Tesuji Partners 13F annual report
Tesuji Partners is an investment fund managing more than $1.73 billion ran by Cynthia Wong. There are currently 8 companies in Mrs. Wong’s portfolio. The largest investments include Sensata Technologies and Nlsn, together worth $769 million.
$1.73 billion Assets Under Management (AUM)
As of 4th February 2021, Tesuji Partners’s top holding is 10,500,159 shares of Sensata Technologies currently worth over $520 million and making up 30.1% of the portfolio value.
In addition, the fund holds 9,009,144 shares of Nlsn worth $249 million.
The third-largest holding is Spgi worth $208 million and the next is Googl worth $205 million, with 170,031 shares owned.
Currently, Tesuji Partners's portfolio is worth at least $1.73 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Tesuji Partners
The Tesuji Partners office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Cynthia Wong serves as the Authorized Agent at Tesuji Partners.
Recent trades
In the most recent 13F filing, Tesuji Partners revealed that it had increased its stake in
Saf and bought 500,000 additional shares worth around .
On the other hand, Cynthia Wong disclosed a decreased stake in Nlsn by 0.3%.
This leaves the value of the investment at $249 million and 9,009,144 shares.
One of the largest hedge funds
The two most similar investment funds to Tesuji Partners are Smith Asset Management L.P. and Vantage Investment Partners. They manage $1.73 billion and $1.73 billion respectively.
The complete list of Tesuji Partners trades based on 13F SEC filings
These positions were updated on November 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Sensata Technologies |
No change
10,500,159
|
$520,283,000 | 30.12% |
| Nlsn |
26.42%
9,009,144
|
$249,193,000 | 14.43% |
| Spgi |
No change
1,062,834
|
$207,667,000 | 12.02% |
| Googl |
No change
170,031
|
$205,241,000 | 11.88% |
| Tdg |
29.36%
529,563
|
$197,156,000 | 11.41% |
| Fb |
No change
1,025,000
|
$168,572,000 | 9.76% |
| Saf |
285.71%
675,000
|
$94,577,000 | 5.47% |
| Air |
285.71%
675,000
|
$84,767,000 | 4.91% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
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