Holders — by stockHoldings — by fund
Meridiem Capital Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2026798
$2.23B
disclosed book value
83
positions
4.6%
largest position share
Positions, as of 2026-06-30
top 85 of 83 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DHRDANAHER CORP DEL | 537,437 | $102.4M | 4.6% |
| 2 | UNHUNITEDHEALTH GROUP INC | 211,050 | $87.7M | 3.9% |
| 3 | EWEDWARDS LIFESCIENCES CORP | 858,921 | $77.7M | 3.5% |
| 4 | VVISA INC | 198,553 | $68.1M | 3.1% |
| 5 | MCOMOODYS CORP | 144,783 | $65.6M | 2.9% |
| 6 | MTDMETTLER TOLEDO INTERNATIONAL | 50,157 | $64.1M | 2.9% |
| 7 | INTCINTEL CORP | 418,425 | $58.4M | 2.6% |
| 8 | CRLCHARLES RIV LABS INTL INC | 246,979 | $56.0M | 2.5% |
| 9 | ZBHZIMMER BIOMET HOLDINGS INC | 638,555 | $55.0M | 2.5% |
| 10 | SNOWSNOWFLAKE INC | 210,452 | $53.6M | 2.4% |
| 11 | XYZBLOCK INC | 687,662 | $52.3M | 2.3% |
| 12 | GOOGLALPHABET INC | 144,678 | $51.7M | 2.3% |
| 13 | CEREBRAS SYSTEMS INC | 221,522 | $49.0M | 2.2% |
| 14 | IBMINTERNATIONAL BUSINESS MACHS | 163,461 | $46.0M | 2.1% |
| 15 | THCTENET HEALTHCARE CORP | 226,542 | $42.4M | 1.9% |
| 16 | NETCLOUDFLARE INC | 169,946 | $41.7M | 1.9% |
| 17 | WATWATERS CORP | 99,260 | $37.2M | 1.7% |
| 18 | ANETARISTA NETWORKS INC | 219,098 | $37.2M | 1.7% |
| 19 | AAPLAPPLE INC | 122,941 | $35.6M | 1.6% |
| 20 | HPEHEWLETT PACKARD ENTERPRISE C | 757,731 | $34.2M | 1.5% |
| 21 | CPAYCORPAY INC | 101,815 | $33.9M | 1.5% |
| 22 | MEDTRONIC PLC | 431,042 | $33.7M | 1.5% |
| 23 | MUMICRON TECHNOLOGY INC | 29,178 | $33.7M | 1.5% |
| 24 | METAMETA PLATFORMS INC | 58,846 | $33.1M | 1.5% |
| 25 | BEBLOOM ENERGY CORP | 107,035 | $32.4M | 1.5% |
| 26 | DELLDELL TECHNOLOGIES INC | 70,074 | $30.2M | 1.4% |
| 27 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 40,000 | $29.9M | 1.3% |
| 28 | RDDTREDDIT INC | 170,572 | $29.6M | 1.3% |
| 29 | IQVIQVIA HLDGS INC | 144,630 | $27.9M | 1.3% |
| 30 | SNPSSYNOPSYS INC | 61,695 | $27.5M | 1.2% |
| 31 | JKHYHENRY JACK & ASSOC INC | 187,038 | $25.8M | 1.2% |
| 32 | SPOTIFY TECHNOLOGY S A | 54,460 | $25.0M | 1.1% |
| 33 | TRUTRANSUNION | 333,919 | $24.1M | 1.1% |
| 34 | CCICROWN CASTLE INC | 309,322 | $23.4M | 1% |
| 35 | ALABASTERA LABS INC | 47,891 | $23.1M | 1% |
| 36 | LYFTLYFT INC | 1.6M | $22.7M | 1% |
| 37 | WEXWEX INC | 160,776 | $22.7M | 1% |
| 38 | RVTYREVVITY INC | 193,094 | $21.5M | 1% |
| 39 | EHCENCOMPASS HEALTH CORP | 207,713 | $21.0M | 0.9% |
| 40 | ZSZSCALER INC | 144,497 | $20.4M | 0.9% |
