Coalescence Partners Investment Management as of June 30, 2026
Portfolio Holdings for Coalescence Partners Investment Management
Coalescence Partners Investment Management holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 26.9 | $92M | 192k | 477.57 | |
| Blackstone Group Inc Com Cl A (BX) | 11.2 | $38M | 325k | 117.67 | |
| NVIDIA Corporation (NVDA) | 9.1 | $31M | 155k | 200.09 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 8.1 | $28M | 14k | 1989.44 | |
| TransDigm Group Incorporated (TDG) | 7.6 | $26M | 19k | 1332.04 | |
| Moody's Corporation (MCO) | 6.9 | $24M | 52k | 452.92 | |
| S&p Global (SPGI) | 6.7 | $23M | 56k | 407.26 | |
| Fair Isaac Corporation (FICO) | 6.7 | $23M | 19k | 1194.78 | |
| Danaher Corporation (DHR) | 5.8 | $20M | 104k | 190.48 | |
| IDEXX Laboratories (IDXX) | 4.1 | $14M | 27k | 526.44 | |
| Visa Com Cl A (V) | 3.5 | $12M | 35k | 343.09 | |
| Mastercard Incorporated Cl A (MA) | 3.4 | $12M | 23k | 513.60 |
