TP
Tesuji Partners Portfolio holdings
AUM
$1.73B
1-Year Est. Return
3.93%
1 Year Est. Return
+3.93%
AUM
$1.79B
AUM Growth
+$85.7M
(+5%)
Holding
8
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 35.67% |
| 2 | Technology | 27.98% |
| 3 | Communication Services | 21.89% |
| 4 | Financials | 12.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sensata Technologies
ST
$4.55B
| $502M | 27.98% |
10,500,159
|
|
||
|
NLSN
2
DELISTED
Nielsen Holdings plc
NLSN
| $380M | 21.2% |
12,244,401
|
|
||
3
TransDigm Group
TDG
$71.3B
| $259M | 14.47% |
749,664
|
|
||
4
S&P Global
SPGI
$144B
| $217M | 12.12% |
1,062,834
|
|
||
5
Meta Platforms (Facebook)
META
$1.8T
| $200M | 11.14% |
1,025,000
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.06T
| $193M | 10.75% |
3,400,620
|
|