Coalescence Partners Investment Management, LP - Q12026 Holdings

Coalescence Partners Investment Management, LP holds 12 stocks with a total portfolio value of $ 462.51M as of Q12026. In Q12026, Coalescence Partners Investment Management, LP added 4 new positions, increased stakes in 5 stocks, reduced 0 holdings, and fully exited 4 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 25.69% of the total portfolio.