Coalescence Partners Investment Management, LP Portfolio Holdings

Coalescence Partners Investment Management, LP

  • $387 Billion
  • Q2 2025

Coalescence Partners Investment Management, LP has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.9B, Taiwan Semiconductor Manufacturing CO LTD with a value of $45.5B, Amazon Com Inc with a value of $34.6B, Synopsys Inc with a value of $26.1B, and Trans Digm Group Inc with a value of $25.9B.

Examining the 13F form we can see an increase of $84.7B in the current position value, from $303B to 387B.

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 $387 Billion
Technology: $144 Billion
Financial Services: $88.9 Billion
Industrials: $70.5 Billion
Consumer Cyclical: $34.6 Billion
Healthcare: $20.2 Billion
ETFs: $5.83 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$47.9 Billion 12.37% of portfolio
96,374
Q2 2025 Reduced 5.42%
$1.27T
$45.5 Billion 11.74% of portfolio
200,884
Q2 2025 Added 4.55%
$2.26T
$34.6 Billion 8.92% of portfolio
157,496
Q2 2025 Added 16.05%
$95.7B
$26.1 Billion 6.73% of portfolio
50,831
Q2 2025 Added 8.03%
$76.5B
$25.9 Billion 6.7% of portfolio
17,064
Q2 2025 Added 94.37%
$182B
$25.1 Billion 6.48% of portfolio
47,579
Q2 2025 Added 58.13%
$33.3B
$24.8 Billion 6.41% of portfolio
13,576
Q2 2025 Added 42.14%
$551B
$24.9 Billion 6.41% of portfolio
70,000
Q2 2025 Added 8.03%
$29.5B
$23.1 Billion 5.97% of portfolio
89,222
Q2 2025 Added 8.03%
$44B
$22.2 Billion 5.74% of portfolio
38,556
Q2 2025 Added 8.03%
$146B
$21.4 Billion 5.52% of portfolio
91,762
Q2 2025 Added 8.03%
$54.3B
$20.2 Billion 5.22% of portfolio
37,706
Q2 2025 New
$548B
$16.7 Billion 4.32% of portfolio
29,787
Q2 2025 Added 8.03%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $387 Billion
  • Prior Value $303 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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