COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSM | 201K | $56.10M |
 | AMZN | 199K | $43.62M |
 | NVDA | 129K | $24.13M |
 | MSFT | 96K | $49.92M |
 | EFX | 89K | $22.89M |
 | SNPS | 75K | $36.96M |
 | SPGI | 56K | $27.45M |
 | V | 46K | $15.55M |
 | MA | 30K | $16.94M |
 | TDG | 28K | $37.28M |
 | FICO | 24K | $36.41M |
 | IDXX | 19K | $11.86M |
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
201K
Value
$56.10M
Amazon.com, Inc.
AMZN
Shares Held
199K
Value
$43.62M
NVIDIA Corporation
NVDA
Shares Held
129K
Value
$24.13M
Microsoft Corporation
MSFT
Shares Held
96K
Value
$49.92M
Equifax Inc.
EFX
Shares Held
89K
Value
$22.89M
Synopsys, Inc.
SNPS
Shares Held
75K
Value
$36.96M
S&P Global Inc.
SPGI
Shares Held
56K
Value
$27.45M
Visa Inc.
V
Shares Held
46K
Value
$15.55M
Mastercard Incorporated
MA
Shares Held
30K
Value
$16.94M
TransDigm Group Incorporated
TDG
Shares Held
28K
Value
$37.28M
Fair Isaac Corporation
FICO
Shares Held
24K
Value
$36.41M
IDEXX Laboratories, Inc.
IDXX
Shares Held
19K
Value
$11.86M