Meridiem Capital Partners LP

13F filer · CIK 0002026798

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$2.23BU.S. long equity reported on 13F

Positions8052 new · 34 closed

Net flow last quarter+$305MBuys minus sells

Top 10 positions weight30.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202680 positions
DHRDanaher Corp	$102M	4.59%	0.08%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$87.7M	3.93%	0.02%	Not reported	Q4 2024
EWEdwards Lifesciences Corp	$77.7M	3.48%	0.15%	+268.3%	Q4 2024
VVisa Inc.	$68.1M	3.05%	0.01%	Not reported	Q4 2024
MCOMoodys Corp	$65.6M	2.94%	0.08%	Not reported	Q3 2025
MTDMettler Toledo International Inc/	$64.1M	2.87%	0.25%	Not reported	Q4 2024
INTCIntel Corp	$58.4M	2.62%	0.01%	-31.6%	Q4 2024
CRLCharles River Laboratories International, Inc.	$56M	2.51%	0.52%	-31.8%	Q2 2025
ZBHZimmer Biomet Holdings, Inc.	$55M	2.46%	0.33%	Not reported	Q4 2024
SNOWSnowflake Inc.	$53.6M	2.40%	0.06%	Not reported	Q3 2025
XYZBlock, Inc.	$52.3M	2.34%	Not reported	-5.9%	Q4 2024
GOOGLAlphabet Inc.	$51.7M	2.32%	0.00%	Not reported	Q4 2024
CBRSCerebras Systems Inc.	$49M	2.19%	Not reported	New	Q2 2026
IBMInternational Business Machines Corp	$46M	2.06%	0.02%	Not reported	Q3 2025
THCTenet Healthcare Corp	$42.4M	1.90%	0.26%	+25.5%	Q4 2024
NETCloudflare, Inc.	$41.7M	1.87%	Not reported	+55.8%	Q4 2025
WATWaters Corp	$37.2M	1.67%	0.10%	-52.2%	Q3 2025
ANETArista Networks, Inc.	$37.2M	1.67%	0.02%	New	Q2 2026
AAPLApple Inc.	$35.6M	1.59%	0.00%	-37.3%	Q3 2025
HPEHewlett Packard Enterprise Co	$34.2M	1.53%	0.06%	-11.8%	Q3 2025
CPAYCorpay, Inc.	$33.9M	1.52%	0.16%	+28.1%	Q1 2025
MDTMedtronic plc	$33.7M	1.51%	0.03%	Not reported	Q4 2024
MUMicron Technology Inc	$33.7M	1.51%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$33.1M	1.49%	Not reported	-15.8%	Q2 2025
BEBloom Energy Corp	$32.4M	1.45%	0.04%	New	Q2 2026
DELLDell Technologies Inc.	$30.2M	1.36%	0.01%	Not reported	Q1 2025
RDDTReddit, Inc.	$29.6M	1.33%	Not reported	Not reported	Q2 2025
IQVIqvia Holdings Inc.	$27.9M	1.25%	0.09%	New	Q2 2026
SNPSSynopsys Inc	$27.5M	1.23%	0.03%	+135.6%	Q2 2025
JKHYJack Henry & Associates Inc	$25.8M	1.15%	0.26%	New	Q2 2026
SPOTSpotify Technology S.A.	$25M	1.12%	0.03%	+193.6%	Q1 2025
TRUTransUnion	$24.1M	1.08%	0.17%	-60.6%	Q2 2025
CCICrown Castle Inc.	$23.4M	1.05%	0.07%	New	Q2 2026
ALABAstera Labs, Inc.	$23.1M	1.04%	0.03%	New	Q2 2026
LYFTLyft, Inc.	$22.7M	1.02%	0.41%	Not reported	Q4 2024
WEXWEX Inc.	$22.7M	1.02%	0.47%	New	Q2 2026
RVTYRevvity, Inc.	$21.5M	0.96%	0.17%	Not reported	Q1 2025
EHCEncompass Health Corp	$21M	0.94%	0.21%	Not reported	Q4 2024
ZSZscaler, Inc.	$20.4M	0.91%	0.09%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$19.8M	0.89%	0.01%	-46.8%	Q2 2025
DTDynatrace, Inc.	$19M	0.85%	0.15%	+152.3%	Q1 2026
HOODRobinhood Markets, Inc.	$19M	0.85%	0.08%	Not reported	Q4 2025
ADBEAdobe Inc.	$18.9M	0.85%	0.02%	New	Q2 2026
EXPEExpedia Group, Inc.	$18.6M	0.83%	0.06%	+131.1%	Q2 2025
BDXBecton Dickinson & Co	$18.5M	0.83%	0.05%	Not reported	Q4 2024
CRMSalesforce, Inc.	$18.4M	0.82%	0.01%	-31.9%	Q3 2025
BKNGBooking Holdings Inc.	$18M	0.81%	0.01%	+174.4%	Q4 2024
MDBMongoDB, Inc.	$17.9M	0.80%	0.07%	Not reported	Q2 2025
ROKURoku, Inc	$17.8M	0.80%	0.09%	-41.6%	Q4 2025
GLWCorning Inc	$17.3M	0.78%	0.01%	New	Q2 2026

