Meridiem Capital Partners LP

CIK

2026798

Location

DALLAS, TX

Portfolio Value

Mid $2,231,171,430

Diversification

Diversified

Filing Date

Global Rank

#1,490 / 8,794 ▲ 100 · as of Jun 2026

Top Industry

Diagnostics & Research 16.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

−1.1 pts

Top 5

18.0%

−4.5 pts

Top 10

31.4%

−7.1 pts

HHI

188

Diversified−63

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$900,212,554	35
Healthcare	34.6%	$772,767,348	25
Financial Services	9.4%	$209,310,592	6
Communication Services	7.6%	$170,651,629	7
Consumer Cyclical	2.8%	$63,322,499	5
Industrials	2.8%	$61,611,053	3
Unclassified	1.3%	$29,870,800	1
Real Estate	1.0%	$23,424,955	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
EW	Edwards Lifesciences Corp	+625,732	858,921	$77,697,993
DT	Dynatrace, Inc.	+261,458	433,110	$19,017,860
ANET	Arista Networks, Inc.	+194,098	219,098	$37,220,368
CDNA	CareDx, Inc.	+134,543	451,493	$12,867,550
BKNG	Booking Holdings Inc.	+99,572	101,045	$18,010,260
NET	Cloudflare, Inc.	+60,884	169,946	$41,684,354
THC	Tenet Healthcare Corp	+46,059	226,542	$42,381,477
EXPE	Expedia Group, Inc.	+41,190	72,598	$18,576,376
SPOT	Spotify Technology S.A.	+35,908	54,460	$25,004,219
SNPS	Synopsys Inc	+35,511	61,695	$27,520,288
CHKP	Check Point Software Technologies Ltd	+28,376	57,627	$7,573,916
CPAY	Corpay, Inc.	+22,306	101,815	$33,931,885
TWLO	Twilio Inc	+256	81,500	$16,815,895
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
TRU	TransUnion	−514,424	333,919	$24,088,916
INTC	Intel Corp	−193,639	418,425	$58,424,682
TSLA	Tesla, Inc.	−120,694	24,252	$10,200,391
CRL	Charles River Laboratories International, Inc.	−115,119	246,979	$56,012,367
WAT	Waters Corp /De/	−108,554	99,260	$37,226,470
TXG	10x Genomics, Inc.	−101,779	422,219	$16,187,876
HPE	Hewlett Packard Enterprise Co	−101,264	757,731	$34,181,245
ROKU	Roku, Inc	−91,976	129,183	$17,845,339
EBAY	Ebay Inc	−75,856	50,000	$5,587,500
CAH	Cardinal Health Inc	−75,515	40,741	$9,678,431
AAPL	Apple Inc.	−73,190	122,941	$35,574,207
CRM	Salesforce, Inc.	−54,977	117,295	$18,375,434
PANW	Palo Alto Networks Inc	−50,936	58,016	$19,784,616
ZM	Zoom Communications, Inc.	−45,732	108,530	$9,367,224
XYZ	Block, Inc.	−43,044	687,662	$52,262,312
META	Meta Platforms, Inc.	−11,037	58,846	$33,147,363
WGS	GeneDx Holdings Corp.	−8,821	46,764	$3,210,348
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	537,437	$102,370,999
UNH	Unitedhealth Group Inc	211,050	$87,718,711
V	Visa Inc.	198,553	$68,121,548
CBRS	Cerebras Systems Inc.	301,522	$66,636,362
MCO	Moodys Corp /De/	144,783	$65,575,116
MTD	Mettler Toledo International Inc/	50,157	$64,076,069
ZBH	Zimmer Biomet Holdings, Inc.	638,555	$54,973,199
SNOW	Snowflake Inc.	210,452	$53,560,034
GOOGL	Alphabet Inc.	144,678	$51,703,576
IBM	International Business Machines Corp	163,461	$45,966,867
MDT	Medtronic plc	431,042	$33,720,415
MU	Micron Technology Inc	29,178	$33,679,873
