Skye Global Management LP

Position in TDG — TransDigm Group INC

CIK 1675884 WEST PALM BEACH, FL

Position in TDG

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

Position Value

$136,757,280

-$22,824,720 QoQ

Shares Held

118,000

-1.7% QoQ

Ownership

0.211%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Skye Global Management LP holds $492,165,620 across 3 Aerospace & Defense names. TDG ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,202,000	$341,091,540
2	TDG	TransDigm Group INC This page	118,000	$136,757,280
3	WWD	Woodward, Inc.	40,000	$14,316,800

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$136,757,280	118,000	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$159,582,000	120,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$158,162,400	120,000	0.0%	Shares	Sole	2025-11-14
2025-06-30	$182,476,800	120,000	+9.1%	Shares	Sole	2025-08-14
2025-03-31	$152,161,900	110,000	+4.8%	Shares	Sole	2025-05-15
2024-12-31	$133,064,400	105,000	-6.2%	Shares	Sole	2025-02-14
2024-09-30	$159,838,560	112,000	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$141,906,697	111,072	-12.2%	Shares	Sole	2024-08-14
2024-03-31	$155,797,400	126,500	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$127,461,600	126,000	-7.7%	Shares	Sole	2024-02-14
2023-09-30	$115,087,245	136,500	-1.4%	Shares	Sole	2023-11-14
2023-06-30	$123,842,545	138,500	+41.3%	Shares	Sole	2023-08-14
2023-03-31	$72,230,900	98,000	+2179.1%	Shares	Sole	2023-05-15
2021-09-30	$2,685,651	4,300	+100.0%	Shares	Sole	2021-11-15
2021-06-30	$1,391,673	2,150	-34.8%	Shares	Sole	2021-08-16
2021-03-31	$1,940,136	3,300	-28.3%	Shares	Sole	2021-05-14
2020-12-31	$2,846,710	4,600	0.0%	Shares	Sole	2021-02-16
2020-09-30	$2,185,552	4,600	+7.0%	Shares	Sole	2020-11-13
2020-06-30	$1,900,815	4,300	-28.3%	Shares	Sole	2020-08-13
2020-03-31	$1,921,140	6,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.