Hai Gao

Coalescence Partners Investment Management, Lp

Assets Managed

$462.507M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

8.97%(2Q avg: 9.75%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Coalescence Partners Investment Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Coalescence Partners Investment Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 462.507M in assets, with a quarterly growth rate of 8.97% and a 2-quarter average growth rate of 9.75%. The portfolio is managed by Hai Gao, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 75.03%	25.7%	$118.82M 351,591 shares@ $337.95 avg price	Increased 75.03%
NVDA Nvidia Corp Recent Activity New Position	10.95%	$50.609M 290,190 shares@ $174.4 avg price	New Position
SPGI S&p Global Inc Recent Activity Increased 108.62%	10.83%	$50.053M 117,678 shares@ $425.35 avg price	Increased 108.62%
MCO Moody's Corp Recent Activity New Position	9.77%	$45.185M 103,575 shares@ $436.26 avg price	New Position
FICO Fair Isaac Corp Recent Activity Increased 29.37%	9.3%	$42.987M 40,267 shares@ $1067.54 avg price	Increased 29.37%
BX Blackstone Inc Recent Activity New Position	8.13%	$37.559M 326,626 shares@ $115.0 avg price	New Position
TDG Transdigm Group Inc Recent Activity	7.09%	$32.778M 28,282 shares@ $1158.97 avg price
V Visa Inc-class A Shares Recent Activity Increased 36.7%	4.07%	$18.821M 62,272 shares@ $302.24 avg price	Increased 36.7%
MA Mastercard Inc - A Recent Activity Increased 25.86%	4.05%	$18.731M 37,488 shares@ $499.66 avg price	Increased 25.86%
DHR Danaher Corp Recent Activity	4%	$18.455M 97,334 shares@ $189.6 avg price

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