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Coalescence Partners Investment Management, LP
特别关注No.5361 数据截至 2026Q2环比变动 Q1 2026
-$1.22亿-26.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 台积电TSM |
| 26.9% | 25.69% | $9,161.4万 | 19.2万股 | $1.19亿 | 35.2万股 | -16.0万股-45.44% | 减仓 |
 黑石集团BX |
| 11.23% | 8.12% | $3,823.9万 | 32.5万股 | $3,755.9万 | 32.7万股 | -1,660股-0.51% | 减仓 |
 英伟达NVDA |
| 9.09% | 10.94% | $3,097.5万 | 15.5万股 | $5,060.9万 | 29.0万股 | -13.5万股-46.65% | 减仓 |
 阿斯麦ASML |
| 8.07% | — | $2,749.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TransDigmTDG |
| 7.57% | 7.09% | $2,577.9万 | 1.9万股 | $3,277.8万 | 2.8万股 | -8,929股-31.57% | 减仓 |
 穆迪MCO |
| 6.94% | 9.77% | $2,364.4万 | 5.2万股 | $4,518.5万 | 10.4万股 | -5.1万股-49.60% | 减仓 |
 标普全球SPGI |
| 6.7% | 10.82% | $2,281.8万 | 5.6万股 | $5,005.3万 | 11.8万股 | -6.2万股-52.39% | 减仓 |
 FICOFICO |
| 6.66% | 9.29% | $2,267.2万 | 1.9万股 | $4,298.7万 | 4.0万股 | -2.1万股-52.87% | 减仓 |
 DANAHER DEL COMDHR |
| 5.8% | 3.99% | $1,977.0万 | 10.4万股 | $1,845.5万 | 9.7万股 | +6,456股+6.63% | 加仓 |
 IDEXX LABS COMIDXX |
| 4.14% | 2.25% | $1,409.6万 | 2.7万股 | $1,042.8万 | 1.9万股 | +8,217股+44.28% | 加仓 |
 VisaV |
| 3.48% | 4.07% | $1,184.2万 | 3.5万股 | $1,882.1万 | 6.2万股 | -2.8万股-44.57% | 减仓 |
 万事达MA |
| 3.42% | 4.05% | $1,163.8万 | 2.3万股 | $1,873.1万 | 3.7万股 | -1.5万股-39.55% | 减仓 |
