Coalescence Partners Investment Management as of Dec. 31, 2025
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 14.4 | $61M | 201k | 303.89 | |
| Microsoft Corporation (MSFT) | 13.9 | $59M | 122k | 483.62 | |
| Fair Isaac Corporation (FICO) | 12.4 | $53M | 31k | 1690.62 | |
| Amazon (AMZN) | 10.8 | $46M | 199k | 230.82 | |
| TransDigm Group Incorporated (TDG) | 8.9 | $38M | 28k | 1329.85 | |
| Equifax (EFX) | 8.4 | $36M | 165k | 216.98 | |
| Synopsys (SNPS) | 8.3 | $35M | 75k | 469.72 | |
| S&p Global (SPGI) | 6.9 | $30M | 56k | 522.59 | |
| Danaher Corporation (DHR) | 5.2 | $22M | 97k | 228.92 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $17M | 30k | 570.88 | |
| Visa Com Cl A (V) | 3.8 | $16M | 46k | 350.71 | |
| IDEXX Laboratories (IDXX) | 3.0 | $13M | 19k | 676.53 |
