Meridiem Capital Partners LP
63 holdingsFiling period: 2026-03-31Current AUM: $1.90Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 415.4K | $86.5M | $112.8M | 5.92% | -149,206 | 2026-03-31 |
| 2 | SYK | STRYKER CORPORATION | 231.5K | $76.1M | $75.4M | 3.96% | -- | 2026-03-31 |
| 3 | CRL | CHARLES RIV LABS INTL INC | 362.1K | $62.5M | $84.2M | 4.42% | +229.2K | 2026-03-31 |
| 4 | WAT | WATERS CORP | 207.8K | $61.9M | $78.4M | 4.12% | -- | 2026-03-31 |
| 5 | TRU | TRANSUNION | 848.3K | $58.7M | $66.7M | 3.50% | -- | 2026-03-31 |
| 6 | T | AT&T INC | 1.87M | $54.3M | $43.5M | 2.29% | -- | 2026-03-31 |
| 7 | TSLA | TESLA INC | 144.9K | $53.9M | $45.1M | 2.37% | +124.3K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 196.1K | $49.8M | $60.6M | 3.18% | -- | 2026-03-31 |
| 9 | MA | MASTERCARD INCORPORATED | 88.6K | $44.3M | $50.8M | 2.67% | +38.6K | 2026-03-31 |
| 10 | XYZ | BLOCK INC | 730.7K | $44.0M | $59.4M | 3.12% | +216.9K | 2026-03-31 |
| 11 | NFLX | NETFLIX INC. | 444.8K | $42.8M | $31.9M | 1.68% | -- | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 69.9K | $40.0M | $38.9M | 2.04% | +7.5K | 2026-03-31 |
| 13 | ILMN | ILLUMINA INC | 313.3K | $38.6M | $64.3M | 3.37% | +210.4K | 2026-03-31 |
| 14 | FFIV | F5 INC | 130.1K | $37.7M | $52.4M | 2.75% | -- | 2026-03-31 |
| 15 | THC | TENET HEALTHCARE CORP | 180.5K | $34.1M | $46.0M | 2.41% | +154.6K | 2026-03-31 |
| 16 | PYPL | PAYPAL HLDGS INC | 714.1K | $32.3M | $40.9M | 2.15% | -- | 2026-03-31 |
| 17 | CRM | SALESFORCE INC | 172.3K | $32.2M | $31.7M | 1.66% | +94.0K | 2026-03-31 |
| 18 | TMUS | T-MOBILE US INC | 152.8K | $32.1M | $26.4M | 1.39% | -- | 2026-03-31 |
| 19 | CRWV | COREWEAVE INC | 399.6K | $31.0M | $28.7M | 1.51% | +55.2K | 2026-03-31 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 148.2K | $30.1M | $70.6M | 3.71% | -- | 2026-03-31 |
| 21 | INTC | INTEL CORP | 612.1K | $27.0M | $55.2M | 2.90% | -- | 2026-03-31 |
| 22 | MSCI | MSCI INC | 49.7K | $26.8M | $28.4M | 1.49% | -- | 2026-03-31 |
| 23 | INTU | INTUIT | 60.1K | $26.0M | $19.0M | 1.00% | -- | 2026-03-31 |
| 24 | ELV | ELEVANCE HEALTH INC FORMERLY | 87.9K | $25.7M | $33.1M | 1.74% | -- | 2026-03-31 |
| 25 | CAH | CARDINAL HEALTH INC | 116.3K | $24.6M | $26.7M | 1.40% | -- | 2026-03-31 |
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