$1.73 Billion is the total value of Tesuji Partners's 6 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Buy | Sensata Technologies | $536,663,000 | +11.6% | 10,500,159 | +5.0% | 31.05% | -33.6% |
| NLSN | Buy | NLSN | $445,696,000 | +143.9% | 12,244,401 | +177.7% | 25.79% | +45.0% |
| TDG | TDG | $205,873,000 | +7.4% | 749,664 | 0.0% | 11.91% | -36.1% | |
| FB | Buy | FB | $180,872,000 | +101.6% | 1,025,000 | +95.2% | 10.47% | +19.9% |
| SPGI | New | SPGI | $180,044,000 | – | 1,062,834 | +100.0% | 10.42% | – |
| GOOGL | Buy | GOOGL | $179,111,000 | +116.4% | 170,031 | +100.0% | 10.36% | +28.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-15
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.