Coalescence Partners Investment Management, LP In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Coalescence Partners Investment Management, LP reported 14 stock positions worth $220.7 million . Its top holding was Kranesh Csi China Internet (KWEB) at 21.3% of the portfolio, followed by MSCI (MSCI, 8.7% ) and Amazon.com (AMZN, 8.6% ). Compared with Q2 2024, it opened 3 new positions, added to 6 and reduced 1. The biggest buy was a new position in Kranesh Csi China Internet (KWEB) and the biggest sale Thermo Fisher Scientific (TMO, shares −32% ).
Location New York, NY
CIK 0001759662
Portfolio Value $220.7M (Q3 2024) Holdings 14 stocks · $220.7M 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 Q2 2024 KWEB Kranesh Csi China Internet 1,382,948 $47.0M New MSCI MSCI Inc. 33,014 $19.2M No change AMZN Amazon.com Inc. 102,264 $19.1M Add +29.1% MSFT Microsoft Corp. 43,584 $18.8M Add +11.9% V Visa Inc. Class A 66,251 $18.2M Add +22.9% EFX Equifax Inc. 47,665 $14.0M Add +138.0% MA Mastercard Inc. Class A 27,573 $13.6M New ROP Roper Technologies Inc. 23,273 $13.0M New FICO Fair Isaac Corp. 5,790 $11.3M No change SNPS Synopsys Inc. 21,777 $11.0M Add +49.0% WDAY Workday Inc. Class A 42,181 $10.3M No change TMO Thermo Fisher Scientific Inc. 16,177 $10.0M Reduce -31.9% SPGI S&P Global Inc. 18,490 $9.6M No change TSM Taiwan Semiconductor-SP ADR 32,386 $5.6M Add +16.9%
Options reported separately and not counted above: SPY puts ($2.7M).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ TMO Thermo Fisher Scientific Inc. Reduce -31.9% 4.53% −6.36
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ KWEB Kranesh Csi China Internet New 21.32% +21.32 MA Mastercard Inc. Class A New 6.17% +6.17 ROP Roper Technologies Inc. New 5.87% +5.87 EFX Equifax Inc. Add +138.0% 6.35% +2.32 TSM Taiwan Semiconductor-SP ADR Add +16.9% 2.55% −1.45 SNPS Synopsys Inc. Add +49.0% 5.00% −2.21 V Visa Inc. Class A Add +22.9% 8.26% −3.48 AMZN Amazon.com Inc. Add +29.1% 8.64% −4.06 MSFT Microsoft Corp. Add +11.9% 8.50% −5.94
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Add +20.0% 3,600 $2.7M
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