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 $379.1M. In the most recent quarter, they have increased their positions in NVDA (+129.3K shares, valued at $24.1M), FICO (+10.8K shares, valued at $16.1M), TDG (+11.2K shares, valued at $14.8M); decreased their positions in IDXX (-19.1K shares, valued at $12.2M), V (-24.4K shares, valued at $8.3M); initiated new positions in NVDA (+129.3K shares, valued at $24.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MFG LTD200.9K shares0.00%2025-09-302025-10-29

MSFT MICROSOFT CORP96.4K shares0.00%2025-09-302025-10-29

AMZN AMAZON COM INC198.7K shares26.13%2025-09-302025-10-29

TDG TRANSDIGM GROUP INC28.3K shares65.74%2025-09-302025-10-29

SNPS SYNOPSYS INC74.9K shares47.38%2025-09-302025-10-29

FICO FAIR ISAAC CORP24.3K shares79.21%2025-09-302025-10-29

SPGI S&P GLOBAL INC56.4K shares18.56%2025-09-302025-10-29

NVDA NVIDIA CORPORATION129.3K sharesnew addition2025-09-302025-10-29

Sponsored

EFX EQUIFAX INC89.2K shares0.00%2025-09-302025-10-29

MA MASTERCARD INCORPORATED29.8K shares0.00%2025-09-302025-10-29

V VISA INC45.6K shares-34.92%2025-09-302025-10-29

IDXX IDEXX LABS INC18.6K shares-50.78%2025-09-302025-10-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR8.1K shares-1.94%2025-09-302025-10-29

TradeFomo Institution Holdings Analysis: Coalescence Partners Investment Management, LP