Coalescence Partners Investment Management as of Dec. 31, 2024
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.8 | $31M | 74k | 421.50 | |
| Amazon (AMZN) | 11.3 | $30M | 136k | 219.39 | |
| Visa Com Cl A (V) | 10.6 | $28M | 89k | 316.04 | |
| Msci (MSCI) | 8.1 | $21M | 36k | 600.01 | |
| Equifax (EFX) | 8.0 | $21M | 83k | 254.85 | |
| Canadian Pacific Kansas City (CP) | 7.4 | $20M | 270k | 72.37 | |
| Workday Cl A (WDAY) | 7.3 | $19M | 75k | 258.03 | |
| Roper Industries (ROP) | 5.9 | $16M | 30k | 519.85 | |
| S&p Global (SPGI) | 5.7 | $15M | 30k | 498.03 | |
| Thermo Fisher Scientific (TMO) | 5.5 | $15M | 28k | 520.23 | |
| Mastercard Incorporated Cl A (MA) | 5.5 | $15M | 28k | 526.57 | |
| Fair Isaac Corporation (FICO) | 4.4 | $12M | 5.8k | 1990.93 | |
| Synopsys (SNPS) | 4.0 | $11M | 22k | 485.36 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $7.8M | 6.1k | 1267.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $2.4M | 12k | 197.49 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.7 | $1.8M | 5.2k | 340.00 |
