TP

Tesuji Partners Portfolio holdings

AUM $1.73B
1-Year Est. Return 3.93%
This Quarter Est. Return
1 Year Est. Return
+3.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$79.3M
2 +$79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.62%
2 Industrials 38.85%
3 Communication Services 16.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$427M 44.62%
10,000,159
2
$202M 21.05%
749,664
3
$170M 17.8%
4,409,000
4
$79.3M 8.28%
+525,000
5
$79M 8.25%
+1,700,000