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Meridiem Capital Partners LP
hedge fundUpdated 27 days agoManaged by Meridiem Capital Partners Lp • Latest filing Q2 2026
Portfolio value
$2.2B
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
97.5%
Weight of largest holdings
Annualized return
45.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $1.1B |
| Q1 2025 | $959M |
| Q2 2025 | $1.4B |
| Q3 2025 | $1.6B |
| Q4 2025 | $1.7B |
| Q1 2026 | $1.5B |
| Q2 2026 | $2.2B |
Top holdings
85 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DHR DANAHER CORP DEL | $102.4M | 537.4K | 4.59% | — |
| 2 | U UNH UNITEDHEALTH GROUP INC | $87.7M | 211.1K | 3.93% | — |
| 3 | E EW EDWARDS LIFESCIENCES CORP | $77.7M | 858.9K | 3.48% | — |
| 4 | V V VISA INC | $68.1M | 198.6K | 3.05% | — |
| 5 | M MCO MOODYS CORP | $65.6M | 144.8K | 2.94% | — |
| 6 | M MTD METTLER TOLEDO INTERNATIONAL | $64.1M | 50.2K | 2.87% | — |
| 7 | I INTC INTEL CORP | $58.4M | 418.4K | 2.62% | — |
| 8 | C CRL CHARLES RIV LABS INTL INC | $56M | 247.0K | 2.51% | — |
| 9 | Z ZBH ZIMMER BIOMET HOLDINGS INC | $55M | 638.6K | 2.46% | — |
| 10 | S SNOW SNOWFLAKE INC | $53.6M | 210.5K | 2.40% | — |
| 11 | B BSQKZ BLOCK INC | $52.3M | 687.7K | 2.34% | — |
| 12 | G GOOGN ALPHABET INC | $51.7M | 144.7K | 2.32% | — |
| 13 | C CBRS CEREBRAS SYSTEMS INC | $49M | 221.5K | 2.19% | — |
| 14 | I IBM INTERNATIONAL BUSINESS MACHS | $46M | 163.5K | 2.06% | — |
| 15 | T THC TENET HEALTHCARE CORP | $42.4M | 226.5K | 1.90% | — |
| 16 | N NET CLOUDFLARE INC | $41.7M | 169.9K | 1.87% | — |
| 17 | W WAT WATERS CORP | $37.2M | 99.3K | 1.67% | — |
| 18 | A ANET ARISTA NETWORKS INC | $37.2M | 219.1K | 1.67% | — |
| 19 | A AAPL APPLE INC | $35.6M | 122.9K | 1.59% | — |
| 20 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $34.2M | 757.7K | 1.53% | — |