Coalescence Partners Investment Management, LP
12 holdingsFiling period: 2026-06-30Current AUM: $331.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 191.8K | $91.6M | $81.5M | 24.61% | -159,757 | 2026-06-30 |
| 2 | BX | Blackstone Inc | 325.0K | $38.2M | $35.9M | 10.82% | -1,660 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 154.8K | $31.0M | $33.5M | 10.11% | -135,383 | 2026-06-30 |
| 4 | — | Asml Hldg NV | 13.8K | $27.5M | $27.5M | 8.30% | -- | 2026-06-30 |
| 5 | TDG | Transdigm Group Inc | 19.4K | $25.8M | $22.1M | 6.68% | -8,929 | 2026-06-30 |
| 6 | MCO | Moodys Corp | 52.2K | $23.6M | $24.8M | 7.49% | -51,371 | 2026-06-30 |
| 7 | SPGI | S&P Global Inc | 56.0K | $22.8M | $24.5M | 7.41% | -61,650 | 2026-06-30 |
| 8 | FICO | Fair Isaac Corp | 19.0K | $22.7M | $15.2M | 4.58% | -21,291 | 2026-06-30 |
| 9 | DHR | Danaher Corp Del | 103.8K | $19.8M | $23.3M | 7.02% | +6.5K | 2026-06-30 |
| 10 | IDXX | Idexx Labs Inc | 26.8K | $14.1M | $14.9M | 4.51% | +8.2K | 2026-06-30 |
| 11 | V | Visa Inc | 34.5K | $11.8M | $14.0M | 4.23% | -27,757 | 2026-06-30 |
| 12 | MA | Mastercard Incorporated | 22.7K | $11.6M | $14.1M | 4.24% | -14,828 | 2026-06-30 |
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