$1.65 Billion is the total value of Tesuji Partners's 7 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Sell | Sensata Technologies | $431,120,000 | +6.3% | 7,504,262 | -3.1% | 26.07% | +0.2% |
| VRX | VALENT PHARMACUETICALS | $271,720,000 | +38.8% | 1,368,040 | 0.0% | 16.43% | +30.8% | |
| IHS | Buy | IHS Inc | $237,736,000 | +51.8% | 2,089,803 | +51.9% | 14.38% | +43.1% |
| NLSN | NLSN | $234,171,000 | -0.4% | 5,254,000 | 0.0% | 14.16% | -6.1% | |
| TDG | TDG | $169,971,000 | +11.4% | 777,119 | 0.0% | 10.28% | +5.0% | |
| ESRX | ESRX | $156,186,000 | +2.5% | 1,800,000 | 0.0% | 9.44% | -3.4% | |
| EQIX | $152,825,000 | +2.7% | 656,323 | 0.0% | 9.24% | -3.2% | ||
| KMI | Exit | KMI | $0 | – | -2,645,337 | -100.0% | -7.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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.