Varma Mutual Pension Insurance Co

Pension

Position in TDG — TransDigm Group INC

CIK 1698484 Varma, H9

Position in TDG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,666,730

-$2,860,039 QoQ

Shares Held

10,260

-28.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#228

of 1,139 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Varma Mutual Pension Insurance Co holds $202,116,101 across 11 Aerospace & Defense names. TDG ranks #7 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	153,445	$57,346,999
2	BA	Boeing Co	116,700	$25,262,049
3	LMT	Lockheed Martin Corp	36,600	$18,646,236
4	HWM	Howmet Aerospace Inc.	67,654	$18,189,454
5	GD	General Dynamics Corp	42,900	$15,196,896
6	LHX	L3harris Technologies, Inc. /De/	48,900	$14,209,851
7	TDG	TransDigm Group INC This page	10,260	$13,666,730
8	HONA	Honeywell Aerospace Inc.	61,550	$13,607,474

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,666,730	10,260	-28.1%	Shares	Sole	2026-08-12
2026-03-31	$16,526,769	14,260	0.0%	Shares	Sole	2026-05-05
2025-12-31	$18,963,661	14,260	+18.6%	Shares	Sole	2026-02-02
2025-09-30	$15,842,600	12,020	+9.1%	Shares	Sole	2025-11-06
2025-06-30	$16,757,452	11,020	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$15,382,184	11,120	-9.7%	Shares	Sole	2025-05-13
2024-12-31	$15,612,889	12,320	+14.9%	Shares	Sole	2025-02-07
2024-09-30	$15,298,833	10,720	-27.7%	Shares	Sole	2024-11-12
2024-06-30	$18,943,123	14,827	-10.4%	Shares	Sole	2024-08-06
2024-03-31	$20,391,601	16,557	+160.5%	Shares	Sole	2024-05-13
2023-12-31	$6,430,741	6,357	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.