Meridiem Capital Partners LP — 13F Holdings & Portfolio
CIK 2026798 · latest 13F-HR filed 2026-05-15
Meridiem Capital Partners LP manages $1.53B in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (5.64%), SYK (4.96%), CRL (4.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 33 new positions, exited 37, added to 17, and trimmed 11.
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.
$1.53B
Long-equity book
64
Distinct positions
2026-03-31
Filed 2026-05-15
+33 / −37 / ↑17 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TESLA INC$44.6M +479.9%
- CHARLES RIV LABS INTL INC$36.0M +135.6%
- TENET HEALTHCARE CORP$28.9M +563.0%
- ILLUMINA INC$25.1M +186.2%
- MASTERCARD INCORPORATED$15.7M +55.1%
Top Trims
- BOOKING HOLDINGS INC-$39.7M -86.5%
- EBAY INC.-$34.7M -75.2%
- SYNOPSYS INC-$29.2M -73.8%
- INTUITIVE SURGICAL INC-$22.7M -68.4%
- EXPEDIA GROUP INC-$22.4M -75.5%
New Positions
- STRYKER CORPORATION$76.1M
- WATERS CORP$61.9M
- TRANSUNION$58.7M
- AT&T INC$54.3M
- APPLE INC$49.8M
Exited Positions
- TAIWAN SEMICONDUCTOR MFG LTD$76.0M
- NVIDIA CORPORATION$65.2M
- MOODYS CORP$64.1M
- APPLIED MATLS INC$62.2M
- BOSTON SCIENTIFIC CORP$58.0M
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 | AMAZON COM INC | AMZN | 023135106 | $86.5M | 5.64% | 415,407 | SH |
| 2 | STRYKER CORPORATION | SYK | 863667101 | $76.1M | 4.96% | 231,496 | SH |
| 3 | CHARLES RIV LABS INTL INC | CRL | 159864107 | $62.5M | 4.07% | 362,098 | SH |
| 4 | WATERS CORP | WAT | 941848103 | $61.9M | 4.03% | 207,814 | SH |
| 5 | TRANSUNION | TRU | 89400J107 | $58.7M | 3.83% | 848,343 | SH |
| 6 | AT&T INC | T | 00206R102 | $54.3M | 3.54% | 1,872,354 | SH |
| 7 | TESLA INC | TSLA | 88160R101 | $53.9M | 3.51% | 144,946 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $49.8M | 3.24% | 196,131 | SH |
| 9 | MASTERCARD INCORPORATED | MA | 57636Q104 | $44.3M | 2.89% | 88,646 | SH |
| 10 | BLOCK INC | XYZ | 852234103 | $44.0M | 2.87% | 730,706 | SH |
| 11 | NETFLIX INC. | NFLX | 64110L106 | $42.8M | 2.79% | 444,812 | SH |
| 12 | META PLATFORMS INC | META | 30303M102 | $40.0M | 2.61% | 69,883 | SH |
| 13 | ILLUMINA INC | ILMN | 452327109 | $38.6M | 2.52% | 313,272 | SH |
| 14 | F5 INC | FFIV | 315616102 | $37.7M | 2.45% | 130,139 | SH |
| 15 | TENET HEALTHCARE CORP | THC | 88033G407 | $34.1M | 2.22% | 180,483 | SH |
| 16 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $32.3M | 2.10% | 714,109 | SH |
| 17 | SALESFORCE INC | CRM | 79466L302 | $32.2M | 2.10% | 172,272 | SH |
| 18 | T-MOBILE US INC | TMUS | 872590104 | $32.1M | 2.09% | 152,812 | SH |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $30.1M | 1.96% | 148,192 | SH |
| 20 | INTEL CORP | INTC | 458140100 | $27.0M | 1.76% | 612,064 | SH |
| 21 | MSCI INC | MSCI | 55354G100 | $26.8M | 1.75% | 49,692 | SH |
| 22 | INTUIT | INTU | 461202103 | $26.0M | 1.69% | 60,053 | SH |
| 23 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $25.7M | 1.68% | 87,947 | SH |
| 24 | CARDINAL HEALTH INC | CAH | 14149Y108 | $24.6M | 1.60% | 116,256 | SH |
| 25 | CORPAY INC | CPAY | 219948106 | $23.1M | 1.51% | 79,509 | SH |
| 26 | CLOUDFLARE INC | NET | 18915M107 | $22.5M | 1.47% | 109,062 | SH |
| 27 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $21.1M | 1.37% | 184,897 | SH |
| 28 | BIO-TECHNE CORP | TECH | 09073M104 | $21.0M | 1.37% | 402,227 | SH |
| 29 | ROKU INC | ROKU | 77543R102 | $20.9M | 1.36% | 221,159 | SH |
| 30 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $20.5M | 1.33% | 858,995 | SH |
| 31 | COREWEAVE INC | CRWV | 21873S108 | $19.3M | 1.26% | 249,636 | SH |
| 32 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $18.7M | 1.22% | 233,189 | SH |
| 33 | PALO ALTO NETWORKS INC | PANW | 697435105 | $17.5M | 1.14% | 108,952 | SH |
| 34 | CHIME FINL INC | CHYM | 16935C109 | $15.8M | 1.03% | 844,528 | SH |
| 35 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $14.3M | 0.93% | 51,397 | SH |
| 36 | CISCO SYS INC | CSCO | 17275R102 | $14.2M | 0.92% | 182,570 | SH |
| 37 | CHARTER COMMUNICATIONS INC | CHTR | 16119P108 | $14.1M | 0.92% | 65,340 | SH |
| 38 | COINBASE GLOBAL INC | COIN | 19260Q107 | $13.9M | 0.90% | 79,450 | SH |
| 39 | DATADOG INC | DDOG | 23804L103 | $13.9M | 0.90% | 117,437 | SH |
| 40 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $13.4M | 0.87% | 116,508 | SH |
| 41 | ZOOM COMMUNICATIONS INC | ZM | 98980L101 | $12.4M | 0.81% | 154,262 | SH |
| 42 | WAYFAIR INC | W | 94419L101 | $12.0M | 0.78% | 160,118 | SH |
| 43 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 192446102 | $11.8M | 0.77% | 192,947 | SH |
| 44 | COREWEAVE INC Call | CRWV | 21873S108 | $11.6M | 0.76% | 150,000 | SH |
| 45 | EBAY INC. | EBAY | 278642103 | $11.5M | 0.75% | 125,856 | SH |
| 46 | TWIST BIOSCIENCE CORP | TWST | 90184D100 | $11.4M | 0.74% | 239,669 | SH |
| 47 | 10X GENOMICS INC | TXG | 88025U109 | $11.1M | 0.72% | 523,998 | SH |
| 48 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $10.6M | 0.69% | 106,656 | SH |
| 49 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $10.5M | 0.68% | 22,747 | SH |
| 50 | ICON PLC | ICLR | G4705A100 | $10.4M | 0.68% | 93,878 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |