Meridiem Capital Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Meridiem Capital Partners LP disclosed 55 US equity positions worth $912.4m in its Q1 2025 13F filing. The largest position was AMZN at 8.0% of the reported book, followed by NVDA and T. Against the Q4 2024 filing, it opened 23 new positions, added to 10 and reduced 17 among the top 50 holdings.
What did Meridiem Capital Partners LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 8.0% | $73.1m | 384,371 | 407% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 5.1% | $46.5m | 428,653 | 38% | added |
| 3 | T AT&T INC | Communication Services | 4.9% | $44.9m | 1,586,045 | 50% | added |
| 4 | NFLX NETFLIX INC | Communication Services | 4.3% | $39.5m | 42,305 | – | new |
| 5 | DHR DANAHER CORPORATION | Healthcare | 4.2% | $38.5m | 187,867 | – | new |
| 6 | GOOGL ALPHABET INC | Communication Services | 4.2% | $38.2m | 247,199 | -2% | reduced |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 3.9% | $36.0m | 413,818 | – | new |
| 8 | EBAY EBAY INC. | Consumer Cyclical | 3.1% | $28.5m | 421,171 | – | new |
| 9 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.1% | $28.1m | 56,821 | – | new |
| 10 | FOXA FOX CORP | Communication Services | 3.0% | $27.4m | 484,592 | 500% | added |
| 11 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.0% | $27.0m | 372,822 | 770% | added |
| 12 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 3.0% | $26.9m | 237,950 | 118% | added |
| 13 | FIS FIDELITY NATL INFORMATION SV | Technology | 2.3% | $20.6m | 276,237 | -17% | reduced |
| 14 | A AGILENT TECHNOLOGIES INC | Healthcare | 2.3% | $20.6m | 176,200 | -20% | reduced |
| 15 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.2% | $19.7m | 35,863 | – | new |
| 16 | XYZ BLOCK INC | Technology | 2.2% | $19.7m | 362,706 | -30% | reduced |
| 17 | DELL DELL TECHNOLOGIES INC | Technology | 2.2% | $19.7m | 215,922 | – | new |
| 18 | GFS GLOBALFOUNDRIES INC | Technology | 2.1% | $18.9m | 511,238 | – | new |
| 19 | WDC WESTERN DIGITAL CORP | Technology | 2.0% | $18.2m | 449,017 | 175% | added |
| 20 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.9% | $17.2m | 103,583 | -27% | reduced |
| 21 | TECH BIO-TECHNE CORP | Healthcare | 1.9% | $17.0m | 290,180 | – | new |
| 22 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 1.7% | $15.5m | 319,204 | – | new |
| 23 | GPN GLOBAL PMTS INC | Industrials | 1.7% | $15.3m | 156,033 | -44% | reduced |
| 24 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.7% | $15.1m | 147,218 | 112% | added |
| 25 | CVNA CARVANA CO | Consumer Cyclical | 1.6% | $14.6m | 69,653 | – | new |
| 26 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.4% | $13.1m | 130,190 | – | new |
| 27 | LYFT LYFT INC | Technology | 1.4% | $12.4m | 1,043,185 | 16% | added |
| 28 | CART MAPLEBEAR INC | Consumer Cyclical | 1.3% | $12.1m | 304,489 | – | new |
| 29 | WU WESTERN UN CO | Financial Services | 1.3% | $12.0m | 1,132,487 | -27% | reduced |
| 30 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1.3% | $11.9m | 57,586 | -48% | reduced |
| 31 | APP APPLOVIN CORP | Communication Services | 1.3% | $11.5m | 43,530 | – | new |
| 32 | QRVO QORVO INC | Technology | 1.2% | $11.3m | 155,523 | – | new |
| 33 | RVTY REVVITY INC | Healthcare | 1.2% | $11.1m | 104,880 | – | new |
| 34 | V VISA INC | Financial Services | 1.2% | $11.0m | 31,412 | -42% | reduced |
| 35 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 1.2% | $10.7m | 9,066 | -62% | reduced |
| 36 | NXPI NXP SEMICONDUCTORS N V | Technology | 1.2% | $10.7m | 56,226 | -65% | reduced |
| 37 | CPAY CORPAY INC | 1.0% | $9.4m | 26,868 | – | new | |
| 38 | BDX BECTON DICKINSON & CO | Healthcare | 1.0% | $8.8m | 38,234 | -72% | reduced |
| 39 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.9% | $8.0m | 1,729 | -36% | reduced |
| 40 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.8% | $7.0m | 11,984 | -30% | reduced |
| 41 | ALGM ALLEGRO MICROSYSTEMS INC | Technology | 0.7% | $6.3m | 249,920 | -78% | reduced |
| 42 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 0.7% | $6.3m | 73,642 | 23% | added |
| 43 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.7% | $5.9m | 96,385 | – | new |
| 44 | PEN PENUMBRA INC | Healthcare | 0.6% | $5.8m | 21,864 | -27% | reduced |
| 45 | NVMI NOVA LTD | Technology | 0.6% | $5.6m | 30,115 | – | new |
| 46 | LRCX LAM RESEARCH CORP | Technology | 0.5% | $5.0m | 68,676 | -77% | reduced |
| 47 | W WAYFAIR INC | Consumer Cyclical | 0.5% | $4.8m | 150,073 | – | new |
| 48 | AMBA AMBARELLA INC | Technology | 0.5% | $4.5m | 89,720 | – | new |
| 49 | AVDX AVIDXCHANGE HOLDINGS INC | 0.5% | $4.3m | 507,762 | – | new | |
| 50 | CRWV COREWEAVE INC | Technology | 0.4% | $3.6m | 95,949 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.