CP

Coalescence Partners Investment Management, LP

13F
Coalescence Partners Investment Management, LP
Last update 2025-05-15 16 Stocks (2 new)
Value $303.00 Mil Turnover 32 %
Countries:
Top Holdings: MSFT(12.63%)TSM(10.53%)AMZN(8.53%)V(7.50%)MSCI(6.67%)
Summary Stock Picks Current Portfolio
Coalescence Partners Investmen... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
101,892
38,249.2
+37.40%
12.630
+3.44%
0.000
+24.10%
+12.15%
3,500,133.6
Software
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
192,150
31,896.9
+1,458.27%
10.530
+9.85%
0.000
+24.98%
+8.00%
1,101,928.0
Semiconductors
AMZN 		Amazon.com Inc
135,719
25,821.9
0%
8.530
0%
0.000
+11.86%
-0.81%
2,310,224.4
Retail - Cyclical
V 		Visa Inc
64,797
22,708.8
-26.82%
7.500
-2.84%
0.000
+8.74%
+17.69%
710,140.3
Credit Services
MSCI 		MSCI Inc
35,690
20,182.7
0%
6.670
0%
0.050
+2.61%
-6.44%
43,160.9
Capital Markets
SNPS 		Synopsys Inc
47,053
20,178.7
+116.07%
6.660
+3.58%
0.030
+17.31%
+3.89%
78,241.5
Software
EFX 		Equifax Inc
82,590
20,115.6
0%
6.640
0%
0.070
+9.01%
+7.07%
33,772.2
Business Services
CP 		Canadian Pacific Kansas City Ltd
270,204
18,971.0
0%
6.270
0%
0.030
+9.54%
+12.48%
75,576.6
Transportation
HON 		Honeywell International Inc
84,941
17,986.3
New Holding
5.940
+5.94%
0.010
+6.36%
+1.21%
145,543.3
Conglomerates
ADBE 		Adobe Inc
46,000
17,642.4
New Holding
5.830
+5.83%
0.010
-4.37%
-6.44%
177,324.8
Software

Coalescence Partners Investment Management, LP's Historical Top Holdings Breakdowns

Coalescence Partners Investment Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31Add
+9.85%
●
165.25 ($194.34) 224.62
$212.46
9.32%
Add 1458.27%
192,150
179,819
WDAY 		Workday Inc2025-03-31Sold Out
-7.33%
●
233.53 ($255.22) 277.82
$252.73
-0.98%
Sold Out
0
-75,133
HON 		Honeywell International Inc2025-03-31New Buy
+5.94%
●
202.75 ($214.7) 226.52
$226.26
5.38%
New holding
84,941
84,941
ROP 		Roper Technologies Inc2025-03-31Sold Out
-5.94%
●
502.71 ($561.16) 593.81
$572.18
1.96%
Sold Out
0
-30,195
ADBE 		Adobe Inc2025-03-31New Buy
+5.83%
●
377.84 ($428.84) 464.11
$416.06
-2.98%
New holding
46,000
46,000
TMO 		Thermo Fisher Scientific Inc2025-03-31Sold Out
-5.53%
●
497.6 ($541.6) 606.74
$414.54
-23.46%
Sold Out
0
-28,072
SNPS 		Synopsys Inc2025-03-31Add
+3.58%
●
428.58 ($485.8) 551.54
$504.40
3.83%
Add 116.07%
47,053
25,276
MSFT 		Microsoft Corp2025-03-31Add
+3.44%
●
375.39 ($407.71) 447.2
$470.92
15.50%
Add 37.4%
101,892
27,737
V 		Visa Inc2025-03-31Reduce
-2.84%
●
306.92 ($338.38) 362.71
$370.70
9.55%
Reduce -26.82%
64,797
-23,744
FICO 		Fair Isaac Corp2025-03-31Add
+2.29%
●
1695.35 ($1851.88) 2030.47
$1,785.00
-3.61%
Add 64.96%
9,551
3,761

Coalescence Partners Investment Management, LP Total Holding History ($B)

To

Coalescence Partners Investment Management, LP's Asset Allocation

To

Coalescence Partners Investment Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coalescence Partners Investment Management, LP's Hypothetical Growth since 2025-03-31

Coalescence Partners Investment Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Coalescence Partners Investment Management, LP's Holdings Heat Map

Size field:

Coalescence Partners Investment Management, LP's Holdings Bubble Chart

Coalescence Partners Investment Management, LP News

  • 1

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