Coalescence Partners Investment Management, LP
New York NY · SEC CIK 0001759662
$3.41亿2026Q2 申报市值
12持仓数
93.1%前十大占比 · 第一大 26.9%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASML 新建仓+$2,749.61万
IDXX 加仓+$432.58万
DHR 加仓+$122.97万
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$7,629.52万
NVDA 减仓-$2,708.88万
FICO 减仓-$2,543.81万
SPGI 减仓-$2,510.76万
MCO 减仓-$2,326.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,161.42万 | 26.90% | 191,834 | -159,757 | -45.4% | -$7,629.52万 | 减仓 |
| BX | BLACKSTONE INC | $3,823.87万 | 11.23% | 324,966 | -1,660 | -0.5% | -$19.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,097.53万 | 9.09% | 154,807 | -135,383 | -46.7% | -$2,708.88万 | 减仓 |
| ASML | ASML HLDG NV | $2,749.61万 | 8.07% | 13,821 | 13,821 | — | $2,749.61万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $2,577.90万 | 7.57% | 19,353 | -8,929 | -31.6% | -$1,189.38万 | 减仓 |
| MCO | MOODYS CORP | $2,364.42万 | 6.94% | 52,204 | -51,371 | -49.6% | -$2,326.70万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2,281.80万 | 6.70% | 56,028 | -61,650 | -52.4% | -$2,510.76万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,267.21万 | 6.66% | 18,976 | -21,291 | -52.9% | -$2,543.81万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,976.99万 | 5.80% | 103,790 | 6,456 | 6.6% | $122.97万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,409.60万 | 4.14% | 26,776 | 8,217 | 44.3% | $432.58万 | 加仓 |
| V | VISA INC | $1,184.18万 | 3.48% | 34,515 | -27,757 | -44.6% | -$952.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,163.82万 | 3.42% | 22,660 | -14,828 | -39.6% | -$761.57万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -30,716 | -100.0% | -$1,808.19万 | 清仓 |