Meridian Management Co

13F filer · CIK 0000806097

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$446MU.S. long equity reported on 13F

Positions5611 new · 8 closed

Net flow last quarter+$6.13MBuys minus sells

Top 10 positions weight16.1%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 4, 202656 positions
WMTWalmart Inc.	$9.16M	2.06%	0.00%	Not reported	Q3 2013
DEDeere & Co	$7.87M	1.77%	0.00%	-3.8%	Q3 2025
GNRCGenerac Holdings Inc.	$7.73M	1.74%	0.04%	-7.5%	Q2 2023
KEYSKeysight Technologies, Inc.	$7.56M	1.70%	0.01%	-7.6%	Q2 2024
CPAYCorpay, Inc.	$7.09M	1.59%	0.03%	-3.9%	Q1 2024
FTNTFortinet, Inc.	$6.94M	1.56%	0.01%	-3.7%	Q3 2024
GOOGAlphabet Inc.	$6.88M	1.54%	Not reported	-6.2%	Q4 2015
AMZNAmazon Com Inc	$6.66M	1.49%	0.00%	-9.1%	Q2 2018
MSFTMicrosoft Corp	$6.01M	1.35%	0.00%	+143.2%	Q2 2020
EMXCEmax Holdings Corp	$5.78M	1.30%	Not reported	+19.0%	Q3 2025
METAMeta Platforms, Inc.	$5.36M	1.20%	Not reported	-1.6%	Q2 2017
CRMSalesforce, Inc.	$5.28M	1.19%	0.00%	+43.9%	Q1 2021
NVDANvidia Corp	$5.01M	1.12%	0.00%	+27.4%	Q4 2018
AVGOBroadcom Inc.	$5M	1.12%	0.00%	+40.4%	Q4 2023
TMOThermo Fisher Scientific Inc.	$4.99M	1.12%	0.00%	-6.1%	Q1 2018
VVisa Inc.	$4.95M	1.11%	0.00%	-1.5%	Q3 2013
IQVIqvia Holdings Inc.	$4.75M	1.07%	0.01%	-15.7%	Q3 2025
AAPLApple Inc.	$4.72M	1.06%	0.00%	-9.0%	Q3 2013
ULTAUlta Beauty, Inc.	$3.91M	0.88%	0.02%	-2.3%	Q3 2020
PWRQuanta Services, Inc.	$3.79M	0.85%	0.00%	-42.9%	Q4 2021
TPLTexas Pacific Land Corp	$3.41M	0.77%	0.01%	-4.1%	Q1 2022
LLYELI LILLY & Co	$2.71M	0.61%	0.00%	New	Q2 2026
RMDResmed Inc	$2.61M	0.59%	0.01%	+18.3%	Q3 2025
CDNSCadence Design Systems Inc	$2.58M	0.58%	0.00%	New	Q2 2026
CSXCSX Corp	$2.57M	0.58%	0.00%	Not reported	Q3 2013
ISRGIntuitive Surgical Inc	$2.51M	0.56%	0.00%	New	Q2 2026
SPGIS&P Global Inc.	$2.32M	0.52%	0.00%	-6.0%	Q1 2026
RTXRTX Corp	$2.3M	0.52%	0.00%	Not reported	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$2.2M	0.49%	0.00%	New	Q2 2026
KOCoca Cola Co	$2.1M	0.47%	0.00%	Not reported	Q3 2013
IBMInternational Business Machines Corp	$2.06M	0.46%	0.00%	Not reported	Q3 2013
ICEIntercontinental Exchange, Inc.	$1.87M	0.42%	0.00%	+2.5%	Q1 2026
ASMLAsml Holding NV	$1.81M	0.41%	0.00%	New	Q2 2026
GEGeneral Electric Co	$1.81M	0.41%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$1.42M	0.32%	0.00%	Not reported	Q2 2024
NVONovo Nordisk A S	$1.38M	0.31%	Not reported	Not reported	Q3 2013
ABNBAirbnb, Inc.	$1.3M	0.29%	Not reported	New	Q2 2026
UBERUber Technologies, Inc	$1.19M	0.27%	0.00%	Not reported	Q2 2020
SNPSSynopsys Inc	$1.16M	0.26%	0.00%	New	Q2 2026
CARRCARRIER GLOBAL Corp	$880K	0.20%	0.00%	Not reported	Q2 2020
BMYBristol Myers Squibb Co	$809K	0.18%	0.00%	Not reported	Q3 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$767K	0.17%	Not reported	Not reported	Q3 2013
XOMExxonMobil Holdings Corp	$605K	0.14%	0.00%	Not reported	Q2 2015
LMTLockheed Martin Corp	$534K	0.12%	0.00%	Not reported	Q1 2014
RFRegions Financial Corp	$514K	0.12%	0.00%	Not reported	Q3 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$458K	0.10%	Not reported	Not reported	Q4 2017
OTISOtis Worldwide Corp	$430K	0.10%	0.00%	Not reported	Q2 2020
KLACKla Corp	$428K	0.10%	0.00%	Not reported	Q1 2026
FDXFedex Corp	$365K	0.08%	0.00%	Not reported	Q4 2014
OIIOceaneering International Inc	$324K	0.07%	0.01%	Not reported	Q3 2013

Q1 2026Reported May 5, 202652 positions
WMTWalmart Inc.	$10M	2.50%	0.00%	Not reported	Q3 2013
DEDeere & Co	$7.27M	1.81%	0.00%	+0.7%	Q3 2025
KEYSKeysight Technologies, Inc.	$6.6M	1.64%	0.01%	-37.8%	Q2 2024
CPAYCorpay, Inc.	$6.44M	1.60%	0.03%	+0.2%	Q1 2024
AMZNAmazon Com Inc	$6.4M	1.59%	0.00%	+0.4%	Q2 2018
GOOGAlphabet Inc.	$5.95M	1.48%	Not reported	-35.7%	Q4 2015
GNRCGenerac Holdings Inc.	$5.58M	1.39%	0.05%	-0.2%	Q2 2023
METAMeta Platforms, Inc.	$5.54M	1.38%	Not reported	+0.6%	Q2 2017
TMOThermo Fisher Scientific Inc.	$5.21M	1.30%	0.00%	-1.6%	Q1 2018
PWRQuanta Services, Inc.	$5.06M	1.26%	0.01%	-5.9%	Q4 2021
IQVIqvia Holdings Inc.	$4.97M	1.24%	0.02%	-0.5%	Q3 2025
ULTAUlta Beauty, Inc.	$4.64M	1.15%	0.02%	-17.3%	Q3 2020
AAPLApple Inc.	$4.55M	1.13%	0.00%	-1.2%	Q3 2013
VVisa Inc.	$4.43M	1.10%	0.00%	+2.2%	Q3 2013
CRMSalesforce, Inc.	$4.37M	1.09%	0.00%	-0.3%	Q1 2021
TPLTexas Pacific Land Corp	$3.86M	0.96%	0.01%	+5.8%	Q1 2022
FTNTFortinet, Inc.	$3.84M	0.95%	0.01%	+0.6%	Q3 2024
EMXCEmax Holdings Corp	$3.73M	0.93%	Not reported	Not reported	Q3 2025
ADBEAdobe Inc.	$3.7M	0.92%	0.00%	+0.3%	Q3 2025
INTUIntuit Inc.	$3.7M	0.92%	0.00%	New	Q1 2026
NVDANvidia Corp	$3.43M	0.85%	0.00%	+0.1%	Q4 2018
APDAir Products & Chemicals, Inc.	$3.19M	0.79%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$2.92M	0.73%	0.00%	+0.3%	Q4 2023
CVXChevron Corp	$2.9M	0.72%	0.00%	New	Q1 2026
SPGIS&P Global Inc.	$2.58M	0.64%	0.00%	New	Q1 2026
RMDResmed Inc	$2.54M	0.63%	0.01%	+0.6%	Q3 2025
MSFTMicrosoft Corp	$2.45M	0.61%	0.00%	+1135.6%	Q2 2020
RTXRTX Corp	$2.34M	0.58%	0.00%	-0.8%	Q2 2020
ICEIntercontinental Exchange, Inc.	$2.33M	0.58%	0.00%	New	Q1 2026
