Coalescence Partners Investment Management, LP

CIK

1759662

Location

New York, NY

Portfolio Value

Small $459,807,828

Diversification

Diversified

Filing Date

Global Rank

#2,742 / 8,609 ▲ 185 · as of Mar 2026

Top Industry

Semiconductors 36.8%

3Y Alpha vs SPY

+11.8%

Period ended 4 months ago

Filed May 14, 2026 · 2mo

18 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+104.7%

SPY

+74.0%

Annualised alpha

+6.7%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.8%

+11.4 pts

Top 5

66.3%

+5.8 pts

Top 10

93.8%

+0.5 pts

HHI

1,267

Diversified+260

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.2%	$212,415,947	3
Financial Services	36.5%	$167,649,639	5
Industrials	7.1%	$32,777,706	1
Healthcare	6.3%	$28,882,642	2
Basic Materials	3.9%	$18,081,894	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+150,707	351,591	$118,820,178
SPGI	S&P Global Inc.	+61,269	117,678	$47,353,980
V	Visa Inc.	+16,715	62,272	$18,821,089
FICO	Fair Isaac Corp	+9,141	40,267	$42,986,633
MA	Mastercard Inc	+7,701	37,488	$18,731,254
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	290,190	$50,609,136
MCO	Moodys Corp /De/	103,575	$45,184,593
BX	Blackstone Inc.	326,626	$37,558,723
MLM	Martin Marietta Materials Inc	30,716	$18,081,894
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	121,936	$58,970,688
AMZN	Amazon Com Inc	198,655	$45,853,547
EFX	Equifax Inc	165,222	$35,849,869
SNPS	Synopsys Inc	74,916	$35,189,543
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $459,807,828 total · as of Mar 31, 2026

All sectors Basic Materials Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	351,591	+150,707	$118,820,178	+94.6%	25.84%
NVDA	Nvidia Corp Technology	NEW	290,190	NEW	$50,609,136	NEW	11.01%
SPGI	S&P Global Inc. Financial Services	Added	117,678	+61,269	$47,353,980	+69.8%	10.30%
MCO	Moodys Corp /De/ Financial Services	NEW	103,575	NEW	$45,184,593	NEW	9.83%
FICO	Fair Isaac Corp Technology	Added	40,267	+9,141	$42,986,633	−18.3%	9.35%
BX	Blackstone Inc. Financial Services	NEW	326,626	NEW	$37,558,723	NEW	8.17%
TDG	TransDigm Group INC Industrials	Held	28,282	0	$32,777,706	−12.9%	7.13%
V	Visa Inc. Financial Services	Added	62,272	+16,715	$18,821,089	+17.8%	4.09%
MA	Mastercard Inc Financial Services	Added	37,488	+7,701	$18,731,254	+10.2%	4.07%
DHR	Danaher Corp /De/ Healthcare	Held	97,334	0	$18,454,526	−17.2%	4.01%
MLM	Martin Marietta Materials Inc Basic Materials	NEW	30,716	NEW	$18,081,894	NEW	3.93%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	18,559	0	$10,428,116	−16.9%	2.27%