Q1 2026Reported May 15, 202662 positions
AMZNAmazon Com Inc	$86.5M	5.64%	0.00%	+0.2%	Q4 2024
SYKStryker Corp	$76.1M	4.96%	0.06%	Not reported	Q4 2024
CRLCharles River Laboratories International, Inc.	$62.5M	4.07%	0.75%	+172.5%	Q2 2025
WATWaters Corp	$61.9M	4.03%	0.21%	Not reported	Q3 2025
TRUTransUnion	$58.7M	3.83%	0.44%	Not reported	Q2 2025
TAt&T Inc.	$54.3M	3.54%	0.03%	Not reported	Q4 2024
TSLATesla, Inc.	$53.9M	3.51%	0.00%	+601.5%	Q3 2025
AAPLApple Inc.	$49.8M	3.24%	0.00%	Not reported	Q3 2025
MAMastercard Inc	$44.3M	2.89%	0.01%	+77.2%	Q2 2025
XYZBlock, Inc.	$44M	2.87%	Not reported	+42.2%	Q4 2024
NFLXNetflix Inc	$42.8M	2.79%	0.01%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$40M	2.61%	Not reported	+12.0%	Q2 2025
ILMNIllumina, Inc.	$38.6M	2.52%	0.20%	+204.5%	Q4 2024
FFIVF5, Inc.	$37.7M	2.45%	0.23%	New	Q1 2026
THCTenet Healthcare Corp	$34.1M	2.22%	0.21%	+598.2%	Q4 2024
PYPLPayPal Holdings, Inc.	$32.3M	2.10%	0.08%	New	Q1 2026
CRMSalesforce, Inc.	$32.2M	2.10%	0.02%	+120.0%	Q3 2025
TMUST-Mobile US, Inc.	$32.1M	2.09%	0.01%	Not reported	Q2 2025
AMDAdvanced Micro Devices Inc	$30.1M	1.96%	0.01%	Not reported	Q4 2024
INTCIntel Corp	$27M	1.76%	0.01%	Not reported	Q4 2024
MSCIMSCI Inc.	$26.8M	1.75%	0.07%	Not reported	Q3 2025
INTUIntuit Inc.	$26M	1.69%	0.02%	Not reported	Q3 2025
ELVElevance Health, Inc.	$25.7M	1.68%	0.04%	New	Q1 2026
CAHCardinal Health Inc	$24.6M	1.60%	0.05%	Not reported	Q4 2024
CPAYCorpay, Inc.	$23.1M	1.51%	0.12%	+141.7%	Q1 2025
NETCloudflare, Inc.	$22.5M	1.47%	Not reported	+58.9%	Q4 2025
AAgilent Technologies, Inc.	$21.1M	1.37%	0.07%	-16.8%	Q4 2024
TECHBIO-TECHNE Corp	$21M	1.37%	0.26%	+58.1%	Q1 2025
ROKURoku, Inc	$20.9M	1.36%	0.15%	+189.8%	Q4 2025
HPEHewlett Packard Enterprise Co	$20.5M	1.33%	0.06%	Not reported	Q3 2025
CRWVCoreWeave, Inc.	$19.3M	1.26%	Not reported	+2.1%	Q1 2025
EWEdwards Lifesciences Corp	$18.7M	1.22%	0.04%	+103.2%	Q4 2024
PANWPalo Alto Networks Inc	$17.5M	1.14%	0.01%	Not reported	Q2 2025
CHYMChime Financial, Inc.	$15.8M	1.03%	1.26%	+247.0%	Q4 2025
CDNSCadence Design Systems Inc	$14.3M	0.93%	0.02%	New	Q1 2026
CSCOCisco Systems, Inc.	$14.2M	0.92%	0.00%	Not reported	Q4 2024
CHTRCharter Communications, Inc.	$14.1M	0.92%	0.02%	+14.9%	Q4 2024
COINCoinbase Global, Inc.	$13.9M	0.90%	0.03%	New	Q1 2026
DDOGDatadog, Inc.	$13.9M	0.90%	0.15%	Not reported	Q2 2025
AKAMAkamai Technologies Inc	$13.4M	0.87%	0.08%	New	Q1 2026
ZMZoom Communications, Inc.	$12.4M	0.81%	Not reported	New	Q1 2026
WWayfair Inc.	$12M	0.78%	Not reported	Not reported	Q1 2025
CTSHCognizant Technology Solutions Corp	$11.8M	0.77%	0.04%	New	Q1 2026
EBAYEbay Inc	$11.5M	0.75%	0.03%	-76.2%	Q1 2025
TWSTTwist Bioscience Corp	$11.4M	0.74%	0.39%	+1030.3%	Q1 2025
TXG10x Genomics, Inc.	$11.1M	0.72%	0.41%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$10.6M	0.69%	0.01%	-59.8%	Q1 2025
ISRGIntuitive Surgical Inc	$10.5M	0.68%	0.01%	-61.1%	Q1 2025
ICLRIcon PLC	$10.4M	0.68%	0.12%	Not reported	Q4 2024
SNPSSynopsys Inc	$10.4M	0.68%	0.01%	-68.9%	Q2 2025

