MC
Meridiem Capital Partners LP's 13F Portfolio ($2.2B, Q2 2026)
Meridiem Capital Partners LPCIK: 0002026798
Diversified strategyHigh-turnover traderContrarian
Total reported value
$2.2B
Reporting period: 2026-06-30 · Number of holdings: 85
Meridiem Capital Partners LP disclosed 85 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $2.2B and a quarterly turnover rate of 142.5%.
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Personality snowflake
- Concentration
- 7.54
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 87.92
- Diversification
- 100
- Sizing Uniformity
- 92.45
Meridiem Capital Partners LP's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 53 equally-sized positions, close to its 85 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.76), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out AMZN
Sold out SYK
New buy DHR
New buy UNH
Sold out T
New buy V
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 83 holdings (of 85 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | Stock-Healthcare | 4.59% | +4.59% | NEW | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.93% | +3.93% | NEW | |
| 3 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 3.48% | +2.26% | +268.34% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.05% | +3.05% | NEW | |
| 5 | ✓ | Stock-Other | 2.99% | +2.99% | NEW | ||
| 6 | MCO | Moody's CORP | Stock-Financials | 2.94% | +2.94% | NEW | |
| 7 | MTD | Mettler-toledo International | Stock-Healthcare | 2.87% | +2.87% | NEW | |
| 8 | INTC | Intel CORP | Stock-Tech | 2.62% | +0.86% | -31.64% | |
| 9 | CRL | Charles River Laboratories | Stock-Healthcare | 2.51% | -1.56% | -31.79% | |
| 10 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.46% | +2.46% | NEW | |
| 11 | SNOW | Snowflake Inc | Stock-Tech | 2.40% | +2.40% | NEW | |
| 12 | XYZ | Block Inc | Stock-Financials | 2.34% | -0.53% | -5.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +2.32% | NEW | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.06% | +2.06% | NEW | |
| 15 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.90% | -0.32% | +25.52% | |
| 16 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.87% | +0.40% | +55.83% | |
| 17 | WAT | Waters CORP | Stock-Healthcare | 1.67% | -2.36% | -52.24% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.67% | +1.47% | +776.39% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.59% | -1.65% | -37.32% | |
| 20 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.53% | +0.20% | -11.79% | |
| 21 | CPAY | Corpay Inc | Stock-Tech | 1.52% | +0.01% | +28.05% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.51% | +1.51% | NEW | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 1.51% | +1.51% | NEW | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -1.12% | -15.79% | |
| 25 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.45% | +1.45% | NEW | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 1.36% | +1.36% | NEW | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +1.34% | NEW | |
| 28 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.33% | +1.33% | NEW | |
| 29 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.25% | +1.25% | NEW | |
| 30 | SNPS | Synopsys Inc | Stock-Tech | 1.23% | +0.55% | +135.62% | |
| 31 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 1.15% | +1.15% | NEW | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.12% | +0.53% | +193.55% | |
| 33 | TRU | Transunion | Stock-Financials | 1.08% | -2.75% | -60.64% | |
