Skip to content
Disclosery

TESUJI PARTNERS, LLC

Follow

13F filer, CIK 1278430, NEW YORK, NY

TESUJI PARTNERS, LLC reported $1,727,456,000 across 8 holdings for the quarter ended 2018-09-30, in a 13F-HR filed 2018-11-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001278430-18-000014

Period
2018-09-30
Reported value
$1.73B
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SAFadded+500,000$70.1M
AIRadded+500,000$62.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NIELSEN HOLDINGS PLCreduced-3,235,257-$89.5M
TDGreduced-220,101-$81.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2018

Share positions as resolved from 13F-HR 0001278430-18-000014, largest first. % of portfolio is the value over $1,727,456,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SENSATA TECHNOLOGIES HOLDINGSENSATA TECHNOLOGIES HOLDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: 10,000,159 shares; 2017Q1: 10,000,159 shares; 2017Q2: 10,000,159 shares; 2017Q3: 10,000,159 shares; 2017Q4: 10,500,159 shares; 2018Q1: 10,500,159 shares; 2018Q2: 10,500,159 shares; 2018Q3: 10,500,159 shares 10,500,159$520M30.12%0
NIELSEN HOLDINGS PLCNIELSEN HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: 4,409,000 shares; 2017Q1: 4,409,000 shares; 2017Q2: 4,409,000 shares; 2017Q3: 4,409,000 shares; 2017Q4: 12,244,401 shares; 2018Q1: 12,244,401 shares; 2018Q2: 12,244,401 shares; 2018Q3: 9,009,144 shares 9,009,144$249M14.43%-3,235,257
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,062,834 shares; 2018Q1: 1,062,834 shares; 2018Q2: 1,062,834 shares; 2018Q3: 1,062,834 shares 1,062,834$208M12.02%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 85,000 shares; 2017Q3: 85,000 shares; 2017Q4: 170,031 shares; 2018Q1: 170,031 shares; 2018Q2: 170,031 shares; 2018Q3: 170,031 shares 170,031$205M11.88%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: 652,325 shares; 2017Q1: 749,664 shares; 2017Q2: 749,664 shares; 2017Q3: 749,664 shares; 2017Q4: 749,664 shares; 2018Q1: 749,664 shares; 2018Q2: 749,664 shares; 2018Q3: 529,563 shares 529,563$197M11.41%-220,101Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 525,000 shares; 2017Q3: 525,000 shares; 2017Q4: 1,025,000 shares; 2018Q1: 1,025,000 shares; 2018Q2: 1,025,000 shares; 2018Q3: 1,025,000 shares 1,025,000$169M9.76%0Timeline
SAFSAFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 175,000 shares; 2018Q3: 675,000 shares 675,000$94.6M5.47%+500,000
AIRAIRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 175,000 shares; 2018Q3: 675,000 shares 675,000$84.8M4.91%+500,000

How Q3 2018 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001278430-18-000014 base2018-11-15acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001278430-18-000014 Quarter ended 2018-09-302018-11-15acceptance time not in the bulk data set
13F-HR 0001278430-18-000013 Quarter ended 2018-06-302018-08-15acceptance time not in the bulk data set
13F-HR 0001278430-18-000011 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001278430-18-000009 Quarter ended 2017-12-312018-02-15acceptance time not in the bulk data set
13F-HR 0001278430-17-000006 Quarter ended 2017-09-302017-11-15acceptance time not in the bulk data set
13F-HR 0001278430-17-000005 Quarter ended 2017-06-302017-08-15acceptance time not in the bulk data set
13F-HR 0001278430-17-000004 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001278430-17-000003 Quarter ended 2016-12-312017-02-15acceptance time not in the bulk data set
13F-HR 0001278430-16-000017 Quarter ended 2016-09-302016-11-15acceptance time not in the bulk data set
13F-HR 0001278430-16-000016 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0001278430-16-000014 Quarter ended 2016-03-312016-05-09acceptance time not in the bulk data set
13F-HR 0001278430-16-000013 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0001278430-15-000008 Quarter ended 2015-09-302015-11-13acceptance time not in the bulk data set
13F-HR 0001278430-15-000006 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001278430-15-000005 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001278430-15-000002 Quarter ended 2014-12-312015-02-13acceptance time not in the bulk data set
13F-HR 0001278430-14-000010 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001278430-14-000008 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001278430-14-000004 Quarter ended 2014-03-312014-05-13acceptance time not in the bulk data set
13F-HR 0001278430-14-000003 Quarter ended 2013-12-312014-02-12acceptance time not in the bulk data set
13F-HR 0001278430-13-000012 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR/A 0001278430-13-000010 Quarter ended 2013-06-302013-08-20acceptance time not in the bulk data set
13F-HR 0001278430-13-000008 Quarter ended 2013-06-302013-08-15acceptance time not in the bulk data set