Holdings
Coalescence Partners Investment Management, LP
As of Jun 30, 2026, Coalescence Partners Investment Management, LP reported 12 positions worth US$341M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Blackstone Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 192K | US$91.6M | −160K | Jun 30, 2026 |
| Blackstone Inc. | 325K | US$38.2M | −1,660 | Jun 30, 2026 |
| Nvidia Corporation | 155K | US$31M | −135K | Jun 30, 2026 |
| Asml Holding Nv | 13,821 | US$27.5M | new | Jun 30, 2026 |
| Transdigm Group Inc. | 19,353 | US$25.8M | −8,929 | Jun 30, 2026 |
| Moody's Corporation | 52,204 | US$23.6M | −51,371 | Jun 30, 2026 |
| S&p Global Inc. | 56,028 | US$22.8M | −61,650 | Jun 30, 2026 |
| Fair Isaac Corporation | 18,976 | US$22.7M | −21,291 | Jun 30, 2026 |
| Danaher Corporation | 104K | US$19.8M | +6,456 | Jun 30, 2026 |
| Idexx Laboratories, Inc. | 26,776 | US$14.1M | +8,217 | Jun 30, 2026 |