TP
Tesuji Partners Portfolio holdings
AUM
$1.73B
This Quarter Return
+7.76%
1 Year Return
+3.93%
3 Year Return
+19.95%
5 Year Return
+68.14%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$1.03B
(+7.3%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 46.78% |
| 2 | Industrials | 36.44% |
| 3 | Communication Services | 16.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sensata Technologies
ST
$4.74B
| $481M | 46.78% | 10,000,159 | – | – |
|
2
TransDigm Group
TDG
$78.8B
| $192M | 18.65% | 749,664 | – | – |
|
|
NLSN
3
DELISTED
Nielsen Holdings plc
NLSN
| $183M | 17.78% | 4,409,000 | – | – |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $89.7M | 8.73% | 525,000 | – | – |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $82.8M | 8.05% | 85,000 | – | – |
|