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AVAV · 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.

AVAVTDG
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.
  • AVAV
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterAVAVTDG
Q3 20204 holders, $71m20 holders, $3.5bn
Q4 20203 holders, $117m22 holders, $4.0bn
Q1 20214 holders, $177m15 holders, $3.5bn
Q2 20214 holders, $139m12 holders, $4.2bn
Q3 20213 holders, $156m14 holders, $3.7bn
Q4 20213 holders, $115m17 holders, $1.7bn
Q1 20224 holders, $193m14 holders, $1.7bn
Q2 20222 holders, $155m16 holders, $1.8bn
Q3 20222 holders, $123m15 holders, $2.3bn
Q4 20222 holders, $120m22 holders, $3.5bn
Q1 20233 holders, $125m22 holders, $6.2bn
Q2 20233 holders, $143m17 holders, $7.5bn
Q3 20233 holders, $150m19 holders, $7.6bn
Q4 20233 holders, $150m19 holders, $8.9bn
Q1 20242 holders, $169m22 holders, $11.7bn
Q2 20244 holders, $430m26 holders, $12.3bn
Q3 20244 holders, $545m21 holders, $13.0bn
Q4 20242 holders, $369m17 holders, $11.8bn
Q1 20255 holders, $332m21 holders, $13.0bn
Q2 20255 holders, $789m20 holders, $15.0bn
Q3 20256 holders, $1.2bn12 holders, $13.8bn
Q4 202511 holders, $963m18 holders, $14.1bn
Q1 20266 holders, $351m19 holders, $13.4bn
Q2 20263 holders, $264m15 holders, $14.3bn
AVAV

Aerovironment Inc

Holders
6
Reported value
$1.2bn
Buyers
4
Sellers
2

Breadth +2 among 95 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
12
Reported value
$13.8bn
Buyers
6
Sellers
9

Breadth -3 among 95 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q3 2025

Among the 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (1)

Invesco Ltd

Only AVAV (5)

AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Davidson Kempner Capital Management LP, Polen Capital Management LLC

Only TDG (11)

Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D1 Capital Partners LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Neuberger Berman Group LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc

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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