Coalescence Partners Investment Management as of Sept. 30, 2024
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraneshares Trust Csi Chi Internet (KWEB) | 21.1 | $47M | 1.4M | 34.02 | |
| Msci (MSCI) | 8.6 | $19M | 33k | 582.93 | |
| Amazon (AMZN) | 8.5 | $19M | 102k | 186.33 | |
| Microsoft Corporation (MSFT) | 8.4 | $19M | 44k | 430.30 | |
| Visa Com Cl A (V) | 8.2 | $18M | 66k | 274.95 | |
| Equifax (EFX) | 6.3 | $14M | 48k | 293.86 | |
| Mastercard Incorporated Cl A (MA) | 6.1 | $14M | 28k | 493.80 | |
| Roper Industries (ROP) | 5.8 | $13M | 23k | 556.44 | |
| Fair Isaac Corporation (FICO) | 5.0 | $11M | 5.8k | 1943.52 | |
| Synopsys (SNPS) | 4.9 | $11M | 22k | 506.39 | |
| Workday Cl A (WDAY) | 4.6 | $10M | 42k | 244.41 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $10M | 16k | 618.57 | |
| S&p Global (SPGI) | 4.3 | $9.6M | 19k | 516.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.5 | $5.6M | 32k | 173.67 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 1.2 | $2.7M | 3.6k | 737.00 |
