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Coalescence Partners Investment Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $340,583,412
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $91,614,163
- BLACKSTONE INC · COM · 09260D107 · shares: $38,238,749
- NVIDIA CORPORATION · COM · 67066G104 · shares: $30,975,333
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $27,496,050
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $25,778,970
- MOODYS CORP · COM · 615369105 · shares: $23,644,236
- S&P GLOBAL INC · COM · 78409V104 · shares: $22,817,963
- FAIR ISAAC CORP · COM · 303250104 · shares: $22,672,145
- DANAHER CORP DEL · COM · 235851102 · shares: $19,769,919
- IDEXX LABS INC · COM · 45168D104 · shares: $14,095,957
Reported holdings
12 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 191,834 shares | $91,614,163 |
| BLACKSTONE INC | COM | 09260D107 | — | 324,966 shares | $38,238,749 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 154,807 shares | $30,975,333 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 13,821 shares | $27,496,050 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 19,353 shares | $25,778,970 |
| MOODYS CORP | COM | 615369105 | — | 52,204 shares | $23,644,236 |
| S&P GLOBAL INC | COM | 78409V104 | — | 56,028 shares | $22,817,963 |
| FAIR ISAAC CORP | COM | 303250104 | — | 18,976 shares | $22,672,145 |
| DANAHER CORP DEL | COM | 235851102 | — | 103,790 shares | $19,769,919 |
| IDEXX LABS INC | COM | 45168D104 | — | 26,776 shares | $14,095,957 |
| VISA INC | COM CL A | 92826C839 | — | 34,515 shares | $11,841,751 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 22,660 shares | $11,638,176 |