Meridiem-Capital-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "MPWR",
  "QRVO",
  "GLBE",
  "WGS",
  "LYFT",
  "MU",
  "A",
  "GOOGL",
  "ALGM",
  "T",
  "APP",
  "BSX",
  "EBAY",
  "AMBA",
  "GFS",
  null,
  "ISRG",
  "BKNG",
  "LRCX",
  "MRVL",
  "FIS",
  "NVDA",
  "STX",
  "MTD",
  "TSM",
  "GPN",
  "EW",
  "PEN",
  "AMD",
  "CPAY",
  "NTRA",
  "AMZN",
  "TTWO",
  "V",
  "W",
  "WDC",
  "WU",
  "CART",
  "FOXA",
  "NXPI",
  "TTD",
  "TWST",
  "RVTY",
  "SPOT",
  "ZBH",
  "AVDX",
  "BDX",
  "TECH",
  null,
  "CVNA",
  "DHR",
  "DELL",
  "NFLX",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 55
Total Value: 947056849
Accession Number: 0001085146-25-003223
Form Type: 13F-HR
CIK: meridiem-capital-partners-lp
Manager Name: Meridiem-Capital-Partners-Lp

Data Enrichment

96% identified

53 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $947.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:103.6K

Value:$17.2M

% of Portfolio:1.8% ($17.2M/$947.1M)

BIO-TECHNE Corp

TECH|09073M104

Shares:290.2K

Value:$17.0M

% of Portfolio:1.8% ($17.0M/$947.1M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:319.2K

Value:$15.5M

% of Portfolio:1.6% ($15.5M/$947.1M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:156.0K

Value:$15.3M

% of Portfolio:1.6% ($15.3M/$947.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:147.2K

Value:$15.1M

% of Portfolio:1.6% ($15.1M/$947.1M)

CARVANA CO.

CVNA|146869102

Shares:69.7K

Value:$14.6M

% of Portfolio:1.5% ($14.6M/$947.1M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:130.2K

Value:$13.1M

% of Portfolio:1.4% ($13.1M/$947.1M)

Lyft, Inc.

LYFT|55087P104

Shares:1.0M

Value:$12.4M

% of Portfolio:1.3% ($12.4M/$947.1M)

Maplebear Inc.

CART|565394103

Shares:304.5K

Value:$12.1M

% of Portfolio:1.3% ($12.1M/$947.1M)

Western Union CO

WU|959802109

Shares:1.1M

Value:$12.0M

% of Portfolio:1.3% ($12.0M/$947.1M)

AppLovin Corp

APP|03831W108

Shares:43.5K

Value:$11.5M

% of Portfolio:1.2% ($11.5M/$947.1M)

Qorvo, Inc.

QRVO|74736K101

Shares:155.5K

Value:$11.3M

% of Portfolio:1.2% ($11.3M/$947.1M)

REVVITY, INC.

RVTY|714046109

Shares:104.9K

Value:$11.1M

% of Portfolio:1.2% ($11.1M/$947.1M)

VISA INC.

V|92826C839

Shares:31.4K

Value:$11.0M

% of Portfolio:1.2% ($11.0M/$947.1M)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:9.1K

Value:$10.7M

% of Portfolio:1.1% ($10.7M/$947.1M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:56.2K

Value:$10.7M

% of Portfolio:1.1% ($10.7M/$947.1M)

CORPAY, INC.

CPAY|219948106

Shares:26.9K

Value:$9.4M

% of Portfolio:1.0% ($9.4M/$947.1M)

BECTON DICKINSON & CO

BDX|075887109

Shares:38.2K

Value:$8.8M

% of Portfolio:0.9% ($8.8M/$947.1M)

Booking Holdings Inc.

