Coalescence Partners Investment Management, LP is an institutional investment manager that discloses its US equity holdings every quarter through SEC Form 13F filings. This profile is built to grow over time, giving a running record of the fund’s new positions, full exits, and changes in conviction as each filing becomes public. Rather than a one-off news snapshot, treat this as a living log that will be updated after every 13F filings deadline.
Quarter Ending 2026-03-31
During the quarter ending 2026-03-31, Coalescence Partners Investment Management, LP opened three new positions: Blackstone Inc (BX) worth $37,558,724, Moodys Corp worth $45,184,594, and Nvidia Corporation (NVDA) worth $50,609,136. The fund also started a smaller new position in Martin Marietta Matls Inc worth $18,081,895.
On the buying side, Taiwan Semiconductor Manufac saw the largest percentage increase, up 95% from $61,046,639 to $118,820,178. S&P Global Inc (SPGI) rose 70%, from $29,478,779 to $50,053,161. Visa Inc (V) increased 18% to $18,821,089, and Mastercard Incorporated (MA) grew 10% to $18,731,254.
The fund exited four positions entirely during the quarter: Amazon Com Inc (AMZN), previously worth $45,853,547; Microsoft Corp (MSFT), previously worth $58,970,688; Equifax Inc (EFX), previously worth $35,849,870; and Synopsys Inc (SNPS), previously worth $35,189,544.
Several existing holdings were trimmed rather than sold outright. Fair Isaac Corp (FICO) was reduced 18%, from $52,622,238 to $42,986,633. Transdigm Group Inc (TDG) declined 13%, from $37,610,818 to $32,777,707. Danaher Corp Del fell 17%, from $22,281,699 to $18,454,526, and Idexx Labs Inc was also cut 17%, from $12,555,720 to $10,428,117.
How to Read These 13F Updates
Form 13F filings report holdings as of the end of a calendar quarter, not the specific day a trade occurred, so all changes above are described as occurring during the quarter ending 2026-03-31 rather than on any single date. These filings are typically made public with a lag after quarter end, which is why 13F-based portfolio trackers like this one update on a delay relative to real-time markets. This page is intended purely for informational and research purposes, similar to how investors might follow which stocks well-known managers have bought recently, and nothing here should be read as a recommendation to buy or sell any security. Check back each quarter for the next round of disclosed moves from Coalescence Partners Investment Management, LP.
Source: SEC Form 13F filings. This page updates every quarter.