Meridiem Capital Partners LP
84 holdingsFiling period: 2026-06-30Current AUM: $2.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DHR | Danaher Corp Del | 537.4K | $102.4M | $124.7M | 4.99% | -- | 2026-06-30 |
| 2 | UNH | Unitedhealth Group Inc | 211.1K | $87.7M | $86.6M | 3.47% | -- | 2026-06-30 |
| 3 | EW | Edwards Lifesciences Corp | 858.9K | $77.7M | $78.0M | 3.12% | +625.7K | 2026-06-30 |
| 4 | V | Visa Inc | 198.6K | $68.1M | $79.8M | 3.19% | -- | 2026-06-30 |
| 5 | CBRS | Cerebras Systems Inc | 301.5K | $66.6M | $36.0M | 1.44% | -- | 2026-06-30 |
| 6 | MCO | Moodys Corp | 144.8K | $65.6M | $68.6M | 2.75% | -- | 2026-06-30 |
| 7 | MTD | Mettler Toledo International | 50.2K | $64.1M | $84.5M | 3.38% | -- | 2026-06-30 |
| 8 | INTC | Intel Corp | 418.4K | $58.4M | $39.2M | 1.57% | -193,639 | 2026-06-30 |
| 9 | CRL | Charles Riv Labs Intl Inc | 247.0K | $56.0M | $88.6M | 3.55% | -115,119 | 2026-06-30 |
| 10 | ZBH | Zimmer Biomet Holdings Inc | 638.6K | $55.0M | $61.3M | 2.46% | -- | 2026-06-30 |
| 11 | SNOW | Snowflake Inc | 210.5K | $53.6M | $71.0M | 2.84% | -- | 2026-06-30 |
| 12 | XYZ | Block Inc | 687.7K | $52.3M | $51.5M | 2.06% | -43,044 | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 144.7K | $51.7M | $46.4M | 1.86% | -- | 2026-06-30 |
| 14 | IBM | International Business Machs | 163.5K | $46.0M | $40.9M | 1.64% | -- | 2026-06-30 |
| 15 | THC | Tenet Healthcare Corp | 226.5K | $42.4M | $59.4M | 2.38% | +46.1K | 2026-06-30 |
| 16 | NET | Cloudflare Inc | 169.9K | $41.7M | $55.7M | 2.23% | +60.9K | 2026-06-30 |
| 17 | WAT | Waters Corp | 99.3K | $37.2M | $46.5M | 1.86% | -108,554 | 2026-06-30 |
| 18 | ANET | Arista Networks Inc | 219.1K | $37.2M | $41.0M | 1.64% | +194.1K | 2026-06-30 |
| 19 | AAPL | Apple Inc | 122.9K | $35.6M | $42.7M | 1.71% | -73,190 | 2026-06-30 |
| 20 | HPE | Hewlett Packard Enterprise C | 757.7K | $34.2M | $46.1M | 1.85% | -101,264 | 2026-06-30 |
| 21 | CPAY | Corpay Inc | 101.8K | $33.9M | $40.4M | 1.62% | +22.3K | 2026-06-30 |
| 22 | — | Medtronic PLC | 431.0K | $33.7M | $33.7M | 1.35% | -- | 2026-06-30 |
| 23 | MU | Micron Technology Inc | 29.2K | $33.7M | $27.1M | 1.09% | -- | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 58.8K | $33.1M | $36.5M | 1.46% | -11,037 | 2026-06-30 |
| 25 | BE | Bloom Energy Corp | 107.0K | $32.4M | $23.4M | 0.94% | -- | 2026-06-30 |
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