Coalescence Partners Investment Management, LP - Q42025 Holdings

Coalescence Partners Investment Management, LP holds 12 stocks with a total portfolio value of $ 424.44M as of Q42025. In Q42025, Coalescence Partners Investment Management, LP added 1 new position, increased stakes in 3 stocks, reduced 0 holdings, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 14.38% of the total portfolio.