Coalescence Partners Investment Management, LP
New York NY · SEC CIK 0001759662
$4.63亿2026Q1 申报市值
12持仓数
93.8%前十大占比 · 第一大 25.7%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSM 加仓+$5,093.14万
MCO 新建仓+$4,518.46万
BX 新建仓+$3,755.87万
NVDA 重新持有+$2,805.83万
SPGI 加仓+$2,606.02万
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$5,897.07万
AMZN 清仓-$4,585.35万
EFX 清仓-$3,584.99万
SNPS 清仓-$3,518.95万
2026Q1 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 | $1.19亿 | 25.69% | 351,591 | 150,707 | 75.0% | $5,093.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,060.91万 | 10.94% | 290,190 | 160,885 | 124.4% | $2,805.83万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $5,005.32万 | 10.82% | 117,678 | 61,269 | 108.6% | $2,606.02万 | 加仓 |
| MCO | MOODYS CORP | $4,518.46万 | 9.77% | 103,575 | 103,575 | — | $4,518.46万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $4,298.66万 | 9.29% | 40,267 | 9,141 | 29.4% | $975.84万 | 加仓 |
| BX | BLACKSTONE INC | $3,755.87万 | 8.12% | 326,626 | 326,626 | — | $3,755.87万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $3,277.77万 | 7.09% | 28,282 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,882.11万 | 4.07% | 62,272 | 16,715 | 36.7% | $505.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,873.13万 | 4.05% | 37,488 | 7,701 | 25.9% | $384.79万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,845.45万 | 3.99% | 97,334 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1,808.19万 | 3.91% | 30,716 | 30,716 | — | $1,808.19万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,042.81万 | 2.25% | 18,559 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -121,936 | -100.0% | -$5,897.07万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -198,655 | -100.0% | -$4,585.35万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -165,222 | -100.0% | -$3,584.99万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -74,916 | -100.0% | -$3,518.95万 | 清仓 |