Coalescence Partners Investment Management, LP In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Coalescence Partners Investment Management, LP reported 13 stock positions worth $122.7 million . Its top holding was Visa Class A (V) at 12.3% of the portfolio, followed by Microsoft (MSFT, 11.2% ) and Alphabet Class A (GOOGL, 11.2% ). Compared with Q4 2023, it opened 1 new position, sold out of 6, added to 7 and reduced 3. The biggest buy was Visa Class A (V, shares +109% ) and the biggest sale an exit from Starbucks (SBUX).
Location New York, NY
CIK 0001759662
Portfolio Value $122.7M (Q1 2024) Holdings 13 stocks · $122.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 V Visa Inc. Class A 53,912 $15.0M Add +109.4% MSFT Microsoft Corp. 32,796 $13.8M Add +23.9% GOOGL Alphabet Inc. Class A 91,307 $13.8M Add +75.4% TMO Thermo Fisher Scientific Inc. 23,706 $13.8M Add +55.8% AMZN Amazon.com Inc. 62,262 $11.2M No change PDD PDD Holdings Inc. 87,474 $10.2M Add +64.0% SCHW Schwab (charles) Corp. 132,721 $9.6M Reduce -23.4% TSM Taiwan Semiconductor-SP ADR 65,945 $9.0M Reduce -27.5% ADP Automatic Data Processing 31,405 $7.8M Add +124.6% YUM Yum! Brands Inc. 49,124 $6.8M Reduce -28.1% SNPS Synopsys Inc. 7,496 $4.3M New INTU Intuit Inc. 5,706 $3.7M No change NKE Nike Inc. Class B 39,129 $3.7M Add +142.3%
Options reported separately and not counted above: SPY puts ($3.9M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ SBUX Starbucks Corp. Sold out 0.00% −6.04 ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −5.29 TNA Dir Dai SML Ca Bul 3X Et-Usd Sold out 0.00% −3.17 NVDA Nvidia Corp. Sold out 0.00% −2.96 SCHW Schwab (charles) Corp. Reduce -23.4% 7.82% −2.88 YUM Yum! Brands Inc. Reduce -28.1% 5.55% −2.47 META Meta Platforms Inc. Class A Sold out 0.00% −1.72 ISRG Intuitive Surgical Inc. Sold out 0.00% −1.60 TSM Taiwan Semiconductor-SP ADR Reduce -27.5% 7.31% −1.19
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ V Visa Inc. Class A Add +109.4% 12.26% +6.24 GOOGL Alphabet Inc. Class A Add +75.4% 11.23% +4.70 TMO Thermo Fisher Scientific Inc. Add +55.8% 11.23% +3.97 SNPS Synopsys Inc. New 3.49% +3.49 ADP Automatic Data Processing Add +124.6% 6.39% +3.46 MSFT Microsoft Corp. Add +23.9% 11.25% +2.30 NKE Nike Inc. Class B Add +142.3% 3.00% +1.42 PDD PDD Holdings Inc. Add +64.0% 8.29% +1.28
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put New 2,800 $3.9M QQQ Invesco QQQ Trust Series 1 put Sold out 3,000 $738Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 12 $340.6M TSM, BX, NVDA, ASML, TDG Q1 2026 12 $462.5M TSM, NVDA, SPGI, MCO, FICO Q4 2025 12 $424.4M TSM, MSFT, FICO, AMZN, TDG Q3 2025 12 $379.1M TSM, MSFT, AMZN, TDG, SNPS Q2 2025 14 $381.6M MSFT, TSM, AMZN, SNPS, TDG Q1 2025 14 $293.9M MSFT, TSM, AMZN, V, MSCI Q4 2024 15 $262.5M MSFT, AMZN, V, MSCI, EFX Q3 2024 14 $220.7M KWEB, MSCI, AMZN, MSFT, V Q2 2024 11 $120.6M MSFT, MSCI, AMZN, V, TMO Q1 2024 13 $122.7M V, MSFT, GOOGL, TMO, AMZN