ROYAL LONDON ASSET MANAGEMENT LTD
Position in TDG — TransDigm Group INC
CIK 863748
UNITED KINGDOM, X0
Position in TDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,009,399
+$5,105,549 QoQ
Shares Held
27,784
+0.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#135
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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $875,790,375 across 18 Aerospace & Defense names. TDG ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
514,379 | $192,238,863 | |
| 2 | LMT |
Lockheed Martin Corp
|
263,615 | $134,301,297 | |
| 3 | RTX |
RTX Corp
|
625,346 | $118,646,896 | |
| 4 | BA |
Boeing Co
|
377,030 | $81,615,684 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
142,963 | $72,812,485 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
216,134 | $58,109,787 | |
| 7 | TDG |
TransDigm Group INC
This page
|
27,784 | $37,009,399 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
195,316 | $33,371,691 |
All Filings in TDG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,009,399 | 27,784 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $31,903,850 | 27,528 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,605,451 | 27,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,285,467 | 28,289 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,151,782 | 29,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,873,690 | 30,994 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,280,959 | 28,629 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $40,947,213 | 28,692 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,560,996 | 27,834 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $33,952,748 | 27,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,566,300 | 21,319 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $18,547,173 | 21,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,202,618 | 20,357 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,004,126 | 20,357 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,469,472 | 21,392 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,226,949 | 21,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,480,444 | 21,392 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,694,067 | 21,018 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $12,106,499 | 19,027 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $11,709,438 | 18,748 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $12,349,645 | 19,079 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $11,216,925 | 19,079 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $11,362,704 | 18,361 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,956,487 | 18,851 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $8,461,721 | 19,142 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,241,783 | 19,494 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||