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%
Performance for 2026 Q1 is -7.42%, and YTD is -7.42%, and 2025 is 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.
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.
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).
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.
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
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 corporation | 50,609,100 |
| moodys corp | 45,184,600 |
| blackstone inc | 37,558,700 |
| martin marietta matls inc | 18,081,900 |
New stocks bought by Coalescence Partners Investment Management, LP
Additions
| Ticker | % Inc. |
|---|---|
| s&p global inc | 108 |
| taiwan semiconductor manufac | 75.02 |
| visa inc | 36.69 |
| fair isaac corp | 29.37 |
| mastercard incorporated | 25.85 |
Additions to existing portfolio by Coalescence Partners Investment Management, LP
Reductions
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 Services | 36.8 |
| Others | 25.7 |
| Technology | 20.2 |
| Industrials | 7.1 |
| Healthcare | 6.2 |
| Basic Materials | 3.9 |
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-CAP | 55.2 |
| UNALLOCATED | 25.7 |
| MEGA-CAP | 19.1 |
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 500 | 74.3 |
| Others | 25.7 |
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.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 8.12 | 326,626 | 37,558,700 | new | |||
| DHR | danaher corp del | 3.99 | 97,334 | 18,454,500 | unchanged | 0.00 | ||
| EFX | equifax inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FICO | fair isaac corp | 9.29 | 40,267 | 42,986,600 | added | 29.37 | ||
| IDXX | idexx labs inc | 2.26 | 18,559 | 10,428,100 | unchanged | 0.00 | ||
| MA | mastercard incorporated | 4.05 | 37,488 | 18,731,300 | added | 25.85 | ||
| MCO | moodys corp | 9.77 | 103,575 | 45,184,600 | new | |||
| MLM | martin marietta matls inc | 3.91 | 30,716 | 18,081,900 | new | |||
| MSFT | microsoft corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NVDA | nvidia corporation | 10.94 | 290,190 | 50,609,100 | new | |||
| SNPS | synopsys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SPGI | s&p global inc | 10.82 | 117,678 | 50,053,200 | added | 108 | ||
| TDG | transdigm group inc | 7.09 | 28,282 | 32,777,700 | unchanged | 0.00 | ||
| TSM | taiwan semiconductor manufac | 25.69 | 351,591 | 118,820,000 | added | 75.02 | ||
| V | visa inc | 4.07 | 62,272 | 18,821,100 | added | 36.69 | ||