§ 13F · FUND PROFILE
Coalescence Partners Investment Management, LP.
AUM · $341M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 192K | $92M | 26.9% | −45% |
| 2 | BX | BLACKSTONE INC | 325K | $38M | 11.2% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 155K | $31M | 9.1% | −47% |
| 4 | ASML | ASML HLDG NV | 14K | $27M | 8.1% | NEW |
| 5 | TDG | TRANSDIGM GROUP INC | 19K | $26M | 7.6% | −32% |
| 6 | MCO | MOODYS CORP | 52K | $24M | 6.9% | −50% |
| 7 | SPGI | S&P GLOBAL INC | 56K | $23M | 6.7% | −52% |
| 8 | FICO | FAIR ISAAC CORP | 19K | $23M | 6.7% | −53% |
| 9 | DHR | DANAHER CORP DEL | 104K | $20M | 5.8% | +7% |
| 10 | IDXX | IDEXX LABS INC | 27K | $14M | 4.1% | +44% |
§ 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 $341 million in assets. The fund runs a focused portfolio of just 12 positions.
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