Coalescence Partners Investment Management as of March 31, 2026
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 25.7 | $119M | 352k | 337.95 | |
| NVIDIA Corporation (NVDA) | 10.9 | $51M | 290k | 174.40 | |
| S&p Global (SPGI) | 10.8 | $50M | 118k | 425.34 | |
| Moody's Corporation (MCO) | 9.8 | $45M | 104k | 436.25 | |
| Fair Isaac Corporation (FICO) | 9.3 | $43M | 40k | 1067.54 | |
| Blackstone Group Inc Com Cl A (BX) | 8.1 | $38M | 327k | 114.99 | |
| TransDigm Group Incorporated (TDG) | 7.1 | $33M | 28k | 1158.96 | |
| Visa Com Cl A (V) | 4.1 | $19M | 62k | 302.24 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $19M | 38k | 499.66 | |
| Danaher Corporation (DHR) | 4.0 | $19M | 97k | 189.60 | |
| Martin Marietta Materials (MLM) | 3.9 | $18M | 31k | 588.68 | |
| IDEXX Laboratories (IDXX) | 2.3 | $10M | 19k | 561.89 |
