Coalescence Partners Investment Management, LP quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Coalescence Partners Investment Management, LP opened 1 positions, added to 2, reduced 8, sold out of 1 and left 0 unchanged. The largest increase in value was ASML (+$27,496,050); the largest decrease was SPGI (-$27,235,198).
- SPGI: Country of operation United States; Class COM; Shares 2026-03-31 117,678; Shares 2026-06-30 56,028.
- MCO: Country of operation United States; Class COM; Shares 2026-03-31 103,575; Shares 2026-06-30 52,204.
- FICO: Country of operation United States; Class COM; Shares 2026-03-31 40,267; Shares 2026-06-30 18,976.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 290,190; Shares 2026-06-30 154,807.
Two Form 13F-HR filings compared (SEC CIK 1759662): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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