TraderTrends

Manager Profile

Coalescence Partners Investment Management, LP

Diversified · Financial Services 25%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$0

Latest reported 13F value

Holdings

12

Distinct positions in last filing

Top Position

TAIWAN SEMICONDUCTOR MANUFAC

Latest disclosed holding

Top 4

874039100 BX NVDA ASML TDG

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
24.8%
Technology
23.8%
Industrials
7.5%
Healthcare
5.8%
Basic Materials
0%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
TAIWAN SEMICONDUCTOR MANUFAC

Shares: 191.8K

91.6M

Position Value
2
Blackstone Inc

Shares: 325K

38.2M

Position Value
3
NVIDIA Corp

Shares: 154.8K

31M

Position Value
4
ASML Holding NV

Shares: 13.8K

27.5M

Position Value
5
Transdigm Group Incorporated

Shares: 19.4K

25.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID