Coalescence Partners Investment Management as of March 31, 2024
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 11.9 | $15M | 54k | 279.08 | |
| Microsoft Corporation (MSFT) | 10.9 | $14M | 33k | 420.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $14M | 91k | 150.93 | |
| Thermo Fisher Scientific (TMO) | 10.9 | $14M | 24k | 581.21 | |
| Amazon (AMZN) | 8.9 | $11M | 62k | 180.38 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.0 | $10M | 88k | 116.25 | |
| Charles Schwab Corporation (SCHW) | 7.6 | $9.6M | 133k | 72.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.1 | $9.0M | 66k | 136.05 | |
| Automatic Data Processing (ADP) | 6.2 | $7.8M | 31k | 249.74 | |
| Yum! Brands (YUM) | 5.4 | $6.8M | 49k | 138.65 | |
| Synopsys (SNPS) | 3.4 | $4.3M | 7.5k | 571.50 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 3.1 | $3.9M | 2.8k | 1382.00 | |
| Intuit (INTU) | 2.9 | $3.7M | 5.7k | 650.00 | |
| Nike CL B (NKE) | 2.9 | $3.7M | 39k | 93.98 |
