Meridiem Capital Partners LP
Top Portfolio Positions
67 positions ·
$1,651,181,039 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
564,613 | $130,323,972 | 7.89% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
250,152 | $76,018,691 | 4.60% |
| NVDA |
Nvidia Corp
Technology
|
349,668 | $65,213,082 | 3.95% |
| MCO |
Moodys Corp /De/
Financial Services
|
125,516 | $64,119,848 | 3.88% |
| AMAT |
Applied Materials Inc /De
Technology
|
242,022 | $62,197,233 | 3.77% |
| BSX |
Boston Scientific Corp
Healthcare
|
608,758 | $58,045,075 | 3.52% |
| EBAY |
Ebay Inc
Consumer Cyclical
|
529,430 | $46,113,353 | 2.79% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
8,565 | $45,868,402 | 2.78% |
| META |
Meta Platforms, Inc.
Communication Services
|
62,415 | $41,199,517 | 2.50% |
| SNPS |
Synopsys Inc
Technology
|
84,205 | $39,552,772 | 2.40% |
Portfolio Trend
Holdings in ON
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $26,114,974 | 482,271 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $7,912,964 | 125,503 | Shares | Sole | 2025-02-14 | |
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