Institutional Fund
Coalescence Partners Investment Management, LP
New York, NYCIK 17596625 filings on record
Portfolio Value
$462.51M
Q1 2026
Holdings
12
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+9.0%
from $424.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd25.7%
- Nvidia Corporation10.9%
- S&P Global Inc10.8%
- Moodys Corp9.8%
- Fair Isaac Corp9.3%
- Blackstone Inc8.1%
- Other25.4%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 351.6K | $118.82M | 25.7% | +150.7K | Added |
| 2 | Nvidia Corporation | 290.2K | $50.61M | 10.9% | +290.2K | New |
| 3 | S&P Global Inc | 117.7K | $50.05M | 10.8% | +61.3K | Added |
| 4 | Moodys Corp | 103.6K | $45.18M | 9.8% | +103.6K | New |
| 5 | Fair Isaac Corp | 40.3K | $42.99M | 9.3% | +9.1K | Added |
| 6 | Blackstone Inc | 326.6K | $37.56M | 8.1% | +326.6K | New |
| 7 | Transdigm Group Inc | 28.3K | $32.78M | 7.1% | 0 | Held |
| 8 | Visa Inc | 62.3K | $18.82M | 4.1% | +16.7K | Added |
| 9 | Mastercard Incorporated | 37.5K | $18.73M | 4.0% | +7.7K | Added |
| 10 | Danaher Corporation | 97.3K | $18.45M | 4.0% | 0 | Held |
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