Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,262,312
+$8,288,425 QoQ
Shares Held
687,662
-5.9% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#78
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meridiem Capital Partners LP holds $327,541,265 across 15 Software - Infrastructure names. XYZ ranks #1 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
This page
|
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 XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,262,312 | 687,662 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,973,887 | 730,706 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,441,289 | 513,770 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,321,962 | 281,195 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,295,229 | 372,372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,705,816 | 362,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,321,860 | 521,495 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||