Coalescence Partners Investment Management, LP
Private Equity
Coalescence Partners Investment Management, LP is a Private Equity based in New York, NY led by Stephanie Marie Geveda, reporting $1.4B in AUM as of Q3 2025 with 54% Technology concentration, 93% concentrated in top 10 holdings, and 54% technology allocation.
FounderStephanie Marie Geveda
- Portfolio Value
- $379.1M
- Positions
- 12
- Top Holding
- TSM at 14.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coalescence Partners Investment Management, LP's portfolio (92.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $56.1M | 14.80% | — | — 200.9K shares | |
Software - Infrastructure Technology | $49.9M | 13.17% | — | 0.00% 96.4K shares | |
Specialty Retail Consumer Cyclical | $43.6M | 11.51% | +$9.0M Bought | 0.00% 198.7K shares | |
Aerospace & Defense Industrials | $37.3M | 9.83% | +$14.8M Bought | 0.05% 28.3K shares | |
Software - Infrastructure Technology | $37.0M | 9.75% | +$11.9M Bought | 0.04% 74.9K shares | |
Software - Application Technology | $36.4M | 9.60% | +$16.1M Bought | 0.10% 24.3K shares | |
Financial - Data & Stock Exchanges Financial Services | $27.5M | 7.24% | +$4.3M Bought | 0.02% 56.4K shares | |
Semiconductors Technology | $24.1M | 6.36% | +$24.1M Bought | 0.00% 129.3K shares | |
Consulting Services Industrials | $22.9M | 6.04% | — | 0.07% 89.2K shares | |
Financial - Credit Services Financial Services | $16.9M | 4.47% | — | 0.00% 29.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coalescence Partners Investment Management, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+79.21% | |
+65.74% | |
+47.38% | |
+26.13% | |
+18.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-50.78% | |
-34.92% |
Analytics
Portfolio insights and performance metrics for Coalescence Partners Investment Management, LP
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