Tesuji Partners - Q2 2015 holdings

$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 SellSensata Technologies$394,825,000
-8.4%
7,486,262
-0.2%
23.30%
-10.6%
NLSN BuyNLSN$319,165,000
+36.3%
7,129,000
+35.7%
18.83%
+33.0%
VRX  VALENT PHARMACUETICALS$303,910,000
+11.8%
1,368,0400.0%17.93%
+9.1%
IHS BuyIHS Inc$288,131,000
+21.2%
2,239,996
+7.2%
17.00%
+18.3%
BuyEQIX$214,193,000
+40.2%
843,281
+28.5%
12.64%
+36.8%
TDG  TDG$174,595,000
+2.7%
777,1190.0%10.30%
+0.2%
ESRX ExitESRX$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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Sensata Technologies22Q3 201855.7%
TDG17Q3 201823.1%
NLSN13Q3 201825.8%
IHS Inc13Q2 201624.5%
VALENT PHARMACUETICALS9Q3 201517.9%
GOOGL6Q3 201811.9%
FB6Q3 201811.1%
Kinder Morgan Energy6Q3 20148.5%
Kinder Morgan Mnge6Q3 20148.5%
EQIX5Q2 201513.3%

View Tesuji Partners's complete holdings history.

Latest significant ownerships (13-D/G)
Tesuji Partners Q2 2015 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Tesuji Partners, LLCSold outFebruary 14, 202200.0%

View Tesuji Partners's complete significant-ownership history.

Latest filings
TypeFiled
SC 13G2022-02-14
SC 13G/A2021-02-11
13F-HR2018-11-15
13F-HR2018-08-15
13F-HR2018-05-15
13F-HR2018-02-15
SC 13G2018-02-15
13F-HR2017-11-15
13F-HR2017-08-15
13F-HR2017-05-15

View Tesuji Partners's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (1694820000.0 != 1694819000.0)

Export Tesuji Partners's holdings