Coalescence Partners Investment Management,
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$462.5M
Q ending 2026-03-31
Prior quarter
$424.4M
Q ending 2025-12-31
Change
+9.0% QoQ · +52.8% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $118.8M | 352K |
| Nvidia Corporation | NVDA | Shares | $50.6M | 290K |
| S&P Global Inc | SPGI | Shares | $50.1M | 118K |
| Moodys Corp | MCO | Shares | $45.2M | 104K |
| Fair Isaac Corp | FICO | Shares | $43.0M | 40K |
| Blackstone Inc | BX | Shares | $37.6M | 327K |
| Transdigm Group Inc | TDG | Shares | $32.8M | 28K |
| Visa Inc | V | Shares | $18.8M | 62K |
| Mastercard Incorporated | MA | Shares | $18.7M | 37K |
| Danaher Corp Del | DHR | Shares | $18.5M | 97K |
| Martin Marietta Matls Inc | MLM | Shares | $18.1M | 31K |
| Idexx Labs Inc | IDXX | Shares | $10.4M | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.