Coalescence Partners Investment Management, LP Portfolio Holdings by Sector
Coalescence Partners Investment Management, LP
- $122 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
MSFT SNPS 2 stocks |
$26.1 Million
21.41% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI 2 stocks |
$24.2 Million
19.82% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
WDAY FICO 2 stocks |
$18 Million
14.81% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15.3 Million
12.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$14.2 Million
11.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$13.1 Million
10.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$4.86 Million
3.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$4.82 Million
3.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
SPY 1 stocks |
$1.32 Million
1.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
1
Puts
|