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, NVDA, SPGI, MCO, FICO, and represent 66.52% of Coalescence Partners Investment Management's stock portfolio.
- Added to shares of these 9 stocks: TSM (+$51M), NVDA (+$51M), MCO (+$45M), BX (+$38M), SPGI (+$26M), MLM (+$18M), FICO (+$9.8M), V (+$5.1M), MA.
- Started 4 new stock positions in MLM, BX, MCO, NVDA.
- Reduced shares in these 4 stocks: MSFT (-$59M), AMZN (-$46M), EFX (-$36M), SNPS (-$35M).
- Sold out of its positions in AMZN, EFX, MSFT, SNPS.
- Coalescence Partners Investment Management was a net buyer of stock by $71M.
- Coalescence Partners Investment Management has $463M in assets under management (AUM), dropping by 8.97%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 25.7 | $119M | +75% | 352k | 337.95 |
|
| NVIDIA Corporation (NVDA) | 10.9 | $51M | NEW | 290k | 174.40 |
|
| S&p Global (SPGI) | 10.8 | $50M | +108% | 118k | 425.34 |
|
| Moody's Corporation (MCO) | 9.8 | $45M | NEW | 104k | 436.25 |
|
| Fair Isaac Corporation (FICO) | 9.3 | $43M | +29% | 40k | 1067.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 8.1 | $38M | NEW | 327k | 114.99 |
|
| TransDigm Group Incorporated (TDG) | 7.1 | $33M | 28k | 1158.96 |
|
|
| Visa Com Cl A (V) | 4.1 | $19M | +36% | 62k | 302.24 |
|
| Mastercard Incorporated Cl A (MA) | 4.0 | $19M | +25% | 38k | 499.66 |
|
| Danaher Corporation (DHR) | 4.0 | $19M | 97k | 189.60 |
|
|
| Martin Marietta Materials (MLM) | 3.9 | $18M | NEW | 31k | 588.68 |
|
| IDEXX Laboratories (IDXX) | 2.3 | $10M | 19k | 561.89 |
|
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 2026 Q1 filed May 14, 2026
- 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