Coalescence Partners Investment Management, LP — 13F holdings

Coalescence Partners Investment Management, LP reported 12 holdings worth $341M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $91.6M (26.9%)
2. BX Blackstone Inc — $38.2M (11.2%)
3. NVDA NVIDIA CORPORATION — $31.0M (9.1%)
4. ASML ASML HOLDING N V — $27.5M (8.1%)
5. TDG TRANSDIGM GROUP INC — $25.8M (7.6%)
6. MCO MOODYS CORP — $23.6M (6.9%)
7. SPGI S&P GLOBAL INC — $22.8M (6.7%)
8. FICO FAIR ISAAC CORP — $22.7M (6.7%)
9. DHR DANAHER CORPORATION — $19.8M (5.8%)
10. IDXX IDEXX LABS INC — $14.1M (4.1%)