Institutional Manager · CIK 0001759662
Coalescence Partners Investment Management, LP
New York, NY · File #028-23294
Latest AUM
$424.4M
Positions
12
Top-10 Concentration
93.3%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $424.4M
- 13F HOLDINGS REPORTQ/E Sep 202513 pos · $384.1M
- 13F HOLDINGS REPORTQ/E Jun 202515 pos · $387.4M
- 13F HOLDINGS REPORTQ/E Mar 202516 pos · $302.8M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $264.3M
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $223.3M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $121.9M
- 13F HOLDINGS REPORTQ/E Mar 202414 pos · $126.6M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $118.8M
- 13F HOLDINGS REPORTQ/E Jun 20234 pos · $70.8M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $19.0M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $39.9M
- 13F HOLDINGS REPORTQ/E Jun 202310 pos · $194.1M
- 13F HOLDINGS REPORTQ/E Jun 20238 pos · $79.6M
- 13F HOLDINGS REPORTQ/E Jun 20233 pos · $21.6M
- 13F HOLDINGS REPORTQ/E Jun 20231 pos · $9.0M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |