Tesuji Partners as of March 31, 2015
Portfolio Holdings for Tesuji Partners
Tesuji Partners holds 7 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv | 26.1 | $431M | 7.5M | 57.45 | |
| Valeant Pharmaceuticals Int | 16.4 | $272M | 1.4M | 198.62 | |
| Ihs | 14.4 | $238M | 2.1M | 113.76 | |
| Nielsen Holdings Nv | 14.2 | $234M | 5.3M | 44.57 | |
| TransDigm Group Incorporated (TDG) | 10.3 | $170M | 777k | 218.72 | |
| Express Scripts Holding | 9.4 | $156M | 1.8M | 86.77 | |
| Eqix | 9.2 | $153M | 656k | 232.85 |
