Meridiem Capital Partners
Latest statistics and disclosures from Meridiem Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, TSM, NVDA, MCO, AMAT, and represent 24.00% of Meridiem Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$94M), NVDA (+$65M), AMAT (+$62M), EBAY (+$46M), META (+$41M), MCO (+$41M), SNPS (+$40M), MPWR (+$39M), NOW (+$39M), DHR (+$38M).
- Started 41 new stock positions in CRWV, MPWR, CHYM, EXPE, MDB, BABA, CMCSA, CNC, ISRG, TMDX.
- Reduced shares in these 10 stocks: AMD (-$80M), SNOW (-$70M), NFLX (-$64M), TMUS (-$60M), MSFT (-$59M), AVGO (-$56M), FOXA (-$44M), AAPL (-$43M), CRM (-$31M), WMG (-$30M).
- Sold out of its positions in AMD, AAPL, APP, BBNX, AVGO, CVNA, CFLT, CRWD, DXCM, EFX.
- Meridiem Capital Partners was a net buyer of stock by $97M.
- Meridiem Capital Partners has $1.7B in assets under management (AUM), dropping by 5.94%.
- Central Index Key (CIK): 0002026798
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Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.9 | $130M | +258% | 565k | 230.82 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $76M | +29% | 250k | 303.89 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $65M | NEW | 350k | 186.50 |
|
| Moody's Corporation (MCO) | 3.9 | $64M | +177% | 126k | 510.85 |
|
| Applied Materials (AMAT) | 3.8 | $62M | NEW | 242k | 256.99 |
|
| Boston Scientific Corporation (BSX) | 3.5 | $58M | -25% | 609k | 95.35 |
|
| eBay (EBAY) | 2.8 | $46M | NEW | 529k | 87.10 |
|
| Booking Holdings (BKNG) | 2.8 | $46M | -16% | 8.6k | 5355.33 |
|
| Meta Platforms Cl A (META) | 2.5 | $41M | NEW | 62k | 660.09 |
|
| Synopsys (SNPS) | 2.4 | $40M | NEW | 84k | 469.72 |
|
| Monolithic Power Systems (MPWR) | 2.3 | $39M | NEW | 43k | 906.36 |
|
| Servicenow (NOW) | 2.3 | $39M | NEW | 252k | 153.19 |
|
| Etsy (ETSY) | 2.3 | $38M | +145% | 686k | 55.44 |
|
| Danaher Corporation (DHR) | 2.3 | $38M | NEW | 165k | 228.92 |
|
| Verizon Communications (VZ) | 2.0 | $34M | NEW | 834k | 40.73 |
|
| Block Cl A (XYZ) | 2.0 | $33M | +82% | 514k | 65.09 |
|
| Intuitive Surgical Com New (ISRG) | 2.0 | $33M | NEW | 59k | 566.36 |
|
| Nxp Semiconductors N V (NXPI) | 1.9 | $32M | +10% | 148k | 217.06 |
|
| Snowflake Com Shs (SNOW) | 1.9 | $32M | -68% | 145k | 219.36 |
|
| Western Union Company (WU) | 1.9 | $32M | -25% | 3.4M | 9.31 |
|
| Oracle Corporation (ORCL) | 1.8 | $31M | +74% | 157k | 194.91 |
|
| Agilent Technologies Inc C ommon (A) | 1.8 | $30M | NEW | 222k | 136.07 |
|
| Expedia Group Com New (EXPE) | 1.8 | $30M | NEW | 105k | 283.31 |
|
| Mastercard Incorporated Cl A (MA) | 1.7 | $29M | +8% | 50k | 570.88 |
|
| Centene Corporation (CNC) | 1.7 | $28M | NEW | 667k | 41.15 |
|
| Charles River Laboratories (CRL) | 1.6 | $27M | +88% | 133k | 199.48 |
|
| ON Semiconductor (ON) | 1.6 | $26M | NEW | 482k | 54.15 |
|
| Coreweave Com Cl A (CRWV) | 1.5 | $25M | NEW | 345k | 71.61 |
|
