Meridiem Capital Partners LP — 13F Holdings & Portfolio

CIK 2026798 · latest 13F-HR filed 2026-08-14

Meridiem Capital Partners LP manages $2.23B in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DHR (4.59%), UNH (3.93%), EW (3.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions and exited 34; 17 existing positions rose in reported value and 11 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$2.23B

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+52 / −34 / ↑17 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

DHR4.7% · new UNH4.0% · new EW3.6% · +268%V3.1% · new MCO3.0% · new MTD2.9% · new INTC2.7% · -32%CRL2.6% · -32%ZBH2.5% · new SNOW2.5% · new XYZ2.4% · -6%GOOGL2.4% · new CBRS2.3% · new IBM2.1% · new THC1.9% · +26%NET1.9% · +56%WAT1.7% · -52%ANET1.7% · new AAPL1.6% · -37%HPE1.6% · -12%CPAY1.6% · +28%MDT1.6% · new MU1.5% · new META1.5% · -16%BE1.5% · new DELL1.4% · new RDDT1.4% · new IQV1.3% · new SNPS1.3% · +136%JKHY1.2% · new SPOT1.1% · +194%TRU1.1% · -61%CCI1.1% · new ALAB1.1% · new LYFT1.0% · new WEX1.0% · new RVTY1.0% · new EHC1.0% · new ZS0.9% · new PANW0.9% · -47%DT0.9% · +152%HOOD0.9% · new ADBE0.9% · new EXPE0.9% · +131%BDX0.9% · new CRM0.8% · -32%BKNG0.8% · +6760%MDB0.8% · new ROKU0.8% · -42%GLW0.8% · new TWLO0.8% · +0%OKTA0.8% · new AFRM0.8% · new CVS0.8% · new TXG0.7% · -19%HUM0.7% · new SPCX0.7% · new IREN0.7% · new NTNX0.7% · new GH0.7% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 14, 2026.

Assets Under Management

$2.15B

Discretionary

$2.15B

Employees

Accounts

Address

3090 NOWITZKI WAY
SUITE 205
DALLAS, TX 75219

Phone

(469) 317-2120

Website

www.meridiemcapital.com
www.linkedin.com/company/meridiem-capital-partners

Name	Title / Status	Ownership	Type
GOLDEN, JOHN, RICHARDS Control	PRESIDENT since Jun 2026	Less than 5%	Individual
MALIK, MOHAMMED, KHALID Control	FOUNDER, CHIEF INVESTMENT OFFICER, LIMITED PARTNER since Mar 2021	75% or more	Individual
MERIDIEM CAPITAL PARTNERS GP LLC Control	GENERAL PARTNER since Mar 2021	Less than 5%	Domestic Entity
MUNSHI, YATRIK, NILKANTH Control	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER since Apr 2021	Less than 5%	Individual
MALIK, MOHAMMED, KHALID Control Indirect owner via MERIDIEM CAPITAL PARTNERS GP LLC	OWNER, MEMBER since Mar 2021	75% or more	Individual

Ownership & leadership changes · 2 filings with changes since Apr 16, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 14, 2026 filing

AddedGOLDEN, JOHN, RICHARDS · PRESIDENT · Less than 5% · control person

Apr 19, 2024 filing

ChangedMALIK, MOHAMMED, KHALID · title FOUNDER & CHIEF INVESTMENT OFFICER → FOUNDER, CHIEF INVESTMENT OFFICER, LIMITED PARTNER
ChangedMALIK, MOHAMMED, KHALID · indirect via MERIDIEM CAPITAL PARTNERS GP LLC: title OWNER → OWNER, MEMBER
ChangedMUNSHI, YATRIK, NILKANTH · title CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

Apr 16, 2024 filing (earliest on record)

ListedMALIK, MOHAMMED, KHALID · FOUNDER & CHIEF INVESTMENT OFFICER · 75% or more · control person
ListedMALIK, MOHAMMED, KHALID · OWNER · 75% or more · indirect via MERIDIEM CAPITAL PARTNERS GP LLC · control person
ListedMERIDIEM CAPITAL PARTNERS GP LLC · GENERAL PARTNER · Less than 5% · control person
ListedMUNSHI, YATRIK, NILKANTH · CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

EDWARDS LIFESCIENCES CORP$59.0M +316.1%
INTEL CORP$31.4M +116.3%
CLOUDFLARE INC$19.2M +85.2%
SYNOPSYS INC$17.1M +165.1%
SPOTIFY TECHNOLOGY S A$16.0M +177.9%

Show all 17 →

Top Trims

TESLA INC-$43.7M -81.1%
TRANSUNION-$34.6M -59.0%
WATERS CORP-$24.7M -39.8%
CARDINAL HEALTH INC-$14.9M -60.6%
APPLE INC-$14.2M -28.5%

