Instuitional Investor - Coalescence Partners Investment Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	101,892	$38,249,238	12.63%
2.	Taiwan Semiconductor Mfg Co Ltd	TSM	192,150	$31,896,900	10.53%
3.	Amazon Com Inc	AMZN	135,719	$25,821,897	8.53%
4.	Visa Inc.	V	64,797	$22,708,757	7.5%
5.	Msci Inc.	MSCI	35,690	$20,182,695	6.67%