Coalescence Partners Investment Management as of March 31, 2025
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.6 | $38M | 102k | 375.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.5 | $32M | 192k | 166.00 | |
| Amazon (AMZN) | 8.5 | $26M | 136k | 190.26 | |
| Visa Com Cl A (V) | 7.5 | $23M | 65k | 350.46 | |
| Msci (MSCI) | 6.7 | $20M | 36k | 565.50 | |
| Synopsys (SNPS) | 6.7 | $20M | 47k | 428.85 | |
| Equifax (EFX) | 6.6 | $20M | 83k | 243.56 | |
| Canadian Pacific Kansas City (CP) | 6.3 | $19M | 270k | 70.21 | |
| Honeywell International (HON) | 5.9 | $18M | 85k | 211.75 | |
| Adobe Systems Incorporated (ADBE) | 5.8 | $18M | 46k | 383.53 | |
| Fair Isaac Corporation (FICO) | 5.8 | $18M | 9.6k | 1844.16 | |
| S&p Global (SPGI) | 5.0 | $15M | 30k | 508.10 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $15M | 28k | 548.12 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $12M | 8.8k | 1383.29 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.8 | $8.5M | 7.8k | 1090.00 | |
| Pilgrim's Pride Corporation Put Option (PPC) | 0.1 | $400k | 5.0k | 80.00 |
