Arbo · 13F Signal Engine

☆Coalescence Partners Investment Management, LP

CIK 0001759662 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe

Quality Q

0.713

AUM ($M)

341

Positions

Turnover

0.17

Top-10 wt

93%

Herfindahl

0.127

History (qtrs)

Excess Return

—

No AI Eval requested yet for this fund.

Ticker	Name	Activity	Security Type	Weight	Δ Weight	Value ($M)	Shares	Δ Shares	Qtrs Held	Excess Return
☆TSM funds ›	TAIWAN SEMICONDUCTOR MANUFAC	TRIM	—	26.9%	+1.2%	91.6	191,834	-159,757	5	—
☆BX funds ›	BLACKSTONE INC	TRIM	—	11.2%	+3.1%	38.2	324,966	-1,660	2	—
☆NVDA funds ›	NVIDIA CORPORATION	TRIM	—	9.1%	-1.8%	31.0	154,807	-135,383	2	—
☆ASML funds ›	ASML HLDG NV	NEW	—	8.1%	+8.1%	27.5	13,821	+13,821	1	—
☆TDG funds ›	TRANSDIGM GROUP INC	TRIM	—	7.6%	+0.5%	25.8	19,353	-8,929	5	—
☆MCO funds ›	MOODYS CORP	TRIM	—	6.9%	-2.8%	23.6	52,204	-51,371	2	—
☆SPGI funds ›	S&P GLOBAL INC	TRIM	—	6.7%	-4.1%	22.8	56,028	-61,650	5	—
☆FICO funds ›	FAIR ISAAC CORP	TRIM	—	6.7%	-2.6%	22.7	18,976	-21,291	5	—
☆DHR funds ›	DANAHER CORP DEL	ADD	—	5.8%	+1.8%	19.8	103,790	+6,456	3	—
☆IDXX funds ›	IDEXX LABS INC	ADD	—	4.1%	+1.9%	14.1	26,776	+8,217	5	—
☆V funds ›	VISA INC	TRIM	—	3.5%	-0.6%	11.8	34,515	-27,757	5	—
☆MA funds ›	MASTERCARD INCORPORATED	TRIM	—	3.4%	-0.6%	11.6	22,660	-14,828	5	—
☆MLM funds ›	MARTIN MARIETTA MATLS INC	EXIT	—	0.0%	-3.9%	0.0	0	-30,716	0	—

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.

Period	AUM ($M)	Positions	Turnover	Top-10 wt	Herfindahl	Quality Q	Skill	Universe
2026Q2	341	12	0.17	93%	0.127	0.713	—	in
2026Q1	463	12	0.48	94%	0.126	0.194	—	in
2025Q4	424	12	0.11	93%	0.100	0.796	—	in
2025Q3	379	12	0.22	93%	0.098	0.590	—	in
2025Q2	382	14	0.11	79%	0.079	0.709	—	entered
2025Q1	294	14	0.00	80%	0.079	0.000	—	out

Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status