Coalescence Partners Investment Management, LP 13F Holdings
CIK 0001759662 · New York, NY
As of Sep 30, 2025, Coalescence Partners Investment Management, LP reported 13 positions worth $384.1M in its SEC Form 13F filing.
Top 13 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 200,884 | $56.1M | 14.61% |
| MICROSOFT CORP | MSFT | Technology | 96,374 | $49.9M | 13.00% |
| AMAZON.COM INC | AMZN | Equity | 198,655 | $43.6M | 11.36% |
| TRANSDIGM GROUP INC | TDG | Industrials | 28,282 | $37.3M | 9.71% |
| SYNOPSYS INC | SNPS | Technology | 74,916 | $37.0M | 9.62% |
| FAIR ISAAC CORP | FICO | Technology | 24,329 | $36.4M | 9.48% |
| S&P GLOBAL INC | SPGI | Financial Services | 56,409 | $27.5M | 7.15% |
| NVIDIA CORP | NVDA | Technology | 129,305 | $24.1M | 6.28% |
| EQUIFAX INC | EFX | Industrials | 89,222 | $22.9M | 5.96% |
| MASTERCARD INC | MA | Financial Services | 29,787 |