$1.79 Billion is the total value of Tesuji Partners's 8 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Sensata Technologies | $501,593,000 | -7.8% | 10,500,159 | 0.0% | 27.98% | -12.2% | |
| NLSN | NLSN | $380,066,000 | -2.4% | 12,244,401 | 0.0% | 21.20% | -7.0% | |
| TDG | TDG | $259,391,000 | +12.7% | 749,664 | 0.0% | 14.47% | +7.3% | |
| SPGI | SPGI | $217,265,000 | +7.0% | 1,062,834 | 0.0% | 12.12% | +1.9% | |
| FB | FB | $199,762,000 | +22.0% | 1,025,000 | 0.0% | 11.14% | +16.1% | |
| GOOGL | GOOGL | $192,635,000 | +9.2% | 170,031 | 0.0% | 10.75% | +4.0% | |
| New | SAF | $21,267,000 | – | 175,000 | +100.0% | 1.19% | – | |
| New | AIR | $20,492,000 | – | 175,000 | +100.0% | 1.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-15
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.