Portfolio (Quarterly) Guide ↗

Coalescence Partners Investment Management, LP

· CIK 0001759662

13F Portfolio $462.5B AUM 12 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 5 Added 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	121,936	$59.0M	13.89%	SOLD
2	AMZN	AMAZON COM INC	Consumer Cyclical	198,655	$45.9M	10.80%	SOLD
3	EFX	EQUIFAX INC	Industrials	165,222	$35.8M	8.45%	SOLD
4	SNPS	SYNOPSYS INC	Technology	74,916	$35.2M	8.29%	SOLD

Sector Allocation

Technology 45.9%

Financial Services 36.8%

Industrials 7.1%

Healthcare 6.2%

Basic Materials 3.9%