account_balance
Investment manager · 13F filer · SEC CIK 1759662
Coalescence Partners Investment Management, LP
Reported value$341Mas of Jun 30, 2026
Positions12 1 new, 1 sold out
Top 10 weight93.1%TSM alone is 27%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
TSMTaiwan Semiconductor Manufacturing Co Ltd
26.9%Trimmed −45%
BXBlackstone Inc.
11.2%
NVDANVIDIA Corp
9.1%Trimmed −47%
ASMLASML Holding NV
8.1%New
TDGTransDigm Group INC
7.6%Trimmed −32%
MCOMoody's Corp
6.9%Trimmed −50%
SPGIS&P Global Inc.
6.7%Trimmed −52%
FICOFair Isaac Corp
6.7%Trimmed −53%
DHRDanaher Corp
5.8%Added +7%
IDXXIDEXX Laboratories Inc
4.1%+44%
VVisa Inc.
3.5%Trimmed −45%
MAMastercard Inc
3.4%Trimmed −40%
TSMTaiwan Semiconductor Manufacturing Co Ltd
26.9%Trimmed −45%
BXBlackstone Inc.
11.2%
NVDANVIDIA Corp
9.1%
ASMLASML Holding NV
8.1%
TDGTransDigm Group INC
7.6%−32%
MCOMoody's Corp
6.9%−50%
SPGIS&P Global Inc.
6.7%
FICOFair Isaac Corp
6.7%
DHR5.8%IDXXV3.5%MA3.4%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 26.9% Trimmed −45%BX Blackstone Inc. 11.2% HeldNVDA NVIDIA Corp 9.1% Trimmed −47%ASML ASML Holding NV 8.1% NewTDG TransDigm Group INC 7.6% Trimmed −32%MCO Moody's Corp 6.9% Trimmed −50%SPGI S&P Global Inc. 6.7% Trimmed −52%FICO Fair Isaac Corp 6.7% Trimmed −53%DHR Danaher Corp 5.8% Added +7%IDXX IDEXX Laboratories Inc 4.1% Added +44%V Visa Inc. 3.5% Trimmed −45%MA Mastercard Inc 3.4% Trimmed −40%
What changed
Biggest moves since Mar 31, 2026
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