Coalescence Partners Investment Management, LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Coalescence Partners Investment Management, LP reported 11 stock positions worth $120.6 million . Its top holding was Microsoft (MSFT) at 14.4% of the portfolio, followed by MSCI (MSCI, 13.2% ) and Amazon.com (AMZN, 12.7% ). Compared with Q1 2024, it opened 5 new positions, sold out of 7, added to 4 and reduced 1. The biggest buy was a new position in MSCI (MSCI) and the biggest sale an exit from Alphabet Class A (GOOGL).
Location New York, NY
CIK 0001759662
Portfolio Value $120.6M (Q2 2024) Holdings 11 stocks · $120.6M 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 Q1 2024 MSFT Microsoft Corp. 38,943 $17.4M Add +18.7% MSCI MSCI Inc. 33,014 $15.9M New AMZN Amazon.com Inc. 79,199 $15.3M Add +27.2% V Visa Inc. Class A 53,912 $14.2M No change TMO Thermo Fisher Scientific Inc. 23,743 $13.1M Add +0.2% WDAY Workday Inc. Class A 42,181 $9.4M New SNPS Synopsys Inc. 14,612 $8.7M Add +94.9% FICO Fair Isaac Corp. 5,790 $8.6M New SPGI S&P Global Inc. 18,490 $8.2M New EFX Equifax Inc. 20,028 $4.9M New TSM Taiwan Semiconductor-SP ADR 27,703 $4.8M Reduce -58.0%
Options reported separately and not counted above: SPY puts ($1.3M).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ GOOGL Alphabet Inc. Class A Sold out 0.00% −11.23 PDD PDD Holdings Inc. Sold out 0.00% −8.29 SCHW Schwab (charles) Corp. Sold out 0.00% −7.82 ADP Automatic Data Processing Sold out 0.00% −6.39 YUM Yum! Brands Inc. Sold out 0.00% −5.55 TSM Taiwan Semiconductor-SP ADR Reduce -58.0% 3.99% −3.32 INTU Intuit Inc. Sold out 0.00% −3.02 NKE Nike Inc. Class B Sold out 0.00% −3.00
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ MSCI MSCI Inc. New 13.19% +13.19 WDAY Workday Inc. Class A New 7.82% +7.82 FICO Fair Isaac Corp. New 7.15% +7.15 SPGI S&P Global Inc. New 6.84% +6.84 EFX Equifax Inc. New 4.03% +4.03 SNPS Synopsys Inc. Add +94.9% 7.21% +3.72 AMZN Amazon.com Inc. Add +27.2% 12.70% +3.54 MSFT Microsoft Corp. Add +18.7% 14.44% +3.19 TMO Thermo Fisher Scientific Inc. Add +0.2% 10.89% −0.34
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Add +7.1% 3,000 $1.3M
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