Coalescence Partners Investment Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 200,884 | 351,591 | +150,707 | 61,046,639 | 118,820,178 | 25.69% | +57,773,539 |
| NVIDIA CORPORATION(NVDA) | 0 | 290,190 | +290,190 | 0 | 50,609,136 | 10.94% | +50,609,136 |
| MOODYS CORP(MCO) | 0 | 103,575 | +103,575 | 0 | 45,184,594 | 9.77% | +45,184,594 |
| BLACKSTONE INC(BX) | 0 | 326,626 | +326,626 | 0 | 37,558,724 | 8.12% | +37,558,724 |
| S&P GLOBAL INC(SPGI) | 56,409 | 117,678 | +61,269 | 29,478,779 | 50,053,161 | 10.82% | +20,574,382 |
| MARTIN MARIETTA MATLS INC(MLM) | 0 | 30,716 | +30,716 | 0 | 18,081,895 | 3.91% | +18,081,895 |
| VISA INC(V) | 45,557 | 62,272 | +16,715 | 15,977,295 | 18,821,089 | 4.07% | +2,843,794 |
| MASTERCARD INCORPORATED(MA) | 29,787 | 37,488 | +7,701 | 17,004,803 | 18,731,254 | 4.05% | +1,726,451 |
| IDEXX LABS INC(IDXX) | 18,559 | 18,559 | 0 | 12,555,720 | 10,428,117 | 2.25% | -2,127,603 |
| DANAHER CORP DEL(DHR) | 97,334 | 97,334 | 0 | 22,281,699 | 18,454,526 | 3.99% | -3,827,173 |
| TRANSDIGM GROUP INC(TDG) | 28,282 | 28,282 | 0 | 37,610,818 | 32,777,707 | 7.09% | -4,833,111 |
| FAIR ISAAC CORP(FICO) | 31,126 | 40,267 | +9,141 | 52,622,238 | 42,986,633 | 9.29% | -9,635,605 |
| SYNOPSYS INC(SNPS) | 74,916 | 0 | -74,916 | 35,189,544 | 0 | — | -35,189,544 |
| EQUIFAX INC(EFX) | 165,222 | 0 | -165,222 | 35,849,870 | 0 | — | -35,849,870 |
| AMAZON COM INC(AMZN) | 198,655 | 0 | -198,655 | 45,853,547 | 0 | — | -45,853,547 |
| MICROSOFT CORP(MSFT) | 121,936 | 0 | -121,936 | 58,970,688 | 0 | — | -58,970,688 |