Coalescence Partners Investment Management as of Dec. 31, 2023
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 10.6 | $12M | 173k | 68.80 | |
| Microsoft Corporation (MSFT) | 8.9 | $10M | 27k | 376.04 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.4 | $9.5M | 91k | 104.00 | |
| Amazon (AMZN) | 8.4 | $9.5M | 62k | 151.94 | |
| Yum! Brands (YUM) | 8.0 | $8.9M | 68k | 130.66 | |
| Thermo Fisher Scientific (TMO) | 7.2 | $8.1M | 15k | 530.79 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.0 | $7.8M | 53k | 146.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $7.3M | 52k | 139.69 | |
| Starbucks Corporation (SBUX) | 6.0 | $6.7M | 70k | 96.01 | |
| Visa Com Cl A (V) | 6.0 | $6.7M | 26k | 260.35 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.3 | $5.9M | 7.8k | 756.92 | |
| Intuit (INTU) | 3.2 | $3.6M | 5.7k | 625.03 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 3.1 | $3.5M | 89k | 39.45 | |
| NVIDIA Corporation (NVDA) | 2.9 | $3.3M | 6.6k | 495.22 | |
| Automatic Data Processing (ADP) | 2.9 | $3.3M | 14k | 232.97 | |
| Meta Platforms Cl A (META) | 1.7 | $1.9M | 5.4k | 353.96 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $1.8M | 5.3k | 337.36 | |
| Nike CL B (NKE) | 1.6 | $1.8M | 16k | 108.57 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.7 | $738k | 3.0k | 246.00 |
