Meridiem Capital Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Meridiem Capital Partners LP disclosed 59 US equity positions worth $1.5bn in its Q3 2025 13F filing. The largest position was AMD at 5.2% of the reported book, followed by BSX and NFLX. Against the Q2 2025 filing, it opened 27 new positions, added to 10 and reduced 13 among the top 50 holdings.
What did Meridiem Capital Partners LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.2% | $75.4m | 466,227 | 75% | added |
| 2 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.8% | $70.3m | 720,071 | 69% | added |
| 3 | NFLX NETFLIX INC | Communication Services | 4.4% | $64.3m | 53,606 | 327% | added |
| 4 | TMUS T-MOBILE US INC | Communication Services | 4.2% | $60.3m | 251,792 | -26% | reduced |
| 5 | AVGO BROADCOM INC | Technology | 3.9% | $56.1m | 170,173 | – | new |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 3.8% | $55.6m | 10,306 | – | new |
| 7 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.7% | $54.0m | 193,455 | – | new |
| 8 | MSFT MICROSOFT CORP | Technology | 3.5% | $50.8m | 98,161 | 625% | added |
| 9 | CRM SALESFORCE INC | Technology | 3.2% | $46.4m | 195,823 | – | new |
| 10 | FOXA FOX CORP | Communication Services | 3.0% | $43.5m | 689,777 | 4% | added |
| 11 | AAPL APPLE INC | Technology | 2.9% | $42.5m | 166,965 | – | new |
| 12 | WU WESTERN UN CO | Financial Services | 2.5% | $36.3m | 4,545,827 | 191% | added |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $34.6m | 157,657 | -61% | reduced |
| 14 | SNOW SNOWFLAKE INC | Technology | 2.2% | $32.2m | 142,864 | – | new |
| 15 | MRVL MARVELL TECHNOLOGY INC | Technology | 2.2% | $31.5m | 374,579 | – | new |
| 16 | MDT MEDTRONIC PLC | Healthcare | 2.1% | $31.0m | 325,751 | 83% | added |
| 17 | NXPI NXP SEMICONDUCTORS N V | Technology | 2.1% | $30.5m | 134,114 | -4% | reduced |
| 18 | WMG WARNER MUSIC GROUP CORP | Communication Services | 2.0% | $29.7m | 871,831 | – | new |
| 19 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.9% | $28.1m | 40,246 | – | new |
| 20 | TSLA TESLA INC | Consumer Cyclical | 1.9% | $27.6m | 62,116 | – | new |
| 21 | MA MASTERCARD INCORPORATED | Financial Services | 1.8% | $26.1m | 45,959 | -30% | reduced |
| 22 | ORCL ORACLE CORP | Technology | 1.7% | $25.4m | 90,161 | 110% | added |
| 23 | INTU INTUIT | Technology | 1.7% | $24.6m | 35,987 | – | new |
| 24 | QRVO QORVO INC | Technology | 1.6% | $23.2m | 254,208 | -11% | reduced |
| 25 | GPN GLOBAL PMTS INC | Industrials | 1.6% | $22.6m | 271,622 | – | new |
| 26 | ENTG ENTEGRIS INC | Technology | 1.5% | $22.1m | 239,208 | -2% | reduced |
| 27 | MCO MOODYS CORP | Financial Services | 1.5% | $21.5m | 45,197 | – | new |
| 28 | WAT WATERS CORP | Healthcare | 1.4% | $20.6m | 68,788 | – | new |
| 29 | LYFT LYFT INC | Technology | 1.4% | $20.5m | 930,831 | – | new |
| 30 | XYZ BLOCK INC | Technology | 1.4% | $20.3m | 281,195 | -24% | reduced |
| 31 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.3% | $18.7m | 38,635 | – | new |
| 32 | ETSY ETSY INC | Consumer Cyclical | 1.3% | $18.5m | 278,876 | – | new |
| 33 | DXCM DEXCOM INC | Healthcare | 1.3% | $18.2m | 269,926 | 38% | added |
| 34 | PANW PALO ALTO NETWORKS INC | Technology | 1.2% | $18.0m | 88,616 | 114% | added |
| 35 | SNAP SNAP INC | Communication Services | 1.2% | $17.3m | 2,242,590 | – | new |
| 36 | GFS GLOBALFOUNDRIES INC | Technology | 1.2% | $16.7m | 466,563 | -9% | reduced |
| 37 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 1.1% | $16.0m | 120,854 | – | new |
| 38 | QCOM QUALCOMM INC | Technology | 1.0% | $15.0m | 90,247 | -44% | reduced |
| 39 | MSCI MSCI INC | Financial Services | 1.0% | $15.0m | 26,407 | – | new |
| 40 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.0% | $14.7m | 598,325 | – | new |
| 41 | ABT ABBOTT LABS | Healthcare | 0.9% | $12.6m | 94,027 | -62% | reduced |
| 42 | EFX EQUIFAX INC | Industrials | 0.9% | $12.5m | 48,621 | – | new |
| 43 | V VISA INC | Financial Services | 0.8% | $12.0m | 35,278 | – | new |
| 44 | NTRA NATERA INC | Healthcare | 0.8% | $11.9m | 73,929 | – | new |
| 45 | RDDT REDDIT INC | Communication Services | 0.8% | $11.8m | 51,256 | -39% | reduced |
| 46 | TECH BIO-TECHNE CORP | Healthcare | 0.8% | $11.7m | 210,947 | – | new |
| 47 | CRL CHARLES RIV LABS INTL INC | Healthcare | 0.8% | $11.0m | 70,467 | -41% | reduced |
| 48 | CVNA CARVANA CO | Consumer Cyclical | 0.7% | $10.4m | 27,602 | -1% | reduced |
| 49 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 0.6% | $8.9m | 32,402 | – | new |
| 50 | RBLX ROBLOX CORP | Communication Services | 0.6% | $8.8m | 63,459 | – | 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.