Q4 2025Reported Feb 17, 202666 positions
AMZNAmazon Com Inc	$95.7M	5.77%	0.00%	+163.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$76M	4.59%	0.00%	+29.3%	Q4 2024
NVDANvidia Corp	$65.2M	3.93%	0.00%	Not reported	Q4 2024
MCOMoodys Corp	$64.1M	3.87%	0.07%	+177.7%	Q3 2025
AMATApplied Materials Inc	$62.2M	3.75%	0.03%	Not reported	Q2 2025
BSXBoston Scientific Corp	$58M	3.50%	0.04%	-15.5%	Q1 2025
EBAYEbay Inc	$46.1M	2.78%	0.12%	Not reported	Q1 2025
BKNGBooking Holdings Inc.	$45.9M	2.77%	0.03%	-16.9%	Q4 2024
METAMeta Platforms, Inc.	$41.2M	2.49%	Not reported	Not reported	Q2 2025
SNPSSynopsys Inc	$39.6M	2.39%	0.04%	Not reported	Q2 2025
MPWRMonolithic Power Systems, Inc.	$38.7M	2.34%	0.09%	Not reported	Q4 2024
NOWServiceNow, Inc.	$38.6M	2.33%	0.02%	New	Q4 2025
DHRDanaher Corp	$37.8M	2.28%	0.02%	Not reported	Q1 2025
VZVerizon Communications Inc	$33.9M	2.05%	0.02%	New	Q4 2025
XYZBlock, Inc.	$33.4M	2.02%	Not reported	+82.7%	Q4 2024
ISRGIntuitive Surgical Inc	$33.1M	2.00%	0.02%	Not reported	Q1 2025
NXPINXP Semiconductors N.V.	$32.2M	1.94%	0.06%	+10.6%	Q4 2024
SNOWSnowflake Inc.	$31.8M	1.92%	0.04%	+1.5%	Q3 2025
WUWestern Union CO	$31.5M	1.90%	1.07%	-25.5%	Q4 2024
ORCLOracle Corp	$30.6M	1.85%	0.01%	+74.2%	Q2 2025
AAgilent Technologies, Inc.	$30.2M	1.82%	0.08%	Not reported	Q4 2024
EXPEExpedia Group, Inc.	$29.6M	1.79%	0.09%	Not reported	Q2 2025
MAMastercard Inc	$28.6M	1.72%	0.00%	+8.9%	Q2 2025
CNCCentene Corp	$27.5M	1.66%	0.14%	New	Q4 2025
ETSYEtsy Inc	$26.9M	1.63%	0.50%	+74.3%	Q4 2024
