Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 64
Meridiem Capital Partners LP disclosed 64 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 141.2%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "M"
Add TSLA
+601.5% $44.6M
Add CRL
+172.5% $36.0M
Trim BKNG
-82.8% -$39.7M
Trim AMZN
-26.4% -$43.8M
Trim EBAY
-76.2% -$34.7M
Add THC
+598.2% $28.9M
Showing top 63 holdings (of 64 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.64% | -2.22% | -26.43% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 4.96% | +4.96% | NEW | |
| 3 | CRL | Charles River Laboratories | Stock-Healthcare | 4.07% | +2.47% | +172.49% | |
| 4 | WAT | Waters CORP | Stock-Healthcare | 4.03% | +4.03% | NEW | |
| 5 | TRU | Transunion | Stock-Financials | 3.83% | +3.83% | NEW | |
| 6 | T | At&t INC | Stock-Comm Services | 3.54% | +3.54% | NEW | |
| 7 | TSLA | Tesla INC | Stock-Consumer Disc | 3.51% | +2.95% | +601.54% | |
| 8 | AAPL | Apple INC | Stock-Tech | 3.24% | +3.24% | NEW | |
| 9 | MA | Mastercard INC - A | Stock-Financials | 2.89% | +1.17% | +77.18% | |
| 10 | XYZ | Block INC | Stock-Financials | 2.87% | — | +42.22% | |
| 11 | NFLX | Netflix INC | Stock-Comm Services | 2.79% | +2.79% | NEW | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | — | +11.97% | |
| 13 | ILMN | Illumina INC | Stock-Healthcare | 2.52% | +1.71% | +204.51% | |
| 14 | FFIV | F5 INC | Stock-Tech | 2.45% | +2.45% | NEW | |
| 15 | THC | Tenet Healthcare CORP | Stock-Healthcare | 2.22% | +1.91% | +598.17% | |
| 16 | PYPL | Paypal Holdings INC | Stock-Financials | 2.10% | +2.10% | NEW | |
| 17 | CRM | Salesforce INC | Stock-Tech | 2.10% | — | +120.00% | |
| 18 | TMUS | T-mobile US INC | Stock-Comm Services | 2.09% | +2.09% | NEW | |
| 19 | CRWV | Coreweave Inc-cl A | Stock-Tech | 2.02% | — | +16.02% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.96% | +1.96% | NEW | |
| 21 | INTC | Intel CORP | Stock-Tech | 1.76% | +1.76% | NEW | |
| 22 | MSCI | Msci INC | Stock-Financials | 1.75% | +1.75% | NEW | |
| 23 | INTU | Intuit INC | Stock-Tech | 1.69% | +1.69% | NEW | |
| 24 | ELV | Elevance Health INC | Stock-Healthcare | 1.68% | +1.68% | NEW | |
| 25 | CAH | Cardinal Health INC | Stock-Healthcare | 1.60% | +1.60% | NEW | |
| 26 | CPAY | Corpay INC | Stock-Tech | 1.51% | — | +141.74% | |
| 27 | NET | Cloudflare INC - Class A | Stock-Tech | 1.47% | — | +58.90% | |
| 28 | A | Agilent Technologies INC | Stock-Healthcare | 1.37% | — | -16.79% | |
| 29 | TECH | Bio-techne CORP | Stock-Healthcare | 1.37% | — | +58.13% | |
| 30 | ROKU | Roku INC | Stock-Comm Services | 1.36% | — | +189.84% | |
| 31 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.33% | +1.33% | NEW | |
| 32 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.22% | — | +103.19% | |
| 33 | PANW | Palo Alto Networks INC | Stock-Tech | 1.14% | +1.14% | NEW | |
| 34 | CHYM | Chime Financial Inc-cl A | Stock-Other | 1.03% | — | +246.97% | |
| 35 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.93% | — | — | |
| 36 | CSCO | Cisco Systems INC | Stock-Tech | 0.92% | — | — | |
| 37 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.92% | — | +14.87% | |
| 38 | COIN | Coinbase Global INC -class A | Stock-Financials | 0.90% | — | — | |
| 39 | DDOG | Datadog INC - Class A | Stock-Tech | 0.90% | — | — | |
| 40 | AKAM | Akamai Technologies INC | Stock-Tech | 0.87% | — | — | |
| 41 | ZM | Zoom Communications INC | Stock-Tech | 0.81% | — | — | |
| 42 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.78% | — | — | |
| 43 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.77% | — | — | |
| 44 | EBAY | Ebay INC | Stock-Consumer Disc | 0.75% | -2.03% | -76.23% | |
| 45 | TWST | Twist Bioscience CORP | Stock-Other | 0.74% | — | +1030.25% | |
| 46 | TXG | 10x Genomics Inc-class A | Stock-Other | 0.72% | — | — | |
| 47 | MRVL | Marvell Technology INC | Stock-Tech | 0.69% | — | -59.82% | |
| 48 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.68% | -1.32% | -61.13% | |
| 49 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.68% | — | — | |
| 50 | SNPS | Synopsys INC | Stock-Tech | 0.68% | -1.71% | -68.90% |
Performance for Q3 2026
+8.3%
Performance Last 4 Quarters
+19.7%
Based on 79% of reported portfolio value with available pricing
Meridiem Capital Partners LP's most significant position changes for 2026-03-31: New buy: Stryker CORP (SYK); Sold out: Taiwan Semiconductor-sp Adr (TSM); Sold out: Nvidia CORP (NVDA); Sold out: Moody's CORP (MCO); Sold out: Applied Materials INC (AMAT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +3% | +601.54% | Add |
| 2 | CRL | Charles River Laboratories | +2.5% | +172.49% | Add |
| 3 | THC | Tenet Healthcare CORP | +1.9% | +598.17% | Add |
| 4 | ILMN | Illumina INC | +1.7% | +204.51% | Add |
| 5 | MA | Mastercard INC - A | +1.2% | +77.18% | Add |
| 6 | ISRG | Intuitive Surgical INC | -1.3% | -61.13% | Trim |
| 7 | EXPE | Expedia Group INC | -1.3% | -69.94% | Trim |
| 8 | SNPS | Synopsys INC | -1.7% | -68.90% | Trim |
| 9 | EBAY | Ebay INC | -2% | -76.23% | Trim |
| 10 | AMZN | Amazon.com INC | -2.2% | -26.43% | Trim |
| 11 | BKNG | Booking Holdings INC | -2.4% | -82.80% | Trim |
| 12 | SYK | Stryker CORP | — | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 14 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 15 | MCO | Moody's CORP | — | EXIT | Sold out |
| 16 | AMAT | Applied Materials INC | — | EXIT | Sold out |
| 17 | WAT | Waters CORP | — | NEW | New buy |
| 18 | TRU | Transunion | — | NEW | New buy |
| 19 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 20 | T | At&t INC | — | NEW | New buy |
| 21 | AAPL | Apple INC | — | NEW | New buy |
| 22 | NFLX | Netflix INC | — | NEW | New buy |
| 23 | MPWR | Monolithic Power Systems INC | — | EXIT | Sold out |
| 24 | NOW | Servicenow INC | — | EXIT | Sold out |
| 25 | ETSY | Etsy INC | — | EXIT | Sold out |
| 26 | DHR | Danaher CORP | — | EXIT | Sold out |
| 27 | FFIV | F5 INC | — | NEW | New buy |
| 28 | VZ | Verizon Communications INC | — | EXIT | Sold out |
| 29 | PYPL | Paypal Holdings INC | — | NEW | New buy |
| 30 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
| 31 | TMUS | T-mobile US INC | — | NEW | New buy |
| 32 | SNOW | Snowflake INC | — | EXIT | Sold out |
| 33 | WU | Western Union Co | — | EXIT | Sold out |
| 34 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 35 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 36 | CNC | Centene CORP | — | EXIT | Sold out |
| 37 | INTC | Intel CORP | — | NEW | New buy |
| 38 | MSCI | Msci INC | — | NEW | New buy |
| 39 | ON | On Semiconductor | — | EXIT | Sold out |
| 40 | INTU | Intuit INC | — | NEW | New buy |
| 41 | ELV | Elevance Health INC | — | NEW | New buy |
| 42 | CAH | Cardinal Health INC | — | NEW | New buy |
| 43 | MDB | Mongodb INC | — | EXIT | Sold out |
| 44 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 45 | TTWO | Take-two Interactive Softwre | — | EXIT | Sold out |
| 46 | HPE | Hewlett Packard Enterprise | — | NEW | New buy |
| 47 | MDT | Medtronic plc | — | EXIT | Sold out |
| 48 | PANW | Palo Alto Networks INC | — | NEW | New buy |
| 49 | WDC | Western Digital CORP | — | EXIT | Sold out |
| 50 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
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