Coalescence Partners Investment Management, LP
Coalescence Partners Investment Management, LP reported 12 holdings worth US$341M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Coalescence Partners Investment Management, LP reported 12 holdings worth US$341M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Blackstone Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$341M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 192K | US$91.6M | 26.9% |
| Blackstone Inc. | 325K | US$38.2M | 11.2% |
| Nvidia Corporation | 155K | US$31M | 9.1% |
| Asml Holding Nv | 13,821 | US$27.5M | 8.1% |
| Transdigm Group Inc. | 19,353 | US$25.8M | 7.6% |
| Moody's Corporation | 52,204 | US$23.6M | 6.9% |
| S&p Global Inc. | 56,028 | US$22.8M | 6.7% |
| Fair Isaac Corporation | 18,976 | US$22.7M | 6.7% |
| Danaher Corporation | 104K | US$19.8M | 5.8% |
| Idexx Laboratories, Inc. | 26,776 | US$14.1M | 4.1% |
| Visa Inc. | 34,515 | US$11.8M | 3.5% |
| Mastercard Incorporated | 22,660 | US$11.6M | 3.4% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |