$1.69 Billion is the total value of Tesuji Partners's 6 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 14.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ST | Sell | Sensata Technologies | $394,825,000 | -8.4% | 7,486,262 | -0.2% | 23.30% | -10.6% |
NLSN | Buy | NLSN | $319,165,000 | +36.3% | 7,129,000 | +35.7% | 18.83% | +33.0% |
VRX | VALENT PHARMACUETICALS | $303,910,000 | +11.8% | 1,368,040 | 0.0% | 17.93% | +9.1% | |
IHS | Buy | IHS Inc | $288,131,000 | +21.2% | 2,239,996 | +7.2% | 17.00% | +18.3% |
Buy | EQIX | $214,193,000 | +40.2% | 843,281 | +28.5% | 12.64% | +36.8% | |
TDG | TDG | $174,595,000 | +2.7% | 777,119 | 0.0% | 10.30% | +0.2% | |
ESRX | Exit | ESRX | $0 | – | -1,800,000 | -100.0% | -9.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
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.