COERENTE CAPITAL MANAGEMENT

**COERENTE CAPITAL MANAGEMENT** manages $548M across a diversified portfolio of 49 positions. The fund maintains significant exposure to mega-cap technology and industrials, with top holdings including GOOGL at $61.6M and MSFT at $54.5M. Further allocations are notable in healthcare and e-commerce, evidenced by positions in JNJ ($33.0M) and AMZN ($31.6M). This concentrated approach suggests a focus on established market leaders across technology, consumer staples, and enterprise software.

📌 Top Holdings