Meridiem Investment Management Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Meridiem Investment Management Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 57 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001842702
Manager Name: Meridiem Investment Management Ltd.

Data Enrichment

100% identified

57 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $5,467,122.793K total value

57 positions

Manager:

SEC FilingSEC DataHachi Filing

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FISERV INC

FI|337738108

1812953(-3.4%)

Value:

$400.5B(+3.9%)

Mastercard Inc

MA|57636Q104

713779(+4.4%)

Value:

$391.2B(+8.6%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

1511296(+5.0%)

Value:

$368.8B(+20.6%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

661218(+4.6%)

Value:

$329.1B(+0.1%)

UNITEDHEALTH GROUP INC

UNH|91324P102

569934(+2.0%)

Value:

$298.5B(+5.6%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

5358519(+4.7%)

Value:

$295.2B(+8.7%)

LABCORP HOLDINGS INC.

LH|504922105

1266688(+4.6%)

Value:

$294.7B(+6.1%)

MICROSOFT CORP

MSFT|594918104

779461(+2.8%)

Value:

$292.3B(-8.6%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

1123865(+5.1%)

Value:

$272.4B(+12.7%)

INTUITIVE SURGICAL INC

ISRG|46120E602

531225(-7.0%)

Value:

$263.1B(-11.8%)

Accenture plc

ACN|G1151C101

825065(+1.8%)

Value:

$257.5B(-9.7%)

INTUIT INC.

INTU|461202103

418948(+5.0%)

Value:

$257.2B(+2.6%)

SYNOPSYS INC

SNPS|871607107

585951(+5.2%)

Value:

$251.2B(-7.1%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

716468(+3.9%)

Value:

$218.9B(+8.4%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

815379(+4.0%)

Value:

$207.4B(-12.0%)

AMAZON COM INC

AMZN|023135106

1052759(-13.0%)

Value:

$200.3B(-24.6%)

AMPHENOL CORP /DE/

APH|032095101

2614513(-19.4%)

Value:

$171.5B(-23.9%)

Avery Dennison Corp

AVY|053611109

827913(+4.3%)

Value:

$147.3B(-0.7%)

AMETEK INC/

AME|031100100

784237(+3.2%)

Value:

$135.0B(-1.5%)

ALIGN TECHNOLOGY INC

ALGN|016255101

764479(-0.0%)

Value:

$121.4B(-23.9%)

Instrument	Shares		Other Manager	Value
Fiserv Inc(FIcusip337738108)	1.8M	QoQ -3.36% (-63.1K) YoY -10.74% (-218.3K)	All Managers (Combined)	$400.5M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -23.85% (-$38.0M) YoY -5.97% (-$7.7M)