13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q2 2023 · Filed June 20, 2023 · Accession 0000919574-23-003757
Total Value
$118.8M
Positions
5
Other Managers
1
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BILIBILI INC | BLBLF | 280,000 | $30.0M | 25.24% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | NWOEF | 2,140,557 | $30.0M | 25.23% |
| 3 | PINDUODUO INC | PDD | 168,000 | $22.5M | 18.94% |
| 4 | JD.COM INC | JDCMF | 220,000 | $18.6M | 15.62% |
| 5 | TAL EDUCATION GROUP | TAL | 330,000 | $17.8M | 14.96% |