Meridiem Capital Partners LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Meridiem Capital Partners LP held in its portfolio 68 assets valued at $1,657,580,267 (i.e. $1.66B).

The most valuable assets in the portfolio included: AMAZON COM INC ($130.32M), TAIWAN SEMICONDUCTOR MFG LTD ($76.02M), and NVIDIA CORPORATION ($65.21M).

The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Meridiem Capital Partners LP Portfolio
AMAZON COM INC
TAIWAN SEMICONDUCTOR MFG LTD
NVIDIA CORPORATION
MOODYS CORP
APPLIED MATLS INC
BOSTON SCIENTIFIC CORP
EBAY INC.
BOOKING HOLDINGS INC
META PLATFORMS INC
SYNOPSYS INC
Meridiem Capital Partners LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
AMAZON COM INC 564613 130323973 COM
TAIWAN SEMICONDUCTOR MFG LTD 250152 76018691 SPONSORED ADS
NVIDIA CORPORATION 349668 65213082 COM
MOODYS CORP 125516 64119849 COM
APPLIED MATLS INC 242022 62197234 COM
BOSTON SCIENTIFIC CORP 608758 58045075 COM
EBAY INC. 529430 46113353 COM
BOOKING HOLDINGS INC 8565 45868401 COM
META PLATFORMS INC 62415 41199517 CL A
SYNOPSYS INC 84205 39552773 COM
MONOLITHIC PWR SYS INC 42723 38722418 COM
SERVICENOW INC 252115 38621497 COM
ETSY INC 685995 38031563 COM
DANAHER CORPORATION 165145 37804993 COM
VERIZON COMMUNICATIONS INC 833497 33948333 COM
BLOCK INC 513770 33441289 CL A
INTUITIVE SURGICAL INC 58528 33147918 COM NEW
NXP SEMICONDUCTORS N V 148311 32192386 COM
SNOWFLAKE INC 145035 31814878 COM SHS
WESTERN UN CO 3388600 31547866 COM
ORACLE CORP 157088 30618022 COM
AGILENT TECHNOLOGIES INC 222216 30236931 COM
EXPEDIA GROUP INC 104491 29603345 COM NEW
MASTERCARD INCORPORATED 50031 28561697 CL A
CENTENE CORP DEL 667094 27450918 COM
CHARLES RIV LABS INTL INC 132883 26507501 COM
ON SEMICONDUCTOR CORP 482271 26114975 COM
COREWEAVE INC 344450 24666065 COM CL A
TWILIO INC 162812 23158379 CL A
MARVELL TECHNOLOGY INC 265446 22557601 COM
MONGODB INC 52009 21827657 CL A
COMCAST CORP NEW 707054 21133844 CL A
SALESFORCE INC 78304 20743513 COM
TAKE-TWO INTERACTIVE SOFTWAR 80903 20713595 COM
MEDTRONIC PLC 208685 20046281 SHS
WESTERN DIGITAL CORP 87524 15077759 COM
BIO-TECHNE CORP 254359 14958853 COM
BILL HOLDINGS INC 273792 14932616 COM
FORTINET INC 186940 14844905 COM
INTERNATIONAL BUSINESS MACHS 48575 14388401 COM
AUTODESK INC 47199 13971376 COM
CLOUDFLARE INC 68634 13531193 CL A COM
ILLUMINA INC 102878 13493478 COM
PENUMBRA INC 43249 13446547 COM
LYFT INC 688052 13327567 CL A COM
CHARTER COMMUNICATIONS INC N 56883 11874326 CL A
ROBINHOOD MKTS INC 101717 11504193 COM CL A
CREDO TECHNOLOGY GROUP HOLDI 78948 11359828 ORDINARY SHARES
ENTEGRIS INC 133548 11251419 COM
SAP SE 42728 10379058 SPON ADR
CORPAY INC 32890 9897588 COM SHS
EDWARDS LIFESCIENCES CORP 114765 9783716 COM
TESLA INC 20661 9291665 COM
RUBRIK INC. 118564 9067775 CL A
ROKU INC 76304 8278221 COM CL A
NATERA INC 36017 8251135 COM
CARIS LIFE SCIENCES INC 278063 7502140 COM
ALIBABA GROUP HLDG LTD 50000 7329000 SPONSORED ADS
CHIME FINL INC 243403 6126454 COM SHS CL A
ABBOTT LABS 45830 5742041 COM
TENET HEALTHCARE CORP 25851 5137111 COM NEW
VARONIS SYS INC 154638 5072126 COM
TRANSMEDICS GROUP INC 36668 4460662 COM
CIRCLE INTERNET GROUP INC 45909 3640584 COM CL A
GENEDX HOLDINGS CORP 20807 2706158 COM CL A
ASTERA LABS INC 15000 2495400 COM
AZENTA INC 57695 1918936 COM
TWIST BIOSCIENCE CORP 21205 672623 COM