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, exited 34, 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.
DALLAS, TX 75219
$2.23B
Long-equity book
85
Distinct positions
2026-06-30
Filed 2026-08-14
+52 / −34 / ↑17 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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%
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%
New Positions
- DANAHER CORP DEL$102.4M
- UNITEDHEALTH GROUP INC$87.7M
- VISA INC$68.1M
- MOODYS CORP$65.6M
- METTLER TOLEDO INTERNATIONAL$64.1M
Exited Positions
- AMAZON COM INC$86.5M
- STRYKER CORPORATION$76.1M
- AT&T INC$54.3M
- MASTERCARD INCORPORATED$44.3M
- NETFLIX INC.$42.8M
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 |
| 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 |