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CIK 0001759662 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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=jivedata("coalescence-partners-investment-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $45.9M | 10.8%Prev: 11.4% | 198,655 SH | Increased |
| DANAHER CORPORATION | COM | $22.3M | 5.2% | 97,334 SH | New |
| EQUIFAX INC | COM | $35.8M | 8.4%Prev: 6.0% | 165,222 SH | Increased+76,000 SH |
| FAIR ISAAC CORP | COM | $52.6M | 12.4%Prev: 9.5% | 31,126 SH | Increased+6,797 SH |
| IDEXX LABS INC | COM | $12.6M | 3.0%Prev: 3.1% | 18,559 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $17.0M | 4.0%Prev: 4.4% | 29,787 SH | Increased |
| MICROSOFT CORP | COM | $59.0M | 13.9%Prev: 13.0% | 121,936 SH | Increased+25,562 SH |
| S&P GLOBAL INC | COM | $29.5M | 6.9%Prev: 7.1% | 56,409 SH | Increased |
| SYNOPSYS INC | COM | $35.2M | 8.3%Prev: 9.6% | 74,916 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $61.0M | 14.4%Prev: 14.6% | 200,884 SH | Increased |
| TRANSDIGM GROUP INC | COM | $37.6M | 8.9%Prev: 9.7% | 28,282 SH | Increased |
| VISA INC | COM CL A | $16.0M | 3.8%Prev: 4.0% | 45,557 SH | Increased |
| Q2 2026 |
| 13F-HR |
| 0000919574-26-005159 |
| $340.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004464 | $387.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003113 | $462.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000919574-25-002998 | $302.8M | View |