Coalescence Partners Investment Management as of June 30, 2025
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.4 | $48M | 96k | 497.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.7 | $46M | 201k | 226.49 | |
| Amazon (AMZN) | 8.9 | $35M | 158k | 219.39 | |
| Synopsys (SNPS) | 6.7 | $26M | 51k | 512.68 | |
| TransDigm Group Incorporated (TDG) | 6.7 | $26M | 17k | 1520.64 | |
| S&p Global (SPGI) | 6.5 | $25M | 48k | 527.29 | |
| Visa Com Cl A (V) | 6.4 | $25M | 70k | 355.05 | |
| Fair Isaac Corporation (FICO) | 6.4 | $25M | 14k | 1827.96 | |
| Equifax (EFX) | 6.0 | $23M | 89k | 259.37 | |
| Canadian Pacific Kansas City (CP) | 6.0 | $23M | 292k | 79.27 | |
| Msci (MSCI) | 5.7 | $22M | 39k | 576.74 | |
| Honeywell International (HON) | 5.5 | $21M | 92k | 232.88 | |
| IDEXX Laboratories (IDXX) | 5.2 | $20M | 38k | 536.34 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $17M | 30k | 561.94 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 1.5 | $5.8M | 8.2k | 707.50 |
