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SARO · TDG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SAROTDG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SARO
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterSAROTDG
Q3 2020none listed holders, n.a.20 holders, $3.5bn
Q4 2020none listed holders, n.a.22 holders, $4.0bn
Q1 2021none listed holders, n.a.15 holders, $3.5bn
Q2 2021none listed holders, n.a.12 holders, $4.2bn
Q3 2021none listed holders, n.a.14 holders, $3.7bn
Q4 2021none listed holders, n.a.17 holders, $1.7bn
Q1 2022none listed holders, n.a.14 holders, $1.7bn
Q2 2022none listed holders, n.a.16 holders, $1.8bn
Q3 2022none listed holders, n.a.15 holders, $2.3bn
Q4 2022none listed holders, n.a.22 holders, $3.5bn
Q1 2023none listed holders, n.a.22 holders, $6.2bn
Q2 2023none listed holders, n.a.17 holders, $7.5bn
Q3 2023none listed holders, n.a.19 holders, $7.6bn
Q4 2023none listed holders, n.a.19 holders, $8.9bn
Q1 2024none listed holders, n.a.22 holders, $11.7bn
Q2 2024none listed holders, n.a.26 holders, $12.3bn
Q3 2024none listed holders, n.a.21 holders, $13.0bn
Q4 202414 holders, $795m17 holders, $11.8bn
Q1 202514 holders, $973m21 holders, $13.0bn
Q2 202520 holders, $1.6bn20 holders, $15.0bn
Q3 202513 holders, $1.3bn12 holders, $13.8bn
Q4 202512 holders, $1.3bn18 holders, $14.1bn
Q1 202617 holders, $1.7bn19 holders, $13.4bn
Q2 20269 holders, $1.9bn15 holders, $14.3bn
SARO

Standardaero Inc

Holders
14
Reported value
$973m
Buyers
12
Sellers
3

Breadth +9 among 95 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
21
Reported value
$13.0bn
Buyers
9
Sellers
12

Breadth -3 among 95 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q1 2025

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SARO (9)

Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Quantbot Technologies LP, Soros Fund Management LLC, Steadfast Capital Management LP, Walleye Capital LLC, Wellington Management Group LLP

Only TDG (16)

AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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