EdgeMarket › What Meridiem Capital Partners Lp reported owning
What Meridiem Capital Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
64Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 86.5M | 5.6% | 415.4K | 258.63 | +15.6% |
| SYK STRYKER CORP | 76.1M | 5.0% | 231.5K | 329.45 | -15.9% |
| CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | 62.5M | 4.1% | 362.1K | 295.19 | +85.0% |
| WAT WATERS CORP /DE/ | 61.9M | 4.0% | 207.8K | 410.70 | +38.4% |
| TRU TransUnion | 58.7M | 3.8% | 848.3K | 84.61 | -3.6% |
| T AT&T INC. | 54.3M | 3.5% | 1.9M | 25.29 | -13.6% |
| TSLA Tesla, Inc. | 53.9M | 3.5% | 144.9K | 362.86 | +12.0% |
| AAPL Apple Inc. | 49.8M | 3.2% | 196.1K | 309.35 | +36.9% |
| MA Mastercard Inc | 44.3M | 2.9% | 88.6K | 580.63 | -2.0% |
| XYZ Block, Inc. | 44.0M | 2.9% | 730.7K | 82.16 | +10.8% |
| NFLX NETFLIX INC | 42.8M | 2.8% | 444.8K | 79.59 | -34.4% |
| META Meta Platforms, Inc. | 40.0M | 2.6% | 69.9K | 549.90 | -26.5% |
| ILMN ILLUMINA, INC. | 38.6M | 2.5% | 313.3K | 219.40 | +117.7% |
| FFIV F5, INC. | 37.7M | 2.5% | 130.1K | 384.63 | +21.8% |
| THC TENET HEALTHCARE CORP | 34.1M | 2.2% | 180.5K | 280.77 | +54.3% |
| PYPL PayPal Holdings, Inc. | 32.3M | 2.1% | 714.1K | 61.55 | -9.6% |
| CRM Salesforce, Inc. | 32.2M | 2.1% | 172.3K | 209.17 | -15.1% |
| TMUS T-Mobile US, Inc. | 32.1M | 2.1% | 152.8K | 183.04 | -29.3% |
| AMD ADVANCED MICRO DEVICES INC | 30.1M | 2.0% | 148.2K | 473.25 | +186.5% |
| INTC INTEL CORP | 27.0M | 1.8% | 612.1K | 90.07 | +282.6% |
| MSCI MSCI Inc. | 26.8M | 1.7% | 49.7K | 563.49 | -1.9% |
| INTU INTUIT INC. | 26.0M | 1.7% | 60.1K | 367.00 | -47.5% |
| ELV Elevance Health, Inc. | 25.7M | 1.7% | 87.9K | 400.54 | +29.2% |
| CAH CARDINAL HEALTH INC | 24.6M | 1.6% | 116.3K | 229.51 | +50.1% |
| CPAY CORPAY, INC. | 23.1M | 1.5% | 79.5K | 417.13 | +31.8% |
| NET Cloudflare, Inc. | 22.5M | 1.5% | 109.1K | 293.14 | +51.7% |
| A AGILENT TECHNOLOGIES, INC. | 21.1M | 1.4% | 184.9K | 159.00 | +33.5% |
| TECH BIO-TECHNE Corp | 21.0M | 1.4% | 402.2K | 72.32 | +33.1% |
| ROKU ROKU, INC | 20.9M | 1.4% | 221.2K | 157.49 | +78.0% |
| HPE Hewlett Packard Enterprise Co | 20.5M | 1.3% | 859.0K | 53.45 | +154.0% |
| CRWV CoreWeave, Inc. | 19.3M | 1.3% | 249.6K | 87.85 | -4.0% |
| EW Edwards Lifesciences Corp | 18.7M | 1.2% | 233.2K | 89.79 | +10.3% |
| PANW Palo Alto Networks Inc | 17.5M | 1.1% | 109.0K | 357.87 | +94.0% |
| CHYM Chime Financial, Inc. | 15.8M | 1.0% | 844.5K | 32.78 | +23.4% |
| CDNS CADENCE DESIGN SYSTEMS INC | 14.3M | 0.9% | 51.4K | 319.02 | -7.7% |
| CSCO CISCO SYSTEMS, INC. | 14.2M | 0.9% | 182.6K | 111.04 | +65.5% |
| CHTR CHARTER COMMUNICATIONS, INC. /MO/ | 14.1M | 0.9% | 65.3K | 150.17 | -43.7% |
| COIN Coinbase Global, Inc. | 13.9M | 0.9% | 79.5K | 186.49 | -38.7% |
| DDOG Datadog, Inc. | 13.9M | 0.9% | 117.4K | 235.62 | +83.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 13.4M | 0.9% | 116.5K | 110.42 | +45.2% |
| ZM Zoom Communications, Inc. | 12.4M | 0.8% | 154.3K | 107.43 | +48.9% |
| W Wayfair Inc. | 12.0M | 0.8% | 160.1K | 101.52 | +27.0% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 11.8M | 0.8% | 192.9K | 61.87 | -12.2% |
| EBAY EBAY INC | 11.5M | 0.7% | 125.9K | 104.13 | +5.0% |
| TWST Twist Bioscience Corp | 11.4M | 0.7% | 239.7K | 145.59 | +450.4% |
| TXG 10x Genomics, Inc. | 11.1M | 0.7% | 524.0K | 65.12 | +387.4% |
| MRVL Marvell Technology, Inc. | 10.6M | 0.7% | 106.7K | 237.04 | +232.8% |
| ISRG INTUITIVE SURGICAL INC | 10.5M | 0.7% | 22.7K | 378.81 | -21.2% |
| ICLR ICON PLC | 10.4M | 0.7% | 93.9K | 172.23 | -4.4% |
| SNPS SYNOPSYS INC | 10.4M | 0.7% | 26.2K | 397.87 | -33.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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