Instuitional Investor - Coalescence Partners Investment Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	351,591	$118,820,178	25.69%
2.	Nvidia Corp	NVDA	290,190	$50,609,136	10.94%
3.	S&P Global Inc.	SPGI	117,678	$50,053,161	10.82%
4.	Moodys Corp	MCO	103,575	$45,184,594	9.77%
5.	Fair Isaac Corp	FICO	40,267	$42,986,633	9.29%