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TESUJI PARTNERS, LLC

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13F filer, CIK 1278430, NEW YORK, NY

TESUJI PARTNERS, LLC reported $1,728,258,000 across 6 holdings for the quarter ended 2017-12-31, in a 13F-HR filed 2018-02-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001278430-18-000009

Period
2017-12-31
Reported value
$1.73B
Holdings
6
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NIELSEN HOLDINGS PLCadded+7,835,401$285M
SPGInew+1,062,834$180M
GOOGLadded+85,031$89.6M
METAadded+500,000$88.2M
SENSATA TECHNOLOGIES HOLDINGadded+500,000$25.6M

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, Q4 2017

Share positions as resolved from 13F-HR 0001278430-18-000009, largest first. % of portfolio is the value over $1,728,259,000, 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 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 10,500,159$537M31.05%+500,000
NIELSEN HOLDINGS PLCNIELSEN HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 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 12,244,401$446M25.79%+7,835,401
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 652,325 shares; 2017Q1: 749,664 shares; 2017Q2: 749,664 shares; 2017Q3: 749,664 shares; 2017Q4: 749,664 shares 749,664$206M11.91%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 525,000 shares; 2017Q3: 525,000 shares; 2017Q4: 1,025,000 shares 1,025,000$181M10.47%+500,000Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,062,834 shares 1,062,834$180M10.42%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 85,000 shares; 2017Q3: 85,000 shares; 2017Q4: 170,031 shares 170,031$179M10.36%+85,031Timeline

How Q4 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 0001278430-18-000009 base2018-02-15acceptance time not in the bulk data set