Meridian-Management-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  null,
  "NICE",
  null,
  "MCD",
  "META",
  "IVW",
  "IJH",
  "PWR",
  "MSFT",
  "GE",
  null,
  "IJR",
  "IWF",
  "PYPL",
  "PEP",
  "IVV",
  null,
  null,
  "AAPL",
  null,
  "NVDA",
  "PFE",
  "LMT",
  "KEYS",
  null,
  "RTX",
  "IBM",
  "TMO",
  "VO",
  "VWO",
  null,
  "VCIT",
  "ULTA",
  "IEF",
  "VYM",
  "FI",
  "EPAM",
  "CPAY",
  "GNRC",
  "FTNT",
  "IWP",
  "AMZN",
  "TPL",
  null,
  "VEA",
  "VOO",
  "V",
  "WMT",
  "WDAY",
  "ZBRA",
  "SCHA",
  null,
  "OTIS",
  "CRM",
  "DIA",
  "GEV",
  null,
  "FDX",
  "BRK-B",
  "BMY",
  "CARR",
  "KO",
  "CRK",
  "CSX",
  "FANG",
  "IWM",
  "GOOG",
  "XOM",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 92
Total Value: 322933342
Accession Number: 0000806097-25-000002
Form Type: 13F-HR
CIK: meridian-management-co
Manager Name: Meridian-Management-Co

Data Enrichment

88% identified

81 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $322.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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EPAM Systems, Inc.

EPAM|29414B104

Shares:—

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$322.9M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$322.9M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:—

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$322.9M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:—

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$322.9M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:—

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$322.9M)

Fortinet, Inc.

FTNT|34959E109

Shares:—

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$322.9M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$322.9M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:—

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.9M)

FISERV INC

FI|337738108

Shares:—

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.9M)

Texas Pacific Land Corp

TPL|88262P102

Shares:—

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.9M)

464287614

IWF|464287614

Shares:—

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.9M)

Workday, Inc.

WDAY|98138H101

Shares:—

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$322.9M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:—

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$322.9M)

NICE Ltd.

NICE|653656108

Shares:—

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$322.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$322.9M)

COCA COLA CO

KO|191216100

Shares:—

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$322.9M)

808524854

Shares:—

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$322.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:—

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$322.9M)

RTX Corp

RTX|75513E101

Shares:—

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$322.9M)

CSX CORP

CSX|126408103

Shares:—

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$322.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EPAM Systems, Inc.(EPAMcusip29414B104)	—	QoQ - YoY -	All Managers (Combined)	$4.7M	1.5% ($4.7M/$322.9M)	QoQ -4.68% (-$232.0K) YoY +106.27% (+$2.4M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$4.5M	1.4% ($4.5M/$322.9M)	QoQ -20.72% (-$1.2M) YoY -28.19% (-$1.8M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.3% ($4.2M/$322.9M)	QoQ -16.45% (-$831.8K) YoY -9.66% (-$451.6K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	1.2% ($4.0M/$322.9M)	QoQ -18.86% (-$936.0K) YoY -7.88% (-$344.4K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	1.2% ($4.0M/$322.9M)	QoQ -1.31% (-$53.0K) YoY +19.39% (+$645.9K)
Fortinet, Inc.(FTNTcusip34959E109)	—	QoQ - YoY NEW	All Managers (Combined)	$3.9M	1.2% ($3.9M/$322.9M)	QoQ +0.10% (+$4.0K) YoY NEW(+$3.9M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	1.2% ($3.9M/$322.9M)	QoQ -38.49% (-$2.4M) YoY -31.09% (-$1.8M)
Diamondback Energy, Inc.(FANGcusip25278X109)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.9M)	QoQ -4.76% (-$156.7K) YoY -22.67% (-$919.4K)
FISERV INC(FIcusip337738108)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.9M)	QoQ -50.49% (-$3.2M) YoY -36.67% (-$1.8M)
Texas Pacific Land Corp(TPLcusip88262P102)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.9M)	QoQ +16.72% (+$439.9K) YoY +27.35% (+$659.4K)
(IWFcusip464287614)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.9M)	QoQ -10.08% (-$344.2K) YoY -2.62% (-$82.8K)
Workday, Inc.(WDAYcusip98138H101)	—	QoQ - YoY NEW	All Managers (Combined)	$2.8M	0.9% ($2.8M/$322.9M)	QoQ -11.08% (-$349.8K) YoY NEW(+$2.8M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.8% ($2.7M/$322.9M)	QoQ -19.87% (-$670.1K) YoY -10.40% (-$313.5K)
NICE Ltd.(NICEcusip653656108)	—	QoQ - YoY NEW	All Managers (Combined)	$2.7M	0.8% ($2.7M/$322.9M)	QoQ -9.63% (-$286.5K) YoY NEW(+$2.7M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.8% ($2.6M/$322.9M)	QoQ -4.81% (-$134.0K) YoY -19.65% (-$647.8K)
COCA COLA CO(KOcusip191216100)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.7% ($2.1M/$322.9M)	QoQ +13.88% (+$261.3K) YoY +22.51% (+$393.9K)
(cusip808524854)✕	—	QoQ - YoY -	All Managers (Combined)	$2.0M	0.6% ($2.0M/$322.9M)	QoQ -1.96% (-$40.5K) YoY -36.59% (-$1.2M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.6% ($1.8M/$322.9M)	QoQ +10.64% (+$175.1K) YoY +27.56% (+$393.1K)
RTX Corp(RTXcusip75513E101)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.5% ($1.7M/$322.9M)	QoQ +11.65% (+$173.5K) YoY +35.57% (+$436.2K)
CSX CORP(CSXcusip126408103)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.5% ($1.6M/$322.9M)	QoQ -9.71% (-$171.2K) YoY -21.51% (-$436.0K)