Coerente Capital Management - Q22026 Holdings

Coerente Capital Management holds 43 stocks with a total portfolio value of $ 543.26M as of Q22026. In Q22026, Coerente Capital Management added 2 new positions, increased stakes in 17 stocks, reduced 13 holdings, and fully exited 6 positions. The largest holding is Alphabet Inc (GOOGL), representing 8.17% of the total portfolio.