13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0000919574-25-006298
Total Value
$384.1M
Positions
13
Other Managers
1
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 200,884 | $56.1M | 14.61% |
| 2 | MICROSOFT CORP | MSFT | 96,374 | $49.9M | 13.00% |
| 3 | AMAZON COM INC | AMZN | 198,655 | $43.6M | 11.36% |
| 4 | TRANSDIGM GROUP INC | TDG | 28,282 | $37.3M | 9.71% |
| 5 | SYNOPSYS INC | SNPS | 74,916 | $37.0M | 9.62% |
| 6 | FAIR ISAAC CORP | FICO | 24,329 | $36.4M | 9.48% |
| 7 | S&P GLOBAL INC | SPGI | 56,409 | $27.5M | 7.15% |
| 8 | NVIDIA CORPORATION | NVDA | 129,305 | $24.1M | 6.28% |
| 9 | EQUIFAX INC | EFX | 89,222 | $22.9M | 5.96% |
| 10 | MASTERCARD INCORPORATED | MA | 29,787 | $16.9M | 4.41% |
| 11 | VISA INC | V | 45,557 | $15.6M | 4.05% |
| 12 | IDEXX LABS INC | 45168D104 | 18,559 | $11.9M | 3.09% |
| 13 | SPDR S&P 500 ETF TR | SPY | 8,080 | $5.0M | 1.29% |