Show all 11 →

New Positions

Show all 52 →

Exited Positions

Show all 34 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Meridiem Capital Partners LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	DANAHER CORP DEL	DHR	235851102	$102.4M	4.59%	537,437	SH
2	UNITEDHEALTH GROUP INC	UNH	91324P102	$87.7M	3.93%	211,050	SH
3	EDWARDS LIFESCIENCES CORP	EW	28176E108	$77.7M	3.48%	858,921	SH
4	VISA INC	V	92826C839	$68.1M	3.05%	198,553	SH
5	MOODYS CORP	MCO	615369105	$65.6M	2.94%	144,783	SH
6	METTLER TOLEDO INTERNATIONAL	MTD	592688105	$64.1M	2.87%	50,157	SH
7	INTEL CORP	INTC	458140100	$58.4M	2.62%	418,425	SH
8	CHARLES RIV LABS INTL INC	CRL	159864107	$56.0M	2.51%	246,979	SH
9	ZIMMER BIOMET HOLDINGS INC	ZBH	98956P102	$55.0M	2.46%	638,555	SH
10	SNOWFLAKE INC	SNOW	833445109	$53.6M	2.40%	210,452	SH
11	BLOCK INC	XYZ	852234103	$52.3M	2.34%	687,662	SH
12	ALPHABET INC	GOOGL	02079K305	$51.7M	2.32%	144,678	SH
13	CEREBRAS SYSTEMS INC	CBRS	15675D103	$49.0M	2.19%	221,522	SH
14	INTERNATIONAL BUSINESS MACHS	IBM	459200101	$46.0M	2.06%	163,461	SH
15	TENET HEALTHCARE CORP	THC	88033G407	$42.4M	1.90%	226,542	SH
16	CLOUDFLARE INC	NET	18915M107	$41.7M	1.87%	169,946	SH
17	WATERS CORP	WAT	941848103	$37.2M	1.67%	99,260	SH
18	ARISTA NETWORKS INC	ANET	040413205	$37.2M	1.67%	219,098	SH
19	APPLE INC	AAPL	037833100	$35.6M	1.59%	122,941	SH
20	HEWLETT PACKARD ENTERPRISE C	HPE	42824C109	$34.2M	1.53%	757,731	SH
21	CORPAY INC	CPAY	219948106	$33.9M	1.52%	101,815	SH
22	MEDTRONIC PLC	MDT	G5960L103	$33.7M	1.51%	431,042	SH
23	MICRON TECHNOLOGY INC	MU	595112103	$33.7M	1.51%	29,178	SH
24	META PLATFORMS INC	META	30303M102	$33.1M	1.49%	58,846	SH
25	BLOOM ENERGY CORP	BE	093712107	$32.4M	1.45%	107,035	SH
26	DELL TECHNOLOGIES INC	DELL	24703L202	$30.2M	1.36%	70,074	SH
27	STATE STR SPDR S&P 500 ETF T Put	SPY	78462F103	$29.9M	1.34%	40,000	SH
28	REDDIT INC	RDDT	75734B100	$29.6M	1.33%	170,572	SH
29	IQVIA HLDGS INC	IQV	46266C105	$27.9M	1.25%	144,630	SH
30	SYNOPSYS INC	SNPS	871607107	$27.5M	1.23%	61,695	SH
31	HENRY JACK & ASSOC INC	JKHY	426281101	$25.8M	1.15%	187,038	SH
32	SPOTIFY TECHNOLOGY S A	SPOT	L8681T102	$25.0M	1.12%	54,460	SH
33	TRANSUNION	TRU	89400J107	$24.1M	1.08%	333,919	SH
34	CROWN CASTLE INC	CCI	22822V101	$23.4M	1.05%	309,322	SH
35	ASTERA LABS INC	ALAB	04626A103	$23.1M	1.04%	47,891	SH
36	LYFT INC	LYFT	55087P104	$22.7M	1.02%	1,554,443	SH
37	WEX INC	WEX	96208T104	$22.7M	1.02%	160,776	SH
38	REVVITY INC	RVTY	714046109	$21.5M	0.96%	193,094	SH
39	ENCOMPASS HEALTH CORP	EHC	29261A100	$21.0M	0.94%	207,713	SH
40	ZSCALER INC	ZS	98980G102	$20.4M	0.91%	144,497	SH
41	PALO ALTO NETWORKS INC	PANW	697435105	$19.8M	0.89%	58,016	SH
42	DYNATRACE INC	DT	268150109	$19.0M	0.85%	433,110	SH
43	ROBINHOOD MKTS INC	HOOD	770700102	$19.0M	0.85%	189,399	SH
44	ADOBE INC	ADBE	00724F101	$18.9M	0.85%	92,233	SH
45	EXPEDIA GROUP INC	EXPE	30212P303	$18.6M	0.83%	72,598	SH
46	BECTON DICKINSON & CO	BDX	075887109	$18.5M	0.83%	122,440	SH
47	SALESFORCE INC	CRM	79466L302	$18.4M	0.82%	117,295	SH
48	BOOKING HOLDINGS INC	BKNG	09857L108	$18.0M	0.81%	101,045	SH
49	MONGODB INC	MDB	60937P106	$17.9M	0.80%	53,226	SH
50	ROKU INC	ROKU	77543R102	$17.8M	0.80%	129,183	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-14	$2.23B	85	0002026798-26-000004
2026-03-31	2026-05-15	$1.53B	64	0002026798-26-000003
2025-12-31	2026-02-17	$1.66B	71	0002026798-26-000001
2025-09-30	2025-11-13	$1.56B	66	0002026798-25-000007

Filer Information

Address

3090 NOWITZKI WAY, SUITE 205
DALLAS, TX 75219

Phone

(469) 317-2120

Filing Manager

Meridiem Capital Partners LP

DALLAS, TX

Signatory

Yatrik Munshi

Chief Compliance Officer, Chief Operating Officer