$1.73 Billion is the total value of Tesuji Partners's 8 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ST | Sensata Technologies | $520,283,000 | +3.7% | 10,500,159 | 0.0% | 30.12% | +7.6% | |
NLSN | Sell | NLSN | $249,193,000 | -34.4% | 9,009,144 | -26.4% | 14.42% | -32.0% |
SPGI | SPGI | $207,667,000 | -4.4% | 1,062,834 | 0.0% | 12.02% | -0.8% | |
GOOGL | GOOGL | $205,241,000 | +6.5% | 170,031 | 0.0% | 11.88% | +10.6% | |
TDG | Sell | TDG | $197,156,000 | -24.0% | 529,563 | -29.4% | 11.41% | -21.1% |
FB | FB | $168,572,000 | -15.6% | 1,025,000 | 0.0% | 9.76% | -12.4% | |
Buy | SAF | $94,577,000 | +344.7% | 675,000 | +285.7% | 5.48% | +361.6% | |
Buy | AIR | $84,767,000 | +313.7% | 675,000 | +285.7% | 4.91% | +329.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Sensata Technologies | 22 | Q3 2018 | 55.7% |
TDG | 17 | Q3 2018 | 23.1% |
NLSN | 13 | Q3 2018 | 25.8% |
IHS Inc | 13 | Q2 2016 | 24.5% |
VALENT PHARMACUETICALS | 9 | Q3 2015 | 17.9% |
GOOGL | 6 | Q3 2018 | 11.9% |
FB | 6 | Q3 2018 | 11.1% |
Kinder Morgan Energy | 6 | Q3 2014 | 8.5% |
Kinder Morgan Mnge | 6 | Q3 2014 | 8.5% |
EQIX | 5 | Q2 2015 | 13.3% |
View Tesuji Partners's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Tesuji Partners, LLCSold out | February 14, 2022 | 0 | 0.0% |
View Tesuji Partners's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
SC 13G | 2022-02-14 |
SC 13G/A | 2021-02-11 |
13F-HR | 2018-11-15 |
13F-HR | 2018-08-15 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-15 |
SC 13G | 2018-02-15 |
13F-HR | 2017-11-15 |
13F-HR | 2017-08-15 |
13F-HR | 2017-05-15 |
View Tesuji Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.