Portfolio (Quarterly) Guide ↗

Coalescence Partners Investment Management, LP

· CIK 0001759662

13F Portfolio $341M AUM 12 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 2 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MLM	MARTIN MARIETTA MATLS INC	Basic Materials	30,716	$18.1M	3.91%	SOLD

Sector Allocation

Technology 50.7%

Financial Services 31.8%

Healthcare 9.9%

Industrials 7.6%