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Coalescence Partners Investment Management, LP
Coalescence Partners Investment Management, LP is an SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm specializes in managing discretionary investment advisory strategies, primarily for private funds geared toward sophisticated and institutional investors. Coalescence Partners focuses on emerging markets and employs robust investment frameworks. The firm is registered in Delaware and maintains a relatively lean operational footprint concentrated on institutional clientele.
Investment Strategy
Coalescence Partners Investment Management, LP offers discretionary investment advisory services to private funds. The firm focuses on fundamental research, bottom-up security selection, and diversified portfolio construction across global and emerging markets equities. Its approach is tailored for institutional and sophisticated clients, aiming for long-term capital appreciation using rigorous due diligence and risk management practices.
Latest 13F Filing Activity
Coalescence Partners Investment Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions and 1 options positions with a total 13F market value of $387M. The fund increased holdings in Idexx Labs Inc., Transdigm Group Inc., Taiwan Semiconductor MFG LTD among other positions. Coalescence Partners Investment Management, LP reduced exposure to Adobe Inc., Mastercard Incorporated, Msci Inc. among others.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.37% | $47.9M | 96,374 | $399.85 | $497.41 | +$9.7M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11.74% | $45.5M | 200,884 | $165.44 | $226.49 | +$13.6M |
A AMZN | AMAZON COM INC | 8.92% | $34.6M | 157,496 | $185.50 | $219.39 | +$8.7M |
S SNPS | SYNOPSYS INC | 6.73% | $26.1M | 50,831 | $492.05 | $512.68 | +$5.9M |
T TDG | TRANSDIGM GROUP INC | 6.70% | $25.9M | 17,064 | $1408.22 | $1520.64 | +$13.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $5.8M | 82 | $617.85 | $556.06 | +4.8 | -$2.6M |
Industry Allocation
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