Position in NTNX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,759,188
New position
Shares Held
289,623
first reported quarter
Ownership
0.107%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#88
of 559 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meridiem Capital Partners LP holds $327,541,265 across 15 Software - Infrastructure names. NTNX ranks #11 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
687,662 | $52,262,312 | |
| 2 | NET |
Cloudflare, Inc.
|
169,946 | $41,684,354 | |
| 3 | CPAY |
Corpay, Inc.
|
101,815 | $33,931,885 | |
| 4 | SNPS |
Synopsys Inc
|
61,695 | $27,520,288 | |
| 5 | WEX |
WEX Inc.
|
160,776 | $22,683,885 | |
| 6 | ZS |
Zscaler, Inc.
|
144,497 | $20,395,751 | |
| 7 | PANW |
Palo Alto Networks Inc
|
58,016 | $19,784,616 | |
| 8 | MDB |
MongoDB, Inc.
|
53,226 | $17,878,613 |
All Filings in NTNX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,759,188 | 289,623 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||