Tesuji Partners, LLC 13F Holdings · last filed Q3 2018
Tesuji Partners, LLC reported 6 securities worth $1.73B in its SEC 13F filing for Q3 2018 (period ended 2018-09-30). Top holdings: ST (30.12%), NLSN (14.43%), SPGI (12.02%). Among its top 25 positions this quarter: 2 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ST | Sensata Technologies | $520.3M | 30.12% | 10.5M | Hold |
| 2 | NLSN | NLSN | $249.2M | 14.43% | 9.0M | Trimmed |
| 3 | SPGI | SPGI | $207.7M | 12.02% | 1.1M | Hold |
| 4 | GOOGL | GOOGL | $205.2M | 11.88% | 170,031 | Hold |
| 5 | TDG | TDG | $197.2M | 11.41% | 529,563 | Trimmed |
| 6 | META | FB | $168.6M | 9.76% | 1.0M | Hold |
| 7 | SAF | $94.6M | 5.47% | 675,000 | Added | |
| 8 | AIR | $84.8M | 4.91% | 675,000 | Added |
Source: SEC Form 13F filings · as of 2018-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR