COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSM | 201K | $61.05M |
 | AMZN | 199K | $45.85M |
 | EFX | 165K | $35.85M |
 | MSFT | 122K | $58.97M |
 | DHR | 97K | $22.28M |
 | SNPS | 75K | $35.19M |
 | SPGI | 56K | $29.48M |
 | V | 46K | $15.98M |
 | FICO | 31K | $52.62M |
 | MA | 30K | $17.00M |
 | TDG | 28K | $37.61M |
 | IDXX | 19K | $12.56M |
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
201K
Value
$61.05M
Amazon.com, Inc.
AMZN
Shares Held
199K
Value
$45.85M
Equifax Inc.
EFX
Shares Held
165K
Value
$35.85M
Microsoft Corporation
MSFT
Shares Held
122K
Value
$58.97M
Danaher Corporation
DHR
Shares Held
97K
Value
$22.28M
Synopsys, Inc.
SNPS
Shares Held
75K
Value
$35.19M
S&P Global Inc.
SPGI
Shares Held
56K
Value
$29.48M
Visa Inc.
V
Shares Held
46K
Value
$15.98M
Fair Isaac Corporation
FICO
Shares Held
31K
Value
$52.62M
Mastercard Incorporated
MA
Shares Held
30K
Value
$17.00M
TransDigm Group Incorporated
TDG
Shares Held
28K
Value
$37.61M
IDEXX Laboratories, Inc.
IDXX
Shares Held
19K
Value
$12.56M