Meridiem Capital Partners LP
84 holdingsFiling period: 2026-06-30Current AUM: $2.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | 537.4K | $102.4M | $112.5M | 4.67% | -- | 2026-06-30 |
| 2 | UNH | UNITEDHEALTH GROUP INC | 211.1K | $87.7M | $79.3M | 3.29% | -- | 2026-06-30 |
| 3 | EW | EDWARDS LIFESCIENCES CORP | 858.9K | $77.7M | $73.6M | 3.05% | +625.7K | 2026-06-30 |
| 4 | V | VISA INC | 198.6K | $68.1M | $74.6M | 3.09% | -- | 2026-06-30 |
| 5 | CBRS | CEREBRAS SYSTEMS INC | 301.5K | $66.6M | $55.5M | 2.30% | -- | 2026-06-30 |
| 6 | MCO | MOODYS CORP | 144.8K | $65.6M | $67.6M | 2.80% | -- | 2026-06-30 |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL | 50.2K | $64.1M | $66.7M | 2.77% | -- | 2026-06-30 |
| 8 | INTC | INTEL CORP | 418.4K | $58.4M | $40.6M | 1.69% | -193,639 | 2026-06-30 |
| 9 | CRL | CHARLES RIV LABS INTL INC | 247.0K | $56.0M | $67.4M | 2.79% | -115,119 | 2026-06-30 |
| 10 | ZBH | ZIMMER BIOMET HOLDINGS INC | 638.6K | $55.0M | $62.8M | 2.61% | -- | 2026-06-30 |
| 11 | SNOW | SNOWFLAKE INC | 210.5K | $53.6M | $68.0M | 2.82% | -- | 2026-06-30 |
| 12 | XYZ | BLOCK INC | 687.7K | $52.3M | $53.9M | 2.23% | -43,044 | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 144.7K | $51.7M | $49.9M | 2.07% | -- | 2026-06-30 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | 163.5K | $46.0M | $40.6M | 1.68% | -- | 2026-06-30 |
| 15 | THC | TENET HEALTHCARE CORP | 226.5K | $42.4M | $59.1M | 2.45% | +46.1K | 2026-06-30 |
| 16 | NET | CLOUDFLARE INC | 169.9K | $41.7M | $55.6M | 2.31% | +60.9K | 2026-06-30 |
| 17 | WAT | WATERS CORP | 99.3K | $37.2M | $41.4M | 1.72% | -108,554 | 2026-06-30 |
| 18 | ANET | ARISTA NETWORKS INC | 219.1K | $37.2M | $42.3M | 1.75% | +194.1K | 2026-06-30 |
| 19 | AAPL | APPLE INC | 122.9K | $35.6M | $40.7M | 1.69% | -73,190 | 2026-06-30 |
| 20 | HPE | HEWLETT PACKARD ENTERPRISE C | 757.7K | $34.2M | $42.3M | 1.76% | -101,264 | 2026-06-30 |
| 21 | CPAY | CORPAY INC | 101.8K | $33.9M | $41.5M | 1.72% | +22.3K | 2026-06-30 |
| 22 | — | MEDTRONIC PLC | 431.0K | $33.7M | $33.7M | 1.40% | -- | 2026-06-30 |
| 23 | MU | MICRON TECHNOLOGY INC | 29.2K | $33.7M | $27.1M | 1.12% | -- | 2026-06-30 |
| 24 | META | META PLATFORMS INC | 58.8K | $33.1M | $39.4M | 1.64% | -11,037 | 2026-06-30 |
| 25 | BE | BLOOM ENERGY CORP | 107.0K | $32.4M | $27.8M | 1.15% | -- | 2026-06-30 |
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