Meridiem Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Meridiem Capital Partners LP disclosed 62 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was AMZN at 5.7% of the reported book, followed by SYK and CRL.
What did Meridiem Capital Partners LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 5.7% | $86.5m | 415,407 | – | |
| 2 | SYK STRYKER CORPORATION | Healthcare | 5.0% | $76.1m | 231,496 | – | |
| 3 | CRL CHARLES RIV LABS INTL INC | Healthcare | 4.1% | $62.5m | 362,098 | – | |
| 4 | WAT WATERS CORP | Healthcare | 4.1% | $61.9m | 207,814 | – | |
| 5 | TRU TRANSUNION | Financial Services | 3.9% | $58.7m | 848,343 | – | |
| 6 | T AT&T INC | Communication Services | 3.6% | $54.3m | 1,872,354 | – | |
| 7 | TSLA TESLA INC | Consumer Cyclical | 3.5% | $53.9m | 144,946 | – | |
| 8 | AAPL APPLE INC | Technology | 3.3% | $49.8m | 196,131 | – | |
| 9 | MA MASTERCARD INCORPORATED | Financial Services | 2.9% | $44.3m | 88,646 | – | |
| 10 | XYZ BLOCK INC | Technology | 2.9% | $44.0m | 730,706 | – | |
| 11 | NFLX NETFLIX INC. | Communication Services | 2.8% | $42.8m | 444,812 | – | |
| 12 | META META PLATFORMS INC | Communication Services | 2.6% | $40.0m | 69,883 | – | |
| 13 | ILMN ILLUMINA INC | Healthcare | 2.5% | $38.6m | 313,272 | – | |
| 14 | FFIV F5 INC | Technology | 2.5% | $37.7m | 130,139 | – | |
| 15 | THC TENET HEALTHCARE CORP | Healthcare | 2.2% | $34.1m | 180,483 | – | |
| 16 | PYPL PAYPAL HLDGS INC | Financial Services | 2.1% | $32.3m | 714,109 | – | |
| 17 | CRM SALESFORCE INC | Technology | 2.1% | $32.2m | 172,272 | – | |
| 18 | TMUS T-MOBILE US INC | Communication Services | 2.1% | $32.1m | 152,812 | – | |
| 19 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.0% | $30.1m | 148,192 | – | |
| 20 | INTC INTEL CORP | Technology | 1.8% | $27.0m | 612,064 | – | |
| 21 | MSCI MSCI INC | Financial Services | 1.8% | $26.8m | 49,692 | – | |
| 22 | INTU INTUIT | Technology | 1.7% | $26.0m | 60,053 | – | |
| 23 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 1.7% | $25.7m | 87,947 | – | |
| 24 | CAH CARDINAL HEALTH INC | Healthcare | 1.6% | $24.6m | 116,256 | – | |
| 25 | CPAY CORPAY INC | Technology | 1.5% | $23.1m | 79,509 | – | |
| 26 | NET CLOUDFLARE INC | Technology | 1.5% | $22.5m | 109,062 | – | |
| 27 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.4% | $21.1m | 184,897 | – | |
| 28 | TECH BIO-TECHNE CORP | Healthcare | 1.4% | $21.0m | 402,227 | – | |
| 29 | ROKU ROKU INC | Communication Services | 1.4% | $20.9m | 221,159 | – | |
| 30 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.3% | $20.5m | 858,995 | – | |
| 31 | CRWV COREWEAVE INC | Technology | 1.3% | $19.3m | 249,636 | – | |
| 32 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.2% | $18.7m | 233,189 | – | |
| 33 | PANW PALO ALTO NETWORKS INC | Technology | 1.1% | $17.5m | 108,952 | – | |
| 34 | CHYM CHIME FINL INC | Technology | 1.0% | $15.8m | 844,528 | – | |
| 35 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.9% | $14.3m | 51,397 | – | |
| 36 | CSCO CISCO SYS INC | Technology | 0.9% | $14.2m | 182,570 | – | |
| 37 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 0.9% | $14.1m | 65,340 | – | |
| 38 | COIN COINBASE GLOBAL INC | Financial Services | 0.9% | $13.9m | 79,450 | – | |
| 39 | DDOG DATADOG INC | Technology | 0.9% | $13.9m | 117,437 | – | |
| 40 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 0.9% | $13.4m | 116,508 | – | |
| 41 | ZM ZOOM COMMUNICATIONS INC | Technology | 0.8% | $12.4m | 154,262 | – | |
| 42 | W WAYFAIR INC | Consumer Cyclical | 0.8% | $12.0m | 160,118 | – | |
| 43 | CTSH COGNIZANT TECHNOLOGY SOLUTIO | Technology | 0.8% | $11.8m | 192,947 | – | |
| 44 | EBAY EBAY INC. | Consumer Cyclical | 0.8% | $11.5m | 125,856 | – | |
| 45 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.7% | $11.4m | 239,669 | – | |
| 46 | TXG 10X GENOMICS INC | Healthcare | 0.7% | $11.1m | 523,998 | – | |
| 47 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.7% | $10.6m | 106,656 | – | |
| 48 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.7% | $10.5m | 22,747 | – | |
| 49 | ICLR ICON PLC | Healthcare | 0.7% | $10.4m | 93,878 | – | |
| 50 | SNPS SYNOPSYS INC | Technology | 0.7% | $10.4m | 26,184 | – |
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.