$1.23 Billion is the total value of Tesuji Partners's 9 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Buy | Sensata Technologies | $246,060,000 | +39.6% | 6,346,661 | +37.8% | 19.98% | +24.3% |
| MA | Sell | Master Card Inc | $237,475,000 | -16.4% | 284,245 | -32.7% | 19.28% | -25.6% |
| EMC | Buy | EMC Corp | $166,302,000 | +58.6% | 6,612,400 | +61.2% | 13.50% | +41.3% |
| GOOGL | Google Inc | $153,832,000 | +27.3% | 137,263 | 0.0% | 12.49% | +13.4% | |
| VRX | Valeant Pharmacueticals | $139,758,000 | +12.5% | 1,190,442 | 0.0% | 11.35% | +0.3% | |
| IHS | IHS Inc | $95,079,000 | +4.8% | 794,307 | 0.0% | 7.72% | -6.6% | |
| 4945SC | Kinder Morgan Energy | $83,323,000 | +1.0% | 1,033,019 | 0.0% | 6.77% | -10.0% | |
| KMR | Buy | Kinder Morgan Mnge | $75,221,000 | +2.7% | 994,202 | +1.8% | 6.11% | -8.5% |
| 2108SC | El Paso Pipeline | $34,391,000 | -14.7% | 955,300 | 0.0% | 2.79% | -24.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-12
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.