Meridiem Capital Partners as of March 31, 2026
Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.6 | $87M | 415k | 208.27 | |
| Stryker Corporation (SYK) | 5.0 | $76M | 232k | 328.59 | |
| Charles River Laboratories (CRL) | 4.1 | $63M | 362k | 172.50 | |
| Waters Corporation (WAT) | 4.0 | $62M | 208k | 297.80 | |
| Transunion (TRU) | 3.8 | $59M | 848k | 69.19 | |
| At&t (T) | 3.5 | $54M | 1.9M | 28.99 | |
| Tesla Motors (TSLA) | 3.5 | $54M | 145k | 371.75 | |
| Apple (AAPL) | 3.2 | $50M | 196k | 253.79 | |
| Mastercard Incorporated Cl A (MA) | 2.9 | $44M | 89k | 499.66 | |
| Block Cl A (XYZ) | 2.9 | $44M | 731k | 60.18 | |
| Netflix (NFLX) | 2.8 | $43M | 445k | 96.15 | |
| Meta Platforms Cl A (META) | 2.6 | $40M | 70k | 572.13 | |
| Illumina (ILMN) | 2.5 | $39M | 313k | 123.26 | |
| F5 Networks (FFIV) | 2.5 | $38M | 130k | 289.33 | |
| Tenet Healthcare Corp Com New (THC) | 2.2 | $34M | 181k | 188.71 | |
| Paypal Holdings (PYPL) | 2.1 | $32M | 714k | 45.23 | |
| salesforce (CRM) | 2.1 | $32M | 172k | 186.67 | |
| Metropcs Communications (TMUS) | 2.1 | $32M | 153k | 210.03 | |
| Coreweave Com Cl A (CRWV) | 2.0 | $31M | 400k | 77.47 | |
| Advanced Micro Devices (AMD) | 2.0 | $30M | 148k | 203.43 | |
| Intel Corporation (INTC) | 1.8 | $27M | 612k | 44.13 | |
| Msci (MSCI) | 1.7 | $27M | 50k | 539.01 | |
| Intuit (INTU) | 1.7 | $26M | 60k | 432.38 | |
| Anthem (ELV) | 1.7 | $26M | 88k | 292.75 | |
| Cardinal Health (CAH) | 1.6 | $25M | 116k | 211.31 | |
| Corpay Com Shs (CPAY) | 1.5 | $23M | 80k | 290.99 | |
| Cloudflare Cl A Com (NET) | 1.5 | $23M | 109k | 206.34 | |
| Agilent Technologies Inc C ommon (A) | 1.4 | $21M | 185k | 113.98 | |
| Bio-techne Corporation (TECH) | 1.4 | $21M | 402k | 52.26 | |
| Roku Com Cl A (ROKU) | 1.4 | $21M | 221k | 94.62 | |
| Hewlett Packard Enterprise (HPE) | 1.3 | $21M | 859k | 23.81 | |
| Edwards Lifesciences (EW) | 1.2 | $19M | 233k | 80.08 | |
| Palo Alto Networks (PANW) | 1.1 | $18M | 109k | 160.32 | |
| Chime Finl Com Shs Cl A (CHYM) | 1.0 | $16M | 845k | 18.73 | |
| Cadence Design Systems (CDNS) | 0.9 | $14M | 51k | 277.87 | |
| Cisco Systems (CSCO) | 0.9 | $14M | 183k | 77.59 | |
| Charter Communications Cl A (CHTR) | 0.9 | $14M | 65k | 215.88 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $14M | 80k | 174.61 | |
| Datadog Cl A Com (DDOG) | 0.9 | $14M | 117k | 118.05 | |
| Akamai Technologies (AKAM) | 0.9 | $13M | 117k | 114.85 | |
| Zoom Communications Cl A (ZM) | 0.8 | $12M | 154k | 80.39 | |
| Wayfair Cl A (W) | 0.8 | $12M | 160k | 75.21 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $12M | 193k | 61.35 | |
| eBay (EBAY) | 0.7 | $12M | 126k | 91.02 | |
| Twist Bioscience Corp (TWST) | 0.7 | $11M | 240k | 47.52 | |
| 10x Genomics Cl A Com (TXG) | 0.7 | $11M | 524k | 21.23 | |
| Marvell Technology (MRVL) | 0.7 | $11M | 107k | 99.05 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $11M | 23k | 460.99 | |
| Icon SHS (ICLR) | 0.7 | $10M | 94k | 110.66 | |
| Synopsys (SNPS) | 0.7 | $10M | 26k | 396.48 | |
| Twilio Cl A (TWLO) | 0.7 | $10M | 81k | 125.82 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $9.0M | 19k | 484.91 | |
| Fortinet (FTNT) | 0.5 | $8.2M | 100k | 81.72 | |
| Bill Com Holdings Ord (BILL) | 0.5 | $7.5M | 195k | 38.30 | |
| Dex (DXCM) | 0.5 | $7.4M | 118k | 62.80 | |
| Expedia Group Com New (EXPE) | 0.5 | $7.3M | 31k | 230.89 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $6.6M | 45k | 146.28 | |
| Dynatrace Com New (DT) | 0.4 | $6.3M | 172k | 36.98 | |
| Booking Holdings (BKNG) | 0.4 | $6.2M | 1.5k | 4210.32 | |
| Caredx (CDNA) | 0.4 | $5.5M | 317k | 17.36 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $4.2M | 29k | 142.85 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $3.6M | 56k | 64.22 | |
| Arista Networks Com Shs Call Option (ANET) | 0.2 | $3.1M | 25k | 122.78 |
