ALKEON CAPITAL MANAGEMENT LLC

Position in TDG — TransDigm Group INC

CIK 1230239 New York, NY

Position in TDG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$172,775,438

-$47,462,350 QoQ

Shares Held

149,078

-10.0% QoQ

Ownership

0.267%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83.68303840942326.ToString("F0")% Shared 16.316961590576746.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $999,266,858 across 5 Aerospace & Defense names. TDG ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	1,739,348	$355,679,271
2	RTX	RTX Corp	1,250,000	$241,125,000
3	GE	General Electric Co	700,000	$198,638,999
4	TDG	TransDigm Group INC This page	149,078	$172,775,438
5	SARO	StandardAero, Inc.	1,202,019	$31,048,150

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$172,775,438	149,078	-10.0%	Shares	Sole	2026-05-15
2025-12-31	$220,237,788	165,611	-15.3%	Shares	Sole	2026-02-17
2025-09-30	$257,819,210	195,611	0.0%	Shares	Defined	2025-11-14
2025-06-30	$297,453,910	195,611	-20.4%	Shares	Defined	2025-08-14
2025-03-31	$339,751,239	245,611	-0.1%	Shares	Defined	2025-05-15
2024-12-31	$311,486,018	245,791	+25.5%	Shares	Sole	2025-02-14
2024-09-30	$279,419,209	195,791	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$250,363,010	195,962	0.0%	Shares	Other	2024-08-14
2024-03-31	$241,346,798	195,962	0.0%	Shares	Other	2024-05-15
2023-12-31	$198,235,158	195,962	-0.1%	Shares	Other	2024-02-14
2023-09-30	$165,402,713	196,177	0.0%	Shares	Other	2023-11-14
2023-06-30	$175,415,587	196,177	-12.0%	Shares	Other	2023-08-14
2023-03-31	$164,232,428	222,824	-14.1%	Shares	Sole	2023-05-15
2022-12-31	$163,288,393	259,332	-29.7%	Shares	Other	2023-02-14
2022-09-30	$193,597,700	368,884	-10.4%	Shares	Other	2022-11-10
2022-06-30	$220,900,348	411,613	-18.9%	Shares	Sole	2022-08-15
2022-03-31	$330,799,888	507,720	-17.5%	Shares	Sole	2022-05-16
2021-12-31	$391,770,321	615,720	0.0%	Shares	Other	2022-02-14
2021-09-30	$384,560,239	615,720	-0.4%	Shares	Other	2021-11-15
2021-06-30	$400,053,700	618,044	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$367,305,959	624,755	+2.0%	Shares	Sole	2021-05-17
2020-12-31	$379,191,673	612,736	+11.0%	Shares	Other	2021-02-16
2020-09-30	$262,275,266	552,019	+23.5%	Shares	Other	2020-11-16
2020-06-30	$197,604,748	447,019	0.0%	Shares	Other	2020-08-14
2020-03-31	$143,131,013	447,019	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.