Coalescence Partners Investment Management, LP
Coalescence Partners Investment Management, LP reported 12 positions worth $340.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (26.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $91.6M | 26.90% | 191,834 | — | — | |
| ▸ 2 | BX | SH | $38.2M | 11.23% | 324,966 | — | — | |
| ▸ 3 | NVDA | SH | $31.0M | 9.09% | 154,807 | — | — | |
| ▸ 4 | ASML | SH | $27.5M | 8.07% | 13,821 | — | — | |
| ▸ 5 | TDG | SH | $25.8M | 7.57% | 19,353 | — | — | |
| ▸ 6 | MCO | SH | $23.6M | 6.94% | 52,204 | — | — | |
| ▸ 7 | SPGI | SH | $22.8M | 6.70% | 56,028 | — | — | |
| ▸ 8 | FICO | SH | $22.7M | 6.66% | 18,976 | — | — | |
| ▸ 9 | DHR | SH | $19.8M | 5.80% | 103,790 | — | — | |
| ▸ 10 | IDXX | SH | $14.1M | 4.14% | 26,776 | — | — |
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Frequently Asked Questions
What stocks does Coalescence Partners Investment Management, LP hold as of Q2 2026?
Coalescence Partners Investment Management, LP reported 12 positions worth $340.6M in its Q2 2026 13F filing. Largest positions: TSM (26.9%), BX (11.2%), NVDA (9.1%), ASML (8.1%) and TDG (7.6%).
What did Coalescence Partners Investment Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Coalescence Partners Investment Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.