COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSM | 352K | $118.82M |
 | BX | 327K | $37.56M |
 | NVDA | 290K | $50.61M |
 | SPGI | 118K | $50.05M |
 | MCO | 104K | $45.18M |
 | DHR | 97K | $18.45M |
 | V | 62K | $18.82M |
 | FICO | 40K | $42.99M |
 | MA | 37K | $18.73M |
 | MLM | 31K | $18.08M |
 | TDG | 28K | $32.78M |
 | IDXX | 19K | $10.43M |
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
352K
Value
$118.82M
Blackstone Inc.
BX
Shares Held
327K
Value
$37.56M
NVIDIA Corporation
NVDA
Shares Held
290K
Value
$50.61M
S&P Global Inc.
SPGI
Shares Held
118K
Value
$50.05M
Moody's Corporation
MCO
Shares Held
104K
Value
$45.18M
Danaher Corporation
DHR
Shares Held
97K
Value
$18.45M
Visa Inc.
V
Shares Held
62K
Value
$18.82M
Fair Isaac Corporation
FICO
Shares Held
40K
Value
$42.99M
Mastercard Incorporated
MA
Shares Held
37K
Value
$18.73M
Martin Marietta Materials, Inc.
MLM
Shares Held
31K
Value
$18.08M
TransDigm Group Incorporated
TDG
Shares Held
28K
Value
$32.78M
IDEXX Laboratories, Inc.
IDXX
Shares Held
19K
Value
$10.43M