CSXCSX Corp	$2.22M	0.55%	0.00%	Not reported	Q3 2013
KOCoca Cola Co	$1.96M	0.49%	0.00%	Not reported	Q3 2013
IBMInternational Business Machines Corp	$1.77M	0.44%	0.00%	Not reported	Q3 2013
GEGeneral Electric Co	$1.37M	0.34%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$1.06M	0.26%	0.00%	Not reported	Q2 2024
BMYBristol Myers Squibb Co	$851K	0.21%	0.00%	Not reported	Q3 2013
XOMExxonMobil Holdings Corp	$751K	0.19%	0.00%	Not reported	Q2 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$719K	0.18%	Not reported	Not reported	Q3 2013
CARRCARRIER GLOBAL Corp	$676K	0.17%	0.00%	Not reported	Q2 2020
LMTLockheed Martin Corp	$633K	0.16%	0.00%	Not reported	Q1 2014
COINCoinbase Global, Inc.	$592K	0.15%	0.00%	+1.4%	Q3 2025
OTISOtis Worldwide Corp	$462K	0.12%	0.00%	-0.1%	Q2 2020
RFRegions Financial Corp	$444K	0.11%	0.00%	-2.7%	Q3 2015
FDXFedex Corp	$416K	0.10%	0.00%	Not reported	Q4 2014
DIASPDR Dow Jones Industrial Average ETF Trust	$406K	0.10%	Not reported	Not reported	Q4 2017
CRKComstock Resources Inc	$318K	0.08%	0.01%	Not reported	Q1 2022
LHXL3harris Technologies, Inc.	$314K	0.08%	0.00%	Not reported	Q4 2019
PFEPfizer Inc	$291K	0.07%	0.00%	Not reported	Q3 2013
OIIOceaneering International Inc	$284K	0.07%	0.01%	Not reported	Q3 2013
PEPPepsico Inc	$269K	0.07%	0.00%	Not reported	Q4 2016
GLDSPDR Gold Trust	$215K	0.05%	0.00%	New	Q1 2026

Q4 2025Reported Feb 10, 202647 positions
GOOGAlphabet Inc.	$10.1M	2.50%	Not reported	+0.1%	Q4 2015
WMTWalmart Inc.	$9.01M	2.23%	0.00%	-0.5%	Q3 2013
KEYSKeysight Technologies, Inc.	$7.63M	1.89%	0.02%	+3.8%	Q2 2024
AMZNAmazon Com Inc	$7.07M	1.75%	0.00%	+4.6%	Q2 2018
CPAYCorpay, Inc.	$6.65M	1.65%	0.03%	+17.5%	Q1 2024
IQVIqvia Holdings Inc.	$6.6M	1.63%	0.02%	+1.1%	Q3 2025
ULTAUlta Beauty, Inc.	$6.49M	1.61%	0.02%	+4.4%	Q3 2020
METAMeta Platforms, Inc.	$6.35M	1.57%	Not reported	+11.9%	Q2 2017
TMOThermo Fisher Scientific Inc.	$6.25M	1.55%	0.00%	+3.9%	Q1 2018
CRMSalesforce, Inc.	$6.22M	1.54%	0.00%	+6.0%	Q1 2021
DEDeere & Co	$5.97M	1.48%	0.00%	+9.1%	Q3 2025
ADBEAdobe Inc.	$5.32M	1.32%	0.00%	-9.0%	Q3 2025
VVisa Inc.	$5.02M	1.24%	0.00%	+30.2%	Q3 2013
AAPLApple Inc.	$4.93M	1.22%	0.00%	+1.8%	Q3 2013
PWRQuanta Services, Inc.	$4.14M	1.02%	0.01%	+0.2%	Q4 2021
GNRCGenerac Holdings Inc.	$3.9M	0.97%	0.05%	+7.8%	Q2 2023
FTNTFortinet, Inc.	$3.71M	0.92%	0.01%	+4.6%	Q3 2024
NVDANvidia Corp	$3.66M	0.91%	0.00%	+966.3%	Q4 2018
EMXCEmax Holdings Corp	$3.45M	0.85%	Not reported	Not reported	Q3 2025
