Meridiem Capital Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.53B
Q ending 2026-03-31
Prior quarter
$1.66B
Q ending 2025-12-31
Change
-7.4% QoQ · +60.0% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $86.5M | 415K |
| Stryker Corporation | SYK | Shares | $76.1M | 231K |
| Charles Riv Labs Intl Inc | CRL | Shares | $62.5M | 362K |
| Waters Corp | WAT | Shares | $61.9M | 208K |
| Transunion | TRU | Shares | $58.7M | 848K |
| At&T Inc | T | Shares | $54.3M | 1.9M |
| Tesla Inc | TSLA | Shares | $53.9M | 145K |
| Apple Inc | AAPL | Shares | $49.8M | 196K |
| Mastercard Incorporated | MA | Shares | $44.3M | 89K |
| Block Inc | XYZ | Shares | $44.0M | 731K |
| Netflix Inc. | NFLX | Shares | $42.8M | 445K |
| Meta Platforms Inc | META | Shares | $40.0M | 70K |
| Illumina Inc | ILMN | Shares | $38.6M | 313K |
| F5 Inc | FFIV | Shares | $37.7M | 130K |
| Tenet Healthcare Corp | THC | Shares | $34.1M | 180K |
| Paypal Hldgs Inc | PYPL | Shares | $32.3M | 714K |
| Salesforce Inc | CRM | Shares | $32.2M | 172K |
| T-Mobile Us Inc | TMUS | Shares | $32.1M | 153K |
| Advanced Micro Devices Inc | AMD | Shares | $30.1M | 148K |
| Intel Corp | INTC | Shares | $27.0M | 612K |
| Msci Inc | MSCI | Shares | $26.8M | 50K |
| Intuit | INTU | Shares | $26.0M | 60K |
| Elevance Health Inc Formerly | ELV | Shares | $25.7M | 88K |
| Cardinal Health Inc | CAH | Shares | $24.6M | 116K |
| Corpay Inc | CPAY | Shares | $23.1M | 80K |
| Cloudflare Inc | NET | Shares | $22.5M | 109K |
| Agilent Technologies Inc | A | Shares | $21.1M | 185K |
| Bio-Techne Corp | TECH | Shares | $21.0M | 402K |
| Roku Inc | ROKU | Shares | $20.9M | 221K |
| Hewlett Packard Enterprise C | HPE | Shares | $20.5M | 859K |
| Coreweave Inc | CRWV | Shares | $19.3M | 250K |
| Edwards Lifesciences Corp | EW | Shares | $18.7M | 233K |
| Palo Alto Networks Inc | PANW | Shares | $17.5M | 109K |
| Chime Finl Inc | CHYM | Shares | $15.8M | 845K |
| Cadence Design System Inc | CDNS | Shares | $14.3M | 51K |
| Cisco Sys Inc | CSCO | Shares | $14.2M | 183K |
| Charter Communications Inc | CHTR | Shares | $14.1M | 65K |
| Coinbase Global Inc | COIN | Shares | $13.9M | 79K |
| Datadog Inc | DDOG | Shares | $13.9M | 117K |
| Akamai Technologies Inc | AKAM | Shares | $13.4M | 117K |
| Zoom Communications Inc | ZM | Shares | $12.4M | 154K |
| Wayfair Inc | W | Shares | $12.0M | 160K |
| Cognizant Technology Solutio | CTSH | Shares | $11.8M | 193K |
| Coreweave Inc | CRWV | Call | $11.6M | 150K |
| Ebay Inc. | EBAY | Shares | $11.5M | 126K |
| Twist Bioscience Corp | TWST | Shares | $11.4M | 240K |
| 10X Genomics Inc | TXG | Shares | $11.1M | 524K |
| Marvell Technology Inc | MRVL | Shares | $10.6M | 107K |
| Intuitive Surgical Inc | ISRG | Shares | $10.5M | 23K |
| Icon Plc | Shares | $10.4M | 94K | |
| Synopsys Inc | SNPS | Shares | $10.4M | 26K |
| Twilio Inc | TWLO | Shares | $10.2M | 81K |
| Spotify Technology S A | Shares | $9.0M | 19K | |
| Fortinet Inc | FTNT | Shares | $8.2M | 100K |
| Bill Holdings Inc | BILL | Shares | $7.5M | 195K |
| Dexcom Inc | DXCM | Shares | $7.4M | 118K |
| Expedia Group Inc | EXPE | Shares | $7.3M | 31K |
| Palantir Technologies Inc | PLTR | Shares | $6.6M | 45K |
| Dynatrace Inc | DT | Shares | $6.3M | 172K |
| Booking Holdings Inc | BKNG | Shares | $6.2M | 1K |
| Caredx Inc | CDNA | Shares | $5.5M | 317K |
| Check Point Software Tech Lt | Shares | $4.2M | 29K | |
| Genedx Holdings Corp | WGS | Shares | $3.6M | 56K |
| Arista Networks Inc | ANET | Call | $3.1M | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.