Meridiem-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "EBAY",
  "HD",
  "MCD",
  "INTU",
  "ISRG",
  "META",
  "LIN",
  "MMC",
  "MA",
  "MSFT",
  "DG",
  "PANW",
  "PYPL",
  "UNH",
  "AAPL",
  "VZ",
  "SPGI",
  "RTX",
  "SYK",
  "SNPS",
  "TMO",
  "TSCO",
  "TSM",
  "ALGN",
  "AVY",
  "APH",
  "AMD",
  "FI",
  "WEC",
  "AMZN",
  "V",
  "WFC",
  "WPM",
  "XYL",
  "MSCI",
  "LH",
  "OTIS",
  "AME",
  "ADP",
  "BRK-B",
  "BR",
  "CDNS",
  "CARR",
  "CB",
  "KO",
  "COST",
  "DE",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 57
Total Value: 5467122793
Accession Number: 0000943663-25-000112
Form Type: 13F-HR
CIK: meridiem-investment-management
Manager Name: Meridiem-Investment-Management

Data Enrichment

100% identified

57 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FISERV INC

FI|337738108

Shares:1.8M

Value:$400.5M

% of Portfolio:7.3% ($400.5M/$5.5B)

Mastercard Inc

MA|57636Q104

Shares:713.8K

Value:$391.2M

% of Portfolio:7.2% ($391.2M/$5.5B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.5M

Value:$368.8M

% of Portfolio:6.7% ($368.8M/$5.5B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:661.2K

Value:$329.1M

% of Portfolio:6.0% ($329.1M/$5.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:569.9K

Value:$298.5M

% of Portfolio:5.5% ($298.5M/$5.5B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:5.4M

Value:$295.2M

% of Portfolio:5.4% ($295.2M/$5.5B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.3M

Value:$294.7M

% of Portfolio:5.4% ($294.7M/$5.5B)

MICROSOFT CORP

MSFT|594918104

Shares:779.5K

Value:$292.3M

% of Portfolio:5.3% ($292.3M/$5.5B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.1M

Value:$272.4M

% of Portfolio:5.0% ($272.4M/$5.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:531.2K

Value:$263.1M

% of Portfolio:4.8% ($263.1M/$5.5B)

Accenture plc

ACN|G1151C101

Shares:825.1K

Value:$257.5M

% of Portfolio:4.7% ($257.5M/$5.5B)

INTUIT INC.

INTU|461202103

Shares:418.9K

Value:$257.2M

% of Portfolio:4.7% ($257.2M/$5.5B)

SYNOPSYS INC

SNPS|871607107

Shares:586.0K

Value:$251.2M

% of Portfolio:4.6% ($251.2M/$5.5B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:716.5K

Value:$218.9M

% of Portfolio:4.0% ($218.9M/$5.5B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:815.4K

Value:$207.4M

% of Portfolio:3.8% ($207.4M/$5.5B)

AMAZON COM INC

AMZN|023135106

Shares:1.1M

Value:$200.3M

% of Portfolio:3.7% ($200.3M/$5.5B)

AMPHENOL CORP /DE/

APH|032095101

Shares:2.6M

Value:$171.5M

% of Portfolio:3.1% ($171.5M/$5.5B)

Avery Dennison Corp

AVY|053611109

Shares:827.9K

Value:$147.3M

% of Portfolio:2.7% ($147.3M/$5.5B)

AMETEK INC/

AME|031100100

Shares:784.2K

Value:$135.0M

% of Portfolio:2.5% ($135.0M/$5.5B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:764.5K