AVGOBroadcom Inc.	$3.25M	0.81%	0.00%	+983.9%	Q4 2023
WDAYWorkday, Inc.	$2.75M	0.68%	0.01%	-6.6%	Q4 2024
RMDResmed Inc	$2.71M	0.67%	0.01%	+22.1%	Q3 2025
RTXRTX Corp	$2.24M	0.55%	0.00%	Not reported	Q2 2020
TPLTexas Pacific Land Corp	$2.21M	0.55%	0.01%	+2.1%	Q1 2022
IBMInternational Business Machines Corp	$2.17M	0.54%	0.00%	Not reported	Q3 2013
NICENICE Ltd.	$2.09M	0.52%	0.03%	-21.8%	Q4 2024
CSXCSX Corp	$1.96M	0.48%	0.00%	Not reported	Q3 2013
KOCoca Cola Co	$1.8M	0.45%	0.00%	Not reported	Q3 2013
GEGeneral Electric Co	$1.49M	0.37%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$790K	0.20%	0.00%	Not reported	Q2 2024
BMYBristol Myers Squibb Co	$757K	0.19%	0.00%	-0.1%	Q3 2013
COINCoinbase Global, Inc.	$756K	0.19%	0.00%	-7.6%	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$697K	0.17%	Not reported	Not reported	Q3 2013
CARRCARRIER GLOBAL Corp	$634K	0.16%	0.00%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$532K	0.13%	0.00%	Not reported	Q2 2015
OTISOtis Worldwide Corp	$525K	0.13%	0.00%	Not reported	Q2 2020
LMTLockheed Martin Corp	$507K	0.13%	0.00%	+0.1%	Q1 2014
RFRegions Financial Corp	$474K	0.12%	0.00%	Not reported	Q3 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$421K	0.10%	Not reported	Not reported	Q4 2017
CRKComstock Resources Inc	$350K	0.09%	0.01%	Not reported	Q1 2022
FDXFedex Corp	$337K	0.08%	0.00%	Not reported	Q4 2014
LHXL3harris Technologies, Inc.	$267K	0.07%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$259K	0.06%	0.00%	-12.3%	Q2 2020
PFEPfizer Inc	$258K	0.06%	0.00%	Not reported	Q3 2013
PEPPepsico Inc	$249K	0.06%	0.00%	Not reported	Q4 2016
BRK.BBerkshire Hathaway Inc	$209K	0.05%	Not reported	Not reported	Q2 2021
MCDMcdonalds Corp	$200K	0.05%	0.00%	-4.7%	Q4 2024
Q3 2025Reported Nov 3, 202550 positions
WMTWalmart Inc.	$8.37M	2.24%	0.00%	Not reported	Q3 2013
GOOGAlphabet Inc.	$7.84M	2.10%	Not reported	Not reported	Q4 2015
AMZNAmazon Com Inc	$6.43M	1.72%	0.00%	Not reported	Q2 2018
KEYSKeysight Technologies, Inc.	$6.33M	1.69%	0.02%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$6.31M	1.69%	Not reported	Not reported	Q2 2017
ADBEAdobe Inc.	$5.89M	1.58%	0.00%	New	Q3 2025
ULTAUlta Beauty, Inc.	$5.62M	1.50%	0.02%	Not reported	Q3 2020
IQVIqvia Holdings Inc.	$5.5M	1.47%	0.02%	New	Q3 2025
CPAYCorpay, Inc.	$5.42M	1.45%	0.03%	Not reported	Q1 2024
DEDeere & Co	$5.37M	1.44%	0.00%	New	Q3 2025
CRMSalesforce, Inc.	$5.25M	1.41%	0.00%	Not reported	Q1 2021
