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Meridiem Capital Partners LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,231,171,470
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DANAHER CORP DEL · COM · 235851102 · shares: $102,371,000
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $87,718,712
- EDWARDS LIFESCIENCES CORP · COM · 28176E108 · shares: $77,697,994
- VISA INC · COM CL A · 92826C839 · shares: $68,121,549
- MOODYS CORP · COM · 615369105 · shares: $65,575,116
- METTLER TOLEDO INTERNATIONAL · COM · 592688105 · shares: $64,076,069
- INTEL CORP · COM · 458140100 · shares: $58,424,683
- CHARLES RIV LABS INTL INC · COM · 159864107 · shares: $56,012,367
- ZIMMER BIOMET HOLDINGS INC · COM · 98956P102 · shares: $54,973,200
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $53,560,034
Reported holdings
85 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DANAHER CORP DEL | COM | 235851102 | — | 537,437 shares | $102,371,000 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 211,050 shares | $87,718,712 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 858,921 shares | $77,697,994 |
| VISA INC | COM CL A | 92826C839 | — | 198,553 shares | $68,121,549 |
| MOODYS CORP | COM | 615369105 | — | 144,783 shares | $65,575,116 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 50,157 shares | $64,076,069 |
| INTEL CORP | COM | 458140100 | — | 418,425 shares | $58,424,683 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 246,979 shares | $56,012,367 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 638,555 shares | $54,973,200 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 210,452 shares | $53,560,034 |
| BLOCK INC | CL A | 852234103 | — | 687,662 shares | $52,262,312 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 144,678 shares | $51,703,577 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 221,522 shares | $48,956,362 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 163,461 shares | $45,966,868 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 226,542 shares | $42,381,477 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 169,946 shares | $41,684,355 |
| WATERS CORP | COM | 941848103 | — | 99,260 shares | $37,226,470 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 219,098 shares | $37,220,368 |
| APPLE INC | COM | 037833100 | — | 122,941 shares | $35,574,208 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 757,731 shares | $34,181,245 |
| CORPAY INC | COM SHS | 219948106 | — | 101,815 shares | $33,931,885 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 431,042 shares | $33,720,416 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 29,178 shares | $33,679,874 |
| META PLATFORMS INC | CL A | 30303M102 | — | 58,846 shares | $33,147,363 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 107,035 shares | $32,399,495 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 70,074 shares | $30,234,128 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | PUT | 40,000 shares | $29,870,800 |
| REDDIT INC | CL A | 75734B100 | — | 170,572 shares | $29,607,888 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 144,630 shares | $27,945,409 |
| SYNOPSYS INC | COM | 871607107 | — | 61,695 shares | $27,520,289 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 187,038 shares | $25,762,614 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 54,460 shares | $25,004,220 |
| TRANSUNION | COM | 89400J107 | — | 333,919 shares | $24,088,917 |
| CROWN CASTLE INC | COM | 22822V101 | — | 309,322 shares | $23,424,955 |
| ASTERA LABS INC | COM | 04626A103 | — | 47,891 shares | $23,132,311 |
| LYFT INC | CL A COM | 55087P104 | — | 1,554,443 shares | $22,710,412 |
| WEX INC | COM | 96208T104 | — | 160,776 shares | $22,683,886 |
| REVVITY INC | COM | 714046109 | — | 193,094 shares | $21,483,638 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 | — | 207,713 shares | $20,995,630 |
| ZSCALER INC | COM | 98980G102 | — | 144,497 shares | $20,395,752 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 58,016 shares | $19,784,616 |
| DYNATRACE INC | COM NEW | 268150109 | — | 433,110 shares | $19,017,860 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 189,399 shares | $18,992,932 |
| ADOBE INC | COM | 00724F101 | — | 92,233 shares | $18,909,610 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 72,598 shares | $18,576,376 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 122,440 shares | $18,528,845 |
| SALESFORCE INC | COM | 79466L302 | — | 117,295 shares | $18,375,435 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 101,045 shares | $18,010,261 |
| MONGODB INC | CL A | 60937P106 | — | 53,226 shares | $17,878,613 |
| ROKU INC | COM CL A | 77543R102 | — | 129,183 shares | $17,845,340 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | CALL | 80,000 shares | $17,680,000 |
| CORNING INC | COM | 219350105 | — | 67,830 shares | $17,325,817 |
| TWILIO INC | CL A | 90138F102 | — | 81,500 shares | $16,815,895 |
| OKTA INC | CL A | 679295105 | — | 123,107 shares | $16,797,950 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 201,047 shares | $16,395,383 |
| CVS HEALTH CORP | COM | 126650100 | — | 158,028 shares | $16,347,997 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 422,219 shares | $16,187,876 |
| HUMANA INC | COM | 444859102 | — | 40,421 shares | $16,056,030 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 87,833 shares | $15,007,146 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 327,869 shares | $14,993,449 |
| NUTANIX INC | CL A | 67059N108 | — | 289,623 shares | $14,759,188 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 97,088 shares | $14,566,113 |
| ORACLE CORP | COM | 68389X105 | — | 99,135 shares | $14,528,234 |
| QIAGEN NV | ORD SHARES | N72482156 | — | 369,740 shares | $14,456,834 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 79,120 shares | $14,204,414 |
| CAREDX INC | COM | 14167L103 | — | 451,493 shares | $12,867,551 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 75,793 shares | $11,901,775 |
| SAP SE | SPON ADR | 803054204 | — | 72,235 shares | $11,132,136 |
| CARVANA CO | CL A | 146869102 | — | 166,332 shares | $10,947,972 |
| TESLA INC | COM | 88160R101 | — | 24,252 shares | $10,200,391 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 40,741 shares | $9,678,432 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 108,530 shares | $9,367,224 |
| NAVAN INC | CL A | 639193101 | — | 401,404 shares | $9,180,109 |
| CENCORA INC | COM | 03073E105 | — | 32,205 shares | $9,113,371 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 11,823 shares | $9,022,604 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 88,519 shares | $8,032,214 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 28,014 shares | $7,736,626 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 57,627 shares | $7,573,917 |
| PINTEREST INC | CL A | 72352L106 | — | 266,601 shares | $5,606,619 |
| EBAY INC. | COM | 278642103 | CALL | 50,000 shares | $5,587,500 |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | — | 298,255 shares | $4,500,668 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 | — | 46,764 shares | $3,210,349 |
| INSULET CORP | COM | 45784P101 | — | 17,200 shares | $2,618,700 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | CALL | 25,000 shares | $2,280,000 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | CALL | 25,000 shares | $1,143,250 |