The Analysis of Coalescence Partners Investment Management, LP's Holdings

Currently, Coalescence Partners Investment Management, LP holds 12 types of securities in its portfolio with a total value $424.4M. In the most recent quarter, they have increased their positions in DHR (+97.3K shares, valued at $22.3M), EFX (+76.0K shares, valued at $16.5M), MSFT (+25.6K shares, valued at $12.4M); initiated new positions in DHR (+97.3K shares, valued at $22.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MFG LTD200.9K shares0.00%2025-12-312026-02-13

MSFT MICROSOFT CORP121.9K shares26.52%2025-12-312026-02-13

FICO FAIR ISAAC CORP31.1K shares27.94%2025-12-312026-02-13

AMZN AMAZON COM INC198.7K shares0.00%2025-12-312026-02-13

TDG TRANSDIGM GROUP INC28.3K shares0.00%2025-12-312026-02-13

EFX EQUIFAX INC165.2K shares85.18%2025-12-312026-02-13

SNPS SYNOPSYS INC74.9K shares0.00%2025-12-312026-02-13

SPGI S&P GLOBAL INC56.4K shares0.00%2025-12-312026-02-13

Sponsored

DHR DANAHER CORPORATION97.3K sharesnew addition2025-12-312026-02-13

MA MASTERCARD INCORPORATED29.8K shares0.00%2025-12-312026-02-13

V VISA INC45.6K shares0.00%2025-12-312026-02-13

IDXX IDEXX LABS INC18.6K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available