TDG β€” TRANSDIGM GROUP INC

Ownership history in J. Goldman & Co LP  Β·  5 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported TRANSDIGM GROUP INC (TDG) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q2. The latest visible filing shows TDG at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP's position in TRANSDIGM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TDG was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Goldman & Co LP held TDG β€” position size vs. price
% of Fund (quarterly)    TDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,938 -4,560 -16.6% 0.80% $30.5M 2026-02-14 (Est.) $1286.67
2025 Q2 REDUCED 27,498 -388 -1.4% 1.00% $41.8M 2025-08-14 $1321.84
2025 Q1 REDUCED 27,886 -121 -0.4% 0.95% $38.6M 2025-05-15 $1315.19
2024 Q4 ADDED 28,007 +25,379 +965.7% 0.93% $35.5M 2025-02-14 $1229.64
2024 Q3 INITIATED 2,628 β€” β€” 0.11% $3.8M 2024-11-14 $1189.89

FAQ About J. Goldman & Co LP and TDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Goldman & Co LP reported owning TDG?

J. Goldman & Co LP reported TDG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TDG position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for TDG was 1.00% in 2025 Q2.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2025 Q4, when J. Goldman & Co LP reported 22,938 shares, equal to 0.80% of portfolio, with an estimated market value of $30.5M.

What does the chart on this TDG ownership page compare?

The chart compares J. Goldman & Co LP's quarterly TDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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