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TESUJI PARTNERS, LLC

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13F filer, CIK 1278430, NEW YORK, NY

TESUJI PARTNERS, LLC reported $957,508,000 across 5 holdings for the quarter ended 2017-06-30, in a 13F-HR filed 2017-08-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001278430-17-000005

Period
2017-06-30
Reported value
$958M
Holdings
5
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+525,000$79.3M
GOOGLnew+85,000$79M

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

None.

Holdings, Q2 2017

Share positions as resolved from 13F-HR 0001278430-17-000005, largest first. % of portfolio is the value over $957,509,000, 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,000,159 shares; 2017Q1: 10,000,159 shares; 2017Q2: 10,000,159 shares 10,000,159$427M44.62%0
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 652,325 shares; 2017Q1: 749,664 shares; 2017Q2: 749,664 shares 749,664$202M21.05%0Timeline
NIELSEN HOLDINGS PLCNIELSEN HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,409,000 shares; 2017Q1: 4,409,000 shares; 2017Q2: 4,409,000 shares 4,409,000$170M17.8%0
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 525,000 shares 525,000$79.3M8.28%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 85,000 shares 85,000$79M8.25%newTimeline

How Q2 2017 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 0001278430-17-000005 base2017-08-15acceptance time not in the bulk data set