Meridiem Capital Partners LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002026798

Type: FundHoldings: 55Value: $947.1MLatest: 2025Q1

Meridiem Capital Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 55 holdings worth $0.9 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.

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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AMAZON COM INC

AMZN|023135106

Shares:384.4K

Value:$73.1M

% of Portfolio:7.7% ($73.1M/$947.1M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:225.0K

Value:$46.6M

% of Portfolio:4.9% ($46.6M/$947.1M)

NVIDIA CORP

NVDA|67066G104

Shares:428.7K

Value:$46.5M

% of Portfolio:4.9% ($46.5M/$947.1M)

AT&T INC.

T|00206R102

Shares:1.6M

Value:$44.9M

% of Portfolio:4.7% ($44.9M/$947.1M)

NETFLIX INC

NFLX|64110L106

Shares:42.3K

Value:$39.5M

% of Portfolio:4.2% ($39.5M/$947.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:187.9K

Value:$38.5M

% of Portfolio:4.1% ($38.5M/$947.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:247.2K

Value:$38.2M

% of Portfolio:4.0% ($38.2M/$947.1M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:413.8K

Value:$36.0M

% of Portfolio:3.8% ($36.0M/$947.1M)

EBAY INC

EBAY|278642103

Shares:421.2K

Value:$28.5M

% of Portfolio:3.0% ($28.5M/$947.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:56.8K

Value:$28.1M

% of Portfolio:3.0% ($28.1M/$947.1M)

Fox Corp

FOXA|35137L105

Shares:484.6K

Value:$27.4M

% of Portfolio:2.9% ($27.4M/$947.1M)

Edwards Lifesciences Corp

EW|28176E108

Shares:372.8K

Value:$27.0M

% of Portfolio:2.9% ($27.0M/$947.1M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:237.9K

Value:$26.9M

% of Portfolio:2.8% ($26.9M/$947.1M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:276.2K

Value:$20.6M

% of Portfolio:2.2% ($20.6M/$947.1M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:176.2K

Value:$20.6M

% of Portfolio:2.2% ($20.6M/$947.1M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:35.9K

Value:$19.7M

% of Portfolio:2.1% ($19.7M/$947.1M)

852234103

Shares:362.7K

Value:$19.7M

% of Portfolio:2.1% ($19.7M/$947.1M)

Dell Technologies Inc.

DELL|24703L202

Shares:215.9K

Value:$19.7M

% of Portfolio:2.1% ($19.7M/$947.1M)

GLOBALFOUNDRIES Inc.

GFS|G39387108

Shares:511.2K

Value:$18.9M

% of Portfolio:2.0% ($18.9M/$947.1M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:449.0K

Value:$18.2M

% of Portfolio:1.9% ($18.2M/$947.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	384.4K	QoQ +406.52% (+308.5K) YoY-	All Managers (Combined)	$73.1M	7.7% ($73.1M/$947.1M)	QoQ +339.26% (+$56.5M) YoY-
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	225.0K	QoQ +104.59% (+115.0K) YoY-	All Managers (Combined)	$46.6M	4.9% ($46.6M/$947.1M)	QoQ +130.34% (+$26.4M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	428.7K	QoQ +38.05% (+118.2K) YoY-	All Managers (Combined)	$46.5M	4.9% ($46.5M/$947.1M)	QoQ +11.42% (+$4.8M) YoY-
AT&T INC.(Tcusip00206R102)	1.6M	QoQ +49.91% (+528.1K) YoY-	All Managers (Combined)	$44.9M	4.7% ($44.9M/$947.1M)	QoQ +86.19% (+$20.8M) YoY-
NETFLIX INC(NFLXcusip64110L106)	42.3K	QoQ NEW(+42.3K) YoY-	All Managers (Combined)	$39.5M	4.2% ($39.5M/$947.1M)	QoQ NEW(+$39.5M) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	187.9K	QoQ NEW(+187.9K) YoY-	All Managers (Combined)	$38.5M	4.1% ($38.5M/$947.1M)	QoQ NEW(+$38.5M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	247.2K	QoQ -1.94% (-4.9K) YoY-	All Managers (Combined)	$38.2M	4.0% ($38.2M/$947.1M)	QoQ -19.89% (-$9.5M) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	413.8K	QoQ NEW(+413.8K) YoY-	All Managers (Combined)	$36.0M	3.8% ($36.0M/$947.1M)	QoQ NEW(+$36.0M) YoY-
EBAY INC(EBAYcusip278642103)	421.2K	QoQ NEW(+421.2K) YoY-	All Managers (Combined)	$28.5M	3.0% ($28.5M/$947.1M)	QoQ NEW(+$28.5M) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	56.8K	QoQ NEW(+56.8K) YoY-	All Managers (Combined)	$28.1M	3.0% ($28.1M/$947.1M)	QoQ NEW(+$28.1M) YoY-
Fox Corp(FOXAcusip35137L105)	484.6K	QoQ +500.49% (+403.9K) YoY-	All Managers (Combined)	$27.4M	2.9% ($27.4M/$947.1M)	QoQ +599.62% (+$23.5M) YoY-
Edwards Lifesciences Corp(EWcusip28176E108)	372.8K	QoQ +770.20% (+330.0K) YoY-	All Managers (Combined)	$27.0M	2.9% ($27.0M/$947.1M)	QoQ +751.98% (+$23.9M) YoY-
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	237.9K	QoQ +118.43% (+129.0K) YoY-	All Managers (Combined)	$26.9M	2.8% ($26.9M/$947.1M)	QoQ +134.05% (+$15.4M) YoY-
Fidelity National Information Services, Inc.(FIScusip31620M106)	276.2K	QoQ -17.34% (-58.0K) YoY-	All Managers (Combined)	$20.6M	2.2% ($20.6M/$947.1M)	QoQ -23.57% (-$6.4M) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	176.2K	QoQ -19.73% (-43.3K) YoY-	All Managers (Combined)	$20.6M	2.2% ($20.6M/$947.1M)	QoQ -30.10% (-$8.9M) YoY-
Spotify Technology S.A.(SPOTcusipL8681T102)	35.9K	QoQ NEW(+35.9K) YoY-	All Managers (Combined)	$19.7M	2.1% ($19.7M/$947.1M)	QoQ NEW(+$19.7M) YoY-
(cusip852234103)✕	362.7K	QoQ -30.44% (-158.8K) YoY-	All Managers (Combined)	$19.7M	2.1% ($19.7M/$947.1M)	QoQ -55.53% (-$24.6M) YoY-
Dell Technologies Inc.(DELLcusip24703L202)	215.9K	QoQ NEW(+215.9K) YoY-	All Managers (Combined)	$19.7M	2.1% ($19.7M/$947.1M)	QoQ NEW(+$19.7M) YoY-
GLOBALFOUNDRIES Inc.(GFScusipG39387108)	511.2K	QoQ NEW(+511.2K) YoY-	All Managers (Combined)	$18.9M	2.0% ($18.9M/$947.1M)	QoQ NEW(+$18.9M) YoY-
WESTERN DIGITAL CORP(WDCcusip958102105)	449.0K	QoQ +175.00% (+285.7K) YoY-	All Managers (Combined)	$18.2M	1.9% ($18.2M/$947.1M)	QoQ +86.45% (+$8.4M) YoY-