Coalescence Partners Investment Management, LP Portfolio Holdings by Sector
Coalescence Partners Investment Management, LP
- $387 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT SNPS 2 stocks |
$74 Million
20.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$47.3 Million
12.99% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$45.5 Million
12.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$41.6 Million
11.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$34.6 Million
9.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$25.9 Million
7.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO 1 stocks |
$24.8 Million
6.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$23.1 Million
6.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$21.4 Million
5.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$20.2 Million
5.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$5.83 Million
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
1
Puts
|