| 34 | CCI | Crown Castle Inc | Stock-Real Estate | 1.05% | +1.05% | NEW | |
| 35 | ALAB | Astera Labs Inc | Stock-Tech | 1.04% | +1.04% | NEW | |
| 36 | LYFT | Lyft Inc-a | Stock-Tech | 1.02% | +1.02% | NEW | |
| 37 | WEX | Wex Inc | Stock-Tech | 1.02% | +1.02% | NEW | |
| 38 | RVTY | Revvity Inc | Stock-Healthcare | 0.96% | +0.96% | NEW | |
| 39 | EHC | Encompass Health CORP | Stock-Healthcare | 0.94% | +0.94% | NEW | |
| 40 | ZS | Zscaler Inc | Stock-Tech | 0.91% | +0.91% | NEW | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.89% | -0.25% | -46.75% | |
| 42 | DT | Dynatrace Inc | Stock-Tech | 0.85% | +0.44% | +152.32% | |
| 43 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.85% | +0.85% | NEW | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.85% | +0.85% | NEW | |
| 45 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.83% | +0.36% | +131.14% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.83% | +0.83% | NEW | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -1.28% | -31.91% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | +0.41% | +6759.81% | |
| 49 | MDB | Mongodb Inc | Stock-Tech | 0.80% | +0.80% | NEW | |
| 50 | ROKU | Roku Inc | Stock-Comm Services | 0.80% | -0.56% | -41.59% |
1–50 of 83
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+10%
Performance Last 4 Quarters
+26.9%
- Stdev
- +20.7%
- Beta
- +1.46
- Alpha
- -0.7%
- Max Drawdown
- -14.9%
- Annualized Perf
- +26.5%
- Batting Avg vs S&P
- +57.9%
- Sortino
- +2.67
- Stutzer
- +0.38
- Treynor
- +0.18
- Sterling
- +1.06
- Calmar
- +1.77
- Information Ratio
- +0.75
- Tracking Error
- +10%
- Stdev Down
- +9.6%
- Winning Months %
- +68.4%
- Losing Months %
- +31.6%
- Best 12 Months
- +32.9%
- Worst 12 Months
- +10.3%
- Efficiency Ratio
- +0.48
- Sharpe
- +1.24
- Stdev Sectors
- +14.7%
- Skewness
- +0.3
- Kurtosis
- -0.4
- Upside Potential
- +4.4
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Meridiem Capital Partners LP's most significant position changes for 2026-06-30: New buy: Danaher CORP (DHR); New buy: Unitedhealth Group Inc (UNH); Sold out: Amazon.com Inc (AMZN); Sold out: Stryker CORP (SYK); New buy: Visa Inc-class A Shares (V).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +4.6% | NEW | New buy |
| 2 | UNH | Unitedhealth Group Inc | +3.9% | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | +3.1% | NEW | New buy |
| 4 | ✓ | +3% | NEW | New buy | |
| 5 | MCO | Moody's CORP | +2.9% | NEW | New buy |
| 6 | MTD | Mettler-toledo International | +2.9% | NEW | New buy |
| 7 | ZBH | Zimmer Biomet Holdings Inc | +2.5% | NEW | New buy |
| 8 | SNOW | Snowflake Inc | +2.4% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +2.3% | NEW | New buy |
| 10 | EW | Edwards Lifesciences CORP | +2.3% | +268.34% | Add |
| 11 | IBM | Intl Business Machines CORP | +2.1% | NEW | New buy |
| 12 | MDT | Medtronic plc | +1.5% | NEW | New buy |
| 13 | MU | Micron Technology Inc | +1.5% | NEW | New buy |
| 14 | ANET | Arista Networks Inc | +1.5% | +776.39% | Add |
| 15 | BE | Bloom Energy Corp- A | +1.5% | NEW | New buy |
| 16 | DELL | Dell Technologies -c | +1.4% | NEW | New buy |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | NEW | New buy |
| 18 | RDDT | Reddit Inc-cl A | +1.3% | NEW | New buy |
| 19 | IQV | Iqvia Holdings Inc | +1.3% | NEW | New buy |
| 20 | JKHY | Jack Henry & Associates Inc | +1.2% | NEW | New buy |
| 21 | CCI | Crown Castle Inc | +1.1% | NEW | New buy |
| 22 | ALAB | Astera Labs Inc | +1% | NEW | New buy |
| 23 | LYFT | Lyft Inc-a | +1% | NEW | New buy |