TMOThermo Fisher Scientific Inc.	$5.03M	1.35%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$4.53M	1.21%	0.00%	Not reported	Q3 2013
ZBRAZebra Technologies Corp	$4.47M	1.20%	0.03%	Not reported	Q1 2024
GNRCGenerac Holdings Inc.	$4.44M	1.19%	0.05%	Not reported	Q2 2023
PWRQuanta Services, Inc.	$4.05M	1.08%	0.01%	Not reported	Q4 2021
VVisa Inc.	$3.76M	1.01%	0.00%	Not reported	Q3 2013
FTNTFortinet, Inc.	$3.75M	1.00%	0.01%	Not reported	Q3 2024
NICENICE Ltd.	$3.42M	0.92%	0.04%	Not reported	Q4 2024
WDAYWorkday, Inc.	$3.3M	0.88%	0.01%	Not reported	Q4 2024
EMXCEmax Holdings Corp	$3.2M	0.86%	Not reported	New	Q3 2025
FANGDiamondback Energy, Inc.	$3.09M	0.83%	0.01%	Not reported	Q2 2018
RMDResmed Inc	$2.52M	0.68%	0.01%	New	Q3 2025
TPLTexas Pacific Land Corp	$2.34M	0.63%	0.01%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$2.06M	0.55%	0.00%	Not reported	Q3 2013
RTXRTX Corp	$2.04M	0.55%	0.00%	Not reported	Q2 2020
CSXCSX Corp	$1.92M	0.51%	0.00%	Not reported	Q3 2013
KOCoca Cola Co	$1.71M	0.46%	0.00%	Not reported	Q3 2013
GEGeneral Electric Co	$1.46M	0.39%	0.00%	Not reported	Q3 2021
COINCoinbase Global, Inc.	$1.22M	0.33%	0.00%	New	Q3 2025
GEVGE Vernova Inc.	$743K	0.20%	0.00%	Not reported	Q2 2024
CARRCARRIER GLOBAL Corp	$716K	0.19%	0.00%	Not reported	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$684K	0.18%	Not reported	Not reported	Q3 2013
BMYBristol Myers Squibb Co	$633K	0.17%	0.00%	Not reported	Q3 2013
OTISOtis Worldwide Corp	$549K	0.15%	0.00%	Not reported	Q2 2020
LMTLockheed Martin Corp	$523K	0.14%	0.00%	Not reported	Q1 2014
XOMExxonMobil Holdings Corp	$499K	0.13%	0.00%	Not reported	Q2 2015
RFRegions Financial Corp	$461K	0.12%	0.00%	Not reported	Q3 2015
PYPLPayPal Holdings, Inc.	$438K	0.12%	0.00%	Not reported	Q3 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$407K	0.11%	Not reported	Not reported	Q4 2017
NVDANvidia Corp	$344K	0.09%	0.00%	Not reported	Q4 2018
MSFTMicrosoft Corp	$316K	0.08%	0.00%	Not reported	Q2 2020
CRKComstock Resources Inc	$299K	0.08%	0.01%	Not reported	Q1 2022
AVGOBroadcom Inc.	$286K	0.08%	0.00%	Not reported	Q4 2023
LHXL3harris Technologies, Inc.	$278K	0.07%	0.00%	Not reported	Q4 2019
FDXFedex Corp	$275K	0.07%	0.00%	Not reported	Q4 2014
PFEPfizer Inc	$264K	0.07%	0.00%	Not reported	Q3 2013
PEPPepsico Inc	$243K	0.07%	0.00%	Not reported	Q4 2016
MCDMcdonalds Corp	$209K	0.06%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$209K	0.06%	Not reported	Not reported	Q2 2021

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