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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 $340,583,412 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 93.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005159

Period
2026-06-30
Reported value
$341M
Holdings
12
Top 10 weight
93.11%
New
1
Sold out
1

Part of the filer group Coalescence Partners Investment Management, LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLnew+13,821$27.5M
IDXXadded+8,217$4.33M
DHRadded+6,456$1.23M

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
TSMreduced-159,757-$76.3M
NVDAreduced-135,383-$27.1M
FICOreduced-21,291-$25.4M
SPGIreduced-61,650-$25.1M
MCOreduced-51,371-$23.3M

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, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005159, largest first. % of portfolio is the value over $340,583,412, 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; 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; 2026Q2: 191,834 shares 191,834$91.6M26.9%-159,757Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,626 shares; 2026Q2: 324,966 shares 324,966$38.2M11.23%-1,660Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,305 shares; 2025Q4: not reported; 2026Q1: 290,190 shares; 2026Q2: 154,807 shares 154,807$31M9.09%-135,383Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,821 shares 13,821$27.5M8.07%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,353 shares 19,353$25.8M7.57%-8,929Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,575 shares; 2026Q2: 52,204 shares 52,204$23.6M6.94%-51,371Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,028 shares 56,028$22.8M6.7%-61,650Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,976 shares 18,976$22.7M6.66%-21,291Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,334 shares; 2026Q1: 97,334 shares; 2026Q2: 103,790 shares 103,790$19.8M5.8%+6,456Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,776 shares 26,776$14.1M4.14%+8,217Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,515 shares 34,515$11.8M3.48%-27,757Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,660 shares 22,660$11.6M3.42%-14,828Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
MLMMARTIN MARIETTA MATLS INC30,716$18.1Mshares

How Q2 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 0000919574-26-005159 base2026-08-14acceptance time not in the bulk data set