| 41 | PANWPALO ALTO NETWORKS INC | 58,016 | $19.8M | 0.9% |
| 42 | DTDYNATRACE INC | 433,110 | $19.0M | 0.9% |
| 43 | HOODROBINHOOD MKTS INC | 189,399 | $19.0M | 0.9% |
| 44 | ADBEADOBE INC | 92,233 | $18.9M | 0.8% |
| 45 | EXPEEXPEDIA GROUP INC | 72,598 | $18.6M | 0.8% |
| 46 | BDXBECTON DICKINSON & CO | 122,440 | $18.5M | 0.8% |
| 47 | CRMSALESFORCE INC | 117,295 | $18.4M | 0.8% |
| 48 | BKNGBOOKING HOLDINGS INC | 101,045 | $18.0M | 0.8% |
| 49 | MDBMONGODB INC | 53,226 | $17.9M | 0.8% |
| 50 | ROKUROKU INC | 129,183 | $17.8M | 0.8% |
| 51 | CEREBRAS SYSTEMS INCCALL | 80,000 | $17.7M | 0.8% |
| 52 | GLWCORNING INC | 67,830 | $17.3M | 0.8% |
| 53 | TWLOTWILIO INC | 81,500 | $16.8M | 0.8% |
| 54 | OKTAOKTA INC | 123,107 | $16.8M | 0.8% |
| 55 | AFRMAFFIRM HLDGS INC | 201,047 | $16.4M | 0.7% |
| 56 | CVSCVS HEALTH CORP | 158,028 | $16.3M | 0.7% |
| 57 | TXG10X GENOMICS INC | 422,219 | $16.2M | 0.7% |
| 58 | HUMHUMANA INC | 40,421 | $16.1M | 0.7% |
| 59 | SPCXSPACE EXPLORATION TECHN CORP | 87,833 | $15.0M | 0.7% |
| 60 | IREN LIMITED | 327,869 | $15.0M | 0.7% |
| 61 | NTNXNUTANIX INC | 289,623 | $14.8M | 0.7% |
| 62 | GHGUARDANT HEALTH INC | 97,088 | $14.6M | 0.7% |
| 63 | ORCLORACLE CORP | 99,135 | $14.5M | 0.7% |
| 64 | QIAGEN NV | 369,740 | $14.5M | 0.6% |
| 65 | VRSKVERISK ANALYTICS INC | 79,120 | $14.2M | 0.6% |
| 66 | CDNACAREDX INC | 451,493 | $12.9M | 0.6% |
| 67 | DOCNDIGITALOCEAN HLDGS INC | 75,793 | $11.9M | 0.5% |
| 68 | SAPSAP SE | 72,235 | $11.1M | 0.5% |
| 69 | CVNACARVANA CO | 166,332 | $10.9M | 0.5% |
| 70 | TSLATESLA INC | 24,252 | $10.2M | 0.5% |
| 71 | CAHCARDINAL HEALTH INC | 40,741 | $9.7M | 0.4% |
| 72 | ZMZOOM COMMUNICATIONS INC | 108,530 | $9.4M | 0.4% |
| 73 | NAVNNAVAN INC | 401,404 | $9.2M | 0.4% |
| 74 | CORCENCORA INC | 32,205 | $9.1M | 0.4% |
| 75 | CRWDCROWDSTRIKE HLDGS INC | 11,823 | $9.0M | 0.4% |
| 76 | ABTABBOTT LABORATORIES | 88,519 | $8.0M | 0.4% |
| 77 | NEBIUS GROUP N.V. | 28,014 | $7.7M | 0.3% |
| 78 | CHECK POINT SOFTWARE TECH LT | 57,627 | $7.6M | 0.3% |
| 79 | PINSPINTEREST INC | 266,601 | $5.6M | 0.3% |
| 80 | EBAYEBAY INC.CALL | 50,000 | $5.6M | 0.3% |
| 81 | TNDMTANDEM DIABETES CARE INC | 298,255 | $4.5M | 0.2% |
| 82 | WGSGENEDX HOLDINGS CORP | 46,764 | $3.2M | 0.1% |
| 83 | PODDINSULET CORP | 17,200 | $2.6M | 0.1% |
| 84 | MCHPMICROCHIP TECHNOLOGY INC.CALL | 25,000 | $2.3M | 0.1% |
| 85 | IREN LIMITEDCALL | 25,000 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.