Meridiem Capital Partners

Meridiem Capital Partners as of Dec. 31, 2025

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 565k 230.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.6 $76M 250k 303.89
NVIDIA Corporation (NVDA) 3.9 $65M 350k 186.50
Moody's Corporation (MCO) 3.9 $64M 126k 510.85
Applied Materials (AMAT) 3.8 $62M 242k 256.99
Boston Scientific Corporation (BSX) 3.5 $58M 609k 95.35
eBay (EBAY) 2.8 $46M 529k 87.10
Booking Holdings (BKNG) 2.8 $46M 8.6k 5355.33
Meta Platforms Cl A (META) 2.5 $41M 62k 660.09
Synopsys (SNPS) 2.4 $40M 84k 469.72
Monolithic Power Systems (MPWR) 2.3 $39M 43k 906.36
Servicenow (NOW) 2.3 $39M 252k 153.19
Etsy (ETSY) 2.3 $38M 686k 55.44
Danaher Corporation (DHR) 2.3 $38M 165k 228.92
Verizon Communications (VZ) 2.0 $34M 834k 40.73
Block Cl A (XYZ) 2.0 $33M 514k 65.09
Intuitive Surgical Com New (ISRG) 2.0 $33M 59k 566.36
Nxp Semiconductors N V (NXPI) 1.9 $32M 148k 217.06
Snowflake Com Shs (SNOW) 1.9 $32M 145k 219.36
Western Union Company (WU) 1.9 $32M 3.4M 9.31
Oracle Corporation (ORCL) 1.8 $31M 157k 194.91
Agilent Technologies Inc C ommon (A) 1.8 $30M 222k 136.07
Expedia Group Com New (EXPE) 1.8 $30M 105k 283.31
Mastercard Incorporated Cl A (MA) 1.7 $29M 50k 570.88
Centene Corporation (CNC) 1.7 $28M 667k 41.15
Charles River Laboratories (CRL) 1.6 $27M 133k 199.48
ON Semiconductor (ON) 1.6 $26M 482k 54.15
Coreweave Com Cl A (CRWV) 1.5 $25M 345k 71.61
Twilio Cl A (TWLO) 1.4 $23M 163k 142.24
Marvell Technology (MRVL) 1.4 $23M 265k 84.98
Mongodb Cl A (MDB) 1.3 $22M 52k 419.69
Comcast Corp Cl A (CMCSA) 1.3 $21M 707k 29.89
salesforce (CRM) 1.3 $21M 78k 264.91
Take-Two Interactive Software (TTWO) 1.2 $21M 81k 256.03
Medtronic SHS (MDT) 1.2 $20M 209k 96.06
Western Digital (WDC) 0.9 $15M 88k 172.27
Bio-techne Corporation (TECH) 0.9 $15M 254k 58.81
Bill Com Holdings Ord (BILL) 0.9 $15M 274k 54.54
Fortinet (FTNT) 0.9 $15M 187k 79.41
International Business Machines (IBM) 0.9 $14M 49k 296.21
Autodesk (ADSK) 0.8 $14M 47k 296.01
Cloudflare Cl A Com (NET) 0.8 $14M 69k 197.15
Illumina (ILMN) 0.8 $14M 103k 131.16
Penumbra (PEN) 0.8 $13M 43k 310.91
Lyft Cl A Com (LYFT) 0.8 $13M 688k 19.37
Charter Communications Inc N Cl A (CHTR) 0.7 $12M 57k 208.75
Robinhood Mkts Com Cl A (HOOD) 0.7 $12M 102k 113.10
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $11M 79k 143.89
Entegris (ENTG) 0.7 $11M 134k 84.25
Sap Se Spon Adr (SAP) 0.6 $10M 43k 242.91
Corpay Com Shs (CPAY) 0.6 $9.9M 33k 300.93
Edwards Lifesciences (EW) 0.6 $9.8M 115k 85.25
Tesla Motors (TSLA) 0.6 $9.3M 21k 449.72
Rubrik Cl A (RBRK) 0.5 $9.1M 119k 76.48
Roku Com Cl A (ROKU) 0.5 $8.3M 76k 108.49
Natera (NTRA) 0.5 $8.3M 36k 229.09
Caris Life Sciences (CAI) 0.5 $7.5M 278k 26.98
Alibaba Group Hldg Sponsored Ads Call Option (BABA) 0.4 $7.3M 50k 146.58
Chime Finl Com Shs Cl A (CHYM) 0.4 $6.1M 243k 25.17
Abbott Laboratories (ABT) 0.3 $5.7M 46k 125.29
Tenet Healthcare Corp Com New (THC) 0.3 $5.1M 26k 198.72
Varonis Sys (VRNS) 0.3 $5.1M 155k 32.80
Transmedics Group (TMDX) 0.3 $4.5M 37k 121.65
Circle Internet Group Com Cl A (CRCL) 0.2 $3.6M 46k 79.30
Genedx Holdings Corp Com Cl A (WGS) 0.2 $2.7M 21k 130.06
Astera Labs Call Option (ALAB) 0.2 $2.5M 15k 166.36
Brooks Automation (AZTA) 0.1 $1.9M 58k 33.26
Twist Bioscience Corp (TWST) 0.0 $673k 21k 31.72