Q1 2026 · 13F-HR
Meridiem Capital Partners LPholdings as filed
Filed 2026-05-15 · accession 0002026798-26-000003
$1.53B
Reported value
64
Positions
2026-03-31
Period end
The Brief · Meridiem Capital Partners LP · Q1 2026
AI · grounded in 13F
Meridiem Capital Partners LP closed its position in TSM for a reduction of $76.02M. The fund established new positions in SYK for $76.07M, WAT for $61.89M, and TRU for $58.70M. Other notable exits included closing positions in NVDA and MCO, while the fund accumulated shares of TSLA by 601.54%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $86.5M | 5.64% | 415,407 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $76.1M | 4.96% | 231,496 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $62.5M | 4.07% | 362,098 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $61.9M | 4.03% | 207,814 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $58.7M | 3.83% | 848,343 | Common | SOLE |
| 00206R102 | T | AT&T INC | $54.3M | 3.54% | 1,872,354 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $53.9M | 3.51% | 144,946 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $49.8M | 3.24% | 196,131 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $44.3M | 2.89% | 88,646 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $44.0M | 2.87% | 730,706 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $42.8M | 2.79% | 444,812 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $40.0M | 2.61% | 69,883 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $38.6M | 2.52% | 313,272 | Common | SOLE |
| 315616102 | FFIV | F5 INC | $37.7M | 2.45% | 130,139 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $34.1M | 2.22% | 180,483 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $32.3M | 2.10% | 714,109 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $32.2M | 2.10% | 172,272 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $32.1M | 2.09% | 152,812 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $30.1M | 1.96% | 148,192 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $27.0M | 1.76% | 612,064 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $26.8M | 1.75% | 49,692 | Common | SOLE |
| 461202103 | INTU | INTUIT | $26.0M | 1.69% | 60,053 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $25.7M | 1.68% | 87,947 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $24.6M | 1.60% | 116,256 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $23.1M | 1.51% | 79,509 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $22.5M | 1.47% | 109,062 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $21.1M | 1.37% | 184,897 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $21.0M | 1.37% | 402,227 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $20.9M | 1.36% | 221,159 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $20.5M | 1.33% | 858,995 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $19.3M | 1.26% | 249,636 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $18.7M | 1.22% | 233,189 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $17.5M | 1.14% | 108,952 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $15.8M | 1.03% | 844,528 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $14.3M | 0.93% | 51,397 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $14.2M | 0.92% | 182,570 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC | $14.1M | 0.92% | 65,340 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $13.9M | 0.90% | 79,450 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $13.9M | 0.90% | 117,437 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $13.4M | 0.87% | 116,508 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $12.4M | 0.81% | 154,262 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $12.0M | 0.78% | 160,118 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $11.8M | 0.77% | 192,947 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $11.6M | 0.76% | 150,000 | CALL | SOLE |
| 278642103 | EBAY | EBAY INC. | $11.5M | 0.75% | 125,856 | Common | SOLE |
| 90184D100 | TWST | TWIST BIOSCIENCE CORP | $11.4M | 0.74% | 239,669 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $11.1M | 0.72% | 523,998 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $10.6M | 0.69% | 106,656 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $10.5M | 0.68% | 22,747 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $10.4M | 0.68% | 93,878 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $10.4M | 0.68% | 26,184 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $10.2M | 0.67% | 81,244 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $9.0M | 0.59% | 18,552 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $8.2M | 0.53% | 100,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $7.5M | 0.49% | 195,333 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $7.4M | 0.48% | 118,345 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.3M | 0.47% | 31,408 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $6.6M | 0.43% | 44,972 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $6.3M | 0.41% | 171,652 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $6.2M | 0.40% | 1,473 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $5.5M | 0.36% | 316,950 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $4.2M | 0.27% | 29,251 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $3.6M | 0.23% | 55,585 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $3.1M | 0.20% | 25,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.