CRLCharles River Laboratories International, Inc.	$26.5M	1.60%	0.27%	+88.6%	Q2 2025
ONOn Semiconductor Corp	$26.1M	1.58%	0.12%	Not reported	Q4 2024
TWLOTwilio Inc	$23.2M	1.40%	0.11%	New	Q4 2025
MRVLMarvell Technology, Inc.	$22.6M	1.36%	0.03%	-29.1%	Q1 2025
MDBMongoDB, Inc.	$21.8M	1.32%	0.06%	Not reported	Q2 2025
CMCSAComcast Corp	$21.1M	1.27%	0.02%	New	Q4 2025
CRMSalesforce, Inc.	$20.7M	1.25%	0.01%	-60.0%	Q3 2025
TTWOTake Two Interactive Software Inc	$20.7M	1.25%	0.04%	+175.7%	Q4 2024
MDTMedtronic plc	$20M	1.21%	0.02%	-35.9%	Q4 2024
CRWVCoreWeave, Inc.	$17.5M	1.06%	Not reported	Not reported	Q1 2025
WDCWestern Digital Corp	$15.1M	0.91%	0.03%	Not reported	Q4 2024
TECHBIO-TECHNE Corp	$15M	0.90%	0.16%	+20.6%	Q1 2025
BILLBILL Holdings, Inc.	$14.9M	0.90%	0.27%	Not reported	Q4 2024
FTNTFortinet, Inc.	$14.8M	0.90%	0.03%	New	Q4 2025
IBMInternational Business Machines Corp	$14.4M	0.87%	0.01%	+465.8%	Q3 2025
ADSKAutodesk, Inc.	$14M	0.84%	0.02%	New	Q4 2025
NETCloudflare, Inc.	$13.5M	0.82%	Not reported	New	Q4 2025
ILMNIllumina, Inc.	$13.5M	0.81%	0.07%	Not reported	Q4 2024
PENPenumbra Inc	$13.4M	0.81%	0.11%	Not reported	Q4 2024
LYFTLyft, Inc.	$13.3M	0.80%	0.17%	-26.1%	Q4 2024
CHTRCharter Communications, Inc.	$11.9M	0.72%	0.02%	+75.6%	Q4 2024
HOODRobinhood Markets, Inc.	$11.5M	0.69%	0.04%	New	Q4 2025
CRDOCredo Technology Group Holding Ltd	$11.4M	0.69%	0.04%	+48.8%	Q2 2025
ENTGEntegris Inc	$11.3M	0.68%	0.09%	-44.2%	Q4 2024
SAPSap SE	$10.4M	0.63%	0.00%	New	Q4 2025

