StockDriftsStockDriftsTop 12 Coalescence Partners Investment Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 25.69% | 351.6K | $118.8M | +75.02%(+150.71K) | $239.12(+69.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.94% | 290.2K | $50.6M | new | $176.81(+27.43%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 10.82% | 117.7K | $50.1M | +108.62%(+61.27K) | $479.81(-15.98%) | 2026-03-31 | |
| MCO | MOODYS CORP | 9.77% | 103.6K | $45.2M | new | $473.55(-9.43%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 9.29% | 40.3K | $43.0M | +29.37%(+9.14K) | $1585.00(-30.69%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 8.12% | 326.6K | $37.6M | new | $134.56(-12.39%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 7.09% | 28.3K | $32.8M | +0.00%(+0) | $1403.57(-18.14%) | 2026-03-31 | |
| V | VISA INC | 4.07% | 62.3K | $18.8M | +36.69%(+16.71K) | $288.73(+12.82%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.05% | 37.5K | $18.7M | +25.85%(+7.70K) | $486.35(+1.61%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 3.99% | 97.3K | $18.5M | +0.00%(+0) | $213.59(-24.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.32% | +34.28% |
| Top 20 Holdings Unweighted | +8.55% | +27.90% |
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