BE	Bloom Energy Corp	107,035	$32,399,494
DELL	Dell Technologies Inc.	70,074	$30,234,128
SPY	Spdr S&P 500 ETF Trust	40,000	$29,870,800
RDDT	Reddit, Inc.	170,572	$29,607,887
IQV	Iqvia Holdings Inc.	144,630	$27,945,408
JKHY	Jack Henry & Associates Inc	187,038	$25,762,614
CCI	Crown Castle Inc.	309,322	$23,424,955
ALAB	Astera Labs, Inc.	47,891	$23,132,310
LYFT	Lyft, Inc.	1,554,443	$22,710,412
WEX	WEX Inc.	160,776	$22,683,885
RVTY	Revvity, Inc.	193,094	$21,483,638
EHC	Encompass Health Corp	207,713	$20,995,630
ZS	Zscaler, Inc.	144,497	$20,395,751
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	415,407	$86,516,815
SYK	Stryker Corp	231,496	$76,067,270
T	At&T Inc.	1,872,354	$54,279,542
MA	Mastercard Inc	88,646	$44,292,860
NFLX	Netflix Inc	444,812	$42,768,673
ILMN	Illumina, Inc.	313,272	$38,613,906
FFIV	F5, Inc.	130,139	$37,653,116
PYPL	PayPal Holdings, Inc.	714,109	$32,299,150
TMUS	T-Mobile US, Inc.	152,812	$32,095,104
CRWV	CoreWeave, Inc.	399,636	$30,959,800
AMD	Advanced Micro Devices Inc	148,192	$30,146,698
MSCI	MSCI Inc.	49,692	$26,784,484
INTU	Intuit Inc.	60,053	$25,965,716
ELV	Elevance Health, Inc.	87,947	$25,746,484
A	Agilent Technologies, Inc.	184,897	$21,074,560
TECH	BIO-TECHNE Corp	402,227	$21,020,383
CHYM	Chime Financial, Inc.	844,528	$15,818,009
CDNS	Cadence Design Systems Inc	51,397	$14,281,684
CSCO	Cisco Systems, Inc.	182,570	$14,165,606
CHTR	Charter Communications, Inc. /Mo/	65,340	$14,105,599
COIN	Coinbase Global, Inc.	79,450	$13,872,764
DDOG	Datadog, Inc.	117,437	$13,863,437
AKAM	Akamai Technologies Inc	116,508	$13,380,943
W	Wayfair Inc.	160,118	$12,042,474
CTSH	Cognizant Technology Solutions Corp	192,947	$11,837,298
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $2,231,171,430 total · filing declares 85 positions · $2,231,171,470 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DHR	Danaher Corp /De/ Healthcare	NEW	537,437	NEW	$102,370,999	NEW	4.59%
UNH	Unitedhealth Group Inc Healthcare	NEW	211,050	NEW	$87,718,711	NEW	3.93%
EW	Edwards Lifesciences Corp Healthcare	Added	858,921	+625,732	$77,697,993	+316.1%	3.48%
V	Visa Inc. Financial Services	NEW	198,553	NEW	$68,121,548	NEW	3.05%
CBRS	Cerebras Systems Inc. CALL + SHARES Technology	NEW	301,522	NEW	$66,636,362	NEW	2.99%
MCO	Moodys Corp /De/ Financial Services	NEW	144,783	NEW	$65,575,116	NEW	2.94%
MTD	Mettler Toledo International Inc/ Healthcare	NEW	50,157	NEW	$64,076,069	NEW	2.87%
INTC	Intel Corp Technology	Reduced	418,425	-193,639	$58,424,682	+116.3%	2.62%
CRL	Charles River Laboratories International, Inc. Healthcare	Reduced	246,979	-115,119	$56,012,367	−10.3%	2.51%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	NEW	638,555	NEW	$54,973,199	NEW	2.46%
SNOW	Snowflake Inc. Technology	NEW	210,452	NEW	$53,560,034	NEW	2.40%
XYZ	Block, Inc. Technology	Reduced	687,662	-43,044	$52,262,312	+18.8%	2.34%
GOOGL	Alphabet Inc. Communication Services	NEW	144,678	NEW	$51,703,576	NEW	2.32%
