13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q2 2023 · Filed June 20, 2023 · Accession 0000919574-23-003755
Total Value
$194.1M
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PINDUODUO INC | PDD | 200,000 | $35.5M | 18.31% |
| 2 | BILIBILI INC | BLBLF | 377,000 | $32.3M | 16.65% |
| 3 | TAL EDUCATION GROUP | TAL | 400,000 | $28.6M | 14.74% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | NWOEF | 100,000 | $18.6M | 9.57% |
| 5 | JD.COM INC | JDCMF | 185,000 | $16.3M | 8.38% |
| 6 | AMAZON COM INC | AMZN | 4,500 | $14.7M | 7.55% |
| 7 | APPLE INC | AAPL | 100,000 | $13.3M | 6.84% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 52,000 | $12.1M | 6.24% |
| 9 | HDFC BANK LTD | HDB | 160,000 | $11.6M | 5.96% |
| 10 | LEXINFINTECH HLDGS LTD | LX | 1,670,674 | $11.2M | 5.77% |