Tesuji Partners as of Sept. 30, 2011
Portfolio Holdings for Tesuji Partners
Tesuji Partners holds 9 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 26.9 | $191M | 602k | 317.16 | |
| Crown Castle International | 15.0 | $106M | 2.6M | 40.67 | |
| Visa (V) | 14.6 | $103M | 1.2M | 85.72 | |
| EMC Corporation | 12.1 | $86M | 4.1M | 20.99 | |
| Qualcomm (QCOM) | 11.7 | $83M | 1.7M | 48.63 | |
| Equinix | 6.3 | $44M | 500k | 88.83 | |
| Crown Holdings (CCK) | 4.8 | $34M | 1.1M | 30.61 | |
| Time Warner Cable | 4.4 | $31M | 500k | 62.67 | |
| St | 4.1 | $29M | 1.1M | 26.46 |
