Coalescence Partners Investment Management, LP Portfolio Holdings by Sector
Coalescence Partners Investment Management, LP
- $384 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT SNPS 2 stocks |
$86.9 Million
22.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$80.2 Million
20.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$43.6 Million
11.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$37.3 Million
9.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO 1 stocks |
$36.4 Million
9.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$32.5 Million
8.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$27.5 Million
7.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$22.9 Million
5.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$11.9 Million
3.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$4.95 Million
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
1
Puts
|