Coalescence Partners Investment Management
Latest statistics and disclosures from Coalescence Partners Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, MSFT, FICO, AMZN, TDG, and represent 60.34% of Coalescence Partners Investment Management's stock portfolio.
- Added to shares of these 4 stocks: DHR (+$22M), EFX (+$17M), MSFT (+$12M), FICO (+$12M).
- Started 1 new stock position in DHR.
- Reduced shares in these 2 stocks: NVDA (-$24M), .
- Sold out of its positions in NVDA, SPY.
- Coalescence Partners Investment Management was a net buyer of stock by $34M.
- Coalescence Partners Investment Management has $424M in assets under management (AUM), dropping by 10.51%.
- Central Index Key (CIK): 0001759662
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Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.4 | $61M | 201k | 303.89 |
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| Microsoft Corporation (MSFT) | 13.9 | $59M | +26% | 122k | 483.62 |
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| Fair Isaac Corporation (FICO) | 12.4 | $53M | +27% | 31k | 1690.62 |
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| Amazon (AMZN) | 10.8 | $46M | 199k | 230.82 |
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| TransDigm Group Incorporated (TDG) | 8.9 | $38M | 28k | 1329.85 |
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| Equifax (EFX) | 8.4 | $36M | +85% | 165k | 216.98 |
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| Synopsys (SNPS) | 8.3 | $35M | 75k | 469.72 |
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| S&p Global (SPGI) | 6.9 | $30M | 56k | 522.59 |
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| Danaher Corporation (DHR) | 5.2 | $22M | NEW | 97k | 228.92 |
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| Mastercard Incorporated Cl A (MA) | 4.0 | $17M | 30k | 570.88 |
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| Visa Com Cl A (V) | 3.8 | $16M | 46k | 350.71 |
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| IDEXX Laboratories (IDXX) | 3.0 | $13M | 19k | 676.53 |
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Past Filings by Coalescence Partners Investment Management
SEC 13F filings are viewable for Coalescence Partners Investment Management going back to 2022
- Coalescence Partners Investment Management 2025 Q4 filed Feb. 13, 2026
- Coalescence Partners Investment Management 2025 Q3 filed Oct. 29, 2025
- Coalescence Partners Investment Management 2025 Q2 filed Aug. 12, 2025
- Coalescence Partners Investment Management 2025 Q1 filed May 14, 2025
- Coalescence Partners Investment Management 2024 Q4 filed Feb. 7, 2025
- Coalescence Partners Investment Management 2024 Q3 filed Nov. 4, 2024
- Coalescence Partners Investment Management 2024 Q1 filed May 14, 2024
- Coalescence Partners Investment Management 2023 Q4 filed Feb. 14, 2024
- Coalescence Partners Investment Management 2020 Q4 filed June 20, 2023
- Coalescence Partners Investment Management 2021 Q1 filed June 20, 2023
- Coalescence Partners Investment Management 2021 Q2 filed June 20, 2023
- Coalescence Partners Investment Management 2021 Q3 filed June 20, 2023
- Coalescence Partners Investment Management 2021 Q4 filed June 20, 2023
- Coalescence Partners Investment Management 2022 Q1 filed June 20, 2023
- Coalescence Partners Investment Management 2022 Q2 filed June 20, 2023
- Coalescence Partners Investment Management 2022 Q3 filed June 20, 2023