SEC Form 13F

Coalescence Partners Investment Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$340,583,412
Positions12

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$91,614,163191,834
BLACKSTONE INCBXCOM$38,238,749324,966
NVIDIA CORPORATIONNVDACOM$30,975,333154,807
ASML HLDG NVASMLN Y REGISTRY SHS$27,496,05013,821
TRANSDIGM GROUP INCTDGCOM$25,778,97019,353
MOODYS CORPMCOCOM$23,644,23652,204
S&P GLOBAL INCSPGICOM$22,817,96356,028
FAIR ISAAC CORPFICOCOM$22,672,14518,976
DANAHER CORP DELDHRCOM$19,769,919103,790
IDEXX LABS INCIDXXCOM$14,095,95726,776

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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