| 24 | WEX | Wex Inc | +1% | NEW | New buy |
| 25 | RVTY | Revvity Inc | +1% | NEW | New buy |
| 26 | EHC | Encompass Health CORP | +0.9% | NEW | New buy |
| 27 | ZS | Zscaler Inc | +0.9% | NEW | New buy |
| 28 | INTC | Intel CORP | +0.9% | -31.64% | Trim |
| 29 | HOOD | Robinhood Markets Inc - A | +0.9% | NEW | New buy |
| 30 | ADBE | Adobe Inc | +0.9% | NEW | New buy |
| 31 | BDX | Becton Dickinson And Co | +0.8% | NEW | New buy |
| 32 | MDB | Mongodb Inc | +0.8% | NEW | New buy |
| 33 | GLW | Corning Inc | +0.8% | NEW | New buy |
| 34 | OKTA | Okta Inc | +0.8% | NEW | New buy |
| 35 | AFRM | Affirm Holdings Inc | +0.7% | NEW | New buy |
| 36 | CVS | Cvs Health CORP | +0.7% | NEW | New buy |
| 37 | IREN | IREN Limited | +0.7% | NEW | New buy |
| 38 | HUM | Humana Inc | +0.7% | NEW | New buy |
| 39 | ✓ | +0.7% | NEW | New buy | |
| 40 | NTNX | Nutanix Inc - A | +0.7% | NEW | New buy |
| 41 | GH | Guardant Health Inc | +0.7% | NEW | New buy |
| 42 | ORCL | Oracle CORP | +0.7% | NEW | New buy |
| 43 | QGEN | Qiagen N.V. | +0.7% | NEW | New buy |
| 44 | VRSK | Verisk Analytics Inc | +0.6% | NEW | New buy |
| 45 | SNPS | Synopsys Inc | +0.6% | +135.62% | Add |
| 46 | SPOT | Spotify Technology S.A. | +0.5% | +193.55% | Add |
| 47 | DOCN | Digitalocean Holdings Inc | +0.5% | NEW | New buy |
| 48 | SAP | Sap Se-sponsored Adr | +0.5% | NEW | New buy |
| 49 | CVNA | Carvana Co | +0.5% | NEW | New buy |
| 50 | DT | Dynatrace Inc | +0.4% | +152.32% | Add |
1–50 of 116
Filing History
FAQ
What is Meridiem Capital Partners LP and what type of investor is it?
Meridiem Capital Partners LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 85 disclosed positions.
What are Meridiem Capital Partners LP's largest equity positions?
Based on the latest 13F filing, Meridiem Capital Partners LP's top holdings by market value are:
1. Danaher CORP (DHR) — $102.4M (4.6%)
2. Unitedhealth Group Inc (UNH) — $87.7M (3.9%)
3. Edwards Lifesciences CORP (EW) — $77.7M (3.5%)
4. Visa Inc-class A Shares (V) — $68.1M (3.0%)
5. — $66.6M (3.0%)
What changes did Meridiem Capital Partners LP make in its most recent portfolio filing?
In the latest reported quarter, Meridiem Capital Partners LP made 116 notable position adjustments: 53 new positions were initiated, 13 existing holdings were added to, 17 positions were partially reduced, and 33 were completely exited. The largest of these moves: New buy: Danaher CORP (DHR); New buy: Unitedhealth Group Inc (UNH); Sold out: Amazon.com Inc (AMZN); Sold out: Stryker CORP (SYK); New buy: Visa Inc-class A Shares (V)
What sectors does Meridiem Capital Partners LP focus on?
Meridiem Capital Partners LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.7%
• Health Care: 35.9%
• Financials: 12.0%
• Communication Services: 8.0%
• Consumer Discretionary: 3.1%
• Industrials: 2.3%
Investment Profile
Meridiem Capital Partners LP returned an annualized 26.5% over the trailing 19 months — underperforming the S&P 500 by 0.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.46 (more volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 37.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its EW position over the past two quarters (+$67.9M, now $77.7M), while trimming EBAY over the same stretch (-$40.5M, still holding $5.6M).
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Developer Access
Access Meridiem Capital Partners LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/meridiem-capital-partners-lpCLI
npx alphasmo institutions get meridiem-capital-partners-lp