Coalescence Partners Investment Management, LP holds a concentrated book of 12 stocks worth $340.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 27% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Coalescence Partners Investment Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AF Advisors, Inc. | 2 / 12 | $151.5M |
| Hengistbury Investment Partners LLP | 2 / 12 | $169.6M |
| Blacksheep Fund Management Ltd | 3 / 12 | $203.8M |
| Bluegrass Capital Partners LP | 5 / 12 | $93.3M |
| Ghe, LLC | 3 / 12 | $156.4M |
| Ketron Financial | 5 / 12 | $174.3M |
| Explore Capital Management, LLC | 4 / 12 | $54.9M |
| Altarock Partners LP | 4 / 12 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Coalescence Partners Investment Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $91.6M | 191.8K | 26.9% | ▼−45% Reduced · −160K sh | |
| 2 | Blackstone Inc COM | $38.2M | 325.0K | 11.2% | ▼−0.5% Reduced · −2K sh | |
| 3 | Nvidia Corporation COM | $31.0M | 154.8K | 9.1% | ▼−47% Reduced · −135K sh | |
| 4 | ASML Hldg NV N Y REGISTRY SHS | $27.5M | 13.8K | 8.1% | ▲New New position | |
| 5 | Transdigm Group Inc COM | $25.8M | 19.4K | 7.6% | ▼−32% Reduced · −9K sh | |
| 6 | Moodys Corp COM | $23.6M | 52.2K | 6.9% | ▼−50% Reduced · −51K sh | |
| 7 | S&P Global Inc COM | $22.8M | 56.0K | 6.7% | ▼−52% Reduced · −62K sh | |
| 8 | Fair Isaac Corp COM | $22.7M | 19.0K | 6.7% | ▼−53% Reduced · −21K sh | |
| 9 | Danaher Corp Del COM | $19.8M | 103.8K | 5.8% | ▲+6.6% Added · +6K sh | |
| 10 | Idexx Labs Inc COM | $14.1M | 26.8K | 4.1% | ▲+44% Added · +8K sh | |
| 11 | Visa Inc COM CL A | $11.8M | 34.5K | 3.5% | ▼−45% Reduced · −28K sh | |
| 12 | Mastercard Incorporated CL A | $11.6M | 22.7K | 3.4% | ▼−40% Reduced · −15K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Coalescence Partners Investment Management, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.