Coalescence Partners Investment Management, LP

New York, NY · CIK 1759662 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

Assets managed$428.4m
Staff6 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds4 (1 hedge) · $428.4m gross assets
Websitecp-im.com
Form ADV · 2026-03-31SEC adviser record

Legal entityCOALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP (US)

Kindhedge funds, private equity, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1, private equity 3

US visa salary filings

Filings FY2024–20253
Median salary offered$170,000
Middle half$142,500 – $189,364
Job titles2

Job title	Filings	Median	Range
ControllerNew York, NY	2	$189,364	$170,000 – $208,728
Operations AnalystNew York, NY	1	$115,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Coalescence Partners Investment Management, LP.

$340.6m reported value -26.4% vs Q1 2026

12positions

93.1%in top 10

1 new 2 added 9 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Coalescence Global Opportunities Fund, LP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	191,834	$91.6m26.90%	26.90%	Reduced -159.8k	-159,757 -45.4%
2	BLACKSTONE INC COM BX	BX	324,966	$38.2m11.23%	11.23%	Reduced -1.7k	-1,660 -0.5%
3	NVIDIA CORPORATION COM NVDA	NVDA	154,807	$31.0m9.09%	9.09%	Reduced -135.4k	-135,383 -46.6%
4	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	13,821	$27.5m8.07%	8.07%	New
5	TRANSDIGM GROUP INC COM TDG	TDG	19,353	$25.8m7.57%	7.57%	Reduced -8.9k	-8,929 -31.6%
6	MOODYS CORP COM MCO	MCO	52,204	$23.6m6.94%	6.94%	Reduced -51.4k	-51,371 -49.6%
7	S&P GLOBAL INC COM SPGI	SPGI	56,028	$22.8m6.70%	6.70%	Reduced -61.6k	-61,650 -52.4%
8	FAIR ISAAC CORP COM FICO	FICO	18,976	$22.7m6.66%	6.66%	Reduced -21.3k	-21,291 -52.9%
9	DANAHER CORPORATION COM DHR	DHR	103,790	$19.8m5.80%	5.80%	Added +6.5k	+6,456 6.6%
10	IDEXX LABS INC COM IDXX	IDXX	26,776	$14.1m4.14%	4.14%	Added +8.2k	+8,217 44.3%
11	VISA INC COM CL A V	V	34,515	$11.8m3.48%	3.48%	Reduced -27.8k	-27,757 -44.6%
12	MASTERCARD INCORPORATED CL A MA	MA	22,660	$11.6m3.42%	3.42%	Reduced -14.8k	-14,828 -39.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MARTIN MARIETTA MATLS INC MLM	MLM	30,716	$18.1m30.7k shares