Triple Frond Partners LLC's TDG Position
TRANSDIGM GROUP INC — 10 quarters (Q4 2023 to Q4 2025)
Current Shares
103.9K
Current Value
$138.16M
Peak Shares
120.0K
Q4 2023
Overall Change
-13%
Shares Over Time
Q4 2023
120.0K
Q1 2024
102.7K
-14%
Q2 2024
62.2K
-39%
Q3 2024
82.7K
+33%
Q4 2024
79.8K
-4%
Q1 2025
92.1K
+16%
Q2 2025
73.8K
-20%
Q3 2025
57.0K
-23%
Q3 2025
57.0K
0%
Q4 2025
103.9K
+82%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change |
|---|---|---|---|---|
| Q4 2025 | 103.9K | $138.16M | $1329.85 | +82% |
| Q3 2025 | 57.0K | $75.08M | $1318.03 | 0% |
| Q3 2025 | 57.0K | $75.08M | $1318.03 | -23% |
| Q2 2025 | 73.8K | $112.21M | $1520.64 | -20% |
| Q1 2025 | 92.1K | $127.46M | $1383.29 | +16% |
| Q4 2024 | 79.8K | $101.07M | $1267.28 | -4% |
| Q3 2024 | 82.7K | $117.98M | $1427.13 | +33% |
| Q2 2024 | 62.2K | $79.52M | $1277.61 | -39% |
| Q1 2024 | 102.7K | $126.46M | $1231.60 | -14% |
| Q4 2023 | 120.0K | $121.37M | $1011.60 | New |