Coalescence Partners Investment Management, LP 13F Holdings · Q2 2026
Coalescence Partners Investment Management, LP reported 12 securities worth $340.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (26.90%), BX (11.23%), NVDA (9.09%). Among its top 25 positions this quarter: 1 new, 2 added, 9 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.6M | 26.90% | 191,834 | Trimmed |
| 2 | BX | BLACKSTONE INC | $38.2M | 11.23% | 324,966 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $31.0M | 9.09% | 154,807 | Trimmed |
| 4 | ASML | ASML HLDG NV | $27.5M | 8.07% | 13,821 | New |
| 5 | TDG | TRANSDIGM GROUP INC | $25.8M | 7.57% | 19,353 | Trimmed |
| 6 | MCO | MOODYS CORP | $23.6M | 6.94% | 52,204 | Trimmed |
| 7 | SPGI | S&P GLOBAL INC | $22.8M | 6.70% | 56,028 | Trimmed |
| 8 | FICO | FAIR ISAAC CORP | $22.7M | 6.66% | 18,976 | Trimmed |
| 9 | DHR | DANAHER CORP DEL | $19.8M | 5.80% | 103,790 | Added |
| 10 | IDXX | IDEXX LABS INC | $14.1M | 4.14% | 26,776 | Added |
| 11 | V | VISA INC | $11.8M | 3.48% | 34,515 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $11.6M | 3.42% | 22,660 | Trimmed |
| 13 | MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR