Coalescence Partners Investment Management, LP Portfolio Holdings

Coalescence Partners Investment Management, LP

  • $384 Billion
  • Q3 2025

Coalescence Partners Investment Management, LP has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $384 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $56.1B, Microsoft Corp with a value of $49.9B, Amazon Com Inc with a value of $43.6B, Trans Digm Group Inc with a value of $37.3B, and Synopsys Inc with a value of $37B.

Examining the 13F form we can see an decrease of $3.37B in the current position value, from $387B to 384B.

Coalescence Partners Investment Management, LP is based out at New York, NY

Below you can find more details about Coalescence Partners Investment Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $384 Billion
Technology: $204 Billion
Industrials: $60.2 Billion
Financial Services: $60 Billion
Consumer Cyclical: $43.6 Billion
Healthcare: $11.9 Billion
ETFs: $4.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$56.1 Billion 14.61% of portfolio
200,884
Q2 2025 Added 4.55%
$3.78T
$49.9 Billion 13.0% of portfolio
96,374
Q2 2025 Reduced 5.42%
$2.39T
$43.6 Billion 11.36% of portfolio
198,655
Q3 2025 Added 26.13%
$72.7B
$37.3 Billion 9.71% of portfolio
28,282
Q3 2025 Added 65.74%
$59.7B
$37 Billion 9.62% of portfolio
74,916
Q3 2025 Added 47.38%
$44B
$36.4 Billion 9.48% of portfolio
24,329
Q3 2025 Added 79.21%
$159B
$27.5 Billion 7.15% of portfolio
56,409
Q3 2025 Added 18.56%
$465B
$24.1 Billion 6.28% of portfolio
129,305
Q3 2025 New
$25.4B
$22.9 Billion 5.96% of portfolio
89,222
Q2 2025 Added 8.03%
$512B
$16.9 Billion 4.41% of portfolio
29,787
Q2 2025 Added 8.03%
$533B
$15.6 Billion 4.05% of portfolio
45,557
Q3 2025 Reduced 34.92%
$57.4B
$11.9 Billion 3.09% of portfolio
18,559
Q3 2025 Reduced 50.78%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $384 Billion
  • Prior Value $387 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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