Value:$121.4M

% of Portfolio:2.2% ($121.4M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	1.8M	QoQ -3.36% (-63.1K) YoY -10.74% (-218.3K)	All Managers (Combined)	$400.5M	7.3% ($400.5M/$5.5B)	QoQ +3.86% (-$14.9M) YoY +23.44% (-$76.1M)
Mastercard Inc(MAcusip57636Q104)	713.8K	QoQ +4.40% (+30.1K) YoY +8.81% (+57.8K)	All Managers (Combined)	$391.2M	7.2% ($391.2M/$5.5B)	QoQ +8.57% (+$30.9M) YoY +23.95% (+$75.6M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.5M	QoQ +4.99% (+71.9K) YoY +7.58% (+106.5K)	All Managers (Combined)	$368.8M	6.7% ($368.8M/$5.5B)	QoQ +20.60% (+$63.0M) YoY +27.49% (+$79.5M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	661.2K	QoQ +4.64% (+29.4K) YoY +15.04% (-86.5K)	All Managers (Combined)	$329.1M	6.0% ($329.1M/$5.5B)	QoQ +0.10% (+$340.1K) YoY -1.42% (-$4.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	569.9K	QoQ +2.04% (+11.4K) YoY -7.17% (-44.0K)	All Managers (Combined)	$298.5M	5.5% ($298.5M/$5.5B)	QoQ +5.56% (+$15.7M) YoY -1.68% (-$5.1M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	5.4M	QoQ +4.68% (+239.7K) YoY +393.03% (+4.3M)	All Managers (Combined)	$295.2M	5.4% ($295.2M/$5.5B)	QoQ +8.66% (+$23.5M) YoY +3.78% (+$10.8M)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.3M	QoQ +4.57% (+55.4K) YoY NEW(+1.3M)	All Managers (Combined)	$294.7M	5.4% ($294.7M/$5.5B)	QoQ +6.07% (+$16.9M) YoY NEW(+$294.7M)
MICROSOFT CORP(MSFTcusip594918104)	779.5K	QoQ +2.75% (-20.9K) YoY +4.43% (-33.1K)	All Managers (Combined)	$292.3M	5.3% ($292.3M/$5.5B)	QoQ -8.56% (-$27.4M) YoY -6.79% (-$21.3M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.1M	QoQ +5.11% (+54.7K) YoY +8.21% (+85.3K)	All Managers (Combined)	$272.4M	5.0% ($272.4M/$5.5B)	QoQ +12.65% (+$30.6M) YoY +28.10% (+$59.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	531.2K	QoQ -6.98% (-39.9K) YoY -23.50% (-163.3K)	All Managers (Combined)	$263.1M	4.8% ($263.1M/$5.5B)	QoQ -11.76% (-$35.1M) YoY -5.05% (-$14.0M)
Accenture plc(ACNcusipG1151C101)	825.1K	QoQ +1.84% (-14.9K) YoY +4.67% (-36.8K)	All Managers (Combined)	$257.5M	4.7% ($257.5M/$5.5B)	QoQ -9.68% (-$27.6M) YoY -5.61% (-$15.3M)
INTUIT INC.(INTUcusip461202103)	418.9K	QoQ +5.01% (+20.0K) YoY +3.90% (-15.8K)	All Managers (Combined)	$257.2M	4.7% ($257.2M/$5.5B)	QoQ +2.56% (+$6.4M) YoY -1.84% (-$4.8M)
SYNOPSYS INC(SNPScusip871607107)	586.0K	QoQ +5.16% (-28.8K) YoY +25.97% (-120.8K)	All Managers (Combined)	$251.2M	4.6% ($251.2M/$5.5B)	QoQ -7.07% (-$19.1M) YoY -5.44% (-$14.5M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	716.5K	QoQ +3.87% (+26.8K) YoY +6.99% (+46.8K)	All Managers (Combined)	$218.9M	4.0% ($218.9M/$5.5B)	QoQ +8.40% (+$17.0M) YoY +30.91% (+$51.7M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	815.4K	QoQ +4.01% (-31.5K) YoY NEW(+815.4K)	All Managers (Combined)	$207.4M	3.8% ($207.4M/$5.5B)	QoQ -11.99% (-$28.3M) YoY NEW(+$207.4M)
AMAZON COM INC(AMZNcusip023135106)	1.1M	QoQ -13.03% (-157.9K) YoY -7.22% (-82.0K)	All Managers (Combined)	$200.3M	3.7% ($200.3M/$5.5B)	QoQ -24.57% (-$65.3M) YoY -2.08% (-$4.3M)
AMPHENOL CORP /DE/(APHcusip032095101)	2.6M	QoQ -19.36% (-628.0K) YoY +7.04% (-172.1K)	All Managers (Combined)	$171.5M	3.1% ($171.5M/$5.5B)	QoQ -23.87% (-$53.8M) YoY -39.12% (-$110.2M)
Avery Dennison Corp(AVYcusip053611109)	827.9K	QoQ +4.35% (-34.6K) YoY +7.59% (-58.5K)	All Managers (Combined)	$147.3M	2.7% ($147.3M/$5.5B)	QoQ -0.74% (-$1.1M) YoY -14.21% (-$24.4M)
AMETEK INC/(AMEcusip031100100)	784.2K	QoQ +3.21% (-24.4K) YoY NEW(+784.2K)	All Managers (Combined)	$135.0M	2.5% ($135.0M/$5.5B)	QoQ -1.47% (-$2.0M) YoY NEW(+$135.0M)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	764.5K	QoQ -0.03% (-253) YoY +94.04% (-370.5K)	All Managers (Combined)	$121.4M	2.2% ($121.4M/$5.5B)	QoQ -23.85% (-$38.0M) YoY -5.97% (-$7.7M)