Long-term investor
Coalescence Partners Investment Management, LP @coalescencepartnersinves
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759662).
Record
- Tracked since 2025-06-30 (445 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.6% · all +3.6%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 26.9% · long · since 2025-06-30
- BX · 11.2% · long · since 2026-03-31
- NVDA · 9.1% · long · since 2025-09-30
- ASML · 8.1% · long · since 2026-06-30
- TDG · 7.6% · long · since 2025-06-30
- MCO · 6.9% · long · since 2026-03-31
- SPGI · 6.7% · long · since 2025-06-30
- FICO · 6.7% · long · since 2025-06-30
- DHR · 5.8% · long · since 2025-12-31
- IDXX · 4.1% · long · since 2025-06-30
- V · 3.5% · long · since 2025-06-30
- MA · 3.4% · long · since 2025-06-30