Institutions / Meridiem Capital Partners LP
Meridiem Capital Partners LP
CIK 2026798 · Institution · as of Dec 31, 2025
Portfolio value
$1.59B
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $95.70M | 6.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $76.02M | 4.8% |
| NVIDIA Corp | $65.21M | 4.1% |
| Moody's Corp | $64.12M | 4.0% |
| Applied Materials Inc /De | $62.20M | 3.9% |
| Boston Scientific Corp | $58.05M | 3.6% |
| Ebay Inc | $46.11M | 2.9% |
| Booking Holdings Inc | $45.87M | 2.9% |
| Meta Platforms Inc | $41.20M | 2.6% |
| Synopsys Inc | $39.55M | 2.5% |
| Monolithic Power Systems Inc | $38.72M | 2.4% |
| ServiceNow Inc | $38.62M | 2.4% |
| Danaher Corp /De | $37.80M | 2.4% |
| Verizon Communications Inc | $33.95M | 2.1% |
| Block, Inc. | $33.44M | 2.1% |
| Intuitive Surgical Inc | $33.15M | 2.1% |
| NXP Semiconductors N.V. | $32.19M | 2.0% |
| Snowflake Inc. | $31.81M | 2.0% |
| Western Union Co/The | $31.55M | 2.0% |
| Oracle Corp | $30.62M | 1.9% |
| Agilent Technologies Inc | $30.24M | 1.9% |
| Expedia Group Inc | $29.60M | 1.9% |
| Mastercard Inc | $28.56M | 1.8% |
| Centene Corp | $27.45M | 1.7% |
| Etsy Inc | $26.94M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.