 698,848 | $737.05 |
| Q4 2022 | +38,167 | Add 5.18% | 775,690 | $629.65 |
| Q3 2022 | +737,523 | New Buy | 737,523 | $524.82 |
| Q4 2021 | -784,342 | Sold Out | 0 | $0.00 |
| Q3 2021 | +66,879 | Add 9.32% | 784,342 | $624.57 |
| Q2 2021 | +717,463 | New Buy | 717,463 | $647.29 |
| Q4 2020 | -754,410 | Sold Out | 0 | $0.00 |
| Q3 2020 | -996,298 | Reduce 56.91% | 754,410 | $475.12 |
| Q2 2020 | +974,755 | Add 125.62% | 1.75 M | $442.05 |
| Q1 2020 | -478,475 | Reduce 38.14% | 775,953 | $320.19 |
| Q4 2019 | -29,630 | Reduce 2.31% | 1.25 M | $560.00 |
| Q3 2019 | -301,446 | Reduce 19.01% | 1.28 M | $520.67 |
| Q2 2019 | -75,749 | Reduce 4.56% | 1.59 M | $483.80 |
| Q1 2019 | +138,733 | Add 9.11% | 1.66 M | $453.99 |
| Q4 2018 | -240,593 | Reduce 13.65% | 1.52 M | $340.06 |
| Q3 2018 | +1,300 | Add 0.07% | 1.76 M | $372.30 |
| Q2 2018 | +351,411 | Add 24.92% | 1.76 M | $345.14 |
| Q4 2017 | +1.41 M | New Buy | 1.41 M | $274.62 |
| Q1 2017 | -2.03 M | Sold Out | 0 | $0.00 |
| Q4 2016 | -222,383 | Reduce 9.88% | 2.03 M | $248.96 |
| Q3 2016 | -129,645 | Reduce 5.45% | 2.25 M | $289.12 |
| Q2 2016 | +262,561 | Add 12.40% | 2.38 M | $263.69 |
| Q1 2016 | -53,500 | Reduce 2.46% | 2.12 M | $220.34 |
| Q4 2015 | -44,064 | Reduce 1.99% | 2.17 M | $228.45 |
| Q1 2015 | +428,587 | Add 23.99% | 2.22 M | $218.72 |
| Q3 2014 | +807,441 | Add 82.44% | 1.79 M | $184.33 |
| Q2 2014 | -54,523 | Reduce 5.27% | 979,395 | $167.26 |
| Q1 2014 | -1.73 M | Reduce 62.66% | 1.03 M | $185.20 |
| Q4 2013 | +212,419 | Add 8.31% | 2.77 M | $161.02 |
| Q2 2013 | +2.56 M | Add 0.00% | 2.56 M | $156.77 |
Steve Mandel's TransDigm Group Incorporated Investment FAQs
Steve Mandel first purchased TransDigm Group Incorporated (TDG) in Q2 2013, acquiring 2,556,210 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held TransDigm Group Incorporated (TDG) for 39 quarters since Q2 2013.
Steve Mandel's largest addition to TransDigm Group Incorporated (TDG) was in Q2 2013, adding 2,556,210 shares worth $400.74 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 19,228 shares of TransDigm Group Incorporated (TDG), valued at approximately $25.57 M.
As of the Q4 2025 filing, TransDigm Group Incorporated (TDG) represents approximately 0.19% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in TransDigm Group Incorporated (TDG) was 2,768,629 shares, as reported at the end of Q4 2013.