Meridiem Capital Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Meridiem Capital Partners LP disclosed 80 US equity positions worth $2.2bn in its Q2 2026 13F filing. The largest position was DHR at 4.7% of the reported book, followed by UNH and EW. Against the Q1 2026 filing, it opened 30 new positions, added to 9 and reduced 11 among the top 50 holdings.
What did Meridiem Capital Partners LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DHR DANAHER CORP DEL | Healthcare | 4.7% | $102.4m | 537,437 | – | new |
| 2 | UNH UNITEDHEALTH GROUP INC | Healthcare | 4.0% | $87.7m | 211,050 | – | new |
| 3 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.6% | $77.7m | 858,921 | 268% | added |
| 4 | V VISA INC | Financial Services | 3.1% | $68.1m | 198,553 | – | new |
| 5 | MCO MOODYS CORP | Financial Services | 3.0% | $65.6m | 144,783 | – | new |
| 6 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 2.9% | $64.1m | 50,157 | – | new |
| 7 | INTC INTEL CORP | Technology | 2.7% | $58.4m | 418,425 | -32% | reduced |
| 8 | CRL CHARLES RIV LABS INTL INC | Healthcare | 2.6% | $56.0m | 246,979 | -32% | reduced |
| 9 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.5% | $55.0m | 638,555 | – | new |
| 10 | SNOW SNOWFLAKE INC | Technology | 2.5% | $53.6m | 210,452 | – | new |
| 11 | XYZ BLOCK INC | Technology | 2.4% | $52.3m | 687,662 | -6% | reduced |
| 12 | GOOGL ALPHABET INC | Communication Services | 2.4% | $51.7m | 144,678 | – | new |
| 13 | CBRS CEREBRAS SYSTEMS INC | Technology | 2.3% | $49.0m | 221,522 | – | new |
| 14 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 2.1% | $46.0m | 163,461 | – | new |
| 15 | THC TENET HEALTHCARE CORP | Healthcare | 1.9% | $42.4m | 226,542 | 26% | added |
| 16 | NET CLOUDFLARE INC | Technology | 1.9% | $41.7m | 169,946 | 56% | added |
| 17 | WAT WATERS CORP | Healthcare | 1.7% | $37.2m | 99,260 | -52% | reduced |
| 18 | ANET ARISTA NETWORKS INC | Technology | 1.7% | $37.2m | 219,098 | – | new |
| 19 | AAPL APPLE INC | Technology | 1.6% | $35.6m | 122,941 | -37% | reduced |
| 20 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.6% | $34.2m | 757,731 | -12% | reduced |
| 21 | CPAY CORPAY INC | Technology | 1.6% | $33.9m | 101,815 | 28% | added |
| 22 | MDT MEDTRONIC PLC | Healthcare | 1.6% | $33.7m | 431,042 | – | new |
| 23 | MU MICRON TECHNOLOGY INC | Technology | 1.5% | $33.7m | 29,178 | – | new |
| 24 | META META PLATFORMS INC | Communication Services | 1.5% | $33.1m | 58,846 | -16% | reduced |
| 25 | BE BLOOM ENERGY CORP | Industrials | 1.5% | $32.4m | 107,035 | – | new |
| 26 | DELL DELL TECHNOLOGIES INC | Technology | 1.4% | $30.2m | 70,074 | – | new |
| 27 | RDDT REDDIT INC | Communication Services | 1.4% | $29.6m | 170,572 | – | new |
| 28 | IQV IQVIA HLDGS INC | Healthcare | 1.3% | $27.9m | 144,630 | – | new |
| 29 | SNPS SYNOPSYS INC | Technology | 1.3% | $27.5m | 61,695 | 136% | added |
| 30 | JKHY HENRY JACK & ASSOC INC | Technology | 1.2% | $25.8m | 187,038 | – | new |
| 31 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.1% | $25.0m | 54,460 | 194% | added |
| 32 | TRU TRANSUNION | Financial Services | 1.1% | $24.1m | 333,919 | -61% | reduced |
| 33 | CCI CROWN CASTLE INC | Real Estate | 1.1% | $23.4m | 309,322 | – | new |
| 34 | ALAB ASTERA LABS INC | Technology | 1.1% | $23.1m | 47,891 | – | new |
| 35 | LYFT LYFT INC | Technology | 1.0% | $22.7m | 1,554,443 | – | new |
| 36 | WEX WEX INC | Technology | 1.0% | $22.7m | 160,776 | – | new |
| 37 | RVTY REVVITY INC | Healthcare | 1.0% | $21.5m | 193,094 | – | new |
| 38 | EHC ENCOMPASS HEALTH CORP | Healthcare | 1.0% | $21.0m | 207,713 | – | new |
| 39 | ZS ZSCALER INC | Technology | 0.9% | $20.4m | 144,497 | – | new |
| 40 | PANW PALO ALTO NETWORKS INC | Technology | 0.9% | $19.8m | 58,016 | -47% | reduced |
| 41 | DT DYNATRACE INC | Technology | 0.9% | $19.0m | 433,110 | 152% | added |
| 42 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.9% | $19.0m | 189,399 | – | new |
| 43 | ADBE ADOBE INC | Technology | 0.9% | $18.9m | 92,233 | – | new |
| 44 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 0.9% | $18.6m | 72,598 | 131% | added |
| 45 | BDX BECTON DICKINSON & CO | Healthcare | 0.9% | $18.5m | 122,440 | – | new |
| 46 | CRM SALESFORCE INC | Technology | 0.8% | $18.4m | 117,295 | -32% | reduced |
| 47 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.8% | $18.0m | 101,045 | 6760% | added |
| 48 | MDB MONGODB INC | Technology | 0.8% | $17.9m | 53,226 | – | new |
| 49 | ROKU ROKU INC | Communication Services | 0.8% | $17.8m | 129,183 | -42% | reduced |
| 50 | GLW CORNING INC | Technology | 0.8% | $17.3m | 67,830 | – | 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.