Coalescence Partners Investment Management, LP Portfolio Holdings by Sector
Coalescence Partners Investment Management, LP
- $264 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
V MA 2 stocks |
$42.5 Million
17.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT SNPS 2 stocks |
$41.8 Million
17.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI 2 stocks |
$36.4 Million
14.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
WDAY FICO 2 stocks |
$30.9 Million
12.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$29.8 Million
12.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$21 Million
8.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$15.7 Million
6.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$14.6 Million
5.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$7.78 Million
3.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$2.44 Million
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$1.77 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
1
Puts
|