Coalescence Partners Investment Management, LP
Net seller this quarter
$341M
12
-$191M
93.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $91.6M | 26.90% | 0.00% | -45.4% | Q4 2023 |
 BX | $38.2M | 11.23% | 0.04% | -0.5% | Q1 2026 |
 NVDA | $31M | 9.09% | 0.00% | -46.7% | Q4 2023 |
 ASML | $27.5M | 8.07% | 0.00% | Not reported | Q4 2023 |
 TDG | $25.8M | 7.57% | 0.03% | -31.6% | Q4 2024 |
 MCO | $23.6M | 6.94% | 0.03% | -49.6% | Q1 2026 |
 SPGI | $22.8M | 6.70% | 0.02% | -52.4% | Q2 2024 |
 FICO | $22.7M | 6.66% | 0.09% | -52.9% | Q2 2024 |
 DHR | $19.8M | 5.80% | 0.01% | +6.6% | Q4 2025 |
 IDXX | $14.1M | 4.14% | 0.03% | +44.3% | Q2 2025 |
 V | $11.8M | 3.48% | 0.00% | -44.6% | Q4 2023 |
 MA | $11.6M | 3.42% | 0.00% | -39.6% | Q3 2024 |
| Q1 2026 | |||||
| TSM | $119M | 25.69% | 0.00% | +75.0% | Q4 2023 |
| NVDA | $50.6M | 10.94% | 0.00% | Not reported | Q4 2023 |
| SPGI | $50.1M | 10.82% | 0.04% | +108.6% | Q2 2024 |
| MCO | $45.2M | 9.77% | 0.06% | New | Q1 2026 |
| FICO | $43M | 9.29% | 0.17% | +29.4% | Q2 2024 |
| BX | $37.6M | 8.12% | 0.04% | New | Q1 2026 |
| TDG | $32.8M | 7.09% | 0.05% | Not reported | Q4 2024 |
| V | $18.8M | 4.07% | 0.00% | +36.7% | Q4 2023 |
| MA | $18.7M | 4.05% | 0.00% | +25.9% | Q3 2024 |
| DHR | $18.5M | 3.99% | 0.01% | Not reported | Q4 2025 |
 MLM | $18.1M | 3.91% | 0.05% | New | Q1 2026 |
| IDXX | $10.4M | 2.25% | 0.02% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| TSM | $61M | 14.38% | 0.00% | Not reported | Q4 2023 |
 MSFT | $59M | 13.89% | 0.00% | +26.5% | Q4 2023 |
| FICO | $52.6M | 12.40% | 0.13% | +27.9% | Q2 2024 |
 AMZN | $45.9M | 10.80% | 0.00% | Not reported | Q4 2020 |
| TDG | $37.6M | 8.86% | 0.05% | Not reported | Q4 2024 |
 EFX | $35.8M | 8.45% | 0.14% | +85.2% | Q2 2024 |
 SNPS | $35.2M | 8.29% | 0.04% | Not reported | Q1 2024 |
| SPGI | $29.5M | 6.95% | 0.02% | Not reported | Q2 2024 |
| DHR | $22.3M | 5.25% | 0.01% | New | Q4 2025 |
| MA | $17M | 4.01% | 0.00% | Not reported | Q3 2024 |
| V | $16M | 3.76% | 0.00% | Not reported | Q4 2023 |
| IDXX | $12.6M | 2.96% | 0.02% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| TSM | $56.1M | 14.61% | 0.00% | Not reported | Q4 2023 |
| MSFT | $49.9M | 13.00% | 0.00% | Not reported | Q4 2023 |
| AMZN | $43.6M | 11.36% | 0.00% | +26.1% | Q4 2020 |
| TDG | $37.3M | 9.71% | 0.05% | +65.7% | Q4 2024 |
| SNPS | $37M | 9.62% | 0.04% | +47.4% | Q1 2024 |
| FICO | $36.4M | 9.48% | 0.10% | +79.2% | Q2 2024 |
| SPGI | $27.5M | 7.15% | 0.02% | +18.6% | Q2 2024 |
| NVDA | $24.1M | 6.28% | 0.00% | Not reported | Q4 2023 |
| EFX | $22.9M | 5.96% | 0.07% | Not reported | Q2 2024 |
| MA | $16.9M | 4.41% | 0.00% | Not reported | Q3 2024 |
| V | $15.6M | 4.05% | 0.00% | -34.9% | Q4 2023 |
| IDXX | $11.9M | 3.09% | 0.02% | -50.8% | Q2 2025 |