Triple Frond Partners LLC — TRANSDIGM GROUP INC TDG: Quarterly 13F Position History
Triple Frond Partners LLC 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 106,544 shares ($123.5M market value, 12.82% of the equity book). Quarter-over-quarter share count change: + 2,650 (+2.6%) .
- 106,544Shares Held (Latest Filing)
- $123.5MReported Market Value (Latest Filing)
- 12.82%Portfolio Weight (% of 13F Equity Book)
- +2,650Quarter-over-Quarter Share Change
- -$14.7MQuarter-over-Quarter Value Change
- 479,998Peak Reported Shares (Historical)
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 | 106,544 | +2,650 | +2.6% | $123.5M | 12.82% | $1158.96 |
| Q4 2025 | 103,894 | +46,930 | +82.4% | $138.2M | 14.36% | $1329.85 |
| Q3 2025 | 56,964 | 16,830 | -22.8% | $75.1M | 8.18% | $1318.03 |
| Q2 2025 | 73,794 | 18,350 | -19.9% | $51.3M | 8.98% | $694.79 |
| Q1 2025 | 92,144 | +12,390 | +15.5% | $127.5M | 17.23% | $1383.29 |
| Q4 2024 | 79,754 | 2,919 | -3.5% | $101.1M | 13.08% | $1267.28 |
| Q3 2024 | 82,673 | +20,434 | +32.8% | $118.0M | 15.27% | $1427.13 |
| Q2 2024 | 62,239 | 40,443 | -39.4% | $79.5M | 9.33% | $1277.61 |
| Q1 2024 | 102,682 | 17,300 | -14.4% | $126.5M | 14.39% | $1231.60 |
| Q4 2023 | 119,982 | 9,018 | -7.0% | $121.4M | 14.44% | $1011.60 |
| Q3 2023 | 129,000 | 0 | — | $108.8M | 13.80% | $843.13 |
| Q2 2023 | 129,000 | 0 | — | $115.3M | 14.87% | $894.17 |
| Q1 2023 | 129,000 | 17,291 | -11.8% | $95.1M | 13.87% | $737.05 |
| Q4 2022 | 146,291 | 0 | — | $92.1M | 15.23% | $629.65 |
| Q3 2022 | 146,291 | 109 | -0.1% | $76.8M | 13.52% | $524.82 |
| Q2 2022 | 146,400 | 0 | — | $78.6M | 12.01% | $536.67 |
| Q1 2022 | 146,400 | 0 | — | $95.4M | 11.81% | $651.54 |
| Q4 2021 | 146,400 | +18,006 | +14.0% | $93.2M | 10.50% | $636.28 |
| Q3 2021 | 128,394 | 0 | — | $80.2M | 8.75% | $624.57 |
| Q2 2021 | 128,394 | +14,120 | +12.4% | $83.1M | 9.01% | $647.29 |
| Q1 2021 | 114,274 | 0 | — | $67.2M | 8.33% | $587.92 |
| Q4 2020 | 114,274 | 76,000 | -39.9% | $70.7M | 8.63% | $618.85 |
| Q3 2020 | 190,274 | 37,800 | -16.6% | $90.4M | 7.67% | $475.12 |
| Q2 2020 | 228,074 | 51,926 | -18.5% | $100.8M | 9.72% | $442.05 |
| Q1 2020 | 280,000 | +15,000 | +5.7% | $89.7M | 9.99% | $320.19 |
| Q4 2019 | 265,000 | +40,000 | +17.8% | $148.4M | 12.77% | $560.00 |
| Q3 2019 | 225,000 | +12,838 | +6.1% | $117.2M | 11.22% | $520.67 |
| Q2 2019 | 212,162 | 0 | — | $102.6M | 10.38% | $483.80 |
| Q1 2019 | 212,162 | +14,700 | +7.4% | $96.3M | 11.13% | $453.99 |
| Q4 2018 | 197,462 | 8,236 | -4.0% | $67.1M | 8.21% | $340.06 |
| Q3 2018 | 205,698 | 0 | — | $76.6M | 7.96% | $372.30 |
| Q2 2018 | 205,698 | 35,300 | -14.6% | $71.0M | 7.49% | $345.14 |
| Q1 2018 | 240,998 | 149,000 | -38.2% | $74.0M | 8.31% | $306.94 |
| Q4 2017 | 389,998 | 90,000 | -18.8% | $107.1M | 12.13% | $274.62 |
| Q3 2017 | 479,998 | 0 | — | $122.7M | 14.88% | $255.65 |
| Q2 2017 | 479,998 | 0 | — | $129.1M | 16.93% | $268.87 |
| Q1 2017 | 479,998 | +150,850 | +45.8% | $105.7M | 14.05% | $220.16 |
| Q4 2016 | 329,148 | +46,148 | +16.3% | $81.9M | 12.15% | $248.96 |
| Q3 2016 | 283,000 | 34,500 | -10.9% | $81.8M | 11.66% | $289.12 |
| Q2 2016 | 317,500 | 57,500 | -15.3% | $83.7M | 13.47% | $263.69 |
| Q1 2016 | 375,000 | — | — | $82.6M | 13.46% | $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 Triple Frond Partners LLC first disclose a TDG position in 13F-HR filings?
Triple Frond Partners LLC 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 Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in TDG?
Between Q4 2025 and Q1 2026, Triple Frond Partners LLC added 2,650 shares of TDG (+2.6%), bringing the total reported position to 106,544 shares at a market value of $123.5M.
Does the implied price-per-share represent Triple Frond Partners LLC'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.