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Coalescence Partners Investment Management, LP

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13F filer, CIK 1759662, New York, NY

Coalescence Partners Investment Management, LP reported $462,507,014 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 93.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-003113

Period
2026-03-31
Reported value
$463M
Holdings
12
Top 10 weight
93.84%
New
4
Sold out
4

Part of the filer group Coalescence Partners Investment Management, LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+150,707$50.9M
NVDAnew+290,190$50.6M
MCOnew+103,575$45.2M
BXnew+326,626$37.6M
SPGIadded+61,269$26.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-121,936-$59M
AMZNexited-198,655-$45.9M
EFXexited-165,222-$35.8M
SNPSexited-74,916-$35.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000919574-26-003113, largest first. % of portfolio is the value over $462,507,014, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,386 shares; 2024Q4: 12,331 shares; 2025Q1: 192,150 shares; 2025Q2: 200,884 shares; 2025Q3: 200,884 shares; 2025Q4: 200,884 shares; 2026Q1: 351,591 shares 351,591$119M25.69%+150,707Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,305 shares; 2025Q4: not reported; 2026Q1: 290,190 shares 290,190$50.6M10.94%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,490 shares; 2024Q4: 30,089 shares; 2025Q1: 30,089 shares; 2025Q2: 47,579 shares; 2025Q3: 56,409 shares; 2025Q4: 56,409 shares; 2026Q1: 117,678 shares 117,678$50.1M10.82%+61,269Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,575 shares 103,575$45.2M9.77%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 9,551 shares; 2025Q2: 13,576 shares; 2025Q3: 24,329 shares; 2025Q4: 31,126 shares; 2026Q1: 40,267 shares 40,267$43M9.29%+9,141Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,626 shares 326,626$37.6M8.12%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 8,779 shares; 2025Q2: 17,064 shares; 2025Q3: 28,282 shares; 2025Q4: 28,282 shares; 2026Q1: 28,282 shares 28,282$32.8M7.09%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,251 shares; 2024Q4: 88,541 shares; 2025Q1: 64,797 shares; 2025Q2: 70,000 shares; 2025Q3: 45,557 shares; 2025Q4: 45,557 shares; 2026Q1: 62,272 shares 62,272$18.8M4.07%+16,715Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,573 shares; 2024Q4: 27,573 shares; 2025Q1: 27,573 shares; 2025Q2: 29,787 shares; 2025Q3: 29,787 shares; 2025Q4: 29,787 shares; 2026Q1: 37,488 shares 37,488$18.7M4.05%+7,701Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,334 shares; 2026Q1: 97,334 shares 97,334$18.5M3.99%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,716 shares 30,716$18.1M3.91%newTimeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,706 shares; 2025Q3: 18,559 shares; 2025Q4: 18,559 shares; 2026Q1: 18,559 shares 18,559$10.4M2.25%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP121,936$59Mshares
AMZNAMAZON COM INC198,655$45.9Mshares
EFXEQUIFAX INC165,222$35.8Mshares
SNPSSYNOPSYS INC74,916$35.2Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-003113 base2026-05-14acceptance time not in the bulk data set