Coalescence Partners Investment Management, Lp Top Holdings and 13F Report (2025) About Coalescence Partners Investment Management, LpInvestment ActivityCoalescence Partners Investment Management, Lp has $264.31 million in total holdings as of December 31, 2024.Coalescence Partners Investment Management, Lp owns shares of 16 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 33.95% of the portfolio was purchased this quarter.About 19.30% of the portfolio was sold this quarter.This quarter, Coalescence Partners Investment Management, Lp has purchased 15 new stocks and bought additional shares in 10 stocks.Coalescence Partners Investment Management, Lp sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Microsoft $31,256,333Amazon.com $29,775,391Visa $27,982,498MSCI $21,414,357Equifax $21,048,062 Largest New Holdings this Quarter Canadian Pacific Kansas City $19,554,663 HoldingTransDigm Group $7,783,634 Holding Largest Purchases this Quarter Canadian Pacific Kansas City 270,204 shares (about $19.55M)Microsoft 30,571 shares (about $12.89M)Equifax 34,925 shares (about $8.90M)Workday 32,952 shares (about $8.50M)TransDigm Group 6,142 shares (about $7.78M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 20,055 shares (about $3.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoalescence Partners Investment Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$31,256,333$12,885,677 ▲70.1%74,15511.8%Computer and TechnologyAMZNAmazon.com$29,775,391$7,339,692 ▲32.7%135,71911.3%Retail/WholesaleVVisa$27,982,498$7,044,532 ▲33.6%88,54110.6%Business ServicesMSCIMSCI$21,414,357$1,605,627 ▲8.1%35,6908.1%FinanceEFXEquifax$21,048,062$8,900,636 ▲73.3%82,5908.0%Business ServicesCPCanadian Pacific Kansas City$19,554,663$19,554,663 ▲New Holding270,2047.4%TransportationWDAYWorkday$19,386,568$8,502,605 ▲78.1%75,1337.3%Computer and TechnologyROPRoper Technologies$15,696,871$3,598,402 ▲29.7%30,1955.9%Computer and TechnologySPGIS&P Global$14,985,225$5,776,650 ▲62.7%30,0895.7%Business ServicesTMOThermo Fisher Scientific$14,603,897$6,188,136 ▲73.5%28,0725.5%MedicalMAMastercard$14,519,1150.0%27,5735.5%Business ServicesFICOFair Isaac$11,527,4850.0%5,7904.4%Computer and TechnologySNPSSynopsys$10,569,6850.0%21,7774.0%Computer and TechnologyTDGTransDigm Group$7,783,634$7,783,634 ▲New Holding6,1422.9%AerospaceTSMTaiwan Semiconductor Manufacturing$2,435,249$3,960,662 ▼-61.9%12,3310.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,771,400$547,400 ▲44.7%5,2100.7%FinanceKWEBKraneShares CSI China Internet ETF$0$47,047,891 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
