SANDS CAPITAL MANAGEMENT, LLC

Position in TDG — TransDigm Group INC

CIK 1020066 ARLINGTON, VA

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Position in TDG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$119,442,694

+$10,105,249 QoQ

Shares Held

89,669

-5.0% QoQ

Ownership

0.162%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#66

of 1,142 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TDG Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

SANDS CAPITAL MANAGEMENT, LLC holds $1,407,116,275 across 5 Aerospace & Defense names. TDG ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc.	1,480,817	$830,160,818
2	SPCX	Space Exploration Technologies Corp	2,276,744	$389,004,479
3	TDG	TransDigm Group INC This page	89,669	$119,442,694
4	WWD	Woodward, Inc.	153,660	$65,373,110
5	AVAV	AeroVironment Inc	18,993	$3,135,174

All Filings in TDG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,442,694	89,669	-5.0%	Shares	Sole	2026-08-13
2026-03-31	$109,337,445	94,341	-8.6%	Shares	Sole	2026-05-08
2025-12-31	$137,212,593	103,179	+10.6%	Shares	Sole	2026-02-13
2025-09-30	$122,965,993	93,296	+7.4%	Shares	Sole	2025-11-13
2025-06-30	$132,143,616	86,900	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$118,805,244	85,886	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$109,499,328	86,405	-25.0%	Shares	Sole	2025-02-13
2024-09-30	$164,314,039	115,136	-4.8%	Shares	Sole	2024-11-13
2024-06-30	$154,440,052	120,882	+3.3%	Shares	Sole	2024-08-13
2024-03-31	$144,109,516	117,010	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$115,958,696	114,629	+5.8%	Shares	Sole	2024-02-13
2023-09-30	$91,385,174	108,388	-29.1%	Shares	Sole	2023-11-14
2023-06-30	$136,790,126	152,980	-2.1%	Shares	Sole	2023-08-15
2023-03-31	$115,116,891	156,186	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$97,134,216	154,267	+1.6%	Shares	Sole	2023-02-13
2022-09-30	$79,722,257	151,904	+13.3%	Shares	Sole	2022-11-09
2022-06-30	$71,984,083	134,131	-3.9%	Shares	Sole	2022-08-12
2022-03-31	$90,949,120	139,591	-5.4%	Shares	Sole	2022-05-13
2021-12-31	$93,929,562	147,623	-2.0%	Shares	Sole	2022-02-11
2021-09-30	$94,037,132	150,563	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$96,617,094	149,264	+12.6%	Shares	Sole	2021-08-16
2021-03-31	$77,919,977	132,535	+18.0%	Shares	Sole	2021-05-17
2020-12-31	$69,526,559	112,348	-21.8%	Shares	Sole	2021-02-16
2020-09-30	$68,277,119	143,705	-1.5%	Shares	Sole	2020-11-17
2020-06-30	$64,484,043	145,875	+2.2%	Shares	Sole	2020-08-11
2020-03-31	$45,712,885	142,768	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.