Tesuji Partners

Latest statistics and disclosures from TESUJI PARTNERS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Sensata Technologies Hldg Bv, EMC, VRX, GOOG, Express Scripts Holding. These five stock positions account for 78.95% of TESUJI PARTNERS's total stock portfolio.
  • Added to shares of these 3 stocks: Express Scripts Holding (+$135.16M), VRX (+$23.41M), KMR.
  • Started 1 new stock positions in Express Scripts Holding.
  • Reduced shares in these 2 stocks: (-$237.48M), EPB (-$34.39M).
  • Sold out of its positions in EPB, MA.
  • As of March 31, 2014, TESUJI PARTNERS has $1.17B in assets under management (AUM). Assets under management dropped from a total value of $1.23B to $1.17B.
  • Independent of market fluctuations, TESUJI PARTNERS was a net seller by $112.02M worth of stocks in the most recent quarter.

TESUJI PARTNERS portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sensata Technologies Hldg Bv 23.21 6346661 42.64 0.00
EMC EMC Corporation 15.55 6612400 27.41 28.71
VRX Valeant Pharmaceuticals Int 15.47 +14.00% 1368040 131.83 133.07
GOOG Google 13.12 137263 1114.51 556.00
Express Scripts Holding 11.59 NEW 1800000 75.09 0.00
IHS IHS 8.28 794307 121.50 131.43
KMP Kinder Morgan Energy Partners 6.55 1033019 73.95 94.28
KMR Kinder Morgan Management 6.22 1011943 71.67 94.98

Past 13F-HR SEC Filings for TESUJI PARTNERS

View All Filings for TESUJI PARTNERS