Coalescence Partners Investment Management, LP
12 holdingsFiling period: 2026-03-31Current AUM: $510.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 351.6K | $118.8M | $142.1M | 27.84% | +150.7K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 290.2K | $50.6M | $58.3M | 11.41% | -- | 2026-03-31 |
| 3 | SPGI | S&P GLOBAL INC | 117.7K | $50.1M | $48.5M | 9.49% | +61.3K | 2026-03-31 |
| 4 | MCO | MOODYS CORP | 103.6K | $45.2M | $49.5M | 9.70% | -- | 2026-03-31 |
| 5 | FICO | FAIR ISAAC CORP | 40.3K | $43.0M | $45.2M | 8.86% | +9.1K | 2026-03-31 |
| 6 | BX | BLACKSTONE INC | 326.6K | $37.6M | $41.7M | 8.17% | -- | 2026-03-31 |
| 7 | TDG | TRANSDIGM GROUP INC | 28.3K | $32.8M | $35.5M | 6.95% | -- | 2026-03-31 |
| 8 | V | VISA INC | 62.3K | $18.8M | $22.8M | 4.47% | +16.7K | 2026-03-31 |
| 9 | MA | MASTERCARD INCORPORATED | 37.5K | $18.7M | $21.5M | 4.21% | +7.7K | 2026-03-31 |
| 10 | DHR | DANAHER CORP DEL | 97.3K | $18.5M | $19.0M | 3.72% | -- | 2026-03-31 |
| 11 | MLM | MARTIN MARIETTA MATLS INC | 30.7K | $18.1M | $16.1M | 3.16% | -- | 2026-03-31 |
| 12 | IDXX | IDEXX LABS INC | 18.6K | $10.4M | $10.4M | 2.03% | -- | 2026-03-31 |
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