BKNG|09857L108

Shares:1.7K

Value:$8.0M

% of Portfolio:0.8% ($8.0M/$947.1M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:12.0K

Value:$7.0M

% of Portfolio:0.7% ($7.0M/$947.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	103.6K	QoQ -26.63% (-37.6K) YoY-	All Managers (Combined)	$17.2M	1.8% ($17.2M/$947.1M)	QoQ -38.33% (-$10.7M) YoY-
BIO-TECHNE Corp(TECHcusip09073M104)	290.2K	QoQ NEW(+290.2K) YoY-	All Managers (Combined)	$17.0M	1.8% ($17.0M/$947.1M)	QoQ NEW(+$17.0M) YoY-
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	319.2K	QoQ NEW(+319.2K) YoY-	All Managers (Combined)	$15.5M	1.6% ($15.5M/$947.1M)	QoQ NEW(+$15.5M) YoY-
GLOBAL PAYMENTS INC(GPNcusip37940X102)	156.0K	QoQ -44.00% (-122.6K) YoY-	All Managers (Combined)	$15.3M	1.6% ($15.3M/$947.1M)	QoQ -51.07% (-$15.9M) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	147.2K	QoQ +111.74% (+77.7K) YoY-	All Managers (Combined)	$15.1M	1.6% ($15.1M/$947.1M)	QoQ +80.10% (+$6.7M) YoY-
CARVANA CO.(CVNAcusip146869102)	69.7K	QoQ NEW(+69.7K) YoY-	All Managers (Combined)	$14.6M	1.5% ($14.6M/$947.1M)	QoQ NEW(+$14.6M) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	130.2K	QoQ NEW(+130.2K) YoY-	All Managers (Combined)	$13.1M	1.4% ($13.1M/$947.1M)	QoQ NEW(+$13.1M) YoY-
Lyft, Inc.(LYFTcusip55087P104)	1.0M	QoQ +16.29% (+146.2K) YoY-	All Managers (Combined)	$12.4M	1.3% ($12.4M/$947.1M)	QoQ +7.01% (+$811.2K) YoY-
Maplebear Inc.(CARTcusip565394103)	304.5K	QoQ NEW(+304.5K) YoY-	All Managers (Combined)	$12.1M	1.3% ($12.1M/$947.1M)	QoQ NEW(+$12.1M) YoY-
Western Union CO(WUcusip959802109)	1.1M	QoQ -26.56% (-409.7K) YoY-	All Managers (Combined)	$12.0M	1.3% ($12.0M/$947.1M)	QoQ -26.70% (-$4.4M) YoY-
AppLovin Corp(APPcusip03831W108)	43.5K	QoQ NEW(+43.5K) YoY-	All Managers (Combined)	$11.5M	1.2% ($11.5M/$947.1M)	QoQ NEW(+$11.5M) YoY-
Qorvo, Inc.(QRVOcusip74736K101)	155.5K	QoQ NEW(+155.5K) YoY-	All Managers (Combined)	$11.3M	1.2% ($11.3M/$947.1M)	QoQ NEW(+$11.3M) YoY-
REVVITY, INC.(RVTYcusip714046109)	104.9K	QoQ NEW(+104.9K) YoY-	All Managers (Combined)	$11.1M	1.2% ($11.1M/$947.1M)	QoQ NEW(+$11.1M) YoY-
VISA INC.(Vcusip92826C839)	31.4K	QoQ -42.46% (-23.2K) YoY-	All Managers (Combined)	$11.0M	1.2% ($11.0M/$947.1M)	QoQ -36.19% (-$6.2M) YoY-
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	9.1K	QoQ -62.39% (-15.0K) YoY-	All Managers (Combined)	$10.7M	1.1% ($10.7M/$947.1M)	QoQ -63.70% (-$18.8M) YoY-
NXP Semiconductors N.V.(NXPIcusipN6596X109)	56.2K	QoQ -65.11% (-105.0K) YoY-	All Managers (Combined)	$10.7M	1.1% ($10.7M/$947.1M)	QoQ -68.10% (-$22.8M) YoY-
CORPAY, INC.(CPAYcusip219948106)	26.9K	QoQ NEW(+26.9K) YoY-	All Managers (Combined)	$9.4M	1.0% ($9.4M/$947.1M)	QoQ NEW(+$9.4M) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	38.2K	QoQ -71.62% (-96.5K) YoY-	All Managers (Combined)	$8.8M	0.9% ($8.8M/$947.1M)	QoQ -71.35% (-$21.8M) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	1.7K	QoQ -36.26% (-984) YoY-	All Managers (Combined)	$8.0M	0.8% ($8.0M/$947.1M)	QoQ -40.90% (-$5.5M) YoY-
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	12.0K	QoQ -30.13% (-5.2K) YoY-	All Managers (Combined)	$7.0M	0.7% ($7.0M/$947.1M)	QoQ -31.51% (-$3.2M) YoY-