本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
TESUJI PARTNERS, LLC (CIK 1278430) reported $1.73B across 6 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: ST ($520.3M, 30.12%), NLSN ($249.2M, 14.43%), SPGI ($207.7M, 12.02%), GOOGL ($205.2M, 11.88%), TDG ($197.2M, 11.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ST | Sensata Technologies | $520.3M | 30.12% | 10.5M | Hold |
| 2 | NLSN | NLSN | $249.2M | 14.43% | 9.0M | Trimmed |
| 3 | SPGI | SPGI | $207.7M | 12.02% | 1.1M | Hold |
| 4 | GOOGL | GOOGL | $205.2M | 11.88% | 170,031 | Hold |
| 5 | TDG | TDG | $197.2M | 11.41% | 529,563 | Trimmed |
| 6 | META | FB | $168.6M | 9.76% | 1.0M | Hold |
| 7 | SAF | $94.6M | 5.47% | 675,000 | Added | |
| 8 | AIR | $84.8M | 4.91% | 675,000 | Added |
来源：SEC 13F 申报文件 · 截至 2018-09-30