Coalescence Partners Investment Management, LP: 13F holdings
CIK 17596622026Q2
| Positions | 12 |
|---|
| Reported value | $340.6m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 12 (+0 vs prior quarter) |
|---|
| Reported value | $340.6m (-26.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 191,834 | $91.6m | 26.9% |
| BX BLACKSTONE INC | 324,966 | $38.2m | 11.2% |
| NVDA NVIDIA CORPORATION | 154,807 | $31.0m | 9.1% |
| ASML HLDG NV | 13,821 | $27.5m | 8.1% |
| TDG TRANSDIGM GROUP INC | 19,353 | $25.8m | 7.6% |
| MCO MOODYS CORP | 52,204 | $23.6m | 6.9% |
| SPGI S&P GLOBAL INC | 56,028 | $22.8m | 6.7% |
| FICO FAIR ISAAC CORP | 18,976 | $22.7m | 6.7% |
| DHR DANAHER CORP DEL | 103,790 | $19.8m | 5.8% |
| IDXX IDEXX LABS INC | 26,776 | $14.1m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759662")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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