Meridiem Capital Partners LP
Top Portfolio Positions
63 positions ·
$1,534,460,887 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
415,407 | $86,516,815 | 5.64% | |
| SYK |
Stryker Corp
Healthcare
|
231,496 | $76,067,270 | 4.96% | |
| CRL |
Charles River Laboratories International, Inc.
Healthcare
|
362,098 | $62,461,905 | 4.07% | |
| WAT |
Waters Corp /De/
Healthcare
|
207,814 | $61,887,009 | 4.03% | |
| TRU |
TransUnion
Financial Services
|
848,343 | $58,696,852 | 3.83% | |
| T |
At&T Inc.
Communication Services
|
1,872,354 | $54,279,542 | 3.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
144,946 | $53,883,675 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
196,131 | $49,776,086 | 3.24% | |
| MA |
Mastercard Inc
Financial Services
|
88,646 | $44,292,860 | 2.89% | |
| XYZ |
Block, Inc.
Technology
|
730,706 | $43,973,887 | 2.87% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,020,383 | 402,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,958,852 | 254,359 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,734,981 | 210,947 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $17,013,253 | 290,180 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||