Tesuji Partners as of June 30, 2011
Portfolio Holdings for Tesuji Partners
Tesuji Partners holds 7 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 30.5 | $182M | 602k | 301.34 | |
| Visa (V) | 17.1 | $102M | 1.2M | 84.26 | |
| Qualcomm (QCOM) | 13.5 | $80M | 1.4M | 56.79 | |
| Crown Castle International | 13.3 | $79M | 1.9M | 40.79 | |
| EMC Corporation | 10.7 | $63M | 2.3M | 27.55 | |
| Equinix | 8.5 | $51M | 500k | 101.02 | |
| Time Warner Cable | 6.6 | $39M | 500k | 78.04 |
