Coalescence Partners Investment Management, LP
Top Portfolio Positions
12 positions ·
$462,507,008 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
351,591 | $118,820,178 | 25.69% | |
| NVDA |
Nvidia Corp
Technology
|
290,190 | $50,609,136 | 10.94% | |
| SPGI |
S&P Global Inc.
Financial Services
|
117,678 | $50,053,160 | 10.82% | |
| MCO |
Moodys Corp /De/
Financial Services
|
103,575 | $45,184,593 | 9.77% | |
| FICO |
Fair Isaac Corp
Technology
|
40,267 | $42,986,633 | 9.29% | |
| BX |
Blackstone Inc.
Financial Services
|
326,626 | $37,558,723 | 8.12% | |
| TDG |
TransDigm Group INC
Industrials
|
28,282 | $32,777,706 | 7.09% | |
| V |
Visa Inc.
Financial Services
|
62,272 | $18,821,089 | 4.07% | |
| MA |
Mastercard Inc
Financial Services
|
37,488 | $18,731,254 | 4.05% | |
| DHR |
Danaher Corp /De/
Healthcare
|
97,334 | $18,454,526 | 3.99% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $35,849,869 | 165,222 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,888,119 | 89,222 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $23,141,510 | 89,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,115,620 | 82,590 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,048,061 | 82,590 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,006,836 | 47,665 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,855,988 | 20,028 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||