Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coalescence Partners Investment Management, LP (CIK 1759662) reported $462.5M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($118.8M, 25.69%), NVDA ($50.6M, 10.94%), SPGI ($50.1M, 10.82%), MCO ($45.2M, 9.77%), FICO ($43.0M, 9.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $118.8M | 25.69% | 351,591 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $50.6M | 10.94% | 290,190 | New |
| 3 | SPGI | S&P GLOBAL INC | $50.1M | 10.82% | 117,678 | Added |
| 4 | MCO | MOODYS CORP | $45.2M | 9.77% | 103,575 | New |
| 5 | FICO | FAIR ISAAC CORP | $43.0M | 9.29% | 40,267 | Added |
| 6 | BX | BLACKSTONE INC | $37.6M | 8.12% | 326,626 | New |
| 7 | TDG | TRANSDIGM GROUP INC | $32.8M | 7.09% | 28,282 | Hold |
| 8 | V | VISA INC | $18.8M | 4.07% | 62,272 | Added |
| 9 | MA | MASTERCARD INCORPORATED | $18.7M | 4.05% | 37,488 | Added |
| 10 | DHR | DANAHER CORP DEL | $18.5M | 3.99% | 97,334 | Hold |
| 11 | MLM | MARTIN MARIETTA MATLS INC | $18.1M | 3.91% | 30,716 | New |
| 12 | IDXX | IDEXX LABS INC | $10.4M | 2.25% | 18,559 | Hold |
| 13 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 14 | EFX | EQUIFAX INC | $0 | 0.00% | 0 | Exited |
| 15 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 16 | SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31