Kemnay Advisory Services Inc.

Position in TDG — TransDigm Group INC

CIK 1555283 New York, NY

Position in TDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,648

-$3,372 QoQ

Shares Held

-26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,012

of 1,142 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $1,456,735 across 25 Aerospace & Defense names. TDG ranks #19 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIR	Aar Corp	1,064	$152,077
2	CW	Curtiss Wright Corp	194	$147,005
3	MRCY	Mercury Systems Inc	1,181	$144,471
4	ATRO	Astronics Corp	1,541	$125,221
5	DRS	Leonardo DRS, Inc.	2,891	$123,358
6	GE	General Electric Co	328	$122,583
7	RTX	RTX Corp	427	$81,014
8	DCO	Ducommun Inc /De/	429	$79,455

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,648	14	-26.3%	Shares	Sole	2026-08-14
2026-03-31	$22,020	19	-13.6%	Shares	Sole	2026-05-15
2025-12-31	$29,256	22	-99.9%	Shares	Sole	2026-02-17
2022-06-30	$17,234,620	32,114	+93.7%	Shares	Sole	2022-08-15
2022-03-31	$10,799,275	16,575	-61.9%	Shares	Sole	2022-05-16
2021-12-31	$27,674,362	43,494	-19.5%	Shares	Sole	2022-02-14
2021-09-30	$33,727,404	54,001	+693.8%	Shares	Sole	2021-11-15
2021-06-30	$4,403,513	6,803	+1.6%	Shares	Sole	2021-08-16
2021-03-31	$3,936,712	6,696	+46.3%	Shares	Sole	2021-05-17
2020-12-31	$2,833,095	4,578	-37.4%	Shares	Sole	2021-02-16
2020-09-30	$3,475,027	7,314	+63.4%	Shares	Sole	2020-11-16
2020-03-31	$1,433,170	4,476	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.