Meridiem Capital Partners as of June 30, 2026
Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 4.6 | $102M | 537k | 190.48 | |
| UnitedHealth (UNH) | 3.9 | $88M | 211k | 415.63 | |
| Edwards Lifesciences (EW) | 3.5 | $78M | 859k | 90.46 | |
| Visa Com Cl A (V) | 3.1 | $68M | 199k | 343.09 | |
| Cerebras Systems Com Cl A (CBRS) | 3.0 | $67M | 302k | 221.00 | |
| Moody's Corporation (MCO) | 2.9 | $66M | 145k | 452.92 | |
| Mettler-Toledo International (MTD) | 2.9 | $64M | 50k | 1277.51 | |
| Intel Corporation (INTC) | 2.6 | $58M | 418k | 139.63 | |
| Charles River Laboratories (CRL) | 2.5 | $56M | 247k | 226.79 | |
| Zimmer Holdings (ZBH) | 2.5 | $55M | 639k | 86.09 | |
| Snowflake Com Shs (SNOW) | 2.4 | $54M | 211k | 254.50 | |
| Block Cl A (XYZ) | 2.3 | $52M | 688k | 76.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $52M | 145k | 357.37 | |
| International Business Machines (IBM) | 2.1 | $46M | 164k | 281.21 | |
| Tenet Healthcare Corp Com New (THC) | 1.9 | $42M | 227k | 187.08 | |
| Cloudflare Cl A Com (NET) | 1.9 | $42M | 170k | 245.28 | |
| Waters Corporation (WAT) | 1.7 | $37M | 99k | 375.04 | |
| Arista Networks Com Shs (ANET) | 1.7 | $37M | 219k | 169.88 | |
| Apple (AAPL) | 1.6 | $36M | 123k | 289.36 | |
| Hewlett Packard Enterprise (HPE) | 1.5 | $34M | 758k | 45.11 | |
| Corpay Com Shs (CPAY) | 1.5 | $34M | 102k | 333.27 | |
| Medtronic SHS (MDT) | 1.5 | $34M | 431k | 78.23 | |
| Micron Technology (MU) | 1.5 | $34M | 29k | 1154.29 | |
| Meta Platforms Cl A (META) | 1.5 | $33M | 59k | 563.29 | |
| Bloom Energy Corp Com Cl A (BE) | 1.5 | $32M | 107k | 302.70 | |
| Dell Technologies CL C (DELL) | 1.4 | $30M | 70k | 431.46 | |
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 1.3 | $30M | 40k | 746.77 | |
| Reddit Cl A (RDDT) | 1.3 | $30M | 171k | 173.58 | |
| Iqvia Holdings (IQV) | 1.3 | $28M | 145k | 193.22 | |
| Synopsys (SNPS) | 1.2 | $28M | 62k | 446.07 | |
| Jack Henry & Associates (JKHY) | 1.2 | $26M | 187k | 137.74 | |
| Spotify Technology S A SHS (SPOT) | 1.1 | $25M | 55k | 459.13 | |
| Transunion (TRU) | 1.1 | $24M | 334k | 72.14 | |
| Crown Castle Intl (CCI) | 1.0 | $23M | 309k | 75.73 | |
| Astera Labs (ALAB) | 1.0 | $23M | 48k | 483.02 | |
| Lyft Cl A Com (LYFT) | 1.0 | $23M | 1.6M | 14.61 | |
| Wright Express (WEX) | 1.0 | $23M | 161k | 141.09 | |
| PerkinElmer (RVTY) | 1.0 | $22M | 193k | 111.26 | |
| Encompass Health Corp (EHC) | 0.9 | $21M | 208k | 101.08 | |
| Zscaler Incorporated (ZS) | 0.9 | $20M | 145k | 141.15 | |
| Palo Alto Networks (PANW) | 0.9 | $20M | 58k | 341.02 | |
| Dynatrace Com New (DT) | 0.9 | $19M | 433k | 43.91 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $19M | 189k | 100.28 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $19M | 92k | 205.02 | |
| Expedia Group Com New (EXPE) | 0.8 | $19M | 73k | 255.88 | |
| Becton, Dickinson and (BDX) | 0.8 | $19M | 122k | 151.33 | |
| salesforce (CRM) | 0.8 | $18M | 117k | 156.66 | |
| Booking Holdings (BKNG) | 0.8 | $18M | 101k | 178.24 | |
| Mongodb Cl A (MDB) | 0.8 | $18M | 53k | 335.90 | |
| Roku Com Cl A (ROKU) | 0.8 | $18M | 129k | 138.14 | |
| Corning Incorporated (GLW) | 0.8 | $17M | 68k | 255.43 | |
| Twilio Cl A (TWLO) | 0.8 | $17M | 82k | 206.33 | |
| Okta Cl A (OKTA) | 0.8 | $17M | 123k | 136.45 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.7 | $16M | 201k | 81.55 | |
| CVS Caremark Corporation (CVS) | 0.7 | $16M | 158k | 103.45 | |
| 10x Genomics Cl A Com (TXG) | 0.7 | $16M | 422k | 38.34 | |
| Iren Ordinary Shares (IREN) | 0.7 | $16M | 353k | 45.73 | |
| Humana (HUM) | 0.7 | $16M | 40k | 397.22 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.7 | $15M | 88k | 170.86 | |
| Nutanix Cl A (NTNX) | 0.7 | $15M | 290k | 50.96 | |
| Guardant Health (GH) | 0.7 | $15M | 97k | 150.03 | |
| Oracle Corporation (ORCL) | 0.7 | $15M | 99k | 146.55 | |
| Qiagen Nv Ord Shares (QGEN) | 0.6 | $15M | 370k | 39.10 | |
| Verisk Analytics (VRSK) | 0.6 | $14M | 79k | 179.53 | |
| Caredx (CDNA) | 0.6 | $13M | 452k | 28.50 | |
| Digitalocean Hldgs (DOCN) | 0.5 | $12M | 76k | 157.03 | |
| Sap Se Spon Adr (SAP) | 0.5 | $11M | 72k | 154.11 | |
| Carvana Cl A (CVNA) | 0.5 | $11M | 166k | 65.82 | |
| Tesla Motors (TSLA) | 0.5 | $10M | 24k | 420.60 | |
| Cardinal Health (CAH) | 0.4 | $9.7M | 41k | 237.56 | |
| Zoom Communications Cl A (ZM) | 0.4 | $9.4M | 109k | 86.31 | |
| Navan Cl A (NAVN) | 0.4 | $9.2M | 401k | 22.87 | |
| AmerisourceBergen (COR) | 0.4 | $9.1M | 32k | 282.98 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $9.0M | 12k | 763.14 | |
| Abbott Laboratories (ABT) | 0.4 | $8.0M | 89k | 90.74 | |
| Nebius Group Shs Class A (NBIS) | 0.3 | $7.7M | 28k | 276.17 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $7.6M | 58k | 131.43 | |
| Pinterest Cl A (PINS) | 0.3 | $5.6M | 267k | 21.03 | |
| eBay Call Option (EBAY) | 0.3 | $5.6M | 50k | 111.75 | |
| Tandem Diabetes Care Com New (TNDM) | 0.2 | $4.5M | 298k | 15.09 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $3.2M | 47k | 68.65 | |
| Insulet Corporation (PODD) | 0.1 | $2.6M | 17k | 152.25 | |
| Microchip Technology Call Option (MCHP) | 0.1 | $2.3M | 25k | 91.20 |
