Institutions / Coalescence Partners Investment Management, LP
Coalescence Partners Investment Management, LP
CIK 1759662 · Institution · as of Dec 31, 2025
Portfolio value
$424.44M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $61.05M | 14.4% |
| Microsoft Corp | $58.97M | 13.9% |
| Fair Isaac Corp | $52.62M | 12.4% |
| Amazon.com Inc | $45.85M | 10.8% |
| TransDigm Group Inc. | $37.61M | 8.9% |
| Equifax Inc | $35.85M | 8.4% |
| Synopsys Inc | $35.19M | 8.3% |
| S&P Global Inc. | $29.48M | 6.9% |
| Danaher Corp /De | $22.28M | 5.2% |
| Mastercard Inc | $17.00M | 4.0% |
| Visa Inc | $15.98M | 3.8% |
| Idexx Laboratories Inc /De | $12.56M | 3.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.