§ 13F · FUND PROFILE
Coalescence Partners Investment Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $384M (13F)Positions · 13Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$151M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 352K | $119M | 25.7% | +75% |
| 2 | NVDA | NVIDIA CORPORATION | 290K | $51M | 10.9% | NEW |
| 3 | SPGI | S&P GLOBAL INC | 118K | $50M | 10.8% | +109% |
| 4 | MCO | MOODYS CORP | 104K | $45M | 9.8% | NEW |
| 5 | FICO | FAIR ISAAC CORP | 40K | $43M | 9.3% | +29% |
| 6 | BX | BLACKSTONE INC | 327K | $38M | 8.1% | NEW |
| 7 | TDG | TRANSDIGM GROUP INC | 28K | $33M | 7.1% | ±0% |
| 8 | V | VISA INC | 62K | $19M | 4.1% | +37% |
| 9 | MA | MASTERCARD INCORPORATED | 37K | $19M | 4.0% | +26% |
| 10 | DHR | DANAHER CORP DEL | 97K | $18M | 4.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COALESCENCE SIGNAL
AC read
Coalescence Partners Investment Management, LP is a Other fund managing $384 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed