13F Portfolios

ALTAROCK PARTNERS LP — TRANSDIGM GROUP INC TDG: Quarterly 13F Position History

ALTAROCK PARTNERS LP has reported TRANSDIGM GROUP INC (TDG) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 909,168 shares ($1.05B market value, 25.54% of the equity book). Quarter-over-quarter share count change: 60,232 (-6.2%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 909,168 60,232 -6.2% $1.05B 25.54% $1158.96
Q4 2025 969,400 6,992 -0.7% $1.29B 25.28% $1329.85
Q3 2025 976,392 3,558 -0.4% $1.29B 23.53% $1318.02
Q2 2025 979,950 0 $1.49B 27.21% $1520.64
Q1 2025 979,950 20,654 -2.1% $1.36B 27.26% $1383.29
Q4 2024 1,000,604 47,660 -4.5% $1.27B 25.65% $1267.28
Q3 2024 1,048,264 25,000 -2.3% $1.50B 29.46% $1427.13
Q2 2024 1,073,264 83,134 -7.2% $1.37B 28.22% $1277.61
Q1 2024 1,156,398 81,224 -6.6% $1.42B 30.61% $1231.60
Q4 2023 1,237,622 72,464 -5.5% $1.25B 27.93% $1011.60
Q3 2023 1,310,086 47,405 -3.5% $1.10B 27.67% $843.13
Q2 2023 1,357,491 25,633 -1.9% $1.21B 29.15% $894.17
Q1 2023 1,383,124 26,600 -1.9% $1.02B 27.92% $737.05
Q4 2022 1,409,724 92,655 -6.2% $887.6M 27.90% $629.65
Q3 2022 1,502,379 +43,700 +3.0% $788.5M 25.81% $524.82
Q2 2022 1,458,679 +37,400 +2.6% $782.8M 24.16% $536.67
Q1 2022 1,421,279 +70,225 +5.2% $926.0M 23.61% $651.54
Q4 2021 1,351,054 +24,872 +1.9% $859.6M 22.66% $636.28
Q3 2021 1,326,182 +70,000 +5.6% $828.3M 22.34% $624.57
Q2 2021 1,256,182 +303,619 +31.9% $813.1M 22.51% $647.29
Q1 2021 952,563 72,962 -7.1% $560.0M 21.29% $587.92
Q4 2020 1,025,525 199,436 -16.3% $634.6M 26.60% $618.85
Q3 2020 1,224,961 +32,629 +2.7% $582.0M 27.45% $475.12
Q2 2020 1,192,332 +182,265 +18.0% $527.1M 27.02% $442.05
Q1 2020 1,010,067 +425,143 +72.7% $323.4M 20.54% $320.19
Q4 2019 584,924 0 $327.6M 20.26% $560.00
Q3 2019 584,924 21,000 -3.5% $304.6M 26.39% $520.67
Q2 2019 605,924 36,561 -5.7% $293.1M 25.29% $483.80
Q1 2019 642,485 0 $291.7M 27.72% $453.99
Q4 2018 642,485 +108,054 +20.2% $218.5M 26.00% $340.06
Q3 2018 534,431 0 $199.0M 18.28% $372.30
Q2 2018 534,431 0 $184.5M 19.07% $345.14
Q1 2018 534,431 45,100 -7.8% $164.0M 18.77% $306.94
Q4 2017 579,531 67,000 -10.4% $159.2M 20.91% $274.62
Q3 2017 646,531 +74,367 +13.0% $165.3M 24.17% $255.65
Q2 2017 572,164 +36,094 +6.7% $153.8M 21.67% $268.87
Q1 2017 536,070 55,434 -9.4% $118.0M 17.50% $220.16
Q4 2016 591,504 +152,356 +34.7% $147.3M 21.58% $248.96
Q3 2016 439,148 0 $127.0M 20.22% $289.12
Q2 2016 439,148 291,067 -39.9% $115.8M 21.04% $263.69
Q1 2016 730,215 $160.9M 29.66% $220.34

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did ALTAROCK PARTNERS LP first disclose a TDG position in 13F-HR filings?

ALTAROCK PARTNERS LP first reported TRANSDIGM GROUP INC (TDG) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was ALTAROCK PARTNERS LP's most recent quarter-over-quarter share-count change in TDG?

Between Q4 2025 and Q1 2026, ALTAROCK PARTNERS LP reduced its TDG position by 60,232 shares (-6.2%), leaving 909,168 shares at a market value of $1.05B.

Does the implied price-per-share represent ALTAROCK PARTNERS LP's cost basis in TDG?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.