| Twilio Cl A (TWLO) | 1.4 | $23M | NEW | 163k | 142.24 |
|
| Marvell Technology (MRVL) | 1.4 | $23M | -29% | 265k | 84.98 |
|
| Mongodb Cl A (MDB) | 1.3 | $22M | NEW | 52k | 419.69 |
|
| Comcast Corp Cl A (CMCSA) | 1.3 | $21M | NEW | 707k | 29.89 |
|
| salesforce (CRM) | 1.3 | $21M | -60% | 78k | 264.91 |
|
| Take-Two Interactive Software (TTWO) | 1.2 | $21M | +175% | 81k | 256.03 |
|
| Medtronic SHS (MDT) | 1.2 | $20M | -35% | 209k | 96.06 |
|
| Western Digital (WDC) | 0.9 | $15M | NEW | 88k | 172.27 |
|
| Bio-techne Corporation (TECH) | 0.9 | $15M | +20% | 254k | 58.81 |
|
| Bill Com Holdings Ord (BILL) | 0.9 | $15M | NEW | 274k | 54.54 |
|
| Fortinet (FTNT) | 0.9 | $15M | NEW | 187k | 79.41 |
|
| International Business Machines (IBM) | 0.9 | $14M | +465% | 49k | 296.21 |
|
| Autodesk (ADSK) | 0.8 | $14M | NEW | 47k | 296.01 |
|
| Cloudflare Cl A Com (NET) | 0.8 | $14M | NEW | 69k | 197.15 |
|
| Illumina (ILMN) | 0.8 | $14M | NEW | 103k | 131.16 |
|
| Penumbra (PEN) | 0.8 | $13M | NEW | 43k | 310.91 |
|
| Lyft Cl A Com (LYFT) | 0.8 | $13M | -26% | 688k | 19.37 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.7 | $12M | +75% | 57k | 208.75 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $12M | NEW | 102k | 113.10 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $11M | +48% | 79k | 143.89 |
|
| Entegris (ENTG) | 0.7 | $11M | -44% | 134k | 84.25 |
|
| Sap Se Spon Adr (SAP) | 0.6 | $10M | NEW | 43k | 242.91 |
|
| Corpay Com Shs (CPAY) | 0.6 | $9.9M | NEW | 33k | 300.93 |
|
| Edwards Lifesciences (EW) | 0.6 | $9.8M | NEW | 115k | 85.25 |
|
| Tesla Motors (TSLA) | 0.6 | $9.3M | -66% | 21k | 449.72 |
|
| Rubrik Cl A (RBRK) | 0.5 | $9.1M | NEW | 119k | 76.48 |
|
| Roku Com Cl A (ROKU) | 0.5 | $8.3M | NEW | 76k | 108.49 |
|
| Natera (NTRA) | 0.5 | $8.3M | -51% | 36k | 229.09 |
|
| Caris Life Sciences (CAI) | 0.5 | $7.5M | NEW | 278k | 26.98 |
|
| Alibaba Group Hldg Sponsored Ads Call Option (BABA) | 0.4 | $7.3M | NEW | 50k | 146.58 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.4 | $6.1M | NEW | 243k | 25.17 |
|
| Abbott Laboratories (ABT) | 0.3 | $5.7M | -51% | 46k | 125.29 |
|
| Tenet Healthcare Corp Com New (THC) | 0.3 | $5.1M | NEW | 26k | 198.72 |
|
| Varonis Sys (VRNS) | 0.3 | $5.1M | NEW | 155k | 32.80 |
|
| Transmedics Group (TMDX) | 0.3 | $4.5M | NEW | 37k | 121.65 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $3.6M | -62% | 46k | 79.30 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $2.7M | NEW | 21k | 130.06 |
|
| Astera Labs Call Option (ALAB) | 0.2 | $2.5M | NEW | 15k | 166.36 |
|
| Brooks Automation (AZTA) | 0.1 | $1.9M | NEW | 58k | 33.26 |
|
| Twist Bioscience Corp (TWST) | 0.0 | $673k | NEW | 21k | 31.72 |
|
Past Filings by Meridiem Capital Partners
SEC 13F filings are viewable for Meridiem Capital Partners going back to 2025
- Meridiem Capital Partners 2025 Q4 filed Feb. 17, 2026
- Meridiem Capital Partners 2025 Q3 filed Nov. 13, 2025