§ 13F · FUND PROFILE
Coalescence Partners Investment Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387.4T (13F)Positions · 15Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 201K | $61.0T | 14.4% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 122K | $59.0T | 13.9% | +27% |
| 3 | FICO | FAIR ISAAC CORP | 31K | $52.6T | 12.4% | +28% |
| 4 | AMZN | AMAZON COM INC | 199K | $45.9T | 10.8% | ±0% |
| 5 | TDG | TRANSDIGM GROUP INC | 28K | $37.6T | 8.9% | ±0% |
| 6 | EFX | EQUIFAX INC | 165K | $35.8T | 8.4% | +85% |
| 7 | SNPS | SYNOPSYS INC | 75K | $35.2T | 8.3% | ±0% |
| 8 | SPGI | S&P GLOBAL INC | 56K | $29.5T | 6.9% | ±0% |
| 9 | DHR | DANAHER CORPORATION | 97K | $22.3T | 5.2% | NEW |
| 10 | MA | MASTERCARD INCORPORATED | 30K | $17.0T | 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 $387433.2 trillion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed