Universe · entity
Coalescence Partners Investment Management, LP
Institutional manager (13F) · CIK 1759662
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $463M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $119M | 351,591 |
| 2 | NVIDIA CORPORATION | $51M | 290,190 |
| 3 | S&P GLOBAL INC | $50M | 117,678 |
| 4 | MOODYS CORP | $45M | 103,575 |
| 5 | FAIR ISAAC CORP | $43M | 40,267 |
| 6 | BLACKSTONE INC | $38M | 326,626 |
| 7 | TRANSDIGM GROUP INC | $33M | 28,282 |
| 8 | VISA INC | $19M | 62,272 |
| 9 | MASTERCARD INCORPORATED | $19M | 37,488 |
| 10 | DANAHER CORP DEL | $18M | 97,334 |
| 11 | MARTIN MARIETTA MATLS INC | $18M | 30,716 |
| 12 | IDEXX LABS INC | $10M | 18,559 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.