13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002026798
Total reported value
$2.2B
$2.2B
55 檔
11.8%
As reported in its official Q1 2025 Form 13F filing, Meridiem Capital Partners LP's tracked investment portfolio stood at $2.2B with 55 total positions.
During Q1 2025, Meridiem Capital Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.63% | -5.64% | EXIT | |
| 2 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 6.11% | — | +156.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.84% | — | +38.06% | |
| 4 | T | At&t Inc | Stock-Comm Services | 4.68% | -3.54% | EXIT | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 4.11% | -2.79% | EXIT | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 4.02% | +4.59% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.99% | +2.32% | NEW | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.75% | +1.51% | NEW | |
| 9 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.97% | -0.50% | — | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.93% | -0.68% | EXIT | |
| 11 | FOXA | Fox CORP - Class A | Stock-Comm Services | 2.86% | — | +500.49% | |
| 12 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.82% | +2.26% | +770.21% | |
| 13 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.81% | +2.46% | NEW | |
| 14 | FIS | Fidelity National Info Serv | Stock-Tech | 2.15% | — | -17.34% | |
| 15 | A | Agilent Technologies Inc | Stock-Healthcare | 2.15% | -1.37% | EXIT | |
| 16 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.06% | +0.53% | — | |
| 17 | XYZ | Block Inc | Stock-Financials | 2.05% | -0.53% | -30.45% | |
| 18 | DELL | Dell Technologies -c | Stock-Tech | 2.05% | +1.36% | NEW | |
| 19 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 1.97% | — | — | |
| 20 | WDC | Western Digital CORP | Stock-Tech | 1.89% | — | +175.01% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.79% | — | -26.64% | |
| 22 | TECH | Bio-techne CORP | Stock-Healthcare | 1.77% | -1.37% | EXIT | |
| 23 | MCHP | Microchip Technology Inc | Stock-Tech | 1.61% | +0.10% | NEW | |
| 24 | GPN | Global Payments Inc | Stock-Industrials | 1.59% | — | -44.01% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.58% | -1.96% | EXIT | |
| 26 | CVNA | Carvana Co | Stock-Consumer Disc | 1.52% | +0.49% | NEW | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.37% | — | — | |
| 28 | LYFT | Lyft Inc-a | Stock-Tech | 1.29% | +1.02% | NEW | |
| 29 | CART | Maplebear Inc | Stock-Consumer Disc | 1.27% | — | — | |
| 30 | WU | Western Union Co | Stock-Financials | 1.25% | — | -26.57% | |
| 31 | APP | Applovin Corp-class A | Stock-Tech | 1.20% | — | — | |
| 32 | QRVO | Qorvo Inc | Stock-Tech | 1.17% | — | — | |
| 33 | RVTY | Revvity Inc | Stock-Healthcare | 1.16% | +0.96% | NEW | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +3.05% | NEW | |
| 35 | MTD | Mettler-toledo International | Stock-Healthcare | 1.12% | +2.87% | NEW | |
| 36 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.11% | — | -65.12% | |
| 37 | CPAY | Corpay Inc | Stock-Tech | 0.98% | +0.01% | — | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.91% | +0.83% | NEW | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | +0.41% | -36.27% | |
| 40 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.72% | — | -30.13% | |
| 41 | ALGM | Allegro Microsystems Inc | Stock-Other | 0.65% | — | -78.27% | |
| 42 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.65% | — | +22.74% | |
| 43 | MRVL | Marvell Technology Inc | Stock-Tech | 0.62% | -0.69% | EXIT | |
| 44 | PEN | Penumbra Inc | Stock-Healthcare | 0.61% | — | -27.43% | |
| 45 | NVMI | Nova Ltd. | Stock-Other | 0.58% | — | — | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | — | -77.18% | |
| 47 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.50% | -0.78% | EXIT | |
| 48 | AMBA | Ambarella, Inc. | Stock-Tech | 0.47% | — | — | |
| 49 | AVDX | Avidxchange Holdings Inc | Stock-Other | 0.45% | — | — | |
| 50 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.37% | -2.02% | EXIT |
According to official SEC Form 13F filings, Meridiem Capital Partners LP reported a total U.S. public equity portfolio value of $2.2B across 55 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, TTWO, NVDA) accounted for 11.8% of total reported equity market value during Q1 2025.
During Q1 2025, Meridiem Capital Partners LP's top holdings by market value included AMZN (7.6%)、TTWO (6.1%)、NVDA (4.8%). The largest single position, AMZN, represented 7.6% of total portfolio value.
In Q1 2025, Meridiem Capital Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.