Q3 2025Reported Nov 13, 202559 positions
AMDAdvanced Micro Devices Inc	$75.4M	4.82%	0.03%	+75.3%	Q4 2024
BSXBoston Scientific Corp	$70.3M	4.49%	0.05%	+68.9%	Q1 2025
NFLXNetflix Inc	$64.3M	4.11%	0.01%	+327.0%	Q1 2025
TMUST-Mobile US, Inc.	$60.3M	3.85%	0.02%	-26.1%	Q2 2025
AVGOBroadcom Inc.	$56.1M	3.59%	0.00%	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$55.6M	3.56%	0.03%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$54M	3.45%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$50.8M	3.25%	0.00%	+624.9%	Q2 2025
CRMSalesforce, Inc.	$46.4M	2.97%	0.02%	New	Q3 2025
FOXAFox Corp	$43.5M	2.78%	68977700.00%	+3.8%	Q4 2024
AAPLApple Inc.	$42.5M	2.72%	0.00%	New	Q3 2025
WUWestern Union CO	$36.3M	2.32%	1.43%	+190.7%	Q4 2024
AMZNAmazon Com Inc	$34.6M	2.21%	0.00%	-61.3%	Q4 2024
SNOWSnowflake Inc.	$32.2M	2.06%	0.04%	New	Q3 2025
MRVLMarvell Technology, Inc.	$31.5M	2.01%	0.04%	Not reported	Q1 2025
MDTMedtronic plc	$31M	1.98%	0.03%	+82.5%	Q4 2024
NXPINXP Semiconductors N.V.	$30.5M	1.95%	0.05%	-3.7%	Q4 2024
WMGWarner Music Group Corp.	$29.7M	1.90%	81555.75%	New	Q3 2025
SPOTSpotify Technology S.A.	$28.1M	1.80%	0.02%	Not reported	Q1 2025
TSLATesla, Inc.	$27.6M	1.77%	0.00%	New	Q3 2025
MAMastercard Inc	$26.1M	1.67%	0.00%	-29.8%	Q2 2025
ORCLOracle Corp	$25.4M	1.62%	0.00%	+109.9%	Q2 2025
INTUIntuit Inc.	$24.6M	1.57%	0.01%	New	Q3 2025
QRVOQorvo, Inc.	$23.2M	1.48%	0.27%	-11.4%	Q1 2025
GPNGlobal Payments Inc	$22.6M	1.44%	0.11%	Not reported	Q4 2024
ENTGEntegris Inc	$22.1M	1.41%	0.16%	-1.6%	Q4 2024
MCOMoodys Corp	$21.5M	1.38%	0.03%	New	Q3 2025
WATWaters Corp	$20.6M	1.32%	0.12%	New	Q3 2025
LYFTLyft, Inc.	$20.5M	1.31%	2.60%	Not reported	Q4 2024
XYZBlock, Inc.	$20.3M	1.30%	Not reported	-24.5%	Q4 2024
TMOThermo Fisher Scientific Inc.	$18.7M	1.20%	0.01%	New	Q3 2025
ETSYEtsy Inc	$18.5M	1.18%	0.28%	Not reported	Q4 2024
DXCMDexcom Inc	$18.2M	1.16%	0.07%	+38.2%	Q4 2024
PANWPalo Alto Networks Inc	$18M	1.15%	0.01%	+114.1%	Q2 2025
SNAPSnap Inc	$17.3M	1.11%	0.13%	Not reported	Q4 2024
GFSGLOBALFOUNDRIES Inc.	$16.7M	1.07%	0.08%	-8.9%	Q1 2025
CRCLCircle Internet Group, Inc.	$16M	1.02%	Not reported	New	Q3 2025
QCOMQualcomm Inc	$15M	0.96%	0.01%	-43.9%	Q2 2025
MSCIMSCI Inc.	$15M	0.96%	0.04%	New	Q3 2025
HPEHewlett Packard Enterprise Co	$14.7M	0.94%	0.05%	New	Q3 2025
ABTAbbott Laboratories	$12.6M	0.80%	0.01%	-62.0%	Q2 2025
EFXEquifax Inc	$12.5M	0.80%	0.04%	New	Q3 2025
VVisa Inc.	$12M	0.77%	0.00%	Not reported	Q4 2024
NTRANatera, Inc.	$11.9M	0.76%	0.05%	Not reported	Q1 2025
RDDTReddit, Inc.	$11.8M	0.75%	Not reported	-39.0%	Q2 2025
TECHBIO-TECHNE Corp	$11.7M	0.75%	0.14%	Not reported	Q1 2025
CRLCharles River Laboratories International, Inc.	$11M	0.70%	0.14%	-41.3%	Q2 2025
CVNACarvana Co.	$10.4M	0.67%	Not reported	-1.3%	Q1 2025
CHTRCharter Communications, Inc.	$8.91M	0.57%	0.01%	Not reported	Q4 2024
RBLXRoblox Corp	$8.79M	0.56%	0.01%	New	Q3 2025

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