Coalescence Partners Investment Management as of Sept. 30, 2025
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.6 | $56M | 201k | 279.29 | |
| Microsoft Corporation (MSFT) | 13.0 | $50M | 96k | 517.95 | |
| Amazon (AMZN) | 11.4 | $44M | 199k | 219.57 | |
| TransDigm Group Incorporated (TDG) | 9.7 | $37M | 28k | 1318.02 | |
| Synopsys (SNPS) | 9.6 | $37M | 75k | 493.39 | |
| Fair Isaac Corporation (FICO) | 9.5 | $36M | 24k | 1496.53 | |
| S&p Global (SPGI) | 7.1 | $28M | 56k | 486.71 | |
| NVIDIA Corporation (NVDA) | 6.3 | $24M | 129k | 186.58 | |
| Equifax (EFX) | 6.0 | $23M | 89k | 256.53 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $17M | 30k | 568.81 | |
| Visa Com Cl A (V) | 4.0 | $16M | 46k | 341.38 | |
| IDEXX Laboratories (IDXX) | 3.1 | $12M | 19k | 638.89 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 1.3 | $5.0M | 8.1k | 613.00 |
