Coalescence Partners Investment Management, LP
CIK: 0001759662SEC EDGAR →
Portfolio Value
$424.4M
Holdings
12
As of
Q4 2025
New Positions
12
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 200,884 | $61.0M | 14.38% |
| 2 | MICROSOFT CORP | 121,936 | $59.0M | 13.89% |
| 3 | FAIR ISAAC CORP | 31,126 | $52.6M | 12.40% |
| 4 | AMAZON COM INC | 198,655 | $45.9M | 10.80% |
| 5 | TRANSDIGM GROUP INC | 28,282 | $37.6M | 8.86% |
| 6 | EQUIFAX INC | 165,222 | $35.8M | 8.45% |
| 7 | SYNOPSYS INC | 74,916 | $35.2M | 8.29% |
| 8 | S&P GLOBAL INC | 56,409 | $29.5M | 6.95% |
| 9 | DANAHER CORPORATION | 97,334 | $22.3M | 5.25% |
| 10 | MASTERCARD INCORPORATED | 29,787 | $17.0M | 4.01% |
Quarterly Changes
Top Sells
No sells this quarter
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $207.8M | 49.0% |
| Financial Services | 3 | $62.5M | 14.7% |
| Consumer Cyclical | 1 | $45.9M | 10.8% |
| Unknown | 1 | $37.6M | 8.9% |
| Industrials | 1 | $35.8M | 8.4% |
| Healthcare | 2 | $34.8M | 8.2% |