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 ($65.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridiem Capital Partners LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |