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  Name: Coalescence Partners Investment Management LP
  City: New York
  State: NY
  Zip: 10111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,700,000
  Total Value Change : $11,426,000
  Securities Held Change : -5
   
All Securities Held : 13
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 7
  Unchanged Positions : 2
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (V)1 Year Chart         V Visa Inc 1 - $278.67 $15,046,000 53,912 12.26% 8,344,000 28,171 0.003    Business Services
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $423.85 $13,798,000 32,796 11.25% 3,840,000 6,316 0    Application Software
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 3 - $174.46 $13,781,000 91,307 11.23% 6,508,000 39,242 0.002    Search Engines & Info...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 4 - $581.09 $13,778,000 23,706 11.23% 5,701,000 8,489 0.006    Medical Laboratories ...
   (PDD)1 Year Chart         PDD Bloom Energy Corp 6 - $143.90 $10,169,000 87,474 8.29% 2,367,000 34,151 0.013    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 9 - $252.32 $7,843,000 31,405 6.39% 4,585,000 17,422 0.007    Business Software & S...
   (NKE)1 Year Chart         NKE Nike Inc B 13 - $96.55 $3,677,000 39,129 3% 1,924,000 22,979 0.003    Textile - Apparel Foo...

      7 Records Found
  1    
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