Meridiem Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Com Shs (SNOW) | 6.7 | $105M | 465k | 225.55 | |
| Boston Scientific Corporation (BSX) | 5.1 | $80M | 820k | 97.63 | |
| Advanced Micro Devices (AMD) | 5.1 | $80M | 491k | 161.79 | |
| Netflix (NFLX) | 4.1 | $64M | 54k | 1198.92 | |
| Metropcs Communications (TMUS) | 3.9 | $60M | 252k | 239.38 | |
| Microsoft Corporation (MSFT) | 3.7 | $59M | 113k | 517.95 | |
| Broadcom (AVGO) | 3.6 | $56M | 170k | 329.91 | |
| Booking Holdings (BKNG) | 3.6 | $56M | 10k | 5399.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $54M | 194k | 279.29 | |
| salesforce (CRM) | 3.0 | $46M | 196k | 237.00 | |
| Fox Corp Cl A Com (FOXA) | 2.8 | $44M | 690k | 63.06 | |
| Apple (AAPL) | 2.7 | $43M | 167k | 254.63 | |
| Western Union Company (WU) | 2.3 | $36M | 4.5M | 7.99 | |
| Amazon (AMZN) | 2.2 | $35M | 158k | 219.57 | |
| Marvell Technology (MRVL) | 2.0 | $32M | 375k | 84.07 | |
| Medtronic SHS (MDT) | 2.0 | $31M | 326k | 95.24 | |
| Nxp Semiconductors N V (NXPI) | 2.0 | $31M | 134k | 227.73 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.9 | $30M | 872k | 34.06 | |
| Spotify Technology S A SHS (SPOT) | 1.8 | $28M | 40k | 698.00 | |
| Tesla Motors (TSLA) | 1.8 | $28M | 62k | 444.72 | |
| Snap Cl A (SNAP) | 1.7 | $27M | 3.4M | 7.71 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $26M | 46k | 568.81 | |
| Oracle Corporation (ORCL) | 1.6 | $25M | 90k | 281.24 | |
| Intuit (INTU) | 1.6 | $25M | 36k | 682.91 | |
| Qorvo (QRVO) | 1.5 | $23M | 254k | 91.08 | |
| Global Payments (GPN) | 1.4 | $23M | 272k | 83.08 | |
| Entegris (ENTG) | 1.4 | $22M | 239k | 92.46 | |
| Moody's Corporation (MCO) | 1.4 | $22M | 45k | 476.48 | |
| Waters Corporation (WAT) | 1.3 | $21M | 69k | 299.81 | |
| Lyft Cl A Com (LYFT) | 1.3 | $21M | 931k | 22.01 | |
| Block Cl A (XYZ) | 1.3 | $20M | 281k | 72.27 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $19M | 39k | 485.02 | |
| Etsy (ETSY) | 1.2 | $19M | 279k | 66.39 | |
| Dex (DXCM) | 1.2 | $18M | 270k | 67.29 | |
| Palo Alto Networks (PANW) | 1.2 | $18M | 89k | 203.62 | |
| Globalfoundries Ordinary Shares (GFS) | 1.1 | $17M | 467k | 35.84 | |
| Circle Internet Group Com Cl A (CRCL) | 1.0 | $16M | 121k | 132.58 | |
| Qualcomm (QCOM) | 1.0 | $15M | 90k | 166.36 | |
| Msci (MSCI) | 1.0 | $15M | 26k | 567.41 | |
| Hewlett Packard Enterprise (HPE) | 0.9 | $15M | 598k | 24.56 | |
| Abbott Laboratories (ABT) | 0.8 | $13M | 94k | 133.94 | |
| Equifax (EFX) | 0.8 | $13M | 49k | 256.53 | |
| Visa Com Cl A (V) | 0.8 | $12M | 35k | 341.38 | |
| Natera (NTRA) | 0.8 | $12M | 74k | 160.97 | |
| Reddit Cl A (RDDT) | 0.8 | $12M | 51k | 229.99 | |
| Bio-techne Corporation (TECH) | 0.7 | $12M | 211k | 55.63 | |
| Charles River Laboratories (CRL) | 0.7 | $11M | 71k | 156.46 | |
| Carvana Cl A (CVNA) | 0.7 | $10M | 28k | 377.24 | |
| Charter Communications Inc N Cl A (CHTR) | 0.6 | $8.9M | 32k | 275.11 | |
| Roblox Corp Cl A (RBLX) | 0.6 | $8.8M | 64k | 138.52 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $8.3M | 17k | 490.38 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $7.7M | 53k | 145.61 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $7.6M | 29k | 258.36 | |
| Sentinelone Cl A (S) | 0.5 | $7.0M | 400k | 17.61 | |
| Elastic N V Ord Shs Call Option (ESTC) | 0.4 | $5.9M | 70k | 84.49 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $5.1M | 7.1k | 718.54 | |
| Confluent Class A Com Call Option (CFLT) | 0.3 | $4.0M | 200k | 19.80 | |
| International Business Machines (IBM) | 0.2 | $2.4M | 8.6k | 282.16 | |
| Guardant Health (GH) | 0.1 | $2.3M | 37k | 62.48 | |
| Rxsight (RXST) | 0.1 | $1.6M | 174k | 8.99 | |
| Beta Bionics (BBNX) | 0.1 | $1.5M | 73k | 19.87 |
