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.
- ARXS
- TDG
| Quarter | ARXS | TDG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 20 holders, $3.5bn |
| Q4 2020 | none listed holders, n.a. | 22 holders, $4.0bn |
| Q1 2021 | none listed holders, n.a. | 15 holders, $3.5bn |
| Q2 2021 | none listed holders, n.a. | 12 holders, $4.2bn |
| Q3 2021 | none listed holders, n.a. | 14 holders, $3.7bn |
| Q4 2021 | none listed holders, n.a. | 17 holders, $1.7bn |
| Q1 2022 | none listed holders, n.a. | 14 holders, $1.7bn |
| Q2 2022 | none listed holders, n.a. | 16 holders, $1.8bn |
| Q3 2022 | none listed holders, n.a. | 15 holders, $2.3bn |
| Q4 2022 | none listed holders, n.a. | 22 holders, $3.5bn |
| Q1 2023 | none listed holders, n.a. | 22 holders, $6.2bn |
| Q2 2023 | none listed holders, n.a. | 17 holders, $7.5bn |
| Q3 2023 | none listed holders, n.a. | 19 holders, $7.6bn |
| Q4 2023 | none listed holders, n.a. | 19 holders, $8.9bn |
| Q1 2024 | none listed holders, n.a. | 22 holders, $11.7bn |
| Q2 2024 | none listed holders, n.a. | 26 holders, $12.3bn |
| Q3 2024 | none listed holders, n.a. | 21 holders, $13.0bn |
| Q4 2024 | none listed holders, n.a. | 17 holders, $11.8bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $13.0bn |
| Q2 2025 | none listed holders, n.a. | 20 holders, $15.0bn |
| Q3 2025 | none listed holders, n.a. | 12 holders, $13.8bn |
| Q4 2025 | none listed holders, n.a. | 18 holders, $14.1bn |
| Q1 2026 | none listed holders, n.a. | 19 holders, $13.4bn |
| Q2 2026 | 12 holders, $616m | 15 holders, $14.3bn |
- Holders
- 12
- Reported value
- $616m
- Buyers
- 28
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
TDG
Transdigm Group Inc
- Holders
- 15
- Reported value
- $14.3bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 among 91 comparable managers.
Who holds both, Q2 2026
Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
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.