Portfolio (Quarterly)
Guide ↗
Coalescence Partners Investment Management, LP
· CIK 0001759662| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | Healthcare | 103,790.0 | $19.8M | 5.80% | +6K | +6.6% | $190.48 | +13.4% |
| 2 | IDXX | IDEXX LABS INC | Healthcare | 26,776.0 | $14.1M | 4.14% | +8K | +44.3% | $526.44 | +5.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.7%
Financial Services
31.8%
Healthcare
9.9%
Industrials
7.6%