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CIK: 0001759662
Total reported value
$340.6M
$340.6M
15 檔
35.9%
As reported in its official Q3 2024 Form 13F filing, Coalescence Partners Investment Management, LP's tracked investment portfolio stood at $340.6M with 15 total positions.
During Q3 2024, Coalescence Partners Investment Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 21.07% | — | — | |
| 2 | MSCI | Msci Inc | Stock-Financials | 8.62% | — | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.53% | — | +29.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.40% | — | +11.92% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 8.16% | -0.59% | +22.89% | |
| 6 | EFX | Equifax Inc | Stock-Industrials | 6.27% | — | +137.99% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 6.10% | -0.63% | — | |
| 8 | ROP | Roper Technologies Inc | Stock-Tech | 5.80% | — | — | |
| 9 | FICO | Fair Isaac CORP | Stock-Tech | 5.04% | -2.63% | — | |
| 10 | SNPS | Synopsys Inc | Stock-Tech | 4.94% | — | +49.03% | |
| 11 | WDAY | Workday Inc-class A | Stock-Tech | 4.62% | — | — | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.48% | — | -31.87% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 4.28% | -4.12% | — | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.52% | +1.21% | +16.90% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | — | +20.00% |
According to official SEC Form 13F filings, Coalescence Partners Investment Management, LP reported a total U.S. public equity portfolio value of $340.6M across 15 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KWEB, MSCI, AMZN) accounted for 35.9% of total reported equity market value during Q3 2024.
During Q3 2024, Coalescence Partners Investment Management, LP's top holdings by market value included KWEB (21.1%)、MSCI (8.6%)、AMZN (8.5%). The largest single position, KWEB, represented 21.1% of total portfolio value.
In Q3 2024, Coalescence Partners Investment Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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