Meridiem Capital Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Meridiem Capital Partners LP disclosed 68 US equity positions worth $1.4bn in its Q2 2025 13F filing. The largest position was AMZN at 6.4% of the reported book, followed by NVDA and TMUS. Against the Q1 2025 filing, it opened 22 new positions, added to 19 and reduced 8 among the top 50 holdings.
What did Meridiem Capital Partners LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 6.4% | $89.4m | 407,457 | 6% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 6.4% | $88.2m | 558,121 | 30% | added |
| 3 | TMUS T-MOBILE US INC | Communication Services | 5.8% | $81.1m | 340,500 | – | new |
| 4 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.3% | $45.8m | 426,319 | 227% | added |
| 5 | T AT&T INC | Communication Services | 3.1% | $43.5m | 1,501,636 | -5% | reduced |
| 6 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.7% | $37.7m | 265,973 | 81% | added |
| 7 | ADI ANALOG DEVICES INC | Technology | 2.7% | $37.4m | 156,970 | – | new |
| 8 | FOXA FOX CORP | Communication Services | 2.7% | $37.2m | 664,238 | 37% | added |
| 9 | MA MASTERCARD INCORPORATED | Financial Services | 2.7% | $36.8m | 65,464 | – | new |
| 10 | ABT ABBOTT LABS | Healthcare | 2.4% | $33.6m | 247,189 | – | new |
| 11 | WDC WESTERN DIGITAL CORP | Technology | 2.4% | $33.3m | 519,813 | 16% | added |
| 12 | FIS FIDELITY NATL INFORMATION SV | Technology | 2.4% | $33.1m | 407,126 | 47% | added |
| 13 | NXPI NXP SEMICONDUCTORS N V | Technology | 2.2% | $30.4m | 139,231 | 148% | added |
| 14 | CPAY CORPAY INC | 2.1% | $29.4m | 88,466 | 229% | added | |
| 15 | LRCX LAM RESEARCH CORP | Technology | 2.1% | $28.9m | 296,553 | 332% | added |
| 16 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 1.9% | $26.1m | 154,917 | – | new |
| 17 | MU MICRON TECHNOLOGY INC | Technology | 1.9% | $26.0m | 211,176 | -49% | reduced |
| 18 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.8% | $25.6m | 217,255 | 23% | added |
| 19 | QCOM QUALCOMM INC | Technology | 1.8% | $25.6m | 160,944 | – | new |
| 20 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.8% | $25.6m | 47,149 | -17% | reduced |
| 21 | XYZ BLOCK INC | Technology | 1.8% | $25.3m | 372,372 | 3% | added |
| 22 | TRU TRANSUNION | Financial Services | 1.8% | $24.6m | 279,066 | – | new |
| 23 | QRVO QORVO INC | Technology | 1.8% | $24.4m | 286,925 | 84% | added |
| 24 | AMAT APPLIED MATLS INC | Technology | 1.8% | $24.4m | 133,028 | – | new |
| 25 | RVTY REVVITY INC | Healthcare | 1.7% | $23.1m | 238,735 | 128% | added |
| 26 | CART MAPLEBEAR INC | Consumer Cyclical | 1.6% | $21.8m | 482,168 | 58% | added |
| 27 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 1.6% | $21.6m | 306,838 | -4% | reduced |
| 28 | EBAY EBAY INC. | Consumer Cyclical | 1.5% | $21.1m | 283,299 | -33% | reduced |
| 29 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 1.5% | $20.8m | 17,726 | 96% | added |
| 30 | HPQ HP INC | Technology | 1.5% | $20.5m | 836,065 | – | new |
| 31 | EXK EXACT SCIENCES CORP | Basic Materials | 1.5% | $20.3m | 382,424 | – | new |
| 32 | ENTG ENTEGRIS INC | Technology | 1.4% | $19.6m | 243,104 | – | new |
| 33 | GFS GLOBALFOUNDRIES INC | Technology | 1.4% | $19.6m | 512,335 | 0% | held |
| 34 | CRL CHARLES RIV LABS INTL INC | Healthcare | 1.3% | $18.2m | 120,034 | – | new |
| 35 | LITE LUMENTUM HLDGS INC | Technology | 1.3% | $18.1m | 190,294 | – | new |
| 36 | DXCM DEXCOM INC | Healthcare | 1.2% | $17.1m | 195,349 | – | new |
| 37 | NFLX NETFLIX INC | Communication Services | 1.2% | $16.8m | 12,555 | -70% | reduced |
| 38 | MDT MEDTRONIC PLC | Healthcare | 1.1% | $15.6m | 178,476 | – | new |
| 39 | SNPS SYNOPSYS INC | Technology | 1.1% | $14.8m | 28,792 | – | new |
| 40 | BRKR BRUKER CORP | Healthcare | 1.1% | $14.6m | 354,281 | – | new |
| 41 | WU WESTERN UN CO | Financial Services | 0.9% | $13.2m | 1,563,783 | 38% | added |
| 42 | RDDT REDDIT INC | Communication Services | 0.9% | $12.6m | 84,004 | – | new |
| 43 | APP APPLOVIN CORP | Communication Services | 0.8% | $11.2m | 32,098 | -26% | reduced |
| 44 | TTD THE TRADE DESK INC | Communication Services | 0.8% | $11.1m | 154,396 | 141% | added |
| 45 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.8% | $11.0m | 15,100 | 26% | added |
| 46 | META META PLATFORMS INC | Communication Services | 0.7% | $10.0m | 13,556 | – | new |
| 47 | CVNA CARVANA CO | Consumer Cyclical | 0.7% | $9.4m | 27,972 | -60% | reduced |
| 48 | ORCL ORACLE CORP | Technology | 0.7% | $9.4m | 42,958 | – | new |
| 49 | PANW PALO ALTO NETWORKS INC | Technology | 0.6% | $8.5m | 41,396 | – | new |
| 50 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 0.6% | $8.3m | 170,401 | – | 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.