13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000919574-25-004464
Total Value
$387.4M
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 96,374 | $47.9M | 12.37% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 200,884 | $45.5M | 11.74% |
| 3 | AMAZON COM INC | AMZN | 157,496 | $34.6M | 8.92% |
| 4 | SYNOPSYS INC | SNPS | 50,831 | $26.1M | 6.73% |
| 5 | TRANSDIGM GROUP INC | TDG | 17,064 | $25.9M | 6.70% |
| 6 | S&P GLOBAL INC | SPGI | 47,579 | $25.1M | 6.48% |
| 7 | VISA INC | V | 70,000 | $24.9M | 6.41% |
| 8 | FAIR ISAAC CORP | FICO | 13,576 | $24.8M | 6.41% |
| 9 | EQUIFAX INC | EFX | 89,222 | $23.1M | 5.97% |
| 10 | CANADIAN PACIFIC KANSAS CITY | CP | 291,902 | $23.1M | 5.97% |
| 11 | MSCI INC | MSCI | 38,556 | $22.2M | 5.74% |
| 12 | HONEYWELL INTL INC | 438516106 | 91,762 | $21.4M | 5.52% |
| 13 | IDEXX LABS INC | 45168D104 | 37,706 | $20.2M | 5.22% |
| 14 | MASTERCARD INCORPORATED | MA | 29,787 | $16.7M | 4.32% |
| 15 | SPDR S&P 500 ETF TR | SPY | 8,240 | $5.8M | 1.50% |