23 is the total number of securities Tesuji Partners has owned. The longest Tesuji Partners has owned a single stock is 22 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ST | Sensata Technologies | 22 | 22 | 15.46% | 29.70% | 55.71% | Q2 2013 | Q3 2018 | 22 |
| TDG | TDG | 17 | 17 | 9.79% | 14.85% | 23.15% | Q3 2014 | Q3 2018 | 17 |
| NLSN | NLSN | 13 | 13 | 14.42% | 19.83% | 25.79% | Q3 2015 | Q3 2018 | 13 |
| IHS | IHS Inc | 13 | 13 | 2.04% | 13.32% | 24.49% | Q2 2013 | Q2 2016 | 13 |
| VRX | VALENT PHARMACUETICALS | 9 | 9 | 11.32% | 14.84% | 17.93% | Q3 2013 | Q3 2015 | 9 |
| GOOGL | GOOGL | 6 | 6 | 8.05% | 9.94% | 11.88% | Q2 2017 | Q3 2018 | 6 |
| FB | FB | 6 | 6 | 8.28% | 9.66% | 11.14% | Q2 2017 | Q3 2018 | 6 |
| 4945SC | Kinder Morgan Energy | 6 | 6 | 6.55% | 7.68% | 8.48% | Q2 2013 | Q3 2014 | 6 |
| KMR | Kinder Morgan Mnge | 6 | 6 | 5.74% | 6.90% | 8.50% | Q2 2013 | Q3 2014 | 6 |
| EQIX | 5 | 5 | 9.24% | 11.27% | 13.32% | Q2 2014 | Q2 2015 | 5 | |
| ESRX | ESRX | 5 | 5 | 9.44% | 10.84% | 12.46% | Q1 2014 | Q1 2015 | 5 |
| KMI | KMI | 3 | 1 | 7.18% | 18.13% | 23.71% | Q4 2014 | Q2 2016 | 4 |
| GOOGL | Google Inc | 4 | 4 | 11.01% | 12.06% | 13.12% | Q2 2013 | Q1 2014 | 4 |
| EMC | EMC Corp | 4 | 4 | 9.32% | 11.98% | 15.55% | Q2 2013 | Q1 2014 | 4 |
| SPGI | SPGI | 4 | 4 | 10.42% | 11.61% | 12.12% | Q4 2017 | Q3 2018 | 4 |
| MA | Master Card Inc | 3 | 3 | 19.28% | 26.16% | 33.28% | Q2 2013 | Q4 2013 | 3 |
| NLSN | NLSN | 3 | 3 | 14.16% | 16.02% | 18.83% | Q4 2014 | Q2 2015 | 3 |
| 2108SC | El Paso Pipeline Partners | 3 | 3 | 2.79% | 3.49% | 4.01% | Q2 2013 | Q4 2013 | 3 |
| INFO | INFO | 2 | 2 | 0.99% | 14.00% | 27.02% | Q3 2016 | Q4 2016 | 2 |
| SAF | 2 | 2 | 1.19% | 3.33% | 5.48% | Q2 2018 | Q3 2018 | 2 | |
| AIR | 2 | 2 | 1.14% | 3.02% | 4.91% | Q2 2018 | Q3 2018 | 2 | |
| EQIX | EQIX | 1 | 1 | 11.19% | 11.19% | 11.19% | Q3 2015 | Q3 2015 | 1 |
| QCOM | QualComm Inc | 1 | 1 | 10.04% | 10.04% | 10.04% | Q2 2013 | Q2 2013 | 1 |
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The securities at the top of the list , including Sensata Technologies, TDG, and NLSN, are the highest-conviction holdings of Tesuji Partners.
The conviction is calculated by counting the number of quarters a security has been reported by Tesuji Partners. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Tesuji Partners owns currently or has owned in the past.