$1 Billion is the total value of Tesuji Partners's 7 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Sensata Technologies | $296,897,000 | +9.7% | 6,346,661 | 0.0% | 29.64% | +27.7% | |
| VRX | VALENT PHARMACUETICALS | $172,537,000 | -4.3% | 1,368,040 | 0.0% | 17.22% | +11.3% | |
| New | EQIX | $133,386,000 | – | 634,900 | +100.0% | 13.32% | – | |
| ESRX | ESRX | $124,794,000 | -7.7% | 1,800,000 | 0.0% | 12.46% | +7.5% | |
| IHS | IHS Inc | $107,764,000 | +11.7% | 794,307 | 0.0% | 10.76% | +30.0% | |
| 4945SC | Kinder Morgan Energy | $84,924,000 | +11.2% | 1,033,019 | 0.0% | 8.48% | +29.4% | |
| KMR | Buy | Kinder Morgan Management | $81,366,000 | +12.2% | 1,030,866 | +1.9% | 8.12% | +30.6% |
| GOOGL | Exit | Google Inc | $0 | – | -137,263 | -100.0% | -13.12% | – |
| EMC | Exit | EMC Corp | $0 | – | -6,612,400 | -100.0% | -15.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
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.