OAK RIDGE INVESTMENTS LLC TDG — TRANSDIGM GROUP COM

Ownership history in OAK RIDGE INVESTMENTS LLC  ·  60 quarters on record

AI Ownership Summary

OAK RIDGE INVESTMENTS LLC reported TRANSDIGM GROUP COM (TDG) in 60 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.38% in 2024 Q3. The latest visible filing shows TDG at 0.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK RIDGE INVESTMENTS LLC's position in TRANSDIGM GROUP COM, 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
2026 Q2

TDG was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

TDG stock page OAK RIDGE INVESTMENTS LLC fund profile OAK RIDGE INVESTMENTS LLC full holdings
How OAK RIDGE INVESTMENTS LLC held TDG — position size vs. price
% of Fund (quarterly)    TDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,250 -73 -1.7% 0.32% $5.7M 2026-07-21 $1205.49
2026 Q1 REDUCED 55.8% +14.2% ❌ 4,323 -5,452 -55.8% 0.33% $5.0M 2026-04-30 $1159.98
2025 Q4 ADDED — — — 9,775 +450 +4.8% 0.79% $13.0M 2026-01-23 $1419.19
2025 Q3 ADDED — — — 9,325 +225 +2.5% 0.79% $12.3M 2025-10-29 $1316.00
2025 Q2 ADDED — — — 9,100 +134 +1.5% 0.99% $13.8M 2025-07-25 $1504.03
2025 Q1 REDUCED 23.5% +9.9% ❌ 8,966 -2,749 -23.5% 1.03% $12.4M 2025-05-13 $1324.75
2024 Q4 ADDED — — — 11,715 +626 +5.6% 1.17% $14.8M 2025-01-15 $1210.31
2024 Q3 ADDED — — — 11,089 +111 +1.0% 1.38% $15.8M 2024-10-28 $1252.93
2024 Q2 ADDED — — — 10,978 +159 +1.5% 1.34% $14.0M 2024-07-16 $1134.79
2024 Q1 ADDED — — — 10,819 +246 +2.3% 1.34% $13.3M 2024-05-01 $1107.16
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TDG

As of 2026 Q2 — sorted by position size

Ampfield Management, L.P. 3Y 28.54% LYNWOOD PRICE CAPITAL MANAGEMENT LP 11.02% JACKSON HILL ADVISORS, LLC 3Y 9.11% Fairbanks Capital Management, Inc. 3Y 7Y 7.89% Shelter Rock Management, LLC 7.87% Asset Planning,Inc 7.56% Maestria Partners LLC 6.32% OAKMONT Corp 3Y 7Y 6.17% CYPRESS FUNDS LLC 3Y 7Y 6.03% Compound Global Advisors, LLC 3Y 4.11%

FAQ About OAK RIDGE INVESTMENTS LLC and TDG

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

How long has OAK RIDGE INVESTMENTS LLC reported owning TDG?

OAK RIDGE INVESTMENTS LLC reported TDG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TDG position in OAK RIDGE INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for TDG was 1.38% in 2024 Q3.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2026 Q2, when OAK RIDGE INVESTMENTS LLC reported 4,250 shares, equal to 0.32% of portfolio, with an estimated market value of $5.7M.

What does the chart on this TDG ownership page compare?

The chart compares OAK RIDGE INVESTMENTS LLC'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.

How well did OAK RIDGE INVESTMENTS LLC time their TDG position?

Based on 13F filing dates vs. subsequent TDG price moves, OAK RIDGE INVESTMENTS LLC correctly timed 26 out of 59 reported position changes (44%). The annualised alpha on TDG relative to SPY over the holding period was +9.4%.

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