Veritas Investment Partners
Latest statistics and disclosures from Meridiem Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FI, MA, TMO, MSFT, MMC, and represent 30.42% of Meridiem Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TSCO (+$217M), CDNS (+$92M), ALGN (+$62M), TMO (+$41M), SNPS (+$31M), ADBE, MMC, SYK, HD, V.
- Started 3 new stock positions in HD, SYK, V.
- Reduced shares in these 10 stocks: UNH (-$79M), INTU (-$44M), FI (-$38M), ISRG (-$37M), APH (-$35M), MSFT (-$5.4M), ACN, ADP, MA, GOOG.
- Sold out of its positions in MO, BK, BlackRock, MRVL, NEE, PEP, PG, SAP, TSLA.
- Meridiem Investment Management was a net buyer of stock by $182M.
- Meridiem Investment Management has $5.6B in assets under management (AUM), dropping by -0.62%.
- Central Index Key (CIK): 0001842702
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Portfolio Holdings for Meridiem Investment Management
Meridiem Investment Management holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fiserv (FI) | 6.9 | $386M | -9% | 1.9M | 205.53 |
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| Mastercard Incorporated Cl A (MA) | 6.4 | $360M | 684k | 527.00 |
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| Thermo Fisher Scientific (TMO) | 5.9 | $329M | +14% | 632k | 520.24 |
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| Microsoft Corporation (MSFT) | 5.7 | $320M | 759k | 421.48 |
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| Marsh & McLennan Companies (MMC) | 5.5 | $306M | 1.4M | 212.43 |
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| Intuitive Surgical Com New (ISRG) | 5.3 | $298M | -10% | 571k | 522.03 |
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| Accenture Plc Ireland SHS Class A (ACN) | 5.1 | $285M | 810k | 352.01 |
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| UnitedHealth (UNH) | 5.1 | $283M | -21% | 559k | 506.27 |
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| Labcorp Holdings Com Shs (LH) | 5.0 | $278M | 1.2M | 229.37 |
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| Tractor Supply Company (TSCO) | 4.9 | $272M | +398% | 5.1M | 53.07 |
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| Synopsys (SNPS) | 4.8 | $270M | +13% | 557k | 485.17 |
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| Amazon (AMZN) | 4.8 | $266M | 1.2M | 219.37 |
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| Intuit (INTU) | 4.5 | $251M | -14% | 399k | 628.62 |
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| Broadridge Financial Solutions (BR) | 4.3 | $242M | 1.1M | 226.17 |
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| Cadence Design Systems (CDNS) | 4.2 | $236M | +64% | 784k | 300.58 |
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| Amphenol Corp Cl A (APH) | 4.0 | $225M | -13% | 3.2M | 69.48 |
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| Automatic Data Processing (ADP) | 3.6 | $202M | 690k | 292.76 |
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| Align Technology (ALGN) | 2.9 | $160M | +63% | 765k | 208.53 |
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| Avery Dennison Corporation (AVY) | 2.7 | $148M | 793k | 187.07 |
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| Ametek (AME) | 2.5 | $137M | 760k | 180.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $127M | 669k | 189.32 |
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| Adobe Systems Incorporated (ADBE) | 1.7 | $95M | 213k | 444.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $93M | -2% | 490k | 190.46 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.9M | -11% | 20k | 453.58 |
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| Apple (AAPL) | 0.1 | $3.5M | 14k | 250.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | 7.9k | 197.59 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.3M | 1.4k | 916.47 |
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| Xylem (XYL) | 0.0 | $874k | 7.5k | 116.05 |
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| Wec Energy Group (WEC) | 0.0 | $478k | 5.1k | 94.05 |
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| American Express Company (AXP) | 0.0 | $445k | 1.5k | 296.93 |
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| McDonald's Corporation (MCD) | 0.0 | $429k | -39% | 1.5k | 289.91 |
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| Johnson & Johnson (JNJ) | 0.0 | $362k | 2.5k | 144.64 |
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| Abbvie (ABBV) | 0.0 | $344k | 1.9k | 177.76 |
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| Meta Platforms Cl A (META) | 0.0 | $322k | 550.00 | 585.69 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $284k | 2.6k | 107.63 |
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| S&p Global (SPGI) | 0.0 | $269k | 540.00 | 498.58 |
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| Dollar General (DG) | 0.0 | $254k | 3.4k | 75.79 |
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| Paypal Holdings (PYPL) | 0.0 | $239k | 2.8k | 85.36 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $225k | 4.0k | 56.25 |
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| Nike CL B (NKE) | 0.0 | $225k | 3.0k | 75.69 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $185k | 1.6k | 115.74 |
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| Abbott Laboratories (ABT) | 0.0 | $178k | 1.6k | 113.15 |
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| Palo Alto Networks (PANW) | 0.0 | $175k | +47% | 960.00 | 182.03 |
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| eBay (EBAY) | 0.0 | $174k | 2.8k | 61.98 |
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| NVIDIA Corporation (NVDA) | 0.0 | $168k | 1.3k | 134.27 |
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| Msci (MSCI) | 0.0 | $147k | -55% | 245.00 | 600.25 |
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| Linde SHS (LIN) | 0.0 | $140k | 335.00 | 418.63 |
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| Deere & Company (DE) | 0.0 | $138k | 325.00 | 423.81 |
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| Coca-Cola Company (KO) | 0.0 | $135k | 2.2k | 62.28 |
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| Stryker Corporation (SYK) | 0.0 | $126k | NEW | 350.00 | 360.09 |
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| Carrier Global Corporation (CARR) | 0.0 | $109k | 1.6k | 68.31 |
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| Home Depot (HD) | 0.0 | $107k | NEW | 275.00 | 389.21 |
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| Visa Com Cl A (V) | 0.0 | $104k | NEW | 330.00 | 316.32 |
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| Advanced Micro Devices (AMD) | 0.0 | $79k | 650.00 | 120.79 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $74k | 800.00 | 92.61 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $67k | -79% | 280.00 | 239.71 |
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| Chubb (CB) | 0.0 | $30k | 108.00 | 276.30 |
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| Verizon Communications (VZ) | 0.0 | $28k | 690.00 | 40.02 |
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| Wells Fargo & Company (WFC) | 0.0 | $25k | 350.00 | 70.24 |
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Past Filings by Meridiem Investment Management
SEC 13F filings are viewable for Meridiem Investment Management going back to 2020
- Meridiem Investment Management 2024 Q4 filed Jan. 31, 2025
- Meridiem Investment Management 2024 Q3 filed Oct. 18, 2024
- Meridiem Investment Management 2024 Q2 filed Aug. 14, 2024
- Meridiem Investment Management 2024 Q1 filed May 10, 2024
- Veritas Investment Partners 2023 Q3 filed Nov. 9, 2023
- Veritas Investment Partners 2023 Q2 filed Aug. 9, 2023
- Veritas Investment Partners 2023 Q1 filed April 27, 2023
- Veritas Investment Partners 2022 Q4 filed Feb. 13, 2023
- Veritas Investment Partners 2022 Q3 filed Nov. 14, 2022
- Veritas Investment Partners 2021 Q1 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q2 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q3 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q4 amended filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q2 filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q1 filed May 16, 2022
- Veritas Investment Partners 2021 Q4 filed Feb. 11, 2022