IBM	International Business Machines Corp Technology	NEW	163,461	NEW	$45,966,867	NEW	2.06%
THC	Tenet Healthcare Corp Healthcare	Added	226,542	+46,059	$42,381,477	+24.4%	1.90%
NET	Cloudflare, Inc. Technology	Added	169,946	+60,884	$41,684,354	+85.2%	1.87%
WAT	Waters Corp /De/ Healthcare	Reduced	99,260	-108,554	$37,226,470	−39.8%	1.67%
ANET	Arista Networks, Inc. Technology	Added	219,098	+194,098	$37,220,368	+1112.6%	1.67%
AAPL	Apple Inc. Technology	Reduced	122,941	-73,190	$35,574,207	−28.5%	1.59%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	757,731	-101,264	$34,181,245	+67.1%	1.53%
CPAY	Corpay, Inc. Technology	Added	101,815	+22,306	$33,931,885	+46.7%	1.52%
MDT	Medtronic plc Healthcare	NEW	431,042	NEW	$33,720,415	NEW	1.51%
MU	Micron Technology Inc Technology	NEW	29,178	NEW	$33,679,873	NEW	1.51%
META	Meta Platforms, Inc. Communication Services	Reduced	58,846	-11,037	$33,147,363	−17.1%	1.49%
BE	Bloom Energy Corp Industrials	NEW	107,035	NEW	$32,399,494	NEW	1.45%
DELL	Dell Technologies Inc. Technology	NEW	70,074	NEW	$30,234,128	NEW	1.36%
SPY	Spdr S&P 500 ETF Trust PUT	NEW	40,000	NEW	$29,870,800	NEW	1.34%
RDDT	Reddit, Inc. Communication Services	NEW	170,572	NEW	$29,607,887	NEW	1.33%
IQV	Iqvia Holdings Inc. Healthcare	NEW	144,630	NEW	$27,945,408	NEW	1.25%
SNPS	Synopsys Inc Technology	Added	61,695	+35,511	$27,520,288	+165.1%	1.23%
JKHY	Jack Henry & Associates Inc Technology	NEW	187,038	NEW	$25,762,614	NEW	1.15%
SPOT	Spotify Technology S.A. Communication Services	Added	54,460	+35,908	$25,004,219	+177.9%	1.12%
TRU	TransUnion Financial Services	Reduced	333,919	-514,424	$24,088,916	−59.0%	1.08%
CCI	Crown Castle Inc. Real Estate	NEW	309,322	NEW	$23,424,955	NEW	1.05%
ALAB	Astera Labs, Inc. Technology	NEW	47,891	NEW	$23,132,310	NEW	1.04%
LYFT	Lyft, Inc. Technology	NEW	1,554,443	NEW	$22,710,412	NEW	1.02%
WEX	WEX Inc. Technology	NEW	160,776	NEW	$22,683,885	NEW	1.02%
RVTY	Revvity, Inc. Healthcare	NEW	193,094	NEW	$21,483,638	NEW	0.96%
EHC	Encompass Health Corp Healthcare	NEW	207,713	NEW	$20,995,630	NEW	0.94%
ZS	Zscaler, Inc. Technology	NEW	144,497	NEW	$20,395,751	NEW	0.91%
PANW	Palo Alto Networks Inc Technology	Reduced	58,016	-50,936	$19,784,616	+13.3%	0.89%
DT	Dynatrace, Inc. Technology	Added	433,110	+261,458	$19,017,860	+199.6%	0.85%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	189,399	NEW	$18,992,931	NEW	0.85%
ADBE	Adobe Inc. Technology	NEW	92,233	NEW	$18,909,609	NEW	0.85%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	72,598	+41,190	$18,576,376	+156.2%	0.83%
BDX	Becton Dickinson & Co Healthcare	NEW	122,440	NEW	$18,528,845	NEW	0.83%
CRM	Salesforce, Inc. Technology	Reduced	117,295	-54,977	$18,375,434	−42.9%	0.82%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	101,045	+99,572	$18,010,260	+190.4%	0.81%
MDB	MongoDB, Inc. Technology	NEW	53,226	NEW	$17,878,613	NEW	0.80%
ROKU	Roku, Inc Communication Services	Reduced	129,183	-91,976	$17,845,339	−14.7%	0.80%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.