13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000931
Total Value
$424.4M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 200,884 | $61.0M | 14.38% |
| 2 | MICROSOFT CORP | MSFT | 121,936 | $59.0M | 13.89% |
| 3 | FAIR ISAAC CORP | FICO | 31,126 | $52.6M | 12.40% |
| 4 | AMAZON COM INC | AMZN | 198,655 | $45.9M | 10.80% |
| 5 | TRANSDIGM GROUP INC | TDG | 28,282 | $37.6M | 8.86% |
| 6 | EQUIFAX INC | EFX | 165,222 | $35.8M | 8.45% |
| 7 | SYNOPSYS INC | SNPS | 74,916 | $35.2M | 8.29% |
| 8 | S&P GLOBAL INC | SPGI | 56,409 | $29.5M | 6.95% |
| 9 | DANAHER CORPORATION | 235851102 | 97,334 | $22.3M | 5.25% |
| 10 | MASTERCARD INCORPORATED | MA | 29,787 | $17.0M | 4.01% |
| 11 | VISA INC | V | 45,557 | $16.0M | 3.76% |
| 12 | IDEXX LABS INC | 45168D104 | 18,559 | $12.6M | 2.96% |