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Latest Coalescence Partners Investment Management, LP Stock Portfolio

$462Million | No. of Holdings #12

Coalescence Partners Investment Management, LP Performance

2026 Q1-7.42%
YTD-7.42%
2025+9.18%

About Coalescence Partners Investment Management, LP and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coalescence Partners Investment Management, LP reported an equity portfolio of $462.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Coalescence Partners Investment Management, LP are TSM, NVDA, SPGI. The fund has invested 25.7% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 10.9% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN) and EQUIFAX INC (EFX) stocks. Coalescence Partners Investment Management, LP opened new stock positions in NVIDIA CORPORATION (NVDA), MOODYS CORP (MCO) and BLACKSTONE INC (BX). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and VISA INC (V).
Coalescence Partners Investment Management, LP Equity Portfolio Value
Last Reported on: 14 May, 2026
$462Million
  as of May 14, 2026

Coalescence Partners Investment Management, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Coalescence Partners Investment Management, LP made a return of -7.42% in the last quarter. In trailing 12 months, it's portfolio return was 5.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nvidia corporation50,609,100
moodys corp45,184,600
blackstone inc37,558,700
martin marietta matls inc18,081,900
New stocks bought by Coalescence Partners Investment Management, LP

Additions

Ticker% Inc.
s&p global inc108
taiwan semiconductor manufac75.02
visa inc36.69
fair isaac corp29.37
mastercard incorporated25.85
Additions to existing portfolio by Coalescence Partners Investment Management, LP

Reductions

None of the existing positions were reduced by Coalescence Partners Investment Management, LP

Sold off

Ticker$ Sold
amazon com inc-45,853,500
equifax inc-35,849,900
microsoft corp-58,970,700
synopsys inc-35,189,500
Coalescence Partners Investment Management, LP got rid off the above stocks

Sector Distribution

Coalescence Partners Investment Management, LP has about 36.8% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Technology
  • Industrials
  • Healthcare
  • Basic Materials
Sector%
Financial Services36.8
Others25.7
Technology20.2
Industrials7.1
Healthcare6.2
Basic Materials3.9

Market Cap. Distribution

Coalescence Partners Investment Management, LP has about 74.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP55.2
UNALLOCATED25.7
MEGA-CAP19.1

Stocks belong to which Index?

About 74.3% of the stocks held by Coalescence Partners Investment Management, LP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50074.3
Others25.7
Top 5 Winners (%)%
TSM
taiwan semiconductor manufac
8.6 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
9.4 M
Top 5 Losers (%)%
FICO
fair isaac corp
-34.1 %
DHR
danaher corp del
-17.2 %
IDXX
idexx labs inc
-16.9 %
SPGI
s&p global inc
-14.5 %
TDG
transdigm group inc
-12.8 %
Top 5 Losers ($)$
FICO
fair isaac corp
-22.2 M
SPGI
s&p global inc
-8.5 M
TDG
transdigm group inc
-4.8 M
DHR
danaher corp del
-3.8 M
V
visa inc
-2.6 M

Coalescence Partners Investment Management, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Coalescence Partners Investment Management, LP

Coalescence Partners Investment Management, LP has 12 stocks in it's portfolio. FICO proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Coalescence Partners Investment Management, LP last quarter.

$462.51MTotal Value
16.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Coalescence Partners Investment Management, LP, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
TSM
Taiwan Semiconductor Manufac

Taiwan Semiconductor Manufac

TSM
Coalescence Partners Investment Management, LP's holding in Taiwan Semiconductor Manufac over time
25.69%351,591
$118.82M
25.